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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