Editable Canva Template for Real Estate Agents
Pre-Listing Packet for Realtors
Send the basics before the appointment, so the meeting starts on their goals.
Send sellers a complete pre-listing package before you meet. It covers what selling costs, how the listing process unfolds, a seller net sheet, and a pre-appointment questionnaire — so the appointment opens on the seller’s goals and the pricing instead of the basics.
It arrives written, in a neutral editorial layout, so you customize it to your business instead of starting from a blank page. Editable in free Canva.
The listing appointment shouldn’t start with the basics
Too much of the appointment gets spent on them. What selling costs, how showings work, how offers get evaluated, what happens between an accepted offer and closing. By the time you have covered all of it the meeting is half over and you have not reached the seller’s goals or the pricing.
Sellers who have not moved in years genuinely need that explanation. It does not have to happen live, across the kitchen table. This packet does it in writing, ahead of time, so the meeting can start where it should.
Who this packet is for
Listing agents who want a more organized pre-appointment process, and a credible packet whether or not they have a long sales record.
Two pages ship in alternate versions. Established agents can lead with a track record and testimonials. Agents still building one can lead with a documented process, written communication standards, local knowledge, brokerage support, and written commitments. You keep one page from each pair and delete the other, so the seller receives a continuous document either way and you are not presenting statistics you cannot substantiate.
Best for: agents who want the seller informed before the appointment rather than educated during it.
Not ideal for: agents looking for something to present in person. This is a document the seller reads on their own. The Listing Presentation is the version you walk through at the table.
What’s included: one Canva file and a 16-page finished packet
One editable Canva template, plus a Quick Start Guide with the template link.
The file is 18 pages and contains two alternate pairs. You keep one page from each pair and delete the other, and the seller receives a continuous 16-page packet.
Inside the package:
- a personalized cover, a welcome letter, a three-promise page, and an about-me page
- a track-record page, with an alternate process-and-commitments version
- a testimonial page, with an alternate written-commitments version
- a marketing-plan preview
- five seller-education pages: costs, preparation, showings, offer evaluation, and accepted-offer-to-closing
- a seller net sheet with a worked example and a blank column for the seller’s figures
- a pre-appointment questionnaire, six questions a seller can use to evaluate any listing agent, and an appointment-agenda page
Inside the packet: the net sheet, an education page, and the closing timeline
Three pages from the template.
The net-sheet figures shown are an illustrative worked example for demonstration only, not an estimate of what any seller will net. The sample cover is an AI-generated template, not a real property.
Set it up in Canva, then send it as a PDF
Open the template in Canva. Replace the bracketed fields with your name, brokerage, license number, market area, and contact details. Add your headshot and brokerage logo, and keep or swap the sample cover.
Choose the version of each alternate page that fits your business and delete the other. Replace the recent-sale examples with your own results, or use the alternate credibility page instead. Update the net-sheet worked example and review the language against your state’s requirements.
Export the finished packet as a PDF and send it to the seller before the appointment. The first setup takes the most work because you are adding the details that carry across every packet. After that, each one only needs what changes for the next seller.
Everything is built to work in Canva Free. Inter is already available in Canva, so there are no custom fonts to download or upload.
It arrives written, with a net sheet you can use together
The seller-education pages, the promises, and the agenda already carry default copy, so you are editing rather than composing.
The net sheet gives the seller a worked example ahead of the appointment, with space for the figures you go through together when you meet. It reads as preparation beforehand and works as a worksheet once you are sitting down.
And the two credibility paths mean the same packet works early in a career and later in one, without a rebuild.
Pair it with the Listing Presentation
The Listing Presentation is the version you present in person once the seller arrives informed. Each works on its own, and they work well together.
For a fuller seller workflow, the Seller Marketing System connects the pre-listing, presentation, launch, reporting, and closing stages.
You can also find this packet alongside the other seller-facing tools in Guides & Presentations.
Start the appointment a step ahead
Send a client-ready packet before you meet — costs, process, a net sheet, and a questionnaire — so the meeting opens on the seller’s goals. Editable in free Canva.