MONDAY.COM FOR REAL ESTATE TEAMS  ·  FREE SETUP RESOURCES

Your buyers list, your listings, and your transactions, all in one place. Stop managing your real estate business across two platforms. Free.

Buyers list. Active listings. Marketing tasks. Open houses. Transaction coordination. One system. Not five tabs.

Get the Free Real Estate Templates Book a Free Consultation
40+ Real estate teams set up on Monday
Platinum Partner monday.com's highest partner tier
Free Templates + resources + consultation
WHAT YOU GET FREE

A complete real estate operations system: buyers, listings, and transactions in one place. Free.

01

Real Estate Templates

Pre-built Monday.com boards for your buyers list, active listings pipeline, marketing activity tracking, open house management, and transaction coordination — all connected in one system.

02

Expert Setup Videos

Watch a Monday expert configure a real estate team management system from scratch: buyer pipeline stages, listing workflows, marketing task boards, and TC coordination, all step by step.

03

AI Customization Videos

How to use Claude to customize your Monday setup for your specific market: buyer qualification stages, listing marketing checklists, and TC workflows. No technical help needed.

04

Free 1-Hour Consultation

Book a session with an Elevate expert who has worked with 40+ real estate teams. We'll configure your specific workflows and make sure buyers, listings, and transactions are all connected before we're done.

THREE STEPS

Your real estate system, live in a day.

1

Start your free trial

Click the button to start your Monday.com free trial. Takes 2 minutes. No credit card required.

2

Get the real estate templates

Buyers list, listing pipeline, marketing task board, open house tracker, and transaction coordination board — all pre-built and ready to populate with your current inventory and contacts.

3

Book your consultation

Schedule your free hour with an Elevate expert. We'll connect your buyers to your listings, configure your transaction stages, and make sure your whole pipeline is visible in one dashboard.

REAL ESTATE TEAMS WE'VE BUILT FOR

40+ teams, from solo brokers to regional firms.

D&D MHC & RVP Texas Land Kale Realty Kinetic Real Estate White Robbins Property Management Networth Realty USA Robles Real Estate Group Hanley Investment Storage Rentals of America Lin Realty Group Klein Real Estate Slocum Home Team JustinHavre The Cody Anne Team Massachusetts Association of Realtors and 25+ more
monday.com Platinum Partner
Advanced Delivery Partner
Real Estate Operations Specialist
WHY US

We've built real estate systems for 40+ teams. We know how deals actually move.

Full lifecycle, not just a CRM

Most real estate tools handle one part of the business: leads, or transactions, or marketing. Monday.com runs the full lifecycle from first contact to close, and we build the system that connects all of it.

40+ teams in production

Solo brokers, team leads, broker-owners, property managers, and investors. We've built for all of them and know the differences between each setup.

TC-friendly setup

Transaction coordinators can access their boards without taking up a full seat. We configure your TC workflow during the consultation so handoffs happen inside the system, not through email chains.

Platinum Partner status

Elevate is one of Monday.com's highest-tier certified partners, meaning the templates and systems we provide are built to the standard Monday's own team would sign off on.

QUESTIONS

Straight answers.

For most teams, yes. Monday.com handles buyer pipeline tracking, contact management, and follow-up reminders in one place. If you have a specific CRM with integrations your team relies on (like MLS data sync), we'll help you figure out whether Monday fully replaces it or works alongside it.
Yes. Monday.com has guest access that lets TCs see and update their assigned items without a paid license. We set this up during your consultation.
We build a marketing task board where each listing has a checklist of deliverables: photography, social posts, MLS entry, open house setup, and so on. Tasks can be assigned to team members with due dates and status tracking, so nothing gets missed on a listing.
Templates, videos, and the consultation are free. Elevate earns a referral commission from Monday.com when your trial converts to a paid account. No hidden fees, no hard sell.

Stop managing your business across two platforms.

Get buyers, listings, and transactions in one place. Free.

Get the Free Real Estate Templates