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Real Estate Transaction Tracker Template

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Real estate agents use the real estate transaction tracker spreadsheet template to manage and keep track of their entire real estate business. The template enables them to keep their client database up to date and manage their entire inventory pipeline systems, including their buyers, sellers and houses/properties listed.

What is a Real Estate Transaction Tracker?

Real estate agents use a Real Estate Transaction Tracker to manage their entire inventory system and keep track of their listings and availability in the markets. The real estate transaction tracker is a free template that can be used as a management system for real estate businesses. It allows companies to view the details of their business easily from one location.

Almost all real estate agents use the real estate transaction tracker or a real estate deal tracker. It keeps their entire business organized and automates processes that don't require the human element to save time. This allows them to invest that time saved in their business, thereby, helping them make more money.

Why do you need a Real Estate Transaction Tracking Sheet?

To keep all real estate transactions in the account, real estate managers often employ these spreadsheets as they are easy to use, provide an incredibly detailed overview about their business and also provide the latest and updated information about their inventory and the market.

This helps them have a competitive advantage over others and are thus able to run their business and make profits successfully. This tracker avoids unnecessary paperwork and helps real estate agents save a lot of time and hassle.

In the real estate business, it is essential to have the most up to date information about the market and their inventory; having this online tracker would enable these real estate agents to be prepared and on top of their game when running their business successfully.

Overview of Real Estate Transaction Tracker Template

Maintain Complete Record of All Properties

The Properties table enables you to store all the details related to real state properties such as

  • Complete address of the property (state, city, street, zip code, built year, etc.)
  • Owner name
  • Contract status (active, contract expired, contract in the making)
  • Price details (sold price, start price, discount, discount price, etc.)
  • Real estate details (total beds, total baths, heating, cooling, etc.)
  • Buyer name
  • Listing agreements
  • Competitor sheet

Create State-wise Property List

The States table includes the information about which property is located in which state, the total number of properties per state, and the stakeholders' list.

Manage All Your Contacts in One Place

The Contacts table is a mini-database to add details of all your contacts (owners, clients, brokers, servicemen, security, etc.). It enables you to keep a track of their:

  • Phone number
  • Associated properties
  • Transactions
  • Interactions and more.

Keep Track of All Your Transactions

This template comes with a built-in real estate translation tracker. Use the Transactions table to keep track of all the real estate transactions including the agreement cost, selling price, broker cost, loans, commission details, commission rate, etc. Keep details of all the agreement docs, loan documents, inspection brief, appraisal brief, CLUE reports, etc.

Manage all Interactions in One Place

The Interactions table in the real estate transaction tracker template lets you keep track of all the real estate interactions to help you nurture your real estate relationships.

More Real Estate Templates from Stackby:

Construction Project Management Template
Contractor Time Tracker Template
Real Estate CRM Template
Lease Tracker Template 

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