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Project: Property Deal Paperwork Management Template

More real-estate templates

Ensure smooth processing of property deals by managing and organizing all related contracts and paperwork effectively. This template helps you track, digitalize, and maintain contract files, implement a contract management system, and train your team on the new processes.

By following this template, you can reduce errors, enhance compliance, and streamline your property deal workflows, ensuring all necessary actions are taken on time and securely.

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Project: Property Deal Paperwork Management in Priority Matrix

Manage and organize all contracts and paperwork for property deals efficiently.

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Proposed Tasks

Not Critical & Not Immediate

Task 10: Conduct Regular System Maintenance (Quarterly)
☐ Ensure the contract management system is functioning correctly ☐ Make any necessary updates or improvements
Task 11: Manage Contract Renewals (Ongoing)
☐ Monitor contract expiry dates ☐ Initiate renewal process
Task 15: Regularly Update Contract Templates (Quarterly)
☐ Review and update contract templates based on changes in property deals or laws
Task 16: Maintain Digital Contract Files (Ongoing)
☐ Ensure digital contract files are organized and easy to access
Task 17: Review Contract Compliance (Monthly)
☐ Review all contracts for compliance with laws and regulations
Task 19: Regularly Review Contract Processes (Quarterly)
☐ Review all contract processes for improvements or errors
Task 20: Maintain Contract Security (Ongoing)
☐ Ensure all contracts are stored securely and confidentially
Task 4: Digitalize All Future Contracts (Ongoing)
☐ Create a process for all new contracts to be digitalized
Task 5: Regularly Review Contract Statuses (Ongoing)
☐ Set a recurring task to review the status of all contracts
Task 8: Update Team on Contract Statuses (Weekly)
☐ Send a weekly update to the team on the status of all contracts
Task 9: Review Contract Deadlines (Monthly)
☐ Review all upcoming contract deadlines ☐ Ensure all necessary actions are taken before deadlines
Task 1: Organize Existing Contracts (Due in 1 week)
☐ Sort all existing contracts by property ☐ Create a digital copy of each contract
Task 12: Categorize Contracts (Due in 1 week)
☐ Categorize contracts based on property type ☐ Update the categorization in the contract management system
Task 13: Develop Contract Templates (Due in 2 weeks)
☐ Develop standard contract templates for common property deals
Task 2: Implement a Contract Management System (Due in 3 weeks)
☐ Research contract management systems ☐ Choose a system and implement it
Task 3: Train Team on New System (Due in 1 month)
☐ Organize a training session ☐ Ensure all team members understand how to use the system
Task 14: Implement Contract Approval Process (Due in 1 month)
☐ Develop a standardized process for contract approvals ☐ Implement the process in the contract management system
Task 6: Create a Backup System (Due in 2 months)
☐ Research backup systems ☐ Implement chosen system
Task 18: Implement Contract Archiving Process (Due in 2 months)
☐ Develop a process for archiving old contracts ☐ Implement the process in the contract management system
Task 7: Audit Contract System (Due in 3 months)
☐ Review the contract system for any errors or improvements