Pipeline + Transaction Management
Stay Organized & Streamline Your Transactions
Managing multiple transactions can be overwhelming, but a well-structured system makes all the difference. This Transaction Coordinator Google Sheets Spreadsheet is designed to keep everything organized, help you meet deadlines, and simplify transaction management.
Features:
✔ All-in-One Transaction Management – Track key dates, tasks, and transaction details in one place.
✔ Built-in Task Tracker & Calendar – Stay on top of deadlines, contingencies, and closing dates.
✔ Customizable Workflow – Adjust drop-down menus and task lists to fit your process.
✔ Clear & Simple Layout – An intuitive system designed for efficiency, without unnecessary clutter.
What’s Included?
✔ Google Sheets Template with 6 Tabs:
Transaction Coordinator Business Pipeline – Get a snapshot of all active transactions. Easily navigate to individual buyer and seller task managers, track transactions by status, and view charts and graphs for insights on pipeline progress and commission potential.
Seller Task Manager – Duplicate for each seller transaction. Enter key details, terms, contingencies, and tasks.
Buyer Task Manager – Duplicate for each buyer transaction. Add transaction details, terms, contingencies, and tasks.
Contingency & Closing Calendar – Automatically populated with contingencies from individual task managers, so you can track due dates, completed tasks, and remaining items at a glance.
Task Tracker Calendar – View all incomplete tasks from buyer and seller transactions in one place, including overdue tasks.
Data Tab – Keeps all calendars connected and functioning properly.
✔ Step-by-Step User Guide & YouTube Walkthrough for easy setup.
How It Works:
✔ Instant digital download – No physical product.
✔ Designed for Google Sheets – Not compatible with Excel.
✔ Personal use only – Redistribution or resale is not permitted.
Thanks for visiting Real Estate Design Co.
Stay Organized & Streamline Your Transactions
Managing multiple transactions can be overwhelming, but a well-structured system makes all the difference. This Transaction Coordinator Google Sheets Spreadsheet is designed to keep everything organized, help you meet deadlines, and simplify transaction management.
Features:
✔ All-in-One Transaction Management – Track key dates, tasks, and transaction details in one place.
✔ Built-in Task Tracker & Calendar – Stay on top of deadlines, contingencies, and closing dates.
✔ Customizable Workflow – Adjust drop-down menus and task lists to fit your process.
✔ Clear & Simple Layout – An intuitive system designed for efficiency, without unnecessary clutter.
What’s Included?
✔ Google Sheets Template with 6 Tabs:
Transaction Coordinator Business Pipeline – Get a snapshot of all active transactions. Easily navigate to individual buyer and seller task managers, track transactions by status, and view charts and graphs for insights on pipeline progress and commission potential.
Seller Task Manager – Duplicate for each seller transaction. Enter key details, terms, contingencies, and tasks.
Buyer Task Manager – Duplicate for each buyer transaction. Add transaction details, terms, contingencies, and tasks.
Contingency & Closing Calendar – Automatically populated with contingencies from individual task managers, so you can track due dates, completed tasks, and remaining items at a glance.
Task Tracker Calendar – View all incomplete tasks from buyer and seller transactions in one place, including overdue tasks.
Data Tab – Keeps all calendars connected and functioning properly.
✔ Step-by-Step User Guide & YouTube Walkthrough for easy setup.
How It Works:
✔ Instant digital download – No physical product.
✔ Designed for Google Sheets – Not compatible with Excel.
✔ Personal use only – Redistribution or resale is not permitted.
Thanks for visiting Real Estate Design Co.
Stay Organized & Streamline Your Transactions
Managing multiple transactions can be overwhelming, but a well-structured system makes all the difference. This Transaction Coordinator Google Sheets Spreadsheet is designed to keep everything organized, help you meet deadlines, and simplify transaction management.
Features:
✔ All-in-One Transaction Management – Track key dates, tasks, and transaction details in one place.
✔ Built-in Task Tracker & Calendar – Stay on top of deadlines, contingencies, and closing dates.
✔ Customizable Workflow – Adjust drop-down menus and task lists to fit your process.
✔ Clear & Simple Layout – An intuitive system designed for efficiency, without unnecessary clutter.
What’s Included?
✔ Google Sheets Template with 6 Tabs:
Transaction Coordinator Business Pipeline – Get a snapshot of all active transactions. Easily navigate to individual buyer and seller task managers, track transactions by status, and view charts and graphs for insights on pipeline progress and commission potential.
Seller Task Manager – Duplicate for each seller transaction. Enter key details, terms, contingencies, and tasks.
Buyer Task Manager – Duplicate for each buyer transaction. Add transaction details, terms, contingencies, and tasks.
Contingency & Closing Calendar – Automatically populated with contingencies from individual task managers, so you can track due dates, completed tasks, and remaining items at a glance.
Task Tracker Calendar – View all incomplete tasks from buyer and seller transactions in one place, including overdue tasks.
Data Tab – Keeps all calendars connected and functioning properly.
✔ Step-by-Step User Guide & YouTube Walkthrough for easy setup.
How It Works:
✔ Instant digital download – No physical product.
✔ Designed for Google Sheets – Not compatible with Excel.
✔ Personal use only – Redistribution or resale is not permitted.
Thanks for visiting Real Estate Design Co.
SKU 154