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Real estateReview

Real estate transaction pipeline review

45 minutes 5 blocks Free template

A weekly walk through every active and pending deal against inspection, appraisal, loan and closing dates, with owners for stalled deals.

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By the end of this meetingEvery active and pending deal has a next action, an owner and no missed critical dates.

45 min · 5 blocks, drawn to scale Fits exactly
  1. Walk each active deal, 15 minutesDiscuss 15
  2. Pending contracts: contingencies, inspection, appraisal, loan, 10 minutesInfo 10
  3. Critical dates and deadlines, 5 minutes 5
  4. Stalled deals and outreach owners, 10 minutesDecide 10
  5. Action items and owners, 5 minutes 5
011233445 min
  1. +0′Walk each active dealTip: Ask: has it moved since last week, what is the next action and who owns it, is anything at risk?15 minDiscuss
  2. +15′Pending contracts: contingencies, inspection, appraisal, loan10 minInfo
  3. +25′Critical dates and deadlinesTip: A missed critical date can lose a deposit.5 minInfo
  4. +30′Stalled deals and outreach ownersTip: Flag any deal with no movement in two reviews.10 minDecide
  5. +40′Action items and owners5 minWrap-up

Why it works

Built so the real estate transaction pipeline review ends on time, with everyone in it.

  • Discussion with a clock

    15 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • Updates stay short

    15 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Hold it weekly at a fixed time, not only when problems surface.
  2. 2Walk each active deal with the same three questions: has it moved, what is the next action and owner, is anything at risk?
  3. 3Check pending contracts for contingencies, inspection, appraisal and loan status, including weekly lender contact.
  4. 4Read out every critical date coming up so none slips past.
  5. 5Assign an owner for direct outreach on any deal with no movement in two reviews.

Questions about the real estate transaction pipeline review

What should a real estate pipeline review cover?
Every active deal's progress and next action, pending contracts and their contingencies, critical dates, and stalled deals that need direct outreach.
How often should agents review their pipeline?
Weekly at a fixed time. The sources warn against reviewing only when problems surface.
What goes wrong without a regular review?
Missed critical dates, which can lose a deposit, and spreadsheets that fall out of date because they are kept by hand.

Built from

The structure, timings and tips on this page come from these sources.

  • resources.rework.com
  • dealpath.com
  • nar.realtor

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Decisions and actions in a scored summary

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