Data Fortress Collection
Realtor Collection
Complete real estate business management system for agents, teams, and brokerages covering the full transaction lifecycle.
Complete real estate business management system for agents, teams, and brokerages covering the full transaction lifecycle.
| Template | Purpose | Features |
|---|---|---|
| Clients Active | Comprehensive client directory for managing all buyer, seller, and investor contacts throughout the real estate relat... | Contacts Directory Action Log Attachments Image Calendar |
| Vendor Directory Active | Master directory of trusted service providers including home inspectors, lenders, title companies, appraisers, contra... | Contacts Directory Attachments URLs |
| Team Members Active | Directory of your real estate team including agents, transaction coordinators, assistants, and administrative staff. | Contacts Directory Image Calendar |
| Property Listings Active | Track all property listings including active, pending, sold, and expired listings with complete property details, pri... | Seller Lookup Action Log Attachments Image URLs 3 File Attachments Calendar |
| Buyer Showings Active | Schedule and track property showings for buyer clients, including showing feedback, property impressions, and follow-... | Buyer Lookup Action Log List Tab Calendar |
| Open Houses Active | Plan and manage open house events including visitor tracking, sign-in management, and post-event follow-up for lead g... | Contacts Directory Seller Lookup Action Log Attachments Calendar |
| Listing Feedback Active | Collect and organize feedback from showing agents about your listings to identify pricing, condition, or marketing ad... | Seller Lookup |
| Buyer Preferences Active | Document detailed buyer requirements and preferences to streamline property searches and ensure homes shown match cli... | Buyer Lookup List Tab |
| Offers Active | Track purchase offers submitted or received on properties, including offer terms, contingencies, counteroffers, and n... | Client Lookup Action Log Attachments 3 File Attachments Calendar |
| Purchase Agreements Active | Manage executed purchase agreements and track all contract deadlines, contingency periods, and required actions throu... | Client Lookup Action Log List Tab Attachments 2 File Attachments Calendar |
| Transaction Closings Active | Track completed real estate transactions from contract to close, including all financial details, commission disburse... | Client Lookup Transactions Attachments 3 File Attachments Calendar |
| Commission Tracker Active | Track all commission income, splits, referral fees, and brokerage deductions across your entire production for financ... | Transactions |
| Inspections Active | Track home inspections, specialized inspections, and repair negotiations for properties under contract. | Client Lookup List Tab Attachments 2 File Attachments Calendar |
| Appraisals Active | Track property appraisals ordered as part of the mortgage and closing process, including appraised values and any cha... | Client Lookup Attachments 2 File Attachments Calendar |
| Mortgage Pre-Approvals Active | Track mortgage pre-approval status, lender details, and loan terms for buyer clients to ensure financing readiness th... | Buyer Lookup Attachments 1 File Attachments Calendar |
| CMAs Active | Create and track Comparative Market Analyses for pricing listings, supporting buyer offers, and providing market insi... | Client Lookup List Tab Attachments 1 File Attachments |
| Marketing Campaigns Active | Plan, execute, and measure marketing campaigns for listings, personal branding, farming areas, and lead generation ac... | Action Log List Tab Attachments URLs Calendar |
| Lead Tracking Active | Capture and nurture real estate leads from all sources including online inquiries, referrals, open houses, and farmin... | Contact Tab Client Lookup Action Log Calendar |
| Client Follow-ups Active | Schedule and track all client follow-up activities including anniversary calls, market updates, check-ins, and relati... | Client Lookup Action Log Calendar |
| Referrals Active | Track incoming and outgoing referrals between agents, past clients, and professional contacts including referral fees... | Contact Tab Client Lookup Transactions |
| Listing Agreements Active | Manage listing agreements with sellers including terms, commission rates, duration, and renewal tracking for all prop... | Seller Lookup Attachments 2 File Attachments Calendar |
| Neighborhoods Active | Build a comprehensive knowledge base of neighborhoods, subdivisions, and market areas to provide expert-level guidanc... | List Tab Attachments URLs |
| Market Reports Advanced | Track local and regional real estate market statistics, trends, and reports to stay informed and provide data-driven ... | Attachments URLs 1 File Attachments |
| Business Expenses Active | Track all real estate business expenses including marketing costs, MLS dues, association fees, education, technology,... | Transactions Attachments 2 File Attachments |
| Goals & Targets Advanced | Set and track annual, quarterly, and monthly production goals including transaction counts, volume targets, income go... | Action Log |
| Continuing Education Active | Track continuing education courses, certifications, and designations required to maintain your real estate license an... | Action Log Attachments 2 File Attachments Calendar |
| License & Compliance Active | Track real estate licenses, E&O insurance policies, association memberships, MLS subscriptions, and regulatory compli... | Attachments 2 File Attachments Calendar |
| Earnest Money Advanced | Track earnest money deposits for all transactions including deposit amounts, escrow holders, deadlines, and disbursem... | Buyer Lookup Transactions Attachments 1 File Attachments Calendar |
| Property Photos Advanced | Organize property photography sessions, virtual tours, and visual marketing assets for listings with photographer coo... | Seller Lookup Attachments URLs Calendar |
| Client Gifts Advanced | Track closing gifts, holiday gifts, anniversary gifts, and relationship-building gestures to maintain strong client c... | Client Lookup Action Log 1 File Attachments Calendar |
Contact Lookup templates can select contacts from any master directory (Clients, Vendor Directory, Team Members). The Related Information feature allows ad-hoc linking between any records across templates.
Core templates available immediately for daily use.
Activate by toggling the checkbox in the template browse view.
Import Realtor.json into Data Fortress to load all 30 templates with menus pre-configured.
Open the Clients template and enter your current buyers, sellers, and leads with contact details and client types.
Populate the Vendor Directory with your trusted inspectors, lenders, title companies, and contractors.
Add your active listings with property details, pricing, photos, and link each to the seller client.
As deals progress, create records in Offers, Purchase Agreements, and Transaction Closings to monitor every stage.
Activate advanced templates as needed, customize your Favorites menu, and build your production history.
This collection is a professionally designed starting point, not a locked system. Every template, field, and menu assignment is yours to customize to match how your real estate practice actually operates.
Build your own templates from scratch for anything not covered — open house sign-in sheets, neighborhood comparison reports, buyer consultation checklists, expired listing follow-up trackers, or referral partner directories.
Fine-tune any template: change field labels, enable or disable features, update purpose text, or reassign menus. Make each template fit your specific workflow.
Delete templates you don't need, or simply toggle them to Inactive to hide them from menus and browse views without losing the design for later use.
Combine templates from multiple collections or mix collection templates with your own custom creations for a system that's uniquely yours.
This collection grows with you, whether you're closing your first deals or managing a top-producing real estate team.
You're launching your real estate career or going digital for the first time. These templates teach you what records to keep and how top-producing agents organize listings, clients, and transactions. Get productive immediately at minimal cost with no subscription fees.
As your transaction volume increases and you build a team, customize templates to match your evolving workflow. Activate advanced templates when ready. Data Fortress scales with you without pressure to upgrade or migrate.
When you adopt real estate platforms like kvCORE, Follow Up Boss, or Dotloop, Data Fortress fills the gaps. Keep using templates for prospect tracking, closing documentation, expense management, and more. Create new templates to bridge systems.
No vendor lock-in. No subscription fees. No per-listing pricing. Your data, your way, at every stage.