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Real Estate Design Co
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Transaction Management System

$20.00
$20.00
Sale Sold out

Description

Simplify your workflow and take control of your transactions with this transaction coordinator spreadsheet designed to empower transaction coordinators and revolutionize the way you work. This Google Sheets system provides a centralized hub for all your transaction details, ensuring nothing slips through the cracks. Stay on top of deadlines with ease using the dedicated task calendar, track contingencies and closing dates seamlessly with the smart calendar, and say goodbye to missed deadlines with smooth, stress-free transaction management. Tracks up to 100 transactions at any given time.

Customize in Google Sheets by adjusting drop-down menus and pre-set tasks to fit your unique workflow and preferences, duplicating the Buyer and Seller Transaction Task Managers for each transaction, and using the auto-populating calendars to view all contingencies, closings, and incomplete tasks from each transaction in one spot. The DATA tab pulls information together from all the Buyer and Seller Transaction Task Managers to make the calendars work automatically. Designed with transaction coordinators in mind, this spreadsheet is user-friendly and customizable. Detailed user instructions and YouTube video included.

What's Included:

  • 1 Google Sheet
  • Transaction Coordinator Business Pipeline
  • Seller Transaction Task Manager (duplicate for each transaction)
  • Buyer Transaction Task Manager (duplicate for each transaction)
  • Contingency & Closing Calendar to view all contingencies & closings in one spot
  • Task Tracker Calendar to view all incomplete tasks in one spot
  • DATA Tab that pulls information together to make the calendars work
  • Detailed User Instructions & YouTube Video
  • Tracks up to 100 Transactions at any given time

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.

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