Real estate tech stack & audit tracker

Stay in control of your real estate tech stack

We know tech stacks in real estate can get out of hand fast. One tool for real estate lead gen, another for your real estate CRM, something else for social scheduling. And don’t even get us started on automation or analytics. That’s where the Tech Stack & Audit Tracker comes in. It’s a simple, ready-to-use spreadsheet built to help growing agencies like yours keep tabs on what tools you're using, why, and how much it’s all costing.

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Why download this tracker?

Here are a few reasons why hundreds of modern agencies use this tracker to stay ahead of the game:

1. Get full visibility over your tools

Chances are, you’re paying for platforms no one uses. This template gives you one place to document your tools, their costs, who owns them and what they’re used for, making it easier to prune the fat.

2. Plan for your tech budget with confidence

Cost columns are built-in, so you can track spend per tool, across departments. Know exactly what to forecast for your next financial year.

3. Prepare for annual audits in minutes

Auditing your tech stack doesn’t need to be a messy last-minute scramble. This tracker is designed for quarterly reviews, so your records are always clean and up-to-date.

4. Promote accountability within your team

Each tool is linked to an owner or admin, so there’s no confusion about who’s responsible. That means better oversight and fewer admin delays.

5. Support smarter tech decisions as you grow

By recording the purpose and performance of your tools, you’ll have more clarity when it’s time to upgrade, switch vendors or introduce a new solution.

This isn’t a generic IT spreadsheet. The tracker is laid out specifically for real estate teams, with pre-filled example rows across categories like CRM, lead generation, social content, website management, and more. Whether you’re a small team just getting your tech foundations in place, or a scaling business reviewing your systems, it’s flexible enough to suit.

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How to use it

Using the tracker is simple:

Make a copy and rename it with your agency’s name and the current audit year.
Go to the second tab and start listing your tools. Fill out columns for purpose, owner, department, cost, subscription status and renewal dates.
Set a quarterly reminder to review and update.

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A few more benefits

Identify underused or duplicate tools easily
Track renewal dates so you never get caught off-guard
Clarify which teams are using which systems and why
Surface insights you can share with leadership or the finance team

Download the Tech Stack & Audit Tracker today and take one big step toward smarter, more strategic tech management. It’s one small habit that can lead to better decisions, leaner spending and a whole lot less chaos when audit time rolls around.