Buyer & Seller Client List (Multiple Tab)
Looking for a way to create a complete client file from lead to closing, ensuring every critical detail is captured? Our Buyer and Seller Transaction Managers are the perfect tool. These fully customizable Google Sheets templates simplify documenting and managing the entire transaction process, helping you stay organized and in control every step of the way.
What’s Inside?
Buyer Transaction Manager – 6 Key Tabs:
✓ Buyer Intake
✓ Showings Tracker
✓ Property Assessment
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Seller Transaction Manager – 9 Key Tabs:
✓ Seller Intake
✓ Property Assessment
✓ Listing Tasks
✓ Showings Tracker
✓ Open House Tracker
✓ Listing Expense Tracker
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Why Choose This?
Detailed User Guide to walk you through the setup.
Powerful Tools: Checklists, task dashboards, progress bars, and linked resources help you stay organized and on top of every detail.
Auto-population: Fields auto-fill where possible to save time and improve efficiency.
Fully Customizable: Adjust the template to fit your process—add custom fields, and edit dropdowns.
Access Anywhere: Manage your transactions from any device with an internet connection, whether you’re at the office, home, or on the move.
How It Works:
Google Sheets Only: This template is for Google Sheets and is not compatible with Excel.
Instant Download: You’ll receive a digital product immediately—no physical items will be shipped.
Personal Use Only: This product is for personal use and cannot be resold or redistributed without permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
Looking for a way to create a complete client file from lead to closing, ensuring every critical detail is captured? Our Buyer and Seller Transaction Managers are the perfect tool. These fully customizable Google Sheets templates simplify documenting and managing the entire transaction process, helping you stay organized and in control every step of the way.
What’s Inside?
Buyer Transaction Manager – 6 Key Tabs:
✓ Buyer Intake
✓ Showings Tracker
✓ Property Assessment
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Seller Transaction Manager – 9 Key Tabs:
✓ Seller Intake
✓ Property Assessment
✓ Listing Tasks
✓ Showings Tracker
✓ Open House Tracker
✓ Listing Expense Tracker
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Why Choose This?
Detailed User Guide to walk you through the setup.
Powerful Tools: Checklists, task dashboards, progress bars, and linked resources help you stay organized and on top of every detail.
Auto-population: Fields auto-fill where possible to save time and improve efficiency.
Fully Customizable: Adjust the template to fit your process—add custom fields, and edit dropdowns.
Access Anywhere: Manage your transactions from any device with an internet connection, whether you’re at the office, home, or on the move.
How It Works:
Google Sheets Only: This template is for Google Sheets and is not compatible with Excel.
Instant Download: You’ll receive a digital product immediately—no physical items will be shipped.
Personal Use Only: This product is for personal use and cannot be resold or redistributed without permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
Looking for a way to create a complete client file from lead to closing, ensuring every critical detail is captured? Our Buyer and Seller Transaction Managers are the perfect tool. These fully customizable Google Sheets templates simplify documenting and managing the entire transaction process, helping you stay organized and in control every step of the way.
What’s Inside?
Buyer Transaction Manager – 6 Key Tabs:
✓ Buyer Intake
✓ Showings Tracker
✓ Property Assessment
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Seller Transaction Manager – 9 Key Tabs:
✓ Seller Intake
✓ Property Assessment
✓ Listing Tasks
✓ Showings Tracker
✓ Open House Tracker
✓ Listing Expense Tracker
✓ Under Contract Tasks
✓ Sold & Post-Transaction Tasks
✓ Documentation Notes
Why Choose This?
Detailed User Guide to walk you through the setup.
Powerful Tools: Checklists, task dashboards, progress bars, and linked resources help you stay organized and on top of every detail.
Auto-population: Fields auto-fill where possible to save time and improve efficiency.
Fully Customizable: Adjust the template to fit your process—add custom fields, and edit dropdowns.
Access Anywhere: Manage your transactions from any device with an internet connection, whether you’re at the office, home, or on the move.
How It Works:
Google Sheets Only: This template is for Google Sheets and is not compatible with Excel.
Instant Download: You’ll receive a digital product immediately—no physical items will be shipped.
Personal Use Only: This product is for personal use and cannot be resold or redistributed without permission from Real Estate Design Co.
Thank you for choosing Real Estate Design Co.!
