Client Fees Transaction Database Template

Track Client Fees Clearly — Without the Guesswork

Organized. Transparent. Professional.

What’s inside the database template:
A Canva Sheet with AI capabilities that includes:

• Date
• Customer Name
• Graphing
• Transaction type
• Invoice number
• EFT/Cheque ID
• EFT/Cheque date
• Gross pay
• Broker fees
• Taxes
• Net fees
• Notes
• Multiple dropdown functions and more

This editable Canva Sheet includes detailed sections that can be updated quickly to match your realtor brand and business needs. It can be printed, shared digitally, or presented directly from your device.

The Client Fee Tracker Template is designed for realtors who want to keep a clear, accurate record of client fees from start to finish — without relying on memory, scattered notes, or last‑minute reconciliations.

This template gives you confidence around what was agreed, what was charged, and where every transaction stands.

Why Fee Tracking Gets Stressful

Client fees are often tracked across:

-> Emails and texts

-> Notes from listing or buyer appointments

-> Closing documents reviewed too late

-> Memory instead of systems

When fees aren’t clearly documented, confusion and stress follow — especially at closing.

A dedicated fee tracker restores clarity and control.

What This Client Fee Tracker Helps You Do

✔ Record agreed-upon client fees clearly
✔ Track changes or adjustments over time
✔ Keep fee conversations organized and documented
✔ Reduce last‑minute questions at closing
✔ Run your business with transparency and confidence

This isn’t about accounting.

It’s about professional clarity and trust.

Your purchase includes an instructional video showing you how to customize the template.

📌 This is a digital product. No physical item will be shipped.

🛒 All products include tax. Upon purchase you will receive an email instantly to download, open and use the template. All templates come with a short how-to video.

📩 This product could most likely be a tax-deductible business expense, but we recommend you check with your accountant if you are unsure.  This is a digital product. All sales are final.