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Real Estate Agent CRM Spreadsheet | Realtor Lead Pipeline, Commission Tracker (Excel, Google Sheets)

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Highlights

  • Designed by ReadySheetGo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 TXT, 1 other file

Run your entire real estate business from ONE spreadsheet. This Real Estate Agent CRM & Commission Tracker combines a lead CRM, deal pipeline, automatic commission calculator, closing calendar, expense & mileage log, listing inventory and a live GCI dashboard — built specifically for residential agents and Realtors.

No more leads lost in your phone, guessing your net commission after splits, or missing closing deadlines. Sample data is pre-filled so you can see exactly how everything connects — just type over it with your own clients and deals.

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WHAT'S INCLUDED (8 Tabs)
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✅ Instructions — Simple step-by-step guide to get started in minutes
✅ Setup — Set your commission %, broker split, fees, GCI goal & dropdown lists
✅ Lead CRM — Every lead: source, stage, status, last contact & next follow-up
✅ Deal Pipeline — Lead → closed, with automatic net-commission, tax & take-home math
✅ Closing Calendar — Inspection, appraisal, loan & closing deadlines in one view
✅ Expenses & Mileage — Tax-ready totals by category with IRS mileage deduction
✅ Listing Inventory — Active/pending/sold with days-on-market & price-per-sqft
✅ Dashboard — GCI goal vs actual, pipeline value, hot leads & profit at a glance

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KEY FEATURES
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📇 FULL LEAD CRM — every contact, source, stage and follow-up date in one place
💼 COMMISSION CALCULATOR — enter price, % and split; net commission calculates itself
🎯 GCI GOAL TRACKER — see your closed commission vs annual goal, updated live
📅 CLOSING CALENDAR — never miss an inspection, appraisal or closing deadline again
🏘️ LISTING INVENTORY — active/pending/sold with days-on-market and $/sqft
🧾 TAX-READY LOG — business expenses and IRS mileage totaled by category
📊 LIVE DASHBOARD — 20+ key numbers update automatically from your data

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HOW IT WORKS
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1️⃣ Download and open in Excel or Google Sheets
2️⃣ Set your commission %, split, fees and GCI goal (once)
3️⃣ Add leads and deals as they come in
4️⃣ Watch your pipeline, commissions and dashboard update automatically

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COMPATIBILITY
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✔ Microsoft Excel (Desktop, Online & Mobile)
✔ Google Sheets (Free — just import the file)
✔ Works on PC, Mac, iPhone, iPad & Android

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INSTANT DIGITAL DOWNLOAD
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This is a digital product. No physical item will be shipped. You'll receive the .xlsx file immediately after purchase and can reuse it for every client, every deal and every year.

Perfect for residential real estate agents, new Realtors, buyer's and listing agents, and small brokerages who want to track leads, calculate commissions and stay organized.

Please note: this is a personal business-organization tool, not financial, legal or tax advice. Commission figures are estimates based on the numbers you enter. Always confirm splits and deductions with your broker and a qualified tax professional.

Questions? Message us anytime — we're happy to help!

📗 HOW TO OPEN IN GOOGLE SHEETS (free & easy):
This is one file that works in BOTH Excel and Google Sheets — there's no separate file to find, you just import the download once:
1. Go to sheets.google.com and open a blank spreadsheet
2. Click File ▸ Import ▸ Upload
3. Drag in the .xlsx file you downloaded from this order
4. Choose "Replace spreadsheet" and click Import data
All tabs load as a full Google Sheet saved in your Drive — edit it on any device. (Prefer Excel? Just double-click the file to open.)

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ReadySheetGo
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ReadySheetGo ·

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Listed on Jul 6, 2026
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