Download Free Real Estate Transaction Management Template
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What is real estate transaction management tracker?
A real estate transaction management tracker makes it easier to manage and keep track of active listings, multiple buyers, important dates, commissions and contingencies from one place. Agents, brokers and teams who are seasoned multitaskers can avoid the chaos of scattered workflows and handle diverse real estate transactions in various phases with efficacy using the tracker.
This template provides a conveniently consolidated and organized overview of the sales pipeline, offers, deadlines, deal documents, contact details, commission calculation, tasks and expenses that helps you to close deals on time.
This free real estate transaction tracker spreadsheet template has prefilled sample data to enhance the ease of use and allows you to adapt your data right away. It's flexible enough to let you customize settings to fit your brokerage commission structures and related processes.
Purpose of a real estate transaction management tracker
Real estate professionals can gain clarity and complete control of their progress and priorities while using the tracker. Whether new to real estate business or trying to build up their clientele, agents can rely on this template to:
Add transaction details really quick, create records at once and avoid redundant data entry.
Keep their client records up to date and manage interactions.
Handle the complete sales pipeline, including buyers, sellers and properties listed.
Calculate sales volume, splits and net commission income of every real estate deal.
Forecast revenue with accuracy and enforce compliance to proceed with hassle-free closings.
What is inside this free real estate transaction tracker template?
| Tab | Purpose |
|---|---|
| Pipeline | Gives a clear view of every deal with client details, lead source, property types, deal stages and progress notes to track easily. |
| Offers | Records details of each offer, including prices, contingencies and status, so negotiations and approvals are easy to follow. |
| Deadlines | Monitors important dates regarding financing approvals and contingency periods for on-schedule deal progression. |
| Commissions | Organizes the financial side of deals by providing an overview of commission distribution among the parties involved. |
| Expenses | Logs transaction-related expenses that help with tracking expenses, reimbursement status and associated costs. |
| Documents | Oversees the complete progress of each transaction document to confirm if the required paperwork is in order and signed. |
| Contacts | Stores details of all your contacts involved in each real estate transaction for effective communication and easy follow-ups . |
| Tasks | Lists all action items and assigns each by role to manage and ensure transaction activities are handled in the order of priority. |
| Buyers / Sellers | Maintains clear profiles of prospective buyers and sellers with interests and budget to target engagement efforts accordingly. |
| Key Dates Calendar | Arranges important dates of all events that help to ensure deadlines are met and task completion is on track. |
| Dashboard | Summarizes the important metrics related to each real estate transaction for a quick reference on business performance. |
Manage your transaction workflow easily from one place.
Download your Real Estate Transaction Management Tracker Template and keep track of your entire pipleline hassle-free, from first contact to deal closure.
Why this real estate transaction tracker works
The Real Estate Power-Hour Prospecting Tracker is designed to cater to a diverse range of roles within the real estate sector.
Centralized overview:
- Unifies main aspects of a real estate transaction for quick reference and efficient management of every deal.
Reliable revenue tracking:
- Gives utmost clarity into the profitability and price flows in each real estate deal to move forward with smarter budgeting.
Deadline management:
- Makes it easier to monitor deadlines with a unified calendar that has inspections, appraisal, loan and closing dates.
Real agent net:
- Provides details on commissions like splits, referral deductions and brokerage fees so agents can look into their actual earnings.
Team accountability:
- Assigns action items based on role or priority with filters to plan daily stand-ups and handovers.
How to use the template
Start in Pipeline:
- Add relevant information about the deals. Select the deal stage, set a profitability percent, an estimated close date and include agent/broker splits.
Log Offers and Terms:
- Enter the appropriate details related to offer price, EMD, financing and contingency flags in the Offer tab.
Set Deadlines:
- Set important deadlines when it comes to inspection, loan approval, contingency removal and closings.
Model Commissions:
- Input the Commissions tab with sale details and split percentages for calculating agent net payouts automatically.
Track Spend:
- Fill in the Expense tab by category, which eases tracking your spend and helps you understand your financial status better.
Stay Compliant:
- Update the Documents tab with document statuses with color-coded formatting. For example, green once you receive or submit them.
Run Your Day from Dashboard:
- Give importance to under-contract deals, nearest deadlines and high-potential deals before others.
Expert tips to ease your process
Set probability ranges, say 95-100% for near closing and 40-60% for uncertain outcomes, to see the progress of deals.
Gather the source details (like through Referral/Zillow/Open House/Sphere/MLS) and create a PivotTable to compare the GCI.
Protect formula cells by going to Review and then selecting Manage Protection before sharing with your team.
Who will benefit most
New agents who are just learning the transaction workflow with guided steps.
Independent agents in search of an easy-to-follow system to build their clientele.
Team leaders planning to get full visibility into team coordination and revenue flow.
Transaction coordinators looking to keep clear deadlines and compliant documents.
Brokerage operations aiming to unify agents around a single process without spending on new software.
What you will get
A prefilled Excel template that has real sample data and is ready to use.
Important transaction features like live KPIs, deadline calendar and commission engine.
Dropdown selections that have states, stages, property types, conditional formatting and filters.
Read Me instructions inside the template to ease your setup and use.
Frequently asked questions (FAQ)
Yes, there is sample data within the template so that you can get started on organizing and tracking your real estate transactions right away.
The template complements rather than replaces a full CRM, which offers advanced client management and automation features. Consider checking out our real estate CRM to see how it will make your whole transaction workflow more optimized and help with increasing your deal closure rates.
Yes, since the template is on a collaborative platform like Google Sheets or Excel Online, changes sync in real time and version history tracks edits.
Yes, when the template is stored on cloud platforms like Google Sheets or Excel Online, you can very well access and manage your deals from any mobile device.
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