The Realtor Companion — Real Estate CRM & Commission Tracker

Overview

The Realtor Companion is a complete CRM system for real estate professionals. Instead of a pretty spreadsheet that falls apart in real use, you get a connected workbook where your leads, pipeline, commission math, and property listings live in one calm, organized place — with dashboards that update as you work.

What You Can Manage and Track

Leads and follow-ups, your deal pipeline, commission calculations, and property listings planning.

What's Included

• CRM workbook (Excel .xlsx)
• Google Sheets access (one-click copy link)
• User guide PDF (20+ pages)
• Bonus printable pack (PDF)

Auto-calculating formulas throughout.

Who It's For

Solo agents and small real estate teams who want a professional lead and pipeline system without CRM software subscriptions.

How It Works

Download, open in Excel or copy to Google Sheets, complete the setup, then log leads and deals as they come in. You type into the input cells; totals, pipeline views, and commission math calculate automatically.

File Compatibility

Microsoft Excel (Mac, PC, iPad, mobile app) and Google Sheets (any device). Printables work on A4 and US Letter.

Important Notes

For organization and record-keeping — this template does not provide legal, financial, or brokerage compliance advice. Commission structures vary; always confirm your own brokerage's splits and requirements.

Digital Download Notice

This is a digital product — no physical item will be shipped. Your files are delivered automatically the moment your order is confirmed.

Support

Need help with your download or Google Sheets access? Contact us at info@primedigitalgoods.com and we'll help you get set up.

Product Highlights

• Excel + Google Sheets compatible
• Instant digital download
• Lead tracking, pipeline, and commission calculator in one system
• Property listings planner included
• Auto-calculating formulas — beginner friendly
• Includes a 20+ page user guide (PDF)
• Lifetime free updates