Transaction Manager - Lead to Sold

Description

Manage every stage of your real estate business — from first lead to final close — in one fully connected Google Sheets system built for real estate agents and transaction coordinators. This 14-tab Real Estate Transaction Manager gives you real-time visibility across your entire pipeline, client management, and active deals without switching between tools or re-entering data. 

Enter your data once and watch it automatically populate across four auto-updating dashboards — so you always know what needs attention today, where every deal stands, which clients need follow-up, and what deadlines are approaching. The system covers lead tracking, structured client onboarding, showing and listing management, open house tracking, full transaction tracking from contract to close, a communication log, and a smart to-do calendar. A step-by-step YouTube tutorial is included so you can set up and customize your system with confidence.

What's Included (14 Tabs):

• 1 Google Sheet with 14 Tabs
• Pipeline Dashboard with Kanban Board view
• Upcoming Dashboard — deadlines and next steps at a glance
• Client Dashboard — full client overview in one view
• Contingency & Major Dates Calendar
• Lead & Pipeline Management — track every lead from first contact to active client
• Buyer Onboarding & Seller Onboarding tabs
• Showing Tracker
• Listing Tracker
• Open House Tracker
• Transaction Tracker — under contract to sold
• Communication Log — full interaction history
• To-Do Smart Calendar — daily planning and task tracking
• 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.