Real Estate Agent Buyer Client Bundle | Canva Templates | Manage Client Files from Lead to Sold
Keep every detail organized with our Buyer Client File Bundle. From the first meeting to closing the sale, this comprehensive system ensures you capture and track all the crucial information for your buyer clients. Easily document their preferences, timeline, motivation, and financial parameters. Stay on top of showings, paperwork, and communication. Once under contract, effortlessly monitor deadlines, tasks, and key transaction details. After the sale, follow up and complete post-sale tasks without missing a beat!
What’s Included? 10 Fully Customizable Canva Templates:
✓ 2-Page Buyer Intake Form
✓ Paperwork Checklist
✓ Showings Tracker
✓ Client Communication Log
✓ Property Information Sheet
✓ Transaction Overview Sheet
✓ Under Contract Task Manager
✓ Sold Tasks & Follow-up Guide
✓ Transaction Communication Log
How It Works:
These easy-to-use templates work in the FREE version of Canva.
Fully customizable with no design experience required.
Download as a PDF to print and reuse for multiple clients.
Instant digital download — no physical product will be shipped.
For personal use only. No reselling or commercial use without permission from Real Estate Design Co.
Thanks for choosing Real Estate Design Co.
Real Estate Agent Buyer Client Bundle | Canva Templates | Manage Client Files from Lead to Sold
Keep every detail organized with our Buyer Client File Bundle. From the first meeting to closing the sale, this comprehensive system ensures you capture and track all the crucial information for your buyer clients. Easily document their preferences, timeline, motivation, and financial parameters. Stay on top of showings, paperwork, and communication. Once under contract, effortlessly monitor deadlines, tasks, and key transaction details. After the sale, follow up and complete post-sale tasks without missing a beat!
What’s Included? 10 Fully Customizable Canva Templates:
✓ 2-Page Buyer Intake Form
✓ Paperwork Checklist
✓ Showings Tracker
✓ Client Communication Log
✓ Property Information Sheet
✓ Transaction Overview Sheet
✓ Under Contract Task Manager
✓ Sold Tasks & Follow-up Guide
✓ Transaction Communication Log
How It Works:
These easy-to-use templates work in the FREE version of Canva.
Fully customizable with no design experience required.
Download as a PDF to print and reuse for multiple clients.
Instant digital download — no physical product will be shipped.
For personal use only. No reselling or commercial use without permission from Real Estate Design Co.
Thanks for choosing Real Estate Design Co.
