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Real Estate Design Co
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Transaction Task Tracker

$8.00
$8.00
Sale Sold out

Description

Manage every stage of your real estate business from the very first lead to the closing table with this lead to sold task tracker Google Sheet. Designed for real estate agents and transaction coordinators, this easy-to-use spreadsheet keeps you on top of tasks, deadlines, and client follow-ups so nothing slips through the cracks.

Track tasks from initial lead through closing in one place, using customizable drop-down menus to fit your process, and building and reusing task lists for buyers and sellers at different stages (huge time saver). Completed tasks cross out and turn coral for quick visibility, overdue tasks highlight blue, and tasks due today highlight yellow. The monthly calendar view updates automatically—just set your start date and it works month after month.

What's Included:

  • 1 Google Sheet with 4 tabs
  • Instructions + YouTube Video Tutorial
  • Task Tracker to track tasks from lead to sold
  • Monthly Task Calendar that auto-populates
  • Data Tab with Cheat Sheet Task Lists
  • Auto-Calculating Days Till Due
  • Completed Tasks Cross Out & Turn Coral
  • Overdue Tasks Highlight Blue, Tasks Due Today Highlight Yellow
  • Customizable Drop-Down Menus
  • Build and Reuse Task Lists for Buyers & Sellers

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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