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.

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  1. Customer information
  2. Name
  3. Phone number
  4. Email
  5. Interests
  6. Price range
  7. Property type
    • Condo/apartment
    • House
    • Townhouse
    • Land
  8. Property size
  9. Bedrooms
  10. Bathrooms
  11. Schools nearby?
    • High school
    • Middle school
    • Elementary school
    • Kindergarten
    • No preference
  12. Proximity to transportation
  13. Proximity to main roads
  14. Must-haves

Offerings

  1. Realtor
  2. Potential property information
  3. Address
  4. Property type
  5. Sale price
  6. Bedrooms
  7. Bathrooms
  8. Property size
  9. Schools nearby?
  10. Proximity to transportation
  11. Nearby transportation type
  12. Notes

Proposal

  1. Highest bid
  2. Owner ‘s update contact schedule
  3. Property owner’s name
  4. Property owner’s email
  5. Notes

Negotiation

  1. What was the owner’s anwser?
    • Accepted
    • Rejected
    • Counteroffer (please fill out the field below)
  2. Counter offer
  3. Has an agreement been reached?
    • Yes. Move to “Contract drafting”.
    • No. Move to “Archived”.

Contract drafting

  1. Attach here the signed contract.

Closed

Archived

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