A complete operating system for managing listings, buyers, transactions, marketing, and your entire team.
Built on ClickUp with 8 core folders, 7 content pillars, and full automation workflows.
System Overview
What It Is
A complete operating system built in ClickUp that manages every aspect of your real estate business—from lead generation to closing and beyond.
What It Does
Centralizes all workflows, automates repetitive tasks, tracks progress in real-time, ensures consistency across your team, and provides complete visibility into your business.
8 Core Folders
Listings
Pre-Listing → Active → Under Contract → Closed with 8-phase SOP
Buyers
New Leads → Active → Under Contract → Closed with full journey tracking
Referrals
Referral Pipeline with status tracking and nurture workflows
Transactions
Closing coordination and post-close management
Marketing
7 Content Pillars with repurposing workflows and email campaigns
Agents
Agent Roster with profiles and performance tracking
Commissions
Commission Tracker with automated calculations
Operations
SOPs, Playbooks, Tech Stack, and automation guides
Marketing System
7 Content Pillars
New Listings
Showcase new properties with full marketing blitz
Google Reviews
Leverage reviews for social proof and SEO
Hyperlocal Questions
Answer local market questions to build authority
Mortgage & Real Estate Insights
Share expert insights from your agents
Open Houses
Drive attendance and capture leads
Team Spotlights
Highlight your agents and their achievements
Market Updates
Keep clients informed with market trends
Content Repurposing Workflow
Social Media Post
Email Campaign
Blog Post
GBP Update
Email Campaign Schedule
Listing Activities
New listings, price changes, status updates
Open House Campaign
Upcoming open houses with details and directions
Blog Post Newsletter
Weekly blog post and market insights
Monthly Newsletter
Market recap, team highlights, upcoming events
Automation & Integration
Task Automation
- ✓Auto-create transactions when listings close
- ✓Send milestone reminders
- ✓Update statuses automatically
External Sync
- ✓Zapier integrations
- ✓Google Sheets sync
- ✓Slack notifications
Lead Management
- ✓Automated follow-ups
- ✓Lead scoring
- ✓CRM integration
Implementation Roadmap
Custom Fields & Relationships
Set up all custom fields and link folders together
Task Templates & Checklists
Create SOP templates with full checklists and subtasks
Automation Rules
Configure all automation workflows and triggers
External Integrations
Connect Zapier, Google Sheets, Slack, and email
Views & Dashboards
Create specialized views for different team roles
Team Training
Train team members on system usage and best practices
Ready to Get Started?
The Real Estate Command Center is ready to transform how your team operates.
Designed & built from the creative mind of Xane Andrino
Digital Marketing Specialist · Andrino Digital