Real Estate Deal Progress Tracking Template

More commercial-real-estate templates

Ensure smooth progress on your commercial real estate deals with this comprehensive template. It covers everything from creating task lists and setting up communication channels to conducting weekly meetings and sharing deal updates.

By following this template, your team will stay informed and aligned, facilitating effective collaboration and top-notch client representation.

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Real Estate Deal Progress Tracking for Priority Matrix

Real Estate Deal Progress Tracking in Priority Matrix

Keep your commercial real estate deals on track with seamless communication and effective collaboration.

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Proposed Tasks

Low Impact, Scheduled Action

  • Task 1: Create a task list due in 1 day
    ☐ Identify all tasks involved in a deal ☐ Assign tasks to team members ☐ Create a shared task list
  • Task 2: Setup communication channel due in 2 days
    ☐ Identify suitable communication platform ☐ Setup channels for different deals ☐ Invite team members to join
  • Task 3: Share task list due in 3 days
    ☐ Share the task list with the team on the communication channel
  • Task 5: Share deal updates due in 1 week
    ☐ Prepare deal updates ☐ Share updates on the communication channel
  • Task 6: Assign deal-related tasks due in 1 week
    ☐ Assign deal-related tasks to team members ☐ Follow up on task progress
  • Task 4: Set up a weekly meeting due in 1 week
    ☐ Decide on a suitable time for all ☐ Create a recurring meeting invite
  • Task 7: Review task progress due in 2 weeks
    ☐ Review the progress of tasks ☐ Address any issues
  • Task 8: Update task list due in 2 weeks
    ☐ Update task list based on progress and new tasks
  • Task 9: Share updated task list due in 2 weeks
    ☐ Share the updated task list with the team
  • Task 10: Conduct weekly meeting due in 2 weeks
    ☐ Conduct the weekly meeting ☐ Discuss task progress and deal updates
  • Task 11: Assign new tasks due in 3 weeks
    ☐ Assign new tasks to team members ☐ Follow up on task progress
  • Task 12: Review task progress due in 4 weeks
    ☐ Review the progress of tasks ☐ Address any issues
  • Task 13: Update task list due in 4 weeks
    ☐ Update task list based on progress and new tasks
  • Task 14: Share updated task list due in 4 weeks
    ☐ Share the updated task list with the team
  • Task 15: Conduct weekly meeting due in 4 weeks
    ☐ Conduct the weekly meeting ☐ Discuss task progress and deal updates
  • Task 16: Assign new tasks due in 5 weeks
    ☐ Assign new tasks to team members ☐ Follow up on task progress
  • Task 17: Review task progress due in 6 weeks
    ☐ Review the progress of tasks ☐ Address any issues
  • Task 18: Update task list due in 6 weeks
    ☐ Update task list based on progress and new tasks
  • Task 19: Share updated task list due in 6 weeks
    ☐ Share the updated task list with the team
  • Task 20: Conduct weekly meeting due in 6 weeks
    ☐ Conduct the weekly meeting ☐ Discuss task progress and deal updates