Real Estate Transaction Management Spreadsheet | Google Sheets for Agents & Transaction Coordinators
Keep your real estate transactions on track from contract to closing with this comprehensive Transaction Management Google Sheet. Designed for agents, brokers, and transaction coordinators, this spreadsheet system centralizes all your transaction details, deadlines, tasks, and communications—so nothing falls through the cracks.
Perfect for managing multiple deals at once, this tool gives you a complete overview of your pipeline, streamlines workflow, and helps reduce mistakes during the busiest parts of the transaction process.
Key Benefits
Track every transaction from Under Contract to Sold
Organize deadlines, contingencies, and task lists
Centralize contacts and communication logs
Auto-populate dashboards, calendars, and reports
Gain instant insights into your full transaction pipeline
What’s Inside (12 Powerful Tabs)
Dashboards & Overviews
Pipeline Dashboard – Quick view of metrics by year, overall pipeline, or Kanban-style stage summary
Transaction Dashboard – Select any transaction for an instant snapshot of key details, tasks, deadlines, and communication history
Terms & Contingencies Calendar – Monthly calendar with all major deadlines and closing dates
Task Dashboard – Track all remaining and completed tasks, plus a customizable 7-day task calendar
Data Input & Management
Pipeline – Enter transaction info, contacts, commissions, and stages; auto-syncs to dashboards
Buyer & Seller Checklists – Customizable task lists tailored to each transaction type
Terms, Contingencies & Deadlines – Keep all key dates organized and synced to dashboards
Tasks & Task List – Input tasks and save time with ready-made lists
Communication Log – Document every call, email, and meeting in one centralized place
Follow-Up Calendar – Track follow-ups month-by-month; duplicate for ongoing use
Smart Features You’ll Love
Auto-calculating commissions for easy tracking
Color-coded deadlines and priorities for visual clarity
Kanban-style pipeline board for at-a-glance progress
Filters and dropdowns for personalized organization
Important Details
Fully customizable with included step-by-step video instructions
Instant digital download—no physical product shipped
Works in Google Sheets only; a Google account is required
For personal use only; resale or redistribution is prohibited
Streamline your real estate workflow, stay on top of deadlines, and simplify transaction management with this all-in-one Google Sheet system.
Created by Real Estate Design Co.
Real Estate Transaction Management Spreadsheet | Google Sheets for Agents & Transaction Coordinators
Keep your real estate transactions on track from contract to closing with this comprehensive Transaction Management Google Sheet. Designed for agents, brokers, and transaction coordinators, this spreadsheet system centralizes all your transaction details, deadlines, tasks, and communications—so nothing falls through the cracks.
Perfect for managing multiple deals at once, this tool gives you a complete overview of your pipeline, streamlines workflow, and helps reduce mistakes during the busiest parts of the transaction process.
Key Benefits
Track every transaction from Under Contract to Sold
Organize deadlines, contingencies, and task lists
Centralize contacts and communication logs
Auto-populate dashboards, calendars, and reports
Gain instant insights into your full transaction pipeline
What’s Inside (12 Powerful Tabs)
Dashboards & Overviews
Pipeline Dashboard – Quick view of metrics by year, overall pipeline, or Kanban-style stage summary
Transaction Dashboard – Select any transaction for an instant snapshot of key details, tasks, deadlines, and communication history
Terms & Contingencies Calendar – Monthly calendar with all major deadlines and closing dates
Task Dashboard – Track all remaining and completed tasks, plus a customizable 7-day task calendar
Data Input & Management
Pipeline – Enter transaction info, contacts, commissions, and stages; auto-syncs to dashboards
Buyer & Seller Checklists – Customizable task lists tailored to each transaction type
Terms, Contingencies & Deadlines – Keep all key dates organized and synced to dashboards
Tasks & Task List – Input tasks and save time with ready-made lists
Communication Log – Document every call, email, and meeting in one centralized place
Follow-Up Calendar – Track follow-ups month-by-month; duplicate for ongoing use
Smart Features You’ll Love
Auto-calculating commissions for easy tracking
Color-coded deadlines and priorities for visual clarity
Kanban-style pipeline board for at-a-glance progress
Filters and dropdowns for personalized organization
Important Details
Fully customizable with included step-by-step video instructions
Instant digital download—no physical product shipped
Works in Google Sheets only; a Google account is required
For personal use only; resale or redistribution is prohibited
Streamline your real estate workflow, stay on top of deadlines, and simplify transaction management with this all-in-one Google Sheet system.
Created by Real Estate Design Co.
