Brokerage pipeline

Template

Manage your real state selling and brokerage process. Schedule meetings, property visitations and more in a single kanban style interface.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  1. Assigned broker
  2. Client’s name
  3. Client’s email address
  4. Client’s phone number
  5. Client’s demands

Kick-off meeting scheduling

  1. Steps
    • Meeting scheduled
    • Meeting confirmation received
    • Meeting held
  2. Meeting date and time
  3. Meeting location address
  4. Opportunity temperature

Property visitation

  1. Visit date and time
  2. Property name and address
  3. Additional comments
  4. Steps
    • Visit scheduled
    • Visit confirmation received
    • Visit held

Follow up

  1. Next follow-up date
  2. Is a new visit to the property required?
    • Yes
    • No

New visit

  1. Visit date and time
  2. Property name and address
  3. Additional comments
  4. Steps
    • Visit scheduled
    • Visit confirmation received
    • Visit held

New follow-up

  1. Date to perform task

Proposal received

  1. Proposal date
  2. Estimated closing date
  3. Attach proposal.
  4. Proposal annual value
  5. Property annual value

Contract negotiation

  1. Final value agreed on

Closed deals

Not closed deals

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