Buyers and sellers with follow-ups, listings with days on market, showings and feedback, deals with every contract deadline, and past clients to stay in touch with, in one private Obsidian vault. No monthly fee.
Instant downloadWindows, Mac, iPhone, AndroidNo plugins12 months of updates
Buyers, sellers, past clients and your sphere: next step, follow-ups due and who’s gone quiet.
Every deal by stage, each contract deadline, closings in 30 days and closed volume this year.
Active, pending and sold, with days on market, price per square foot and expiring listings.
Upcoming showings and buyer feedback, on each buyer’s and each listing’s page.
Today, this week and waiting, linked to a contact or a deal.
Who to check in with, and home anniversaries this month.
Visitors and leads per open house; lenders, inspectors and title contacts you trust.
New leads, follow-up cadence, consultations, contract to close, wire fraud and more.
Fictional sample data is included so every view shows something on day one. Clear it from one list when you’re ready.
A free, smaller edition you can keep and share. If it helps, the full vault picks up where it stops.
Contacts with follow-ups, tasks, and three playbooks including the wire-fraud warning. No email needed.
What is Obsidian?
A free note-taking app for Windows, Mac, Linux, iPhone, iPad and Android. Your notes are plain files on your own device, not in someone else’s database. Get it at obsidian.md.
Do I need plugins or coding?
No. Everything uses Obsidian’s built-in features (Bases, templates, daily notes), so it works with Restricted mode on, works on your phone, and keeps working when Obsidian updates.
What exactly do I get?
A ZIP with the complete vault: templates, ready-made views, guides, and fictional sample data you can clear from one list. Open the folder in Obsidian and the Home page appears.
Is this legal or brokerage advice?
No. Your contracts, state rules, MLS and brokerage policies always come first. Many brokerages require their own system for documents; this vault is for your client relationships, follow-ups and deadlines.
What about client privacy?
The vault lives on your devices. It’s designed to never hold Social Security numbers, bank details, wiring instructions or lockbox codes, and a guide inside explains why.
Can I change it?
Yes, all of it. Rename statuses, add fields, delete what you don’t need. It’s yours to keep.
What if it isn’t right for me?
Email us within 14 days of buying and we’ll refund you. No form, no argument.
Does it work on my phone?
Yes. Use any sync you like (Obsidian Sync, iCloud or a free option); a guide inside compares them.
Is my data private?
Yes. The vault runs on your devices and we never see your notes. It’s designed to never hold passwords or ID numbers.
Do I get updates?
Yes, free for 12 months: re-download from the link on your purchase page.
Who made this?
Golden Rock, a technology partner in San Antonio, Texas. Not affiliated with or endorsed by Obsidian (Dynalist Inc.).
For freelancers, consultants and small service businessesClients, pipeline, projects, invoices and ten written procedures. One Home page shows what needs you today.
For founders and developers building with AI toolsSpec templates, 16 tested prompts, bug and decision logs and launch checklists for building with AI coding tools.
For small offices that look after their own ITDevices, access, vendors, renewals, 8 plain-English policies and 10 runbooks for the bad days. Never stores passwords.
Hi! Tell me what’s going on with your business tech and I’ll point you to the right service. A website, IT trouble, a security worry, or AI?
AI-generated guidance. For bookings, email [email protected].