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Real Estate Design Co
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Transaction Coordinator Client List & Vendor List

$12.00
$12.00
Sale Sold out

Description

Stay organized and keep a comprehensive record of all important client and vendor information with a Google Sheets spreadsheet designed specifically for transaction coordinators. This fully customizable template helps you track contact information, relationship-building details, transaction preferences, and additional notes for both clients and service providers in one organized spreadsheet, ensuring you have everything you need at your fingertips.

What's Included:

  • 1 Google Sheets Spreadsheet with 4 Tabs: Client List, Communication Log, Client Summary Dashboard, Vendor List
  • Client Dashboard with Drop-Down Menu & Auto-Populate Data
  • Detailed Instructions Included

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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