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Real estateAutomation

Sale agreement tracking

For every signed preliminary sale agreement, the agent keeps the calendar (cooling-off period, loan approval, conditions precedent, completion date), follows up with the buyer, notary and broker when a document is missing, and sends you the status of all your ongoing sales every Monday.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 8 am

  1. 1Read. Ongoing sales and key dates.
  2. 2Schedule. Deadlines in the calendar.
  3. 3Follow up. Missing documents, loan approval.
  4. 4Inform. Status of all sales on Monday.

Sample deliverable

8 ongoing sales

  • Pasteur house: loan approval expected before November 4, broker chased.
  • Chartrons 3-room apartment: completion set for December 12 with Maître Bernard.
  • Alert: cooling-off period ends tomorrow for the Saint-Michel 2-room apartment.
  • Excel: Ongoing sales and deadlines
  • Message: Monday update

Connectors

  • Google SheetsGoogle Sheets: maintain the ongoing sales sheet
  • GmailGmail: follow up with the parties
  • Google CalendarGoogle Calendar: record the deadlines

Already set up for you

Follow-ups
One per missing document, every 4 business days

What you'll be asked

  • Which spreadsheet tracks your sales?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

Learn more

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