Editable Canva Template for Real Estate Agents
Pre-Listing Packet for Realtors
Send something useful before the listing appointment, not another brochure about you.
Sixteen pages that tell a seller what selling costs, how showings and offers work, what their net proceeds may look like, and what you will cover together when you meet.
Two of those pages give them something to work through first: a net-proceeds worksheet and a short pre-meeting questionnaire. Editable in Canva, and it works with Canva Free.
16 pages + 2 alternates · Canva Free · US Letter · Instant download
Best for listing agents who want the appointment to start past the basics
You would rather the seller arrive already knowing what selling costs and how the process runs, so the meeting opens on their goals and the pricing.
A good fit if you:
- send something ahead of the appointment and would rather it be useful than promotional
- want the seller’s timing, mortgage balance and questions on paper before you sit down
- work with sellers who have not moved in years and need the costs and the process explained
- have no production figures or testimonials yet — each of those pages has a designed alternate
Not ideal if:
- you want a completed net sheet or market analysis — the worksheet is a worked example you replace with your own figures
- you want a different packet built for every seller — you keep one finished master and change the names, the address and anything property-specific
Sixteen pages, in the order a seller reads them
One editable Canva template. The file holds 18 pages, including the two alternates; you export pages 1 to 16 as the finished packet. A Quick Start Guide and your template link come with the download.
Who you are
- Personalized property cover
- A welcome letter
- Three things you will always have
- Who you’d be working with
- The numbers behind the process
- What past clients say
What selling involves
- How your sale stays on track
- What selling actually costs
- Preparing your home to compete
- Living in a home that’s for sale
- Reading an offer like a professional
- From accepted offer to closing day
Before you meet
- What you’d actually walk away with: the net-proceeds worksheet
- Five minutes that make our meeting better: the questionnaire
- What to clarify before you choose an agent
- What to expect at our appointment
The structure and starter copy are already written, so you are editing a finished packet instead of drafting one.
The finished packet, all 16 pages
Every page is designed and written. The bracketed fields and labeled frames are the parts only you can fill in.
Inside: the worksheet, the questionnaire, and the six questions
Pages thirteen, fourteen and fifteen, at a size you can actually read.
Sample pages. The agent, brokerage and every figure shown are demonstration content. The worksheet figures are an illustrative example, not an estimate of what any seller will net.
Four pages that work for the seller, not at them
Most pre-listing material tells the seller about the agent. These give them something to use before you arrive.
The net-proceeds worksheet
Page thirteen. A worked example of how the common selling costs affect proceeds, with a blank column beside it for the seller’s own figures — a starting point for the real numbers you go through together.
The questionnaire
Page fourteen. Timing, updates to the home, anything needing attention, an approximate mortgage balance, past listing history, and the questions they most want answered. Nothing on it commits them to anything.
Six questions for any agent
Page fifteen. What to ask any agent they interview, each one pointing to the page in the packet where your own answer sits.
What selling actually costs
Page eight. Payoff, compensation, closing costs, preparation and negotiated items, with the reminder that the number that matters is the net.
Two alternates, for what you don’t have yet
Two pages ship in a second, fully designed version. Use whichever fits your business and delete the other; the finished packet is 16 pages either way.
The track record.
The default uses your production figures and three sold properties. The alternate sets out the standards and the way of working a seller can judge instead.
The testimonials.
The default uses client testimonials. The alternate puts your service commitments in writing, line by line.
Defaults on top, alternates below.
Setup is one heavier pass, then names and an address
1. Add your details.
Your name and contact details, brokerage and license, headshot and logo. Bracketed fields make them easy to find, and every photo frame says what belongs in it.
2. Add your market and your proof.
Your market information, production figures, sold-property photos and testimonials — or move in the two alternate pages instead.
3. Set the brand color.
One accent color runs throughout the file. Change that accent once in Canva and the whole packet follows.
4. Review the service language.
Several pages speak in your voice. Read them against how you actually work, and change anything you would not promise.
As it downloads, and after the brand color is set.
Then keep your finished master. For each seller you update their names and the property address, make any property-specific changes, and export pages 1 to 16.
Canva Free, US Letter, and what it doesn’t do
Everything edits on Canva’s free plan. The packet is 8.5 × 11 portrait, and it exports as a PDF to email or print.
The cover photograph is included and ready to use. No other images come with it: the headshot and sold-property frames are labeled so you know what belongs in each one.
It is a static template: it does not connect to MLS data, a CRM or live data, and it does not include a completed net sheet or market analysis. It is a digital download, and nothing physical ships.
Before you send it to a seller
This is an editable Canva template. It is not legal, tax, financial, brokerage, MLS or market-specific advice.
The net-proceeds worksheet carries illustrative example figures. Review or replace them for your market and your client before the packet goes out.
Several pages use first-person service language. Read them against your own process, your brokerage policies and your local requirements, and change anything you would not personally promise or deliver.
Good to know before you send it
- Replace the sample agent name, brokerage, license number and contact details
- Replace the sample production figures and testimonials, or move in the two alternate pages
- Replace the worksheet’s example figures with numbers that fit your market
- Check anything state-specific against your own forms and your broker’s policy
- Export pages 1 to 16 and read the PDF through before it reaches a seller
What you present at the appointment, and what you send after
Both are sold separately, and this packet needs neither.
Listing Presentation
What you present at the appointment this packet prepares the seller for — a print leave-behind and a matching slide deck.
Weekly Seller Update
What you send once the property is live, to keep seller communication organized.
Common questions
How many pages does the seller get?
Sixteen. The Canva file holds 18, including the two alternate pages; you export pages 1 to 16 as the finished packet.
Is the worksheet filled in for my market?
No. It ships as a worked example beside a blank column, so you set the figures for your market and your client.
I have no production figures or testimonials yet. Does it still work?
Yes. Move in the two alternates — working standards instead of figures, and written commitments instead of testimonials — and the packet is still 16 complete pages.
Do I need Canva Pro?
No. It edits on Canva’s free plan, including the single change that moves the accent color.
Start the appointment a step ahead
Sixteen pages on the costs, the process and the numbers — and a worksheet and a questionnaire the seller can bring to the table.