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Real Estate Design Co
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Buyer and Seller Client Transaction Dashboard

$12.00
$12.00
Sale Sold out

Description

Revolutionize the way you communicate with your buyer and seller clients throughout the real estate process with these comprehensive client transaction dashboards. These Google Sheets spreadsheets are designed to keep your buyer and seller clients informed and updated along their real estate journey, delivering real-time updates on the home sale journey and empowering buyers and sellers with instant insights into their purchases and sales.

Customize in Google Sheets by tailoring the dashboard to each client's transaction, linking your Google Drive shared client folder for streamlined document sharing, adding the MLS listing link to enhance client awareness, sharing market updates so clients can stay informed on market changes, documenting showings and open houses with viewer feedback (for sellers) or tracking all homes viewed with feedback (for buyers), keeping sellers updated on marketing efforts and results, and tracking listing details, offers, pending contract details, sold tasks and appointments, possession details, and more. Initiate a positive client relationship with the included welcome email template that introduces clients to the dashboard and provides them with a quick access link. Detailed instructions included.

What's Included:

  • 2 Google Sheets Spreadsheets: Seller Client Transaction Dashboard & Buyer Client Transaction Dashboard
  • 2 Google Docs Email Templates: Welcome to the Client Transaction Dashboard Email (one for buyer clients and one for seller clients)
  • Canva Template: Name Design/Logo Template
  • Progress Tracking with real-time updates
  • Google Drive Integration for document sharing
  • MLS Listing link capability
  • Showings & Open Houses tracking with feedback
  • Marketing updates for sellers
  • Comprehensive Transaction Monitoring
  • Detailed User Instructions

Requirements: Requires a Google account and Canva account (free or Pro version). This is a Google Sheets product and does not transfer to Excel. Digital download only—no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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