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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