Back to marketplace
File upload
Step 1
of 6
Pre-approval letter
External
Required
3 days
Flow previewStep 1 of 6
Step 1
Pre-approval letter
β†’
Step 2
Property docs review
β†’
Step 3
Offer meeting
β†’
Step 4
Signed offer
β†’
Step 5
Due diligence
β†’
Step 6
Closing coordination
About this template

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 β€” buyer uploads pre-approval letter.
  2. Property docs review β€” disclosures, HOA docs, inspection reports.
  3. Offer meeting β€” Zoom call to review terms.
  4. Signed offer β€” DocuSign or file upload.
  5. Due diligence β€” inspection report, appraisal.
  6. Closing coordination β€” final call with escrow.
Use this template free

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Real Estate

Real Estate Transaction

End-to-end buyer workflow: qualification, offer, due diligence, signing, and closing coordination.

B

By Booflow Team

Get started freeFree 14-day trial Β· No credit card
6 steps
~30 days
Required integrations
Zoom
Google Drive
Step types
File upload
Γ—2
File share
Γ—1
Meeting
Γ—2
Signature
Γ—1
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