Automatic Seller Net Proceeds Sheet Generator
A done-for-you real estate automation built for the Listing Coordinator, connecting DocuSign, Google Sheets, and Outlook so the work below happens on its own.
What this automation does, step by step
Once a listing agreement is signed, the automation pulls the agreed list price, existing mortgage payoff estimate, and typical local closing costs: commission, transfer taxes, title fees, and prorated items, and automatically generates an estimated seller net proceeds sheet in the brokerage's branded format.
The listing coordinator receives the completed document within minutes instead of spending twenty or thirty minutes building it manually in a spreadsheet, and the seller gets an emailed copy the same day the agreement is signed, setting realistic expectations from day one.
If the list price changes during negotiations, the net sheet automatically regenerates with updated numbers.
What used to be a manual calculation prone to copy-paste errors is now a consistent, accurate document produced the moment it's needed.
- Zapier or Make.com
- Google Sheets (net sheet template)
- Transaction management software (e.g., Dotloop)
- Gmail or Outlook (delivery)
- DocuSign (listing agreement trigger)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a listing coordinator handles each case reactively, after someone has already noticed something went wrong. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Invoices generated the moment a job or milestone completes
- Polite, escalating payment reminders that run on schedule
- Failed payment recovery for subscriptions and memberships
- Expense, commission, and reconciliation work handled automatically
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