Real Estate Brokerage Funnel
Follow lead response, appointments, agreements, contracts, closings, gross commission, splits, and source return by agent.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Lead-to-close funnel
- Agent and source comparison
- Commission split calculator
- Weighted closing forecast
Sample data
Eighteen synthetic months of fictional leads, sources, agents, activities, appointments, agreements, contracts, closings, prices, commissions, splits, and spend.
Measures included
- Speed to lead
- Stage conversion
- Pipeline
- Gross commission
- Days to close
Connect your data
Start with the sample rows, then replace them with the systems you already use.
HubSpot
Direct connector
Leads, lifecycle stages, owners, activities, sources, and deals
Google Calendar
API ready
Compatible appointments, showings, and closing milestones
Google Sheets
Direct connector
Agent splits, source spend, targets, and forecast assumptions
Stripe
Direct connector
Deposits, fees, and commission payment events where applicable
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Separate buyer and seller funnels
- 02Add team-lead override splits
- 03Create a lead-reassignment warning
Related templates
See all 65Local Retail Customer & Campaign Pulse
Find campaigns and customer cohorts that produce profitable repeat purchases.
Event Venue Booking Profitability
Convert inquiries while protecting date capacity, deposits, and event-level margin.
Fitness Membership & Class Yield
Retain members and schedule classes around attendance, capacity, and contribution.