Real Estate Deal Prioritization Template

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In the competitive real estate market, it's crucial to prioritize high-value property deals to ensure key opportunities are not missed. This template uses a Priority Matrix to help business development managers focus on important deals while delegating less urgent ones.

By following this structured approach, you can ensure that high-potential opportunities receive prompt attention, improving your chances of success in closing valuable deals.

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Real Estate Deal Prioritization for Priority Matrix

Real Estate Deal Prioritization in Priority Matrix

Prioritize high-value real estate deals to ensure key opportunities aren't missed.

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Proposed Tasks

High Impact, Urgent Deals

  • Evaluate Property Deal 1 - due in 1 day
    ☐ Evaluate property details ☐ Assess profitability ☐ Check legalities
  • Evaluate New Property Deal 1 - due in 1 day
    ☐ Evaluate property details ☐ Assess profitability ☐ Check legalities
  • Evaluate Property Deal 2 - due in 3 days
    ☐ Evaluate property details ☐ Assess profitability ☐ Check legalities
  • Negotiate Deal 1 - due in 1 week
    ☐ Prepare negotiation strategy ☐ Negotiate terms
  • Prepare Documentation for Deal 1 - due in 1 week
    ☐ Prepare contract ☐ Get legal approval
  • Negotiate New Deal 1 - due in 1 week
    ☐ Prepare negotiation strategy ☐ Negotiate terms
  • Prepare Documentation for New Deal 1 - due in 1 week
    ☐ Prepare contract ☐ Get legal approval
  • Close Deal 1 - due in 1 month
    ☐ Review contract ☐ Sign contract ☐ Close deal

High Impact, Non-Urgent Deals

  • Evaluate New Property Deal 2 - due in 3 days
    ☐ Evaluate property details ☐ Assess profitability ☐ Check legalities
  • Negotiate Deal 2 - due in 2 weeks
    ☐ Prepare negotiation strategy ☐ Negotiate terms
  • Negotiate New Deal 2 - due in 2 weeks
    ☐ Prepare negotiation strategy ☐ Negotiate terms
  • Prepare Documentation for Deal 2 - due in 3 weeks
    ☐ Prepare contract ☐ Get legal approval
  • Prepare Documentation for New Deal 2 - due in 3 weeks
    ☐ Prepare contract ☐ Get legal approval
  • Close Deal 2 - due in 2 months
    ☐ Review contract ☐ Sign contract ☐ Close deal

Low Impact, Urgent Deals

  • Delegate Less Urgent Deal 1 - due in 1 day
    ☐ Identify team member ☐ Delegate responsibility
  • Delegate Less Urgent Deal 2 - due in 3 days
    ☐ Identify team member ☐ Delegate responsibility
  • Review Closed Deal 1 - due in 1 month
    ☐ Review deal process ☐ Identify improvements

Low Impact, Non-Urgent Deals

  • Follow-up on Delegated Deal 1 - due in 1 week
    ☐ Check progress ☐ Provide necessary guidance
  • Follow-up on Delegated Deal 2 - due in 2 weeks
    ☐ Check progress ☐ Provide necessary guidance
  • Review Closed Deal 2 - due in 2 months
    ☐ Review deal process ☐ Identify improvements