Real Estate Sales Task Tracker Template

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Ensure effective time management with the Real Estate Sales Task Tracker. This template helps you visualize and allocate time to urgent tasks, ensuring no deadlines are missed and deals are closed in a timely manner.

From property showings and client meetings to paperwork and appraisals, this comprehensive tracker covers all essential tasks, helping you stay organized and focused in the fast-paced real estate market.

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Real Estate Sales Task Tracker for Priority Matrix

Real Estate Sales Task Tracker in Priority Matrix

Manage your real estate sales tasks efficiently to meet deadlines and close deals on time.

You can start using Real Estate Sales Task Tracker or other Sales Project Templates with Priority Matrix in just a few steps:

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Proposed Tasks

Urgent and Important

  • Property Showing due in 1 day
    ☐ Prepare property for showing ☐ Coordinate with potential buyers ☐ Follow up after showing
  • Client Feedback Follow-up due in 1 day
    ☐ Contact client ☐ Discuss their feedback
  • Update CRM System due in 2 days
    ☐ Input latest client information ☐ Update property details
  • Update Property Listings due in 3 days
    ☐ Review property details ☐ Update listings on website and other platforms
  • Client Meeting due in 3 days
    ☐ Prepare meeting agenda ☐ Review client's property preferences ☐ Propose suitable properties

Important but Not Urgent

  • Paperwork due in 1 week
    ☐ Complete property transfer documents ☐ Confirm receipt of payment ☐ Send documents for client's signature
  • Market Research due in 1 week
    ☐ Research latest real estate trends ☐ Analyze competitor strategies
  • Property Inspection due in 1 week
    ☐ Coordinate with property inspector ☐ Review inspection report
  • Property Appraisal due in 2 weeks
    ☐ Arrange for property appraisal ☐ Review appraisal report ☐ Update property pricing
  • Property Maintenance Check due in 2 weeks
    ☐ Inspect property condition ☐ Arrange for necessary repairs
  • Review Client Contracts due in 2 weeks
    ☐ Review terms and conditions ☐ Ensure client understanding and agreement
  • Sales Team Meeting in 2 weeks
    ☐ Prepare meeting agenda ☐ Discuss sales targets and strategies
  • Quarterly Sales Report due in 1 month
    ☐ Compile sales data ☐ Analyze sales trends ☐ Prepare report

Urgent but Not Important

  • Follow-up with Potential Buyers due in 2 days
    ☐ Contact potential buyers ☐ Update them on property availability ☐ Schedule property showings
  • Networking Event in 1 week
    ☐ Prepare business cards ☐ Plan event schedule
  • Client Appreciation Event in 1 week
    ☐ Plan event details ☐ Send invitations to clients

Neither Urgent nor Important

  • Marketing Campaign Review due in 3 weeks
    ☐ Assess effectiveness of current marketing campaigns ☐ Propose improvements
  • Attend Real Estate Seminar in 1 month
    ☐ Register for seminar ☐ Plan travel and accommodation if necessary
  • Sales Training in 1 month
    ☐ Register for training ☐ Prepare for training topics
  • Renew Real Estate License in 3 months
    ☐ Check renewal requirements ☐ Complete necessary paperwork