This board helps real estate agents manage every listing and buyer from first contact to closing, moving each deal through lanes from Lead to Closed. An AI agent drafts client updates and flags transactions stuck in any stage.
What's Included
- Transaction columns: Lead, Showing, Offer, Under Contract, and Closed for full deal visibility.
- AI update agent: Drafts a status email to buyers and sellers at each stage change.
- Property detail cards: Address, price, client contact, and key dates stored on every deal.
- Milestone automation: Moving a card to Under Contract DMs the team and sets closing reminders.
How To Use
- Clone the board and add each listing or buyer as a card.
- Capture property, price, and client details.
- Let the AI agent draft client updates at each stage.
- Move cards toward Closed as deals progress.
Automate client follow-ups with Taskade automations, or browse more boards in the kanban template library.