Client Onboarding Guide | SKU 159
Welcome Your Real Estate Agent Clients with Confidence and Style!
Create a seamless, professional first impression with this fully editable Transaction Coordinator Onboarding Canva Template. Designed to help you clearly communicate your services, outline your workflow, and build immediate trust with your agent clients, this easy-to-use template is perfect for both new and seasoned Transaction Coordinators ready to level up their client onboarding experience.
Inside this Canva template, you’ll find thoughtfully designed pages to showcase your services, pricing, communication guidelines, transaction timeline, document handling process, and more. It’s everything you need to establish credibility and keep every transaction organized from the start.
Template Highlights:
✨ Completely Customizable: Easily tailor fonts, colors, images, and text — no graphic design skills required.
✨ Done-for-You Copy: Pre-written, professional content that you can tweak to reflect your unique brand voice.
✨ Brand-Ready Layout: Update with your logo, brand colors, and personalized messaging to deliver a consistent, polished client experience.
✨ High-Quality Stock Photos: Swap in your own images or use the included ones to suit your branding.
✨ Clickable Links: Add live links to your email, website, and social profiles — perfect for digital PDF sharing.
What’s Included: 12-Page Canva Template
🌟 Cover Page
🌟 About Me Introduction
🌟 Services & Pricing Overview
🌟 Add-On Services Menu
🌟 Best Practices Guidelines (2 Pages)
🌟 Step-by-Step Process: From Onboarding to Closing (2 Pages)
🌟 Quote or Inspirational Page
🌟 Customizable Photo Page
🌟 Testimonial Showcase
🌟 Contact Information Page
Why This Template is a Must-Have:
✔️ Save valuable time by skipping the design work
✔️ Impress your clients with a modern, organized welcome packet
✔️ Establish expectations upfront and reduce communication hiccups
✔️ Customize every detail to align with your brand identity
✔️ Deliver a memorable, professional experience that sets you apart
Whether you’re launching your Transaction Coordination business or refining your client systems, this onboarding template is the perfect tool to elevate your client interactions.
Additional Details:
✔️ Compatible with both the Free and Pro versions of Canva
✔️ Instant digital download — no physical product will be mailed
✔️ For personal business use only. Not for resale, distribution, or commercial reproduction without written consent from Real Estate Design Co.
Thank you for choosing Real Estate Design Co
Welcome Your Real Estate Agent Clients with Confidence and Style!
Create a seamless, professional first impression with this fully editable Transaction Coordinator Onboarding Canva Template. Designed to help you clearly communicate your services, outline your workflow, and build immediate trust with your agent clients, this easy-to-use template is perfect for both new and seasoned Transaction Coordinators ready to level up their client onboarding experience.
Inside this Canva template, you’ll find thoughtfully designed pages to showcase your services, pricing, communication guidelines, transaction timeline, document handling process, and more. It’s everything you need to establish credibility and keep every transaction organized from the start.
Template Highlights:
✨ Completely Customizable: Easily tailor fonts, colors, images, and text — no graphic design skills required.
✨ Done-for-You Copy: Pre-written, professional content that you can tweak to reflect your unique brand voice.
✨ Brand-Ready Layout: Update with your logo, brand colors, and personalized messaging to deliver a consistent, polished client experience.
✨ High-Quality Stock Photos: Swap in your own images or use the included ones to suit your branding.
✨ Clickable Links: Add live links to your email, website, and social profiles — perfect for digital PDF sharing.
What’s Included: 12-Page Canva Template
🌟 Cover Page
🌟 About Me Introduction
🌟 Services & Pricing Overview
🌟 Add-On Services Menu
🌟 Best Practices Guidelines (2 Pages)
🌟 Step-by-Step Process: From Onboarding to Closing (2 Pages)
🌟 Quote or Inspirational Page
🌟 Customizable Photo Page
🌟 Testimonial Showcase
🌟 Contact Information Page
Why This Template is a Must-Have:
✔️ Save valuable time by skipping the design work
✔️ Impress your clients with a modern, organized welcome packet
✔️ Establish expectations upfront and reduce communication hiccups
✔️ Customize every detail to align with your brand identity
✔️ Deliver a memorable, professional experience that sets you apart
Whether you’re launching your Transaction Coordination business or refining your client systems, this onboarding template is the perfect tool to elevate your client interactions.
Additional Details:
✔️ Compatible with both the Free and Pro versions of Canva
✔️ Instant digital download — no physical product will be mailed
✔️ For personal business use only. Not for resale, distribution, or commercial reproduction without written consent from Real Estate Design Co.
Thank you for choosing Real Estate Design Co
Welcome Your Real Estate Agent Clients with Confidence and Style!
Create a seamless, professional first impression with this fully editable Transaction Coordinator Onboarding Canva Template. Designed to help you clearly communicate your services, outline your workflow, and build immediate trust with your agent clients, this easy-to-use template is perfect for both new and seasoned Transaction Coordinators ready to level up their client onboarding experience.
Inside this Canva template, you’ll find thoughtfully designed pages to showcase your services, pricing, communication guidelines, transaction timeline, document handling process, and more. It’s everything you need to establish credibility and keep every transaction organized from the start.
Template Highlights:
✨ Completely Customizable: Easily tailor fonts, colors, images, and text — no graphic design skills required.
✨ Done-for-You Copy: Pre-written, professional content that you can tweak to reflect your unique brand voice.
✨ Brand-Ready Layout: Update with your logo, brand colors, and personalized messaging to deliver a consistent, polished client experience.
✨ High-Quality Stock Photos: Swap in your own images or use the included ones to suit your branding.
✨ Clickable Links: Add live links to your email, website, and social profiles — perfect for digital PDF sharing.
What’s Included: 12-Page Canva Template
🌟 Cover Page
🌟 About Me Introduction
🌟 Services & Pricing Overview
🌟 Add-On Services Menu
🌟 Best Practices Guidelines (2 Pages)
🌟 Step-by-Step Process: From Onboarding to Closing (2 Pages)
🌟 Quote or Inspirational Page
🌟 Customizable Photo Page
🌟 Testimonial Showcase
🌟 Contact Information Page
Why This Template is a Must-Have:
✔️ Save valuable time by skipping the design work
✔️ Impress your clients with a modern, organized welcome packet
✔️ Establish expectations upfront and reduce communication hiccups
✔️ Customize every detail to align with your brand identity
✔️ Deliver a memorable, professional experience that sets you apart
Whether you’re launching your Transaction Coordination business or refining your client systems, this onboarding template is the perfect tool to elevate your client interactions.
Additional Details:
✔️ Compatible with both the Free and Pro versions of Canva
✔️ Instant digital download — no physical product will be mailed
✔️ For personal business use only. Not for resale, distribution, or commercial reproduction without written consent from Real Estate Design Co.
Thank you for choosing Real Estate Design Co
