Real Estate Client File System + Pipeline Tracker (Google Sheets Template)
Simplify your real estate workflow and keep every client organized with this powerful Google Sheets system. Built specifically for real estate agents, brokers, and transaction coordinators, this template helps you manage both buyer and seller transactions from start to finish — all while keeping your pipeline automatically updated. Each client file links directly to your main pipeline, giving you a real-time view of every deal, upcoming task, and milestone in your business.
With this connected system, you can easily monitor listings, offers, deadlines, showings, open houses, and post-closing activities — everything stays organized in one central dashboard. It’s the perfect tool to help you stay efficient, meet deadlines, and manage your real estate business like a pro.
How It Works
Duplicate a Client File — Choose the Buyer or Seller version and make a copy for your new client.
Connect It to Your Pipeline — Add your new client file’s URL to the pipeline sheet for automatic syncing.
Add Client Details — Enter your client’s information once and watch the pipeline update instantly with a summary of every transaction.
Seller Client File Includes 9 Tabs
✔ Seller Intake
✔ Property Assessment
✔ Listing Task Tracker
✔ Showings Tracker
✔ Open House Tracker
✔ Listing Expense Tracker
✔ Under Contract Task Tracker
✔ Sold & Post Transaction Task Tracker
✔ Documentation Notes
Buyer Client File Includes 6 Tabs
✔ Buyer Intake
✔ Property Assessment
✔ Showings Tracker
✔ Under Contract Task Tracker
✔ Sold & Post Transaction Task Tracker
✔ Documentation Notes
Pipeline Overview
✔ Links all client files to one primary business dashboard
✔ Displays an instant summary of each transaction and its progress
✔ Tracks completion of key tasks and identifies what’s outstanding
✔ Shows last contact date, notes, and important milestones
✔ Includes a 15-point milestone checklist for seamless transaction tracking
✔ Updates automatically as you add or modify client files
Why This System Works
✔ Centralizes all client data and deadlines in one place
✔ Reduces time spent managing multiple spreadsheets and repeating input
✔ Keeps every buyer and seller organized through each stage
✔ Customizable and easy to use, with video instructions included
✔ Ideal for agents, brokers, and transaction coordinators who want a smarter, more efficient workflow
Bring structure and simplicity to your real estate business with this connected client file and pipeline tracking system. It’s more than a spreadsheet — it’s your command center for tracking every lead, listing, and closing with clarity and confidence.
♥ This product is an instant digital download - no physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
Real Estate Client File System + Pipeline Tracker (Google Sheets Template)
Simplify your real estate workflow and keep every client organized with this powerful Google Sheets system. Built specifically for real estate agents, brokers, and transaction coordinators, this template helps you manage both buyer and seller transactions from start to finish — all while keeping your pipeline automatically updated. Each client file links directly to your main pipeline, giving you a real-time view of every deal, upcoming task, and milestone in your business.
With this connected system, you can easily monitor listings, offers, deadlines, showings, open houses, and post-closing activities — everything stays organized in one central dashboard. It’s the perfect tool to help you stay efficient, meet deadlines, and manage your real estate business like a pro.
How It Works
Duplicate a Client File — Choose the Buyer or Seller version and make a copy for your new client.
Connect It to Your Pipeline — Add your new client file’s URL to the pipeline sheet for automatic syncing.
Add Client Details — Enter your client’s information once and watch the pipeline update instantly with a summary of every transaction.
Seller Client File Includes 9 Tabs
✔ Seller Intake
✔ Property Assessment
✔ Listing Task Tracker
✔ Showings Tracker
✔ Open House Tracker
✔ Listing Expense Tracker
✔ Under Contract Task Tracker
✔ Sold & Post Transaction Task Tracker
✔ Documentation Notes
Buyer Client File Includes 6 Tabs
✔ Buyer Intake
✔ Property Assessment
✔ Showings Tracker
✔ Under Contract Task Tracker
✔ Sold & Post Transaction Task Tracker
✔ Documentation Notes
Pipeline Overview
✔ Links all client files to one primary business dashboard
✔ Displays an instant summary of each transaction and its progress
✔ Tracks completion of key tasks and identifies what’s outstanding
✔ Shows last contact date, notes, and important milestones
✔ Includes a 15-point milestone checklist for seamless transaction tracking
✔ Updates automatically as you add or modify client files
Why This System Works
✔ Centralizes all client data and deadlines in one place
✔ Reduces time spent managing multiple spreadsheets and repeating input
✔ Keeps every buyer and seller organized through each stage
✔ Customizable and easy to use, with video instructions included
✔ Ideal for agents, brokers, and transaction coordinators who want a smarter, more efficient workflow
Bring structure and simplicity to your real estate business with this connected client file and pipeline tracking system. It’s more than a spreadsheet — it’s your command center for tracking every lead, listing, and closing with clarity and confidence.
♥ This product is an instant digital download - no physical product will be shipped to you.
♥ This is a Google Sheets product and does not transfer to Excel.
♥ This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
Thanks for visiting Real Estate Design Co.
