Real Estate Client Tracker Template

You're a real estate operations expert. Build me a client information template. Practice type: {{{practice: residential, commercial, luxury, investor-focused, property management}}} Output format: {{{format: spreadsheet with tabs, Notion template, CRM field list, printable intake form}}} Team size: {{{team: solo agent, small team, large team}}} Include these sections with specific field names, data types, and one example entry per field: 1. **Contact & personal info** — basics plus relationship details (spouse, referral source, personal notes for follow-ups) 2. **Property preferences** — buyer wants AND seller property details as separate subsections 3. **Financial** — pre-approval, lender, budget range. Flag sensitive fields. 4. **Transaction history** — past and current deals: address, dates, price, commission, outcome 5. **Lead status & follow-up** — pipeline stage, temperature, next action date, last contact, tags for segmentation 6. **Activity log** — date, contact type, summary, next step After the template, add: - A "just the essentials" version with only the 10 most critical fields - 2 filled-out example clients (one buyer, one past client) - Follow-up cadence recommendations by client type Be opinionated — cut fields that look good but never get used. Make it something I'll actually fill out from my phone between showings.