A real estate sales pipeline for agents, brokers, and teams managing buyer and seller transactions. Track listings, match buyers to properties with an AI agent, and walk every deal from offer to close in Taskade.
What's Included
- Buyer-Seller Pipeline: Stages from Listing/Buyer Inquiry → Showings → Offer → Under Contract → Closed on a Board view
- Listing Database: Properties with photos, pricing, status, and days-on-market
- Buyer Match Agent: AI agent matches buyers to listings based on stated preferences, budget, and observed behavior
- Transaction Milestones: Inspection, appraisal, financing, title — each with target dates and document upload status
- Commission Calculator: Auto-calculates split commission per closed deal based on team structure and broker fees
Why This Template Wins
- Buyer match in seconds: New listings auto-match against active buyer prefs — you call the right buyer first, not last. Buyer Match Agent surfaces top 5 matches when a new listing hits
- Document tracking that doesn't slip: Inspection report, appraisal, mortgage commitment, title work — each tracked with target date and owner. Closing-deal slips happen because of paperwork; this pipeline catches them before they kill the deal
- Commissions calculated, not argued: Split commission auto-calculates from the deal record — your closing day doesn't include a 30-minute math discussion with the brokerage
How to Use
- Clone this template into your Taskade workspace
- Import your active listings and buyer roster
- Connect MLS data feeds and Calendar for showing scheduling and listing updates
- Train the Buyer Match Agent on your market and past closed deals
- Set up automation triggers for showing reminders and milestone deadline alerts
FAQ
Does this work for both buyer-side and listing-side agents?
Yes. The same template handles both — buyer agents work the buyer pipeline, listing agents work the listing pipeline. Teams with dual-agency rules use role-based permissions to enforce separation.
Can this handle commercial real estate transactions?
Yes — adjust stage names and milestones for commercial cycles (LOI → Due Diligence → PSA → Close). The Buyer Match Agent scales to commercial property matching with industry-specific criteria (square footage, NOI, cap rate).
What plan supports a 10-agent team?
Pro ($16/mo annual) supports unlimited agents and transactions. Business ($40/mo) adds advanced commission analytics and longer retention — recommended for brokerages tracking lifetime production per agent.
CTA
Try this template free in Taskade. For MLS setup, see /learn/automation/automations-execution. To generate a custom real estate pipeline, try the AI Sales Pipeline Generator. Browse more real estate apps in the Community Gallery.