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Real estate transaction management

Overview

Manage your entire real estate business in one place with this comprehensive real estate transaction management template. This template is the perfect management system, whether you’re new to the business and building up your contact list, well-established and need help managing all the deals in your pipeline, or expanding your office and looking for a tool to collaborate with your growing team and your transaction coordinator.

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With this real estate transaction management template, you can do it all. Use the Contacts and Interactions tables to manage your relationships with clients, service vendors, attorneys, escrow officers, loan officers and other real estate agents. Use the Properties table to keep track of all your listings, and all the properties your clients are interested in. And use the Transactions table to manage your entire deal checklist so nothing falls through the cracks. With the attachment field, you can also use this template as your document storage solution.

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Unlike other transaction management software, this template, inspired by the workflows of actual real estate professionals, is flexible enough so you can work exactly the way that you want to work. With different views, you can zero in on just what matters to you. Share properties with your clients with the gallery view. Or filter out extraneous fields to focus on key players in a deal, or important dates, or deal documents that need an e-signature. No matter what part of the deal process, this transaction management template is flexible enough to do the job.

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Other Real Estate templates

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