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Real Estate Transaction Coordinator Client Dashboard | Sharable Google Sheets Template for Agent & TC Communication

RealEstateDesignCo  
5 out of 5 stars

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

  • Designed by RealEstateDesignCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF

Are you a dedicated transaction coordinator seeking to streamline communication with your Real Estate Agent Clients throughout the real estate transaction? Introducing our comprehensive Client Dashboard, a Google Sheets Spreadsheet designed to keep your Real Estate Agent clients informed and updated as you help manage their transactions.

✓ As you add information, your client can view their dashboard and see where their transaction is at in real-time and stay updated.
✓ Links provide your Real Estate Agent client with access to all important transaction paperwork and documents.
✓ The Milestone Tracker allows you to set a checklist of agreed-upon services and then check them off as they are completed.
✓ The communication log provides a space to document communication between you and your client.
✓ The sheet highlights major dates, deadlines, and completion.
✓ Easy customization allows you to tailor the sheet to meet your specific needs. *instructions included

WHAT IS INCLUDED?
✓ 1 Google Sheets Spreadsheet - Agent Dashboard
✓ 2 Layouts
- 1 for use when representing buyers or sellers from pending to sold
- 1 for use when representing sellers from listing to sold
✓ Canva Template - Name Design/Logo Template - Works in the FREE version of Canva
✓ Detailed User Instructions

HOW DOES IT WORK?
♥ The Google Sheets product does not transfer to Excel.
♥ This product is an instant digital download. No physical product will be shipped to you.
♥ This item is for personal use only and cannot be resold or used for commercial purposes.

Thanks for visiting Real Estate Design Co.

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Reviews for this item

Buyer highlights, summarized by AI: Great product · Happy with purchase · Perfect addition · Helpful seller · Love the shop · Love it · Easy to use

4.8

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(11 reviews)

5.0 Item quality
5.0 Shipping
5.0 Customer service
100% Buyers recommend
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4 out of 5 stars 4 This item

C Mar 24, 2026

Haven’t fully used it yet. But can’t wait to try it out.

C Mar 24, 2026

Response from Design Co

Looking forward to what you have to say once you have time to really dive in. Thank you for the review.

5 out of 5 stars 5 This item

Ginger Jul 29, 2025

Still learning, so going a bit slow, but I am sure once I get the hang of it, I will be able to input data quickly. Thank you

Ginger Jul 29, 2025

Response from Design Co

Thank you so much for the wonderful review. Please don’t hesitate to reach out if you have any questions along the way. I am happy to help.

5 out of 5 stars 5 This item

Crystal Jul 20, 2025

As always, a really great product!

Crystal Jul 20, 2025

Response from Design Co

Thank you so much for the fantastic review!

5 out of 5 stars 5 This item

Chapin Jul 7, 2025

Just what I needed! Aesthetically pleasing and perfect for managing everything. I am actually a real estate assistant rather than a TC, but I find this very helpful!

Chapin Jul 7, 2025

Response from Design Co

Love this! Thank you for the fantastic review.

RealEstateDesignCo
Design Co
RealEstateDesignCo ·

North America

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.9
·
17.1k sales
·
5 years on Etsy
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Typically responds within a few hours

Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

Rave reviews Average review rating is 4.8 or higher.

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