Nothing falls between the listing and the closing.
Real estate runs on deadlines and memory. This template replaces the memory: every buyer, seller, showing, condition and renewal on one board, with the follow-up that keeps a database of past clients producing referrals for a decade.
Open the live demo
- Built for
- Realtors · Brokerages · Property managers · Mortgage brokers · Landlords · Building managers
Every record moves through these stages, and the system knows what should happen at each one. Stages, names and rules are changed to match how you talk about the work.
What is in the template.
12 modules, configured for this industry on day one.
Buyer & seller pipelines
Two boards with their own stages, because a listing and a buyer are not the same job.
Showing & open-house scheduler
Book showings, send confirmations, and capture open-house visitors with a QR code instead of a clipboard.
Listing marketing checklist
Photos, staging, sign, feature sheet, portals, social, ads — every listing gets the same launch, on time.
Transaction & condition deadlines
Inspection, financing, deposit and closing dates with automatic reminders to everyone who owes something.
Document vault
Every form, disclosure and amendment on the deal, versioned and retrievable years later.
Neighbourhood nurture
Segmented drip by area and price band: market updates, sold comparables, and a reason to reply.
6 more modules
Anniversary & renewal automations
Purchase anniversaries, mortgage renewal windows and lease expiries trigger a personal touch on their own.
Commission & split tracking
Gross commission, brokerage split, referral fees and net to you, per deal and per year.
Referral source tracking
Know precisely which past client, portal or campaign produced each closing.
Tenant & maintenance tickets
For property managers: requests, vendor dispatch, cost per unit and a full history per door.
Rent roll & lease calendar
Rent status, arrears and every lease expiry visible three months out.
CMA & valuation requests
A "what is my home worth" flow that captures the seller lead and starts the sequence.
What happens without anyone touching it.
The numbers you get to watch.
| Measure | Read as |
|---|---|
| Lead-to-appointment rate | By source and by agent |
| Deals per past-client referral | The number that compounds |
| Average days on market | Against the board average |
| Net commission per deal | After splits and marketing cost |
And the rest of the business, in the same engagement.
The CRM is the core. Most clients take some of this with it, because a system full of leads needs leads coming in.
Brand & identity
A name, a mark and a voice that match what you actually charge.
Website that converts
Fast, written to sell, built to be found — not a template with your logo dropped in.
Google & Microsoft Ads
Managed by people who read the search terms report every week.
SEO & local visibility
Google Business Profile, service-area pages, and being cited by AI answers.
Email & SMS marketing
Your customer list is an asset. Most local businesses never use it.
Reviews & reputation
Ask every happy customer, automatically, at the right moment.
Bookkeeping automation
QuickBooks connected to reality, so the books close themselves.
Coaching & training
The system only works if the people using it do.
Start with one hour.
Tell us how real estate & property work moves through your business today. We will show you what this template would look like configured for you, and what it would change.