{"product_id":"real-estate-transaction-coordinator-tracker","title":"Real Estate Transaction Tracker Spreadsheet","description":"\u003cp\u003eThis real estate transaction tracker puts every contingency date on the deal row and only turns a date red when it is a genuine miss. It is for transaction coordinators and agents juggling many open files who need to see which deadline needs attention this morning.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eFive contingency dates on every row\u003c\/h2\u003e\u003cp\u003eA property, a stage and a closing date is not enough for a transaction coordinator. The dates in between are the job. Each transaction carries five contingency dates:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eInspection, appraisal, title and survey, financing, and final walkthrough\u003c\/li\u003e\n\u003cli\u003eEach worked out as the contract date plus a number of days you set once on Setup\u003c\/li\u003e\n\u003cli\u003eAll five appear as soon as you type the contract date\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eContingency periods differ by contract and by state. The day counts are yours to set on Setup; the defaults are a starting point, not legal advice.\u003c\/p\u003e\u003ch2\u003eDeadlines that only go red when they matter\u003c\/h2\u003e\u003cp\u003eA date turns red only if it has passed and the deal has not reached that stage yet. A file in financing has its inspection date behind it because it passed inspection, so it is not counted as a miss. That keeps the past-deadline count honest instead of a sea of red that gets ignored.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAmber when a deadline is inside three days\u003c\/li\u003e\n\u003cli\u003eDeadlines past, counted\u003c\/li\u003e\n\u003cli\u003eDeals closing in the next 14 days on the KPI strip, a built-in closing tracker\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eFees in play and volume\u003c\/h2\u003e\u003cp\u003eThe tracker doubles as a commission tracker.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e120 transactions with side, price, commission and stage\u003c\/li\u003e\n\u003cli\u003eCommission percentage per side and fee per file\u003c\/li\u003e\n\u003cli\u003eThe total of every fee on deals that have not closed, plus volume under contract\u003c\/li\u003e\n\u003cli\u003e60 clients behind the pipeline\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eThe business behind it\u003c\/h2\u003e\u003cp\u003eA TC runs a business, not just a calendar, so this realtor spreadsheet carries the books as well.\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome and Expenses:\u003c\/strong\u003e both registers\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly, Quarterly and Profit and Loss:\u003c\/strong\u003e totals by period\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances and Dashboard:\u003c\/strong\u003e account balances and the full picture\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here and Setup:\u003c\/strong\u003e setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. The Google Sheets version is a real workbook you copy, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo dynamic arrays, no macros, no add-ins and no subscription\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eTwo Excel files: a worked pipeline of twelve files with nine under contract, three closings inside two weeks and three deadlines genuinely missed, and a blank copy\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, which has one-click links to the Google Sheets versions\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready the moment payment clears. The tracker is for personal and business use on your own devices, so please do not share or resell the files. Questions? Reach us through our contact page.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eDo I need Excel, or can I use Google Sheets?\u003c\/h3\u003e\u003cp\u003eEither. The download has Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to copy the Google Sheets versions with a free Google account.\u003c\/p\u003e\u003ch3\u003eHow are the contingency dates calculated?\u003c\/h3\u003e\u003cp\u003eEach is the contract date plus a number of days you set on Setup, for inspection, appraisal, title and survey, financing and final walkthrough.\u003c\/p\u003e\u003ch3\u003eWill a date go red after the deal has moved past it?\u003c\/h3\u003e\u003cp\u003eNo. A date only turns red if it has passed and the deal has not reached that stage, and it turns amber when it is inside three days.\u003c\/p\u003e\u003ch3\u003eAre the default day counts right for my state?\u003c\/h3\u003e\u003cp\u003eContingency periods differ by contract and by state. The day counts are yours to set, and the defaults are a starting point, not legal advice.\u003c\/p\u003e\u003ch3\u003eDoes it track my fees?\u003c\/h3\u003e\u003cp\u003eYes. It records commission per side and fee per file, and totals the fees on deals that have not closed along with volume under contract.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597867024478,"sku":"OPX-131","price":32.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/real-estate-transaction-coordinator-tracker-01.jpg?v=1790832674","url":"https:\/\/opxviashop.com\/products\/real-estate-transaction-coordinator-tracker","provider":"OPXVIA","version":"1.0","type":"link"}