TEMPLATE

Real Estate Lead & Showing Tracker

A shared system for a real estate team to track buyer and seller leads, schedule and log showings, and keep follow-up tasks visible across the whole team instead of individual agents' notebooks.

Who it's for

Independent real estate agents and small team brokers

The problem it solves

Leads and showing schedules live in each agent's own phone and notes, so the team has no shared view of who's been contacted, what's scheduled, or what's stalled.

Why it's worth building

A shared pipeline the whole team can see, so no lead or showing follow-up gets forgotten.

What's included

Legacy Builder plans this out as a real, working system - every feature below becomes an actual part of your software, not a mockup.

Core features

  • Buyer and seller lead pipeline
  • Showing scheduler with property details
  • Post-showing feedback logging
  • Follow-up task reminders per lead
  • Property listing reference sheet
  • Team activity feed

Pages

  • Lead pipeline
  • Lead detail
  • Showing calendar
  • Listing reference
  • Team activity feed

Who uses it

  • Broker/team lead
  • Agent
  • Transaction coordinator

Start with Real Estate Lead & Showing Tracker

Describe your business and Legacy Builder adjusts this plan to fit it, before anything gets built.

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