REAL ESTATE PIPELINE TEMPLATE — OCLIQ
Independent brokers and teams in Quebec

Adapt this working template to your practice. It does not replace professional obligations or contractual deadlines.

BUYER PIPELINE
1. New request — Identify the source and assign an owner. Next action: agree on a first conversation.
2. Qualification — Record areas, criteria, budget and timing. Move on when needs and the next action are clear.
3. Active search / showings — Record properties discussed, appointments and feedback. Prepare the next showing or follow-up.
4. Active transaction — Keep applicable conditions and dates visible. Assign each task and have deadlines checked by the broker.
5. Completed transaction — Update the record and plan relationship follow-up according to the contact's permissions.
6. Paused / lost — Record the reason and whether future follow-up is appropriate; stop unsuitable sequences.

SELLER PIPELINE
1. New request — Identify the property, source and record owner.
2. Qualification / appointment — Clarify the project, timeline and next meeting.
3. Listing preparation — Track required information and preparation tasks.
4. Active listing — Centralize inquiries and follow-ups related to the property.
5. Active transaction — Track applicable stages, conditions and deadlines with assigned owners.
6. Completed transaction — Update the record and plan relationship follow-up.
7. Paused / lost — Record the reason and adapt future communications.

USEFUL FIELDS
Contact; record owner; project type; stage; source; criteria or property; budget if relevant; timeline; last interaction; next action; next-action date; consent status and source of evidence.

OPERATING RULES
- Every active record has an owner and a dated next action.
- A stage describes the client's situation; a task describes work to be done.
- Automation does not replace checking contractual dates.
- Test sequences using fictional data before real use.
- Do not send SMS or email without applicable permissions.

Product and demo: https://www.ocliq.com/en/real-estate
Pricing: https://www.ocliq.com/en/pricing
Contact: contact@ocliq.com
Ocliq LLC — October 24, 2026