Real Estate Brokerage
Real estate brokerages and teams
Leads, listings, transactions and closing milestones for a small brokerage.
Use this templateReal Estate Brokerage
Your brokerage in one place. Follow up with new Leads today, keep each Listing current, and run every Transaction from accepted offer to closing with dated Milestones. Operational tracking only.
Dashboard
Lead follow-up rhythm
Listing launch checklist
From offer to closing
After closing
At a glance
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee |
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee |
| Listing | Street address | Status | List price | Listed | Listing agent | Bedrooms |
|---|---|---|---|---|---|---|
| Craftsman bungalow near the park | 418 Tamarind Way | Active | $649,000 | Oct 6, 2026 | Desmond Hargrove-Lee | 3 |
| Mid-century ranch with pool | 91 Ridgeback Lane | Under contract | $875,000 | Sep 18, 2026 | Desmond Hargrove-Lee | 4 |
| Downtown loft with skyline view | 200 Corbel Street | Active | $512,000 | Oct 13, 2026 | Desmond Hargrove-Lee | 2 |
| Family home on a cul-de-sac | 27 Foxglove Court | Coming soon | $739,000 | Oct 24, 2026 | Valentina Okoro | 4 |
| Starter condo by the marina | 15 Larkin Avenue | Sold | $385,000 | Aug 4, 2026 | Desmond Hargrove-Lee | 1 |
| Hillside cottage with garden | 603 Tamarind Way | Withdrawn | $560,000 | Aug 29, 2026 | Valentina Okoro | 2 |
| Updated townhome with garage | 74 Corbel Street | Under contract | $468,000 | Sep 22, 2026 | Desmond Hargrove-Lee | 3 |
Leads
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee |
Listings
| Listing | Street address | Status | List price | Listed | Listing agent | Bedrooms |
|---|---|---|---|---|---|---|
| Craftsman bungalow near the park | 418 Tamarind Way | Active | $649,000 | Oct 6, 2026 | Desmond Hargrove-Lee | 3 |
| Mid-century ranch with pool | 91 Ridgeback Lane | Under contract | $875,000 | Sep 18, 2026 | Desmond Hargrove-Lee | 4 |
| Downtown loft with skyline view | 200 Corbel Street | Active | $512,000 | Oct 13, 2026 | Desmond Hargrove-Lee | 2 |
| Family home on a cul-de-sac | 27 Foxglove Court | Coming soon | $739,000 | Oct 24, 2026 | Valentina Okoro | 4 |
| Starter condo by the marina | 15 Larkin Avenue | Sold | $385,000 | Aug 4, 2026 | Desmond Hargrove-Lee | 1 |
| Hillside cottage with garden | 603 Tamarind Way | Withdrawn | $560,000 | Aug 29, 2026 | Valentina Okoro | 2 |
| Updated townhome with garage | 74 Corbel Street | Under contract | $468,000 | Sep 22, 2026 | Desmond Hargrove-Lee | 3 |
Transactions
| Transaction | Listing | Client | Side | Stage | Commission rate (%) | Accepted |
|---|---|---|---|---|---|---|
| Ridgeback Lane sale | Mid-century ranch with pool | Oluwaseun Adeyemi | Financing | 2.5 | Oct 4, 2026 | |
| Corbel Street townhome sale | Updated townhome with garage | Delphine Achterberg | Inspection | 2.5 | Oct 12, 2026 | |
| Marina condo sale | Starter condo by the marina | Henrietta Lindqvist | Closed | 2.5 | Aug 9, 2026 | |
| Tamarind Way purchase | Craftsman bungalow near the park | Thaddeus and Imelda Voss | Appraisal | 2.5 | Oct 8, 2026 | |
| Foxglove Court purchase | Family home on a cul-de-sac | Cassius and Nora Whitlock | Offer accepted | 2.5 | Oct 17, 2026 | |
| Hillside cottage purchase | Hillside cottage with garden | Bartholomew Nkemelu | Fell through | 2.5 | Sep 3, 2026 |
Milestones
| Milestone | Transaction | Due | Status | Owner | Mark done |
|---|---|---|---|---|---|
| Loan commitment - Ridgeback Lane | Ridgeback Lane sale | Oct 27, 2026 | Open | @installer | — |
| Final walkthrough - Ridgeback Lane | Ridgeback Lane sale | Nov 1, 2026 | Open | — | — |
| Inspection report review - Corbel Street | Corbel Street townhome sale | Oct 19, 2026 | Open | @installer | — |
| Repair request response - Corbel Street | Corbel Street townhome sale | Oct 16, 2026 | Open | @installer | — |
| Appraisal visit - Tamarind Way | Tamarind Way purchase | Oct 21, 2026 | Open | — | — |
| Earnest money - Foxglove Court | Foxglove Court purchase | Oct 18, 2026 | Open | @installer | — |
| Title commitment - Foxglove Court | Foxglove Court purchase | Oct 30, 2026 | Open | — | — |
| Lender approval - Tamarind Way | Tamarind Way purchase | Oct 16, 2026 | Open | @installer | — |
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee |
| Lead | Looking to | Stage | Phone | Source | Agent | |
|---|---|---|---|---|---|---|
| Percival Annandale | New lead | (619) 555-0131 | percival.a@mailbox-demo.net | Aiyana Redcloud | ||
| Rosalind Okafor-Brandt | New lead | (619) 555-0132 | rosalind.ob@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Thaddeus and Imelda Voss | Active search | (619) 555-0133 | vosses@mailbox-demo.net | Aiyana Redcloud | ||
| Marisol Quinteros | Nurturing | (619) 555-0134 | marisol.q@mailbox-demo.net | Desmond Hargrove-Lee | ||
| Ignatius Pemberton | Nurturing | (619) 555-0135 | ignatius.p@mailbox-demo.net | Valentina Okoro | ||
| Delphine Achterberg | Under contract | (619) 555-0136 | delphine.a@mailbox-demo.net | Aiyana Redcloud | ||
| Cassius and Nora Whitlock | Active search | (619) 555-0137 | whitlocks@mailbox-demo.net | Aiyana Redcloud | ||
| Oluwaseun Adeyemi | Under contract | (619) 555-0138 | seun.a@mailbox-demo.net | Desmond Hargrove-Lee |
| Listing | Street address | Status | List price | Listed | Listing agent | Bedrooms |
|---|---|---|---|---|---|---|
| Craftsman bungalow near the park | 418 Tamarind Way | Active | $649,000 | Oct 6, 2026 | Desmond Hargrove-Lee | 3 |
| Mid-century ranch with pool | 91 Ridgeback Lane | Under contract | $875,000 | Sep 18, 2026 | Desmond Hargrove-Lee | 4 |
| Downtown loft with skyline view | 200 Corbel Street | Active | $512,000 | Oct 13, 2026 | Desmond Hargrove-Lee | 2 |
| Family home on a cul-de-sac | 27 Foxglove Court | Coming soon | $739,000 | Oct 24, 2026 | Valentina Okoro | 4 |
| Starter condo by the marina | 15 Larkin Avenue | Sold | $385,000 | Aug 4, 2026 | Desmond Hargrove-Lee | 1 |
| Hillside cottage with garden | 603 Tamarind Way | Withdrawn | $560,000 | Aug 29, 2026 | Valentina Okoro | 2 |
| Updated townhome with garage | 74 Corbel Street | Under contract | $468,000 | Sep 22, 2026 | Desmond Hargrove-Lee | 3 |
| Listing | Street address | Status | List price | Listed | Listing agent | Bedrooms |
|---|---|---|---|---|---|---|
| Craftsman bungalow near the park | 418 Tamarind Way | Active | $649,000 | Oct 6, 2026 | Desmond Hargrove-Lee | 3 |
| Mid-century ranch with pool | 91 Ridgeback Lane | Under contract | $875,000 | Sep 18, 2026 | Desmond Hargrove-Lee | 4 |
| Downtown loft with skyline view | 200 Corbel Street | Active | $512,000 | Oct 13, 2026 | Desmond Hargrove-Lee | 2 |
| Family home on a cul-de-sac | 27 Foxglove Court | Coming soon | $739,000 | Oct 24, 2026 | Valentina Okoro | 4 |
| Starter condo by the marina | 15 Larkin Avenue | Sold | $385,000 | Aug 4, 2026 | Desmond Hargrove-Lee | 1 |
| Hillside cottage with garden | 603 Tamarind Way | Withdrawn | $560,000 | Aug 29, 2026 | Valentina Okoro | 2 |
| Updated townhome with garage | 74 Corbel Street | Under contract | $468,000 | Sep 22, 2026 | Desmond Hargrove-Lee | 3 |
| Transaction | Listing | Client | Side | Stage | Commission rate (%) | Accepted |
|---|---|---|---|---|---|---|
| Ridgeback Lane sale | Mid-century ranch with pool | Oluwaseun Adeyemi | Financing | 2.5 | Oct 4, 2026 | |
| Corbel Street townhome sale | Updated townhome with garage | Delphine Achterberg | Inspection | 2.5 | Oct 12, 2026 | |
| Marina condo sale | Starter condo by the marina | Henrietta Lindqvist | Closed | 2.5 | Aug 9, 2026 | |
| Tamarind Way purchase | Craftsman bungalow near the park | Thaddeus and Imelda Voss | Appraisal | 2.5 | Oct 8, 2026 | |
| Foxglove Court purchase | Family home on a cul-de-sac | Cassius and Nora Whitlock | Offer accepted | 2.5 | Oct 17, 2026 | |
| Hillside cottage purchase | Hillside cottage with garden | Bartholomew Nkemelu | Fell through | 2.5 | Sep 3, 2026 |
| Milestone | Transaction | Due | Status | Owner | Mark done |
|---|---|---|---|---|---|
| Loan commitment - Ridgeback Lane | Ridgeback Lane sale | Oct 27, 2026 | Open | @installer | — |
| Final walkthrough - Ridgeback Lane | Ridgeback Lane sale | Nov 1, 2026 | Open | — | — |
| Inspection report review - Corbel Street | Corbel Street townhome sale | Oct 19, 2026 | Open | @installer | — |
| Repair request response - Corbel Street | Corbel Street townhome sale | Oct 16, 2026 | Open | @installer | — |
| Appraisal visit - Tamarind Way | Tamarind Way purchase | Oct 21, 2026 | Open | — | — |
| Earnest money - Foxglove Court | Foxglove Court purchase | Oct 18, 2026 | Open | @installer | — |
| Title commitment - Foxglove Court | Foxglove Court purchase | Oct 30, 2026 | Open | — | — |
| Lender approval - Tamarind Way | Tamarind Way purchase | Oct 16, 2026 | Open | @installer | — |
Milestones still open
| Milestone | Transaction | Due | Status | Owner | Mark done |
|---|---|---|---|---|---|
| Loan commitment - Ridgeback Lane | Ridgeback Lane sale | Oct 27, 2026 | Open | @installer | — |
| Final walkthrough - Ridgeback Lane | Ridgeback Lane sale | Nov 1, 2026 | Open | — | — |
| Inspection report review - Corbel Street | Corbel Street townhome sale | Oct 19, 2026 | Open | @installer | — |
| Repair request response - Corbel Street | Corbel Street townhome sale | Oct 16, 2026 | Open | @installer | — |
| Appraisal visit - Tamarind Way | Tamarind Way purchase | Oct 21, 2026 | Open | — | — |
| Earnest money - Foxglove Court | Foxglove Court purchase | Oct 18, 2026 | Open | @installer | — |
| Title commitment - Foxglove Court | Foxglove Court purchase | Oct 30, 2026 | Open | — | — |
| Lender approval - Tamarind Way | Tamarind Way purchase | Oct 16, 2026 | Open | @installer | — |
Deals in progress
| Transaction | Listing | Client | Side | Stage | Commission rate (%) | Accepted |
|---|---|---|---|---|---|---|
| Ridgeback Lane sale | Mid-century ranch with pool | Oluwaseun Adeyemi | Financing | 2.5 | Oct 4, 2026 | |
| Corbel Street townhome sale | Updated townhome with garage | Delphine Achterberg | Inspection | 2.5 | Oct 12, 2026 | |
| Marina condo sale | Starter condo by the marina | Henrietta Lindqvist | Closed | 2.5 | Aug 9, 2026 | |
| Tamarind Way purchase | Craftsman bungalow near the park | Thaddeus and Imelda Voss | Appraisal | 2.5 | Oct 8, 2026 | |
| Foxglove Court purchase | Family home on a cul-de-sac | Cassius and Nora Whitlock | Offer accepted | 2.5 | Oct 17, 2026 | |
| Hillside cottage purchase | Hillside cottage with garden | Bartholomew Nkemelu | Fell through | 2.5 | Sep 3, 2026 |
Speed and consistency win clients. Set a follow-up date on every lead.
New leads
Call within the hour; text if no answer.
Log what they want, their timeline and whether they have talked to a lender.
Set Follow up by to a specific day.
Nurturing
Contact every Nurturing lead at least every two weeks.
After three months of silence, move to Lost with a note.
Before going live
Listing agreement signed
Photos, floor plan and description approved by the seller
Disclosures collected
Pricing agreed
Launch week
Live on the MLS
Social posts and email to the lead list
Open house booked
Ongoing
Weekly update call with the seller
Add milestones the day an offer is accepted so nothing is missed.
Day one
Press Start transaction on the listing.
Add milestones from the contract dates: inspection, appraisal, loan commitment, walkthrough, closing.
Introduce the client to title and the lender.
Weekly
Review Open milestones for every deal.
Update clients after every milestone.
Closing
Mark the transaction Closed, the listing Sold and the lead Closed.
Within a week
Thank-you note sent
Review request sent
Client added to the annual anniversary list
Within a quarter
Check in on the move
Ask for referrals
What's inside
5 tables · 22 views · 1 form · 7 row actions · 1 agent6 pages
- Real Estate Brokerage
- Dashboard
- Lead follow-up rhythm
- Listing launch checklist
- From offer to closing
- After closing
4 tables
- Leads7 views · 10 sample rows
- Listings3 views · 7 sample rows
- Transactions5 views · 6 sample rows
- Milestones7 views · 10 sample rows
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