What this template is for

A realtor or small brokerage can run every buyer through the same process without losing paperwork or dropping a step. The buyer gets a branded portal, you stay focused on closing.

Who it's for

Realtors, buyer's agents, small boutique brokerages.

What happens in each step

1. Pre-qualification — buyer uploads pre-approval letter.
2. Property docs review — disclosures, HOA docs, inspection reports.
3. Offer meeting — Zoom call to review terms.
4. Signed offer — DocuSign or file upload.
5. Due diligence — inspection report, appraisal.
6. Closing coordination — final call with escrow.