Sell-side real estate management

Template

With Pipefy’s Sell-side Real Estate Management template you can manage all the steps in selling your customer’s home. This tool will help you from the Inspection to Deal Closing through simple yet really important procedures that will improve your trading time and make this process a lot easier and organized.

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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. Property information
    • Address
    • City
    • District
    • ZIP code
  2. Property type
    • Condo/apartment
    • House
    • Townhouse
    • Land
  3. Property for:
    • Sale
    • Rent
    • Sale or rent
  4. Ideal sale price
  5. Ideal rental price
  6. Number of bedrooms
  7. Property size
  8. Number of bathrooms
  9. Are there schools nearby?
    • University
    • College
    • High school
    • Middle school
    • Elementary school
    • Kindergarten
    • None
  10. Proximity to main highways
  11. Features
    • Home appliances
    • Furnished
    • Backyard
    • Pool
    • Garage
    • others
  12. Owner information
    • Name
    • Email
    • Phone

Inspection

  1. Inspector
  2. Date & time
  3. Is any repair needed?
    • Yes, there are some repairs needed.
    • No, there is nothing to be repaired.
  4. Repairs needed
  5. Estimated repair cost

Proposition

  1. Realtor
  2. Client information
  3. Name
  4. Email
  5. Offer price
  6. Offer deadline

Negotiation

  1. Offer approval
    • Accepted
    • Rejected
    • Counteroffer; please fill in the field below
  2. Counteroffer
  3. Has an agreement been reached?
    • Yes. Proceed to “Contract drafting”.
    • No. Proceed to “Not closed”.
  4. If an agreement has been reached, fill in the following fields.
    • Closing date
    • Closing price

Contract drafting

  1. Attach the signed contract.

Sold

Rented

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