Property Sales Tracking and Management Template

More real-estate templates

In the fast-paced real estate market, keeping track of all property sales is crucial. This template helps you to effectively manage sales, ensuring no opportunity is missed and thereby increasing revenue and customer satisfaction.

With tasks ranging from creating a property database to negotiating deals and processing paperwork, this template provides a comprehensive guide to streamline your property sales tracking and management process.

Get this template on priority matrix

Property Sales Tracking and Management for Priority Matrix

Property Sales Tracking and Management in Priority Matrix

Track and manage property sales to ensure no opportunity is missed, increasing revenue and customer satisfaction.

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

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

Critical Properties

  • Create Property Database
    ☐ Collect property details ☐ Input property data into system ☐ Regularly update property status
  • Negotiate Property Deals
    ☐ Negotiate offers with buyers ☐ Update negotiation status in database ☐ Close property deals
  • Track Property Status
    ☐ Monitor property sales progress ☐ Update property status in database ☐ Report on weekly status

Potential Properties

  • Identify High-potential Properties
    ☐ Analyze market trends ☐ Identify properties with high potential ☐ Update database with potential score
  • Market Properties
    ☐ Develop marketing materials for properties ☐ Distribute materials to potential buyers ☐ Track marketing campaign success

Follow-ups and Updates

  • Communicate with Sellers
    ☐ Initiate communication with property sellers ☐ Follow-up on property status ☐ Update communication logs in database
  • Coordinate with Real Estate Agents
    ☐ Communicate property status and updates ☐ Coordinate showings and visits ☐ Update agent interactions in database

Miscellaneous Tasks

  • Conduct Property Inspections
    ☐ Schedule property inspections ☐ Conduct property inspections ☐ Update inspection results in database
  • Process Property Paperwork
    ☐ Prepare property sale documents ☐ Process property sale documents ☐ Update document status in database
  • Review and Improve Processes
    ☐ Review property tracking and management processes ☐ Identify areas for improvement ☐ Implement improvements