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Real Estate Client Kit editable template collection preview

9 editable files · Instant download

Real Estate Client Kit

Practical client-facing forms for real estate professionals managing buyer needs, listing preparation and property-viewing notes.

What is included

  • ✓ Start Here Guide
  • ✓ Buyer Needs Assessment
  • ✓ Seller Listing Preparation Worksheet
  • ✓ Property Viewing Notes Workbook
  • ✓ Client Contact & Communication Preferences
  • ✓ Property Search Criteria Worksheet
  • ✓ Offer Preparation Checklist
  • ✓ Transaction Milestone Checklist
  • ✓ Client Follow-Up & Handover Checklist

Pay once and use the files within your own business or team. Redistribution or resale is not permitted.

Before you buy

Good to know.

How do I receive the files?+

After secure checkout through Lemon Squeezy, you receive immediate download access to the files in this product.

What software do I need?+

DOCX files work in Microsoft Word or compatible word processors, XLSX files in Excel or compatible spreadsheet apps, and PDFs in standard PDF readers.

Can I customize and reuse the templates?+

You may adapt editable files and reuse the purchased templates within your own business or team.

Can I share or resell the files?+

No. Your purchase is for use within your own business or team. Redistribution, sharing as template files, and resale are not permitted.

Checkout

Secure payment and instant delivery.

Purchase Real Estate Client Kit securely through Lemon Squeezy.

Buy now — $39 CAD →