Real Estate Deal Management Template

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In the fast-paced real estate industry, prioritizing tasks is crucial. This template helps real estate managers focus on high-value and urgent property deals using Priority Matrix, while delegating less critical tasks. By doing so, you can ensure that important deals receive the attention they deserve, improving business outcomes and client satisfaction.

Utilize this template to manage your real estate deals effectively, streamline your workflow, and enhance your efficiency.

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Real Estate Deal Management for Priority Matrix

Real Estate Deal Management in Priority Matrix

Focus on high-value and urgent property deals for better business outcomes and client satisfaction.

You can start using Real Estate Deal Management or other Real-Estate Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent & Important

  • Finalize deal for property 1
    ☐ Review legal documents ☐ Negotiate price ☐ Sign contract
  • Inspect property 2
    ☐ Arrange inspection ☐ Review inspection report ☐ Discuss report with seller

Important, Not Urgent

  • Market property 3
    ☐ Prepare marketing materials ☐ List property on platforms ☐ Respond to inquiries
  • Prepare financial report for property 4
    ☐ Gather financial data ☐ Prepare report ☐ Review report with team

Urgent, Not Important

  • Meet with potential buyer for property 5
    ☐ Prepare for meeting ☐ Conduct meeting ☐ Follow up after meeting
  • Review property 6 listing
    ☐ Review listing details ☐ Update listing if necessary

Not Urgent & Not Important

  • Respond to email inquiries for property 7
    ☐ Review emails ☐ Prepare responses ☐ Send responses
  • Update property 8 photos
    ☐ Arrange for new photos ☐ Upload new photos to listing