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Real Estate Design Co
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Transaction Coordinator Client Dashboard

$12.00
$12.00
Sale Sold out

Description

Streamline communication with real estate agent clients throughout transactions using a comprehensive client dashboard Google Sheets spreadsheet designed for TCs. This shareable tool keeps your real estate agent clients informed and updated as you help manage their transactions, allowing them to view their dashboard and see where their transaction is at in real-time.

Links provide your real estate agent client with access to all important transaction paperwork and documents. The milestone tracker allows you to set a checklist of agreed-upon services and check them off as they are completed. The communication log provides space to document communication between you and your client. The sheet highlights major dates, deadlines, and completion. Easy customization allows you to tailor the sheet to meet your specific needs with detailed instructions included. Two layouts are provided: one for use when representing buyers or sellers from pending to sold, and one for use when representing sellers from listing to sold. Includes a Canva template to add a logo to your Google Sheet.

What's Included:

  • Google Sheets Spreadsheet - Agent Dashboard
  • 2 Layouts: Buyers/Sellers (Pending to Sold) & Sellers (Listing to Sold)
  • Real-Time Transaction Status
  • Create Links to Important Transaction Paperwork & Documents
  • Milestone Tracker (Checklist of Agreed-Upon Services)
  • Communication Log
  • Highlights Major Dates, Deadlines & Completion
  • Canva Name Design/Logo Template 
  • 100% Customization
  • Detailed User Instructions

Requirements: Requires a Google account and a Canva account (free or pro version). 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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