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Under Contract to Sold Transaction Manager

$26.00
$26.00
Sale Sold out

Description

Manage every real estate transaction from offer accepted to closing in one centralized Google Sheets system built for agents and transaction coordinators. Whether you're juggling a handful of files or a full pipeline, this spreadsheet gives you complete visibility into every deadline, task, and contact without any complicated software or setup required.

The 12-tab system covers everything from pipeline tracking and contingency management to communication logs and auto-populating dashboards. Smart features include auto-calculating commissions, color-coded deadline and task priorities, a Kanban-style pipeline board, customizable dropdowns and headings, and filters for viewing specific sections of information at a glance. No transaction detail gets missed.

What's Included (12 Tabs):

  • 1 Google Sheet with 12 Tabs
  • Pipeline Dashboard with metrics, summary, and Kanban board
  • Transaction Dashboard with key details, contacts, tasks, and communication history
  • Terms & Contingencies Calendar showing major deadlines and closing dates
  • Task Dashboard with overdue tasks, transaction lookup, and 7-day calendar
  • Pipeline Tab for transaction details, contacts, and commission info
  • Buyer Checklist and Seller Checklist
  • Terms, Contingencies & Major Deadlines Tracker
  • Tasks Tracker synced to dashboards
  • Communication Log for all transaction communication
  • Task List for copy-paste time-saving
  • Follow-Up Calendar (duplicable for each month)
  • YouTube Video 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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