Pipeline + Transaction Manager (7 Tabs)

Description

Stay organized, track transactions, and close more deals with this real estate pipeline and transaction tracker designed for busy realtors. Get a clear, visual snapshot of every buyer, seller, and lead in your business, and effortlessly move clients through the process from first contact to closing. Track milestones, tasks, communications, deadlines, and commissions all in one place. Link your Google Drive client files for quick access and stay on top of every transaction with built-in checklists.

Customize in Google Sheets by entering client details throughout the buying and selling process, documenting every conversation in the communication log (which automatically updates the client dashboard), managing all contingency deadlines and closing dates, and tracking follow-ups that automatically populate on a calendar. The client dashboard provides communications, deadlines, and key info at a glance, while the summary tab lets you review your entire pipeline to make informed business decisions. 

What's Included:

• 1 Google Sheet with 7 tabs
• User Guide & Video Tutorial with step-by-step instructions
• Pipeline to track all client details throughout the buying and selling process
• Client Dashboard to see communications, deadlines, and key info at a glance
• Timeline & Follow-Up Calendar to automatically track follow-ups
• Contingency Calendar to manage all contingency deadlines and closing dates
• Communication Log to document every conversation (auto-updates client dashboard)
• Summary to review your entire pipeline for informed business decisions

Requirements: Requires a Google account. This is a Google Sheets product and does not transfer to Excel. Digital download only—no physical product will be shipped.