New
Use the left and right arrow keys to move between preview images.
Spreadsheet · Digital download
Real Estate Agent Client Tracker
Agent client tracker for 300 clients by stage with next actions, pipeline value, closed volume and commission estimate.
XLSX1 file31 KB
- Instant digital download — nothing is shipped.
- Secure checkout by Stripe.
- Version 1.0.4 · updated Nov 9, 2026.
Description
What's inside. Manage buyer, seller, landlord and tenant clients by stage — new lead, consultation, showing, listed, offer, under contract, closed or lost — with source, value and next action, for 300 clients. The summary shows active clients, active pipeline value, closed volume and estimated commission. The workbook opens filled with example figures so you can see it working; replace or delete them with your own.
Files and formats (XLSX). Real-Estate-Client-Tracker.xlsx (XLSX, 3 sheets: Start Here, Clients, Lists, 31 KB). Every download also includes a licence summary (LICENCE.txt).
Licence. Standard Licence — use it for yourself, your household or your own business and print unlimited copies for that use; completed documents can go to your own clients. No reselling, sharing or redistributing the files.
Who it's for: Agents, landlords and property managers.
Included files
- Real-Estate-Client-Tracker.xlsxBuyer/seller client tracker by stage with pipeline value and commission estimatesXLSX
How to use
Open the .xlsx file and read the Start Here sheet. Replace yellow example rows with your own; blue cells calculate automatically.
Customer reviews
No reviews yet. Reviews can only be written by customers who own this product.
Frequently asked questions
Is this a physical product?
No. This is a digital download. Nothing is shipped — you download the files from your account after purchase.
How do I get my files?
After payment, go to My Downloads in your account. Your purchase stays available there to re-download.
What can I do with it?
Use for yourself, your household or your own business. Print unlimited copies for that use. No reselling or sharing the files.
Are the inspection forms a substitute for a licensed inspection?
No. They help you document walkthroughs. Use a licensed inspector where required.
You may also like
- New
- New
- New
