Real estate sales


The Real Estate Sales Template will help you manage your sales process, from listing to contract. Here you can manage all the properties you still have to sell, schedule open houses, validate proposals and much more.

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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. Proprietor’s name
  2. Proprietor’s email
  3. Property address
  4. Property type
    • Apartment
    • Commercial unit
    • Condominium
    • Co-op
    • House
    • Industrial real-estate
    • Vacant land
    • Office
    • Townhouse
  5. Property photos


  1. Realtor selection


  1. Checklist
    • Include in sales listing
    • Include in marketing
    • Conduct private viewings
  2. Open house date
  3. Cleaning date
  4. Staging date


  1. Prospective buyer
  2. Prospective buyer’s email
  3. Proposed price
  4. Proposal terms


  1. Proprietor’s validation
    • Approved
    • Approved with remarks
    • Rejected
  2. Validation remarks


. Deal-closing checklist

  1. Deal-closing checklist
    • Inspect the property
    • Take off the listing
    • Take off the marketing
    • Ensure the contract exchange


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