Editable Canva Templates for Real Estate Agents
Under-Contract Client Timeline
Show clients what happens next, without retyping it every time.
Once the offer is accepted, clients want to know what’s coming. This Under-Contract Client Timeline gives you a clean way to show buyers and sellers the major steps between offer accepted and closing day, in a format you can text or email the same day. Two editable Canva boards — one for buyers, one for sellers — each with seven milestones laid out in a simple, calm, vertical design.
Add your name, brokerage, and an optional headshot, apply your brand color if you want, and send. Instead of writing a new “here’s what happens next” message for every client, you send one clear timeline that answers the question before it comes up.
What this helps you do
The under-contract stage generates the same questions from almost every client: what’s next, when does that happen, what do I need to do. A timeline answers all of it at a glance and cuts down the back-and-forth, without you typing the same explanation again.
Use it to:
- send buyers and sellers a clear “what happens next” overview right after offer acceptance
- reduce the “what happens next?” texts and calls during the under-contract stage
- give clients a textable map of the steps from offer accepted to closing day
- set expectations during the inspection period, before appraisal, and through financing
- give your team one standard way to communicate the under-contract process to clients
Who this is for
Best for agents who want a simple, repeatable way to explain the under-contract stage to clients.
A good fit if you:
- have buyers or sellers under contract and want fewer “what happens next?” questions
- want a textable closing timeline you can send by text, email, or as a story-style graphic
- are a new agent who wants a simple client communication tool
- run a team and want to standardize how the under-contract process gets explained
- are comfortable editing text and images in Canva
Not ideal if:
- you want something that tracks deadlines, calculates dates, or sends reminders — this is a client-facing explainer, not a deadline or transaction tool
- you need contract management or transaction coordination — this explains the general flow to clients; it does not manage the file
What’s included
Two editable Canva timeline boards, vertical 1080×1920:
- 1 editable buyer timeline board with buyer-side under-contract milestones.
- 1 editable seller timeline board with seller-side under-contract milestones.
- Optional circular headshot frame — add your photo or delete the frame.
- Agent name and brokerage sign-off area.
- Built-in timeline disclaimer.
- Clean black-and-white timeline layout.
- Instant digital access after purchase.
The buyer timeline includes:
- Offer Accepted
- Earnest Money
- Inspections
- Appraisal
- Loan Approval
- Final Walkthrough
- Closing Day
The seller timeline includes:
- Offer Accepted
- Buyer’s Earnest Money
- Inspection Period
- Appraisal
- Buyer’s Financing
- Final Walkthrough
- Closing Day
The buyer board includes general timeframe guidance for key steps. The seller board keeps the same milestones in a simple, calm format. Both boards carry a built-in disclaimer: “Timelines vary by contract and state. Your agent will confirm the dates for your transaction.”
The two boards
One for buyers, one for sellers — vertical, sized for a phone.
How it works
1. Open the Canva templates.
Open the link and make your own editable copies. A free Canva account works fine.
2. Choose the buyer or seller timeline.
Pick the board that matches your client’s side of the deal.
3. Add your details.
Add your name and brokerage information to the sign-off area.
4. Add your headshot, or skip it.
Drop your photo into the optional circular frame, or delete the frame entirely.
5. Brand it if you want.
Use Canva’s color tools to apply your brand color.
6. Export and send.
Export the design, then text, email, or share it with your client.
Why this beats writing the explanation each time
Most agents end up typing some version of “here’s what happens next” over and over, or fielding the same questions by phone through the whole under-contract period. A timeline replaces that with one clear graphic the client can keep and refer back to. It’s deliberately simple — seven milestones, calm layout, a plain disclaimer — because the job is to orient the client, not to manage the transaction. You’re not tracking deadlines or calculating dates here; you’re giving the client a clear picture of the process so they know what’s coming and you spend less time explaining it. The buyer board adds general timeframe guidance for the key steps; both boards keep the wording clean so it reads at a glance on a phone.
Works well with
The timeline handles the under-contract stage; the guides handle the rest of client education:
- the Home Buyer Guide and the Home Seller Guide / Listing Presentation for full client education before and through the deal — the timeline is the quick post-contract piece, the guides are the complete walk-through
- the Real Estate Listing Workflow Toolkit, which already includes this Under-Contract Client Timeline alongside its checklists — if you want the listing checklists too, the toolkit is the fuller set, so there’s no need to buy this timeline separately as well
Each is sold on its own. This timeline works by itself for the under-contract stage.
Compatibility and setup notes
These are Canva templates — a free Canva account is all you need to edit them. The two boards are vertical 1080×1920, sized to text, email, or share as a story-style graphic, with a clean black-and-white layout. You can customize the agent name, brokerage name, headshot, timeline color, fonts, timeline wording, contact details, and disclaimer text. The headshot frame is optional — add your photo or delete the frame. This product does not include contract management, transaction coordination, legal advice, compliance review, date calculation, deadline tracking, or automated reminders. It’s a simple editable client timeline for explaining the general under-contract process. Timelines vary by contract, state, brokerage, lender, title company, attorney, and local practice, so always confirm actual dates and obligations for each transaction. It’s a digital product; nothing physical ships.
Common questions
Do I need Canva Pro?
No. The boards edit on a free Canva account.
Does this track deadlines or calculate my clients’ dates?
No. It’s a client-facing explainer of the general process, not a deadline tracker, date calculator, or transaction tool. Both boards carry a disclaimer noting that you’ll confirm the actual dates for each transaction.
What’s the difference between the buyer and seller boards?
Each has seven milestones tailored to its side — the buyer board covers earnest money, inspections, appraisal, loan approval, and the rest; the seller board covers the buyer’s earnest money, inspection period, appraisal, and the buyer’s financing. The buyer board also includes general timeframe guidance for key steps.
How do I send it to clients?
Export from Canva and send it by text, email, or as a story-style graphic. The vertical 1080×1920 size is built for phones.
Can I change the milestone wording?
Yes. You can edit the timeline wording, disclaimer text, fonts, color, and your contact details in Canva.
It’s also in the Listing Workflow Toolkit — should I buy both?
No. If you want the toolkit’s listing checklists too, buy the toolkit; it already includes this timeline. Buy this timeline on its own if the under-contract piece is all you need.
What do I get after I buy?
Instant digital access through Etsy to the editable Canva templates, so you can customize the buyer and seller boards and use them with your clients.
Ready to stop retyping “what happens next”?
Send buyers and sellers one clear under-contract timeline — two editable boards, seven milestones each, ready to text or email.