Trello for Real Estate

Trello for Real Estate

Stephen Atcheler
Stephen Atcheler


How to Use Trello for Efficient Real Estate Management

Real estate professionals need to stay organized and efficient to succeed in this constantly evolving industry. One popular tool that can help with this is Trello, a project management platform that can benefit real estate agents, investors, property managers, developers, and more. In this article, we’ll discuss the different ways to use Trello for real estate management and how it can help your business.

Why Trello is Ideal for Real Estate

Why Trello is Ideal for Real Estate

Trello is a Kanban-style tool that allows users to create boards, lists, and cards to organize tasks and projects. It has been around for a long time and has maintained its simplicity, making it an ideal tool for real estate professionals. Even with new tools that have more advanced functions, Trello has remained relevant because of its flexibility and user-friendly interface.

Using Trello for Real Estate Processes

One of the most significant benefits of Trello is its ability to adapt to different real estate processes. For example, you can use Trello to manage the sales process for a new property listing. Start by creating a list for the appraisal stage, then move on to the “just listed” stage where you can add tasks for administrative functions and marketing. Once the property is live, add tasks for monitoring progress, receiving offers, and eventually exchanging contracts. Trello makes it easy to track progress, deadlines, and communicate with your team.

Trello for Property Management

Trello is also useful for property management, such as managing properties under management, lease renewals, and maintenance requests. You can create a list for each property under management and then add individual tasks for each property, such as lease agreements, tenant communication, and rent collection. You can set up a separate list for lease renewals and add individual tasks for each lease agreement. This helps ensure that you never miss a deadline and can efficiently manage your properties.

For property development, Trello can be used to manage projects, new property purchases, and the construction process. You can create a board for each project and add individual tasks for each stage of the process, such as land acquisition, design, permits, and construction. You can also use Trello to manage budgets, timelines, and communicate with your team.

Power-ups and Integration

Power-ups and Integration

One of the most useful features of Trello is its power-ups, which are additional functionalities that can be added to your boards to enhance their capabilities. For example, you can add a calendar power-up to help you keep track of deadlines and appointments. You can also add a voting power-up to allow your team to vote on important decisions.

Another useful feature is Trello’s integration with other tools such as Slack. When a card is moved from one list to another, it can trigger a notification in a channel in Slack. This helps keep your team informed and up-to-date with what’s happening in real-time.

Setting Up Trello for Real Estate

Setting up Trello for real estate is straightforward. Start by creating a board for each process, such as sales, property management, or development. Then, create lists for each stage of the process. Finally, add individual tasks to each list. You can customize your boards by adding labels, due dates, attachments, and other features to make them more efficient.


Trello is an excellent tool for real estate professionals because of its simplicity, flexibility, power-ups, and integration with other tools. Whether you’re a real estate agent, property manager, investor, or developer, Trello can be customized to meet your specific needs. It can help you stay organized, track progress, and communicate with your team more efficiently. Give Trello a try for your real estate business and see how it can benefit you.

About the Author

Meet Stephen Atcheler, the Managing Director of a Real Estate Virtual Assistant Company. Stephen has been working in the industry since 2013 and has a wealth of experience in making outsourcing work for real estate businesses. He fell in love with real estate at a young age and has been working in the field since 2005. Stephen's passion for real estate and helping other business owners thrive led him to start his own real estate business in 2012, and eventually, to establish a real estate virtual assistant company to take it to the next level. Stephen's wealth of experience and knowledge in real estate and outsourcing make him the perfect person to guide you in setting up your own virtual assistant team. Feel free to reach out to him on Facebook, LinkedIn, Twitter, or Instagram.

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