Real Estate Deal & Client Pipeline

Built around three questions a solo agent asks every week: who do I call today, which contract date is next, and what do I actually keep after split, cap, and fees?

What's included

• Pipeline workbook: Today, Deals, Contract to Close, Take-Home, Lead Sources, Past Clients, Dashboard, Settings
• 8 example deals that show every formula working
• Guide: Five Minutes Before Your First Call (PDF)

What you need

• Microsoft Excel, Google Sheets (File > Import), Apple Numbers, or LibreOffice

Delivery

Instant download after purchase: a ZIP with the workbook and guide.

Not a CRM; it doesn’t connect to an MLS, email, or phone, and it doesn’t read contracts or decide deadlines. Not legal, tax, financial, or compliance advice.