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Real Estate Design Co
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Real Estate Pipeline + Transaction Manager

$12.00
$12.00
Sale Sold out

Description

Stay organized, efficient, and in control of every transaction with a pipeline and transaction manager Google Sheet designed specifically for real estate professionals. Manage clients, track milestones, and visualize your entire pipeline in one place. Record client details including contact information, notes, and follow-ups. Track up to 10 client touchpoints and manage key transaction stages with three customizable milestone checklists: a 15-step onboarding checklist, a 20-step ratified checklist, and a 20-step sold checklist, each with auto-populating completion percentages. Track up to 10 contingency deadlines with a priority column that auto-populates to alert you which files require the most attention. Document closing details, monitor commission per transaction, and view your entire pipeline at a glance with the visual dashboard.

Customize drop-down menus to fit your workflow, edit milestone headings, and hide columns you don't need. Instructions and YouTube video tutorials are included to get you started quickly.

What's Included:

  • 1 Google Sheet with 2 Tabs
  • Instructions + YouTube Video Tutorials
  • Client Details (Contact Info, Notes, Follow-Ups)
  • Touchpoint Tracking (Up to 10 Touchpoints)
  • Milestone Checklists (15-Step Onboarding, 20-Step Ratified, 20-Step Sold)
  • Auto-Populating Completion Percentages
  • Contingency Deadline Tracker (Up to 10, with Priority Alerts)
  • Closing Date Tracking
  • Commission Tracking
  • Visual Pipeline Dashboard
  • Customizable Drop-Down Menus & Column Visibility

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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