Real Estate Transaction Pipeline.
Deals from signed agreement to closing day, with commission splits per agent.
About this template
Every listing and buyer deal from signed agreement through inspection, appraisal, clear to close, and closing, with key dates and the responsible agent on each card. Commission splits compute per agent and per deal, so the month's expected checks are visible before closing day. Stalled deals and expiring contingency deadlines get flagged automatically.
The live demo ships with sample data: A six agent brokerage with 25 active transactions across the pipeline stages and a quarter of closed deals, including sale prices, commission rates and splits, key contingency dates, and one deal stuck in appraisal.
The prompt behind this template
This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.
Show the full prompt
Build a real estate transaction pipeline for Harbor & Oak Realty, a six-agent brokerage in Charleston, so the broker sees every deal from signed agreement to closing day and the checks each agent expects this month. Layout. Top: four stat cards: Active Deals 25, Under-Contract Volume $11.8M, Projected Commission This Month $88,200 (deals with closing dates inside the next 30 days), Flagged Deals 4. The main region is a five-column pipeline board: Signed Agreement, Inspection, Appraisal, Clear to Close, Closing. Cards show property address, sale price, a Buyer or Listing side badge, agent name, days in stage, and the next contingency deadline. Flag rules: red when a deal has sat in one stage more than 14 days or a deadline lands within 5 days, amber when a deadline lands within 10 days, green otherwise, shown as a colored dot on the card. Clicking a card opens a side panel with the full date timeline (agreement, inspection, appraisal, financing, closing), the commission math (sale price times the side's commission rate times the agent's split, brokerage keeps the rest), and editable stage, dates, and notes. A New Deal button opens the same panel blank. A second tab, Commissions, holds a per-agent table (Agent, Active Deals, Pending Volume, Projected Commission, Closed Volume This Quarter) and a bar chart of projected commission by agent. Seed six agents (Dana Whitfield, Marcus Bell, Priya Raman, Tom Ostrowski, Keisha Grant, Alex Fontaine), 25 active deals, and 12 deals closed this quarter so every view is populated on first load. Sale prices run $285,000 to $1,450,000, commission rates 2.5 to 3 percent per side, agent splits 70 to 90 percent. Active mix: 14 buyer side, 11 listing side, distributed 6 Signed Agreement, 7 Inspection, 5 Appraisal, 4 Clear to Close, 3 Closing. Deadlines fall within the next six weeks; arrange stage entries and deadlines so exactly 4 deals wear the red flag. Plant the story: 412 Meeting Street, an $840,000 listing-side deal, has sat in Appraisal for 21 days with its financing contingency expiring in 3 days, wearing the red flag, and Dana Whitfield carries 7 active deals and roughly 30 percent of projected commission, obvious in the Commissions chart. Days in stage, flags, commission amounts, and the monthly projection are computed; prices, dates, rates, and splits are entered. Use a royal purple accent for primary actions, chart emphasis, and active states, on a clean light neutral base.
More like this
All templatesRent Roll Dashboard
Your full rent roll with occupancy, collections, and delinquency at a glance.
Property Maintenance Work Order Tracker
Log, assign, and close maintenance requests by unit, priority, and vendor.
Lease Expiration Tracker
Every expiration for the next 12 months, with renewal status and notice deadlines.
