Real Estate Lead Tracker β Log Source, Status, Temperature & Next Action
π₯ Real Estate Lead Tracker: Instant Download
Track every real estate lead by source, status, temperature and next action in one pipeline.
A real estate lead pipeline in one Excel workbook: 3 working tabs plus Start and Disclaimer, in one file that is yours to keep.
β¨ What It Does for You
- Never lose a lead: every one has a source, a status and a next step
- Move leads through 10 status stages with dropdowns
- Focus your day with Hot / Warm / Cold tags
- Keep every call, text and showing in an Activity Log
π¦ What's Inside
- Start and Disclaimer: your market, team, and year, a 6-step how-to, a map of every sheet, and a plain-language disclaimer
- Pipeline: lead ID, name, phone, email, owner, and notes, with dropdowns for source (Zillow, Realtor.com, referral, open house, sphere, ads, sign calls, website), 10 status stages from New to Closed, Lost, or Disqualified, and Hot / Warm / Cold
- Next Action column: write the next step for every lead so nothing sits without a plan
- Activity Log: date, lead ID, touch type (call, text, email, video, showing, open house, consult), summary, outcome, and next step
- Sources: a channel reference list with description, typical cost, and notes that you customize for your market

π‘ Who This Is For
- Solo agents juggling portal, referral, and open-house leads
- ISAs and team members who need an owner column on every lead
- Agents who want a lead pipeline that stays separate from a full CRM
π Before and After
- Before: Leads scattered across portals, texts, and sign-in sheets. After: One Pipeline tab with source, status, temperature, and next action for every lead
- Before: Forgetting what happened on the last call. After: An Activity Log with every call, text, and showing, its outcome, and the next step
- Before: Stage names that change from lead to lead. After: Dropdowns for source, 10 status stages, and Hot / Warm / Cold
β‘ Get Started in Minutes
- Download the .xlsx and open it in Excel or Google Sheets
- Set your market and team on Start
- Add leads to Pipeline with a next action
- Log every touch in Activity Log
- Pick from the dropdowns as you fill it in
Organization tool only: not real estate legal advice; follow your brokerage policy.
Sample data is fictional. Replace it with yours.
π Instant Access
Once you purchase, you get immediate access to your file. It is yours to keep.
Free add-on: 3 stale-lead text templates: https://payhip.com/b/dc237?utm_source=JMkBj_page
Weβre a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters β and every product is designed to deliver real results.
Thank you for supporting a growing brand.
β Kyle P. Herrick, Founder
βοΈ Satisfaction Guarantee
If this template doesnβt help you save time or improve your workflow, message me and Iβll make it right. Your success matters.
π¬ Need Help?
Message me anytime. Iβm here to help you get the most out of your templates. Email herrickkyle87@outlook.com.
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