DIAGLA Real estate team template

Harbor Realty Team Deal Loop

How a real estate team turns leads into showings, signed offers and closings that bring referrals.

See every view.

The same business as a Flywheel, Layers, a Pipeline, an Org chart, a Journey and a Timeline.

The deal loop.

  • 1. Call the lead. An agent calls within the hour.
  • 2. Learn their needs. Budget, timing and must-haves.
  • 3. Tour properties. Show the places that fit.
  • 4. Write the offer. Price and terms set with the client.
  • 5. Manage to closing. Inspection, appraisal and paperwork.
  • 6. Close and follow up. Keys handed over and a yearly check-in.

The buyer journey.

  • Asks about a listing. Sends a question about a property.
  • Meets an agent. Talks budget, timing and wants.
  • Tours properties. Sees places that fit the list.
  • Makes an offer. Agrees price and terms.
  • Gets the keys. Signs the papers and moves in.

What comes out.

  • Closed deals. Keys in hand on the agreed date.
  • Commissions. Paid at closing.
  • Reviews. Clients share their experience.
  • Referrals. The next client, sent by this one.
  • Local know-how. Prices and trends for the next deal.

Make it yours.In your own words.

Use this template, then tell the chat about your business. The names, steps, color and logo change to match.