Buy-Side Real Estate
Template
Pipefy’s Buy-Side Real Estate Template helps you manage your client’s wants and needs, track listings that might be perfect for them, and manage your entire deal flow from start to finish.
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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. Customer information
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2. Name
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3. Phone number
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4. Email
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5. Interests
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6. Price range
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7. Property type
- Condo/apartment
- House
- Townhouse
- Land
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8. Property size
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9. Bedrooms
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10. Bathrooms
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11. Schools nearby?
- High school
- Middle school
- Elementary school
- Kindergarten
- No preference
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12. Proximity to transportation
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13. Proximity to main roads
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14. Must-haves
Offerings
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1. Realtor
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2. Potential property information
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3. Address
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4. Property type
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5. Sale price
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6. Bedrooms
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7. Bathrooms
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8. Property size
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9. Schools nearby?
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10. Proximity to transportation
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11. Nearby transportation type
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12. Notes
Proposal
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1. Highest bid
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2. Owner 's update contact schedule
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3. Property owner's name
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4. Property owner's email
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5. Notes
Negotiation
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1. What was the owner's anwser?
- Accepted
- Rejected
- Counteroffer (please fill out the field below)
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2. Counter offer
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3. Has an agreement been reached?
- Yes. Move to "Contract drafting".
- No. Move to "Archived".
Contract drafting
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1. Attach here the signed contract.