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Real Estate Transaction Tracker Template

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Real Estate Transaction Tracker Template
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Real estate agents use the real estate transaction tracker spreadsheet template to manage and keep track of their entire real estate business. The template enables them to keep their client database up to date and manage their entire inventory pipeline systems , including their buyers, sellers and houses/properties listed.

What is a Real Estate Transaction Tracker?

Real estate agents use a Real Estate Transaction Tracker to manage their entire inventory system and keep track of their listings and availabi lity in the markets. The real estate transaction tracker is a free template that can be used as a management system for real estate businesses. It allows companies to view the details of their business easily from one location.

Almost all real estate agents use the real estate transaction tracker or a real estate deal tracker . It keeps their entire business organized and automates processes that don't require the human element to save time. This allows them to invest that time saved in their business, thereby, helping them make more money. consider using our Real Estate CRM template alongside your transaction tracker.

Why do you need a Real Estate Transaction Tracking Sheet?

To keep all real estate transactions in the account, real estate managers often employ these spreadsheets as they are easy to use , provide an incredibly detailed overview about their business and also provide the latest and updated information about their inventory and the market.

This helps them have a competitive advantage over others and are thus able to run their business and make profits successfully. This tracker avoids unnecessary paperwork and helps real estate agents save a lot of time and hassle.

In the real estate business, it is essential to have the most up to date information about the market and their inventory; having this online tracker would enable these real estate agents to be prepared and on top of their game when running their business successfully. For managing specific property listings, you might also want to explore our Real Estate Listings Manager template.

Overview of Real Estate Transaction Tracker Template

Maintain Complete Record of All Properties

For commercial real estate professionals, our CRE Transaction Management template offers specialized features for complex commercial deals.

  • Complete address of the property (state, city, street, zip code, built year, etc.)
  • Owner name
  • Contract status (active, contract expired, contract in the making)
  • Price details (sold price, start price, discount, discount price, etc.)
  • Real estate details (total beds, total baths, heating, cooling, etc.)
  • Buyer name
  • Listing agreements 
  • Competitor sheet

Create State-wise Property List

The States table includes the information about which property is located in which state, the total number of properties per state, and the stakeholders' list.

Manage All Your Contacts in One Place

The Contacts table is a mini-database to add details of all your contacts (owners, clients, brokers, servicemen, security, etc.). It enables you to keep a track of their:

  • Phone number
  • Associated properties
  • Transactions
  • Interactions and more.

To enhance your contact management capabilities, consider implementing a comprehensive Call Log system to track all client communications and follow-ups. 

Keep Track of All Your Transactions

This template comes with a built-in real estate translation tracker. Use the Transactions table to keep track of all the real estate transactions including the agreement cost, selling price, broker cost, loans, commission details, commission rate, etc. Keep details of all the agreement docs, loan documents, inspection brief, appraisal brief, CLUE reports, etc.

For agents who work with multiple transactions and need to track their earnings, our Commission Tracking template can be integrated with your transaction tracker for comprehensive financial management. 

Manage all Interactions in One Place

The Interactions table in the real estate transaction tracker template lets you keep track of all the real estate interactions to help you nurture your real estate relationships .

To further enhance your property management capabilities, consider using our CRE Site Visit Tracker for organizing and documenting property visits and inspections. 

More Real Estate Templates from Stackby  

For property investors and managers, you might also find our Apartments Catalog template useful for maintaining detailed property portfolios.Whether you're managing residential or commercial properties, combining this transaction tracker with our other specialized templates like the Business Contract Management system can provide a complete real estate business solution. 

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