Client pipelineGive every lead a next action
01
Give every lead a next action
Track buyer or seller intent, source, stage, timeframe, last contact, next follow-up, and the exact next action.
FREE PRACTICAL TEMPLATE · 6 WORKSHEETS
Real Estate Client Pipeline & Transaction Tracker
Keep buyer and seller leads, next follow-ups, property context, contract milestones, closing dates, and projected commission in one workbook.
15–25 minutes to completeBuilt for Independent real estate agents and small broker teamsFormat Editable Excel workbook
Get the free resource ↓CREATED BY PIPETIDYEXCEL TEMPLATE / 6 WORKSHEETSReal Estate Transaction Tracker
Keep buyer and seller leads, next follow-ups, property context, contract milestones, closing dates, and projected commission in one workbook.
FREEA LOOK INSIDE
Practical pages.
No filler.
Every page is designed to help you make a decision, complete a check, or change a real workflow.
Transaction trackerSee the dates that can derail a closing
02
See the dates that can derail a closing
Keep contract, inspection, finance, title, contingency, and closing dates visible beside the responsible owner.
SummaryPrioritize follow-up and projected commission
03
Prioritize follow-up and projected commission
Use formula-driven counts and totals to see overdue follow-ups, active transaction value, upcoming closings, and projected net commission.
WHAT YOU GET
Built to be used,
not just downloaded.
- 01Buyer and seller lead pipeline
- 02Lead-source and next-follow-up tracking
- 03Property and representation context
- 04Inspection, finance, title, and closing milestones
- 05Formula-driven commission forecast and attention summary
THIS IS FOR YOU IF…
- ✓ Solo agents managing both buyers and sellers
- ✓ Small teams coordinating handoffs and transaction dates
- ✓ Agents moving beyond inbox, phone notes, or a basic spreadsheet
WHAT IT WILL NOT DO
- — Replace your broker, MLS, transaction-management, accounting, or e-sign system
- — Determine legal, disclosure, licensing, agency, or compensation requirements
- — Guarantee a closing, commission, referral, or sales result
TAKE THE NEXT USEFUL STEP
Get the workbook.
Keep the value.
The Excel workbook unlocks immediately. No payment, no forced marketing subscription, and no need to create an account.
GOOD TO KNOW
Questions, answered.
Can I use it for both buyers and sellers?
Yes. The client pipeline and transaction sheets include a Buyer, Seller, or Both field and editable stages.
Does it calculate commission?
Yes. It estimates gross and net commission from the entered property value, commission rate, and agent split. Confirm every input against the applicable agreement and brokerage statement.
Does Pipetidy receive the client data I enter?
No. The downloaded workbook is a local file. Pipetidy records only the information submitted to unlock the resource; never upload live client data back to Pipetidy unless you are using an approved product workspace.
FREE · IMMEDIATE · PRACTICAL