This Weekly Recap Template is designed specifically for real estate agents, brokers, and property managers to consolidate crucial information from client showings, negotiation updates, and team meetings. It helps prevent client preferences from getting mixed up and ensures all negotiation details are accurately recorded, boosting efficiency and client satisfaction.
Weekly Overview & Goals
e.g., October 23 - October 29, 2023
Specify the exact start and end dates for this weekly recap.e.g., Closed 20 Main St, 3 new buyer consultations scheduled
List the most significant accomplishments or milestones achieved.e.g., Secure offer on 123 Elm, follow up with 5 open house leads
Outline the primary objectives and tasks for the upcoming week.Client Showings & Feedback
e.g., 456 Oak Avenue, Anytown, CA
Enter the full address of the property shown during the week.e.g., John & Jane Doe
Identify the client(s) who viewed the property.e.g., Loved the kitchen, disliked the small backyard, wants 3+ beds
Document specific feedback, likes, dislikes, and emerging preferences from the client.e.g., Send similar listings, schedule showing for 789 Pine
Note the immediate follow-up actions planned for this client.Offer Negotiations & Status
e.g., 123 Main Street, Townsville, MA
State the property address currently under offer or negotiation.e.g., Buyer / Seller
Specify whether your client is the buyer or seller for this transaction.e.g., Buyer offered $550k, Seller countered at $565k with 30-day close
Record the key financial and contractual terms of the offer or counter-offer.e.g., Waiting for buyer response, inspection contingency period
Indicate the current stage of the negotiation or transaction.e.g., Follow up with buyer's agent, schedule inspection
List specific tasks required to advance the negotiation process.Property Inspections & Repairs
e.g., 789 Elm Street, City, State
Enter the property address where an inspection occurred or is scheduled.e.g., Completed 10/25, report pending / Scheduled for 11/01
Note the date of the inspection or its scheduling status.e.g., HVAC needs servicing, minor roof repairs requested by buyer
Summarize significant findings from the inspection report and any repair requests.e.g., Seller agreed to credit, negotiating credit amount
Describe the current progress or outcome of repair negotiations.Open House Follow-ups
e.g., 101 Pine Lane, Suburbia, TX
Specify the property where the open house was held.e.g., 15 sign-ins
Provide the total count of visitors to the open house.e.g., Sarah M. (pre-approved), David L. (cash buyer)
List individuals who showed significant interest and seem like strong prospects.e.g., Sent follow-up emails, scheduled 2 showings for next week
Detail the follow-up communications and actions taken or planned for open house attendees.Team & Admin Notes
e.g., Discussed Q4 marketing strategy, new CRM training scheduled
Summarize key decisions or discussions from any team meetings.e.g., Updated client database, drafted 5 listing agreements
List general administrative duties or tasks that were finished.e.g., Delay in appraisal report, client unresponsive
Identify any obstacles or issues encountered during the week.e.g., Need assistance with social media content, review contract terms
Specify any areas where you require help or collaboration from your team.How to Use This Template
- Open the CraftNote app and select 'New Note' to start your weekly recap.
- Copy and paste the entire 'Weekly Recap Template' into your new CraftNote.
- Fill in each field under 'Weekly Overview & Goals' to set the context for your week.
- As you progress through your week, update the sections for 'Client Showings', 'Offer Negotiations', 'Property Inspections', and 'Open House Follow-ups' with real-time details.
- Before your weekly team meeting or end-of-week review, complete the 'Team & Admin Notes' and use this organized recap to inform your discussions and plan for the next week.
Customization Tips
- Add a 'Marketing Activities' section to track social media posts, ad campaigns, and lead generation efforts for specific listings.
- Integrate a 'Referral Tracking' field within client sections to note how new leads were acquired and potential referral sources.
- Create a separate 'Property Management Updates' section for property managers to log maintenance requests, tenant communications, and lease renewals.