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Real Estate Design Co
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Pipeline + Transaction Management System

$30.00
$30.00
Sale Sold out

Description

Manage every buyer and seller transaction from lead to closing in one organized Google Sheets system. Each client gets their own dedicated tab creating a complete transaction file. The pipeline tab ties everything together with a status dashboard, commission tracking, and an auto-populating calendar of all tasks, contingencies, closings, appointments, and showings pulled directly from your client files. Manage up to 100 transactions at once.

The seller transaction tab tracks onboarding details, listing details, communication log, appointment tracker, open house tracker, showing tracker, updates sent, offers, accepted offer details, back-up offers, and task tracker. The buyer transaction tab tracks onboarding details, communication log, appointment tracker, showing tracker, offers, updates sent, accepted offer details, and task tracker. Duplicate the seller or buyer tab for each new transaction to create a complete file for every client.

What's Included:

  • 1 Google Sheet with 4 Tabs
  • Pipeline Tab (Status Dashboard, Commission Tracking, Auto-Populating Calendar)
  • Seller Transaction Tab (Duplicate for each Seller Client)
  • Buyer Transaction Tab (Duplicate for each Buyer Client)
  • Data Tab (Powers the Auto-Populating Calendar)
  • Manage Up to 100 Transactions - File Completed Transactions Away
  • Fully Customizable
  • Instructions + YouTube Tutorial

Requirements: Requires a Google account. Designed for Google Sheets only—not compatible with 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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