Trackers
Transaction Tracker
A spreadsheet that tracks every active file: dates, contingencies, documents, and who is waiting on what.
Included in the Toolkit
Agents
Google SheetWho it's for
Agents carrying several files at once who are currently tracking critical dates in their head, their inbox, or their calendar alone.
What's inside
- One row per active transaction
- Critical date columns with contingency deadlines
- Document status tracking
- A waiting-on column so the next action is always visible
- A closed-file archive tab
How to use it
Copy it to your own drive, add every active file, and update it at the same time each day. Review the critical dates column every Monday.
Part of the Real Estate Team Operations Toolkit
This file is included in the Real Estate Team Operations Toolkit. It is not sold separately and is not a free download.
Start with the Free Team Operations AuditRead first
- Transaction Management That Doesn't Rely on Memory — Checklists, dates, and communication templates that keep every file moving on schedule.
Tools that pair with it
- Dotloop — Transaction management with e-signature, task templates, and compliance workflows.
- SkySlope — Broker-focused transaction and compliance platform with audit trails.
- Google Workspace — Email, docs, sheets, and shared drives — the backbone of most team operations.