Welcome!
Real Estate Design Co
0
1 9

Pipeline + Transaction Manager (12 Tabs)

$30.00
$30.00
Sale Sold out

Description

Stay organized, close more deals, and simplify your real estate workflow with this Google Sheets real estate business tracker designed for real estate agents. This spreadsheet is your all-in-one system for managing leads, tracking clients, staying on top of contingencies, and organizing every detail of your pipeline. With 12 dynamic, pre-built tabs, this tool keeps your business running smoothly from lead to close.

What's Included:

  • 1 Google Sheet with 12 Tabs
  • Instructions + YouTube Tutorial for quick-start setup
  • Pipeline to track all leads, clients & transactions with deal stages, commission amounts, and deadlines
  • Client Dashboard with one-page snapshot of a client's journey (choose the client you want to view from a drop-down menu)
  • Timeline & Follow-Up Calendar to visualize follow-up dates
  • Open House Tracker to log attendees, notes, and follow-ups
  • Showings Tracker to organize property showings and buyer feedback
  • Contingency Calendar to stay on top of inspection, financing, appraisal, and closing deadlines
  • Task Tracker to prioritize tasks with due dates
  • Task Categories for easy copy and paste organization
  • Task Calendar with visual to-do list
  • Communication Log to record emails, calls, and touchpoints
  • Summary Dashboard showing pipeline totals, income, closed deals, and progress toward goals

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.

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.

 View Product Details