The Starter Bundle

Introducing the Ultimate Starter Bundle for Real Estate Professionals—carefully designed to elevate your business efficiency and streamline your operations from start to finish. This all-in-one bundle features nine essential tools, each meticulously crafted to help you manage and organize every aspect of your real estate business.

What’s Inside:

1. Income & Expense Tracker
   Stay on top of your finances with this easy-to-use Google Sheets template. Tailored for real estate agents, it consolidates all your financial data in one place with customizable categories, automatic calculations, and built-in formulas. Effortlessly generate summary reports, manage final tasks with a post-transaction checklist, and prepare for tax season. Canadian agents will appreciate features for tracking GST, PST, and more. Includes detailed instructions and a YouTube tutorial.

2. Real Estate Pipeline Tracker
   Optimize your pipeline management with this comprehensive Google Sheets tracker featuring 10 dynamic tabs. From setup instructions to an income calculator, pipeline summary, transaction details, task tracker, calendars, dashboards, follow-up and habit trackers, and client communication logs—this tool keeps your business organized and on track. Detailed instructions are included.

3. Ultimate Client List
   Enhance your client management with this robust Google Sheets spreadsheet. It includes seven essential tabs for maintaining detailed client records, managing post-transaction follow-ups, tracking special occasions, logging communications, and organizing targeted mailing lists. Detailed instructions provided.

4. Client Intake Forms
   Streamline your client onboarding with customizable Google Forms for both buyers and sellers. These forms are designed to gather necessary client information quickly and efficiently and can be shared via email, text, or social media. Includes two Google Forms and printable Canva templates, with detailed instructions.

5. Open House Package
   Make your Open House events a breeze with this professional package. It includes Google Forms for guest sign-ins and feedback, Canva templates for signs and flyers, and a textable thank-you card to follow up with potential buyers. Detailed instructions are included.

6. Review Request System
   Simplify the review process with Google Forms and Canva text message templates. Clients can easily leave feedback via a mobile-friendly Google Form, with responses automatically stored for future reference. Detailed instructions provided.

7. Email Templates
   Enhance your client communication with over 70 professionally designed email templates covering every stage of the buying and selling process. Fully customizable and easily integrated with Gmail. Detailed instructions are included.

8. Text Message Templates
   Efficiently manage client communication with 60+ customizable text message templates designed for major real estate milestones. These Canva templates can be sent directly via text message. Detailed instructions provided.

9. Showings Tracker
   Keep your showings organized with our dedicated tracker. Features include a summary tab for upcoming showings, a buyer showings tracker, and more, ensuring you stay on top of every appointment.

This bundle is an instant digital download—no physical products will be shipped. Perfect for both seasoned agents and newcomers, it’s your one-stop solution for staying organized and providing exceptional service to your clients.

HOW IT WORKS: ♥ Customizable Templates: Includes easy-to-follow instructions for personalization. ♥ One-Time Purchase: Use it repeatedly with no additional cost. ♥ Google Sheets Only: Designed for Google Sheets; does not transfer to Excel. ♥ Instant Digital Download: No physical items will be shipped. ♥ Personal Use Only: For personal use; not for resale, redistribution, or commercial purposes without written permission from Real Estate Design Co.

Included Products: Google Sheets, Google Docs, Google Forms, and Canva Templates.

Thank you for choosing Real Estate Design Co.!