Brokerage pipeline
Template
Manage your real state selling and brokerage process. Schedule meetings, property visitations and more in a single kanban style interface.
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
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1. Assigned broker
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2. Client's name
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3. Client's email address
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4. Client's phone number
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5. Client's demands
Kick-off meeting scheduling
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1. Steps
- Meeting scheduled
- Meeting confirmation received
- Meeting held
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2. Meeting date and time
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3. Meeting location address
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4. Opportunity temperature
Property visitation
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1. Visit date and time
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2. Property name and address
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3. Additional comments
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4. Steps
- Visit scheduled
- Visit confirmation received
- Visit held
Follow up
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1. Next follow-up date
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2. Is a new visit to the property required?
- Yes
- No
New visit
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1. Visit date and time
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2. Property name and address
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3. Additional comments
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4. Steps
- Visit scheduled
- Visit confirmation received
- Visit held
New follow-up
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1. Date to perform task
Proposal received
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1. Proposal date
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2. Estimated closing date
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3. Attach proposal.
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4. Proposal annual value
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5. Property annual value
Contract negotiation
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1. Final value agreed on