Guides & Presentations
Explain the process clearly. Present your value professionally.
Buyers and sellers walk in with the same questions — how representation works now, how pricing and commissions are handled, what happens between the first meeting and closing day. You end up explaining it from scratch at every consultation, and half the listing appointment is gone before you reach the seller’s goals or the price.
These are the client-facing pieces that do the explaining for you: buyer and seller guides you hand over, email, or present; a pre-listing packet you send before the appointment so the seller arrives informed; and a listing presentation you present in person. They’re editable in Canva, current with the 2024 NAR practice changes, and ready the same day.
Best for
- Buyer consultations, seller consultations, and listing appointments.
- Send-ahead materials and client education in Canva, with current agency and commission language.
- Seller pieces with process-led or results-led credibility paths.
Not ideal for
- Client education, not official state or brokerage forms or contracts.
- Active-listing print pieces: see Listing Marketing Tools.
- Sign-in and lead follow-up: see Open House Tools.
Client guides
Either guide on its own, or the matching set for agents who work both sides. Each is set up once with your name, color and headshot, then sent to every lead — no rebuilding per client.
CLIENT GUIDE
Real Estate Home Buyer Guide
A 29-page buyer walkthrough from representation to keys — what the written agreement commits a buyer to, what they may pay and when, how an offer is built, competing situations, wire fraud, and a 12-term glossary. Branded to you, sent to every buyer lead.
CLIENT GUIDE
Real Estate Home Seller Guide
A 26-page walkthrough of the whole sale — pricing and what a CMA does, preparation before photography, going to market, reading market response, offers, the deadlines after acceptance, and closing. Includes a compensation page and a wire fraud page.
CLIENT GUIDE BUNDLE
Buyer + Seller Guide Bundle
Both guides as one matching set — 55 pages total: the 29-page buyer guide and the 26-page seller guide in the same layout and typography, so a client who receives one and later the other sees one piece of work.
For the listing appointment
Two standalone tools for the seller meeting: send the packet before you meet, then present the listing presentation in person. Each edits in Canva and works on its own. If you are deciding what belongs in yours, start with what to include in a pre-listing packet and what to send a seller before the appointment.
SEND-AHEAD PACKET
Pre-Listing Packet
A client-ready packet you send before you meet — what selling costs, how the process unfolds, a seller net sheet, and a pre-appointment questionnaire — so the appointment opens on the seller’s goals. Editable in Canva.
LISTING APPOINTMENT
Listing Presentation
A listing presentation that opens on the seller’s goals and the pricing evidence, not your résumé — a print leave-behind and a matching slide deck from one master. Editable in Canva.
For the buyer consultation
The buyer-side counterpart to the listing presentation — the packet you work through at the first sit-down, before any showings.
BUYER CONSULTATION
Buyer Presentation
A 20-page buyer consultation you print and work through at the table — the buyer-agency agreement and the compensation conversation handled in plain language, up front, before any touring. Current with the 2024 NAR practice changes. Editable in Canva.
Learn the workflow
How to run the meetings these materials are built for. No template required.
Before the appointment
How to prepare for a listing appointment
What to find out and send ahead, so the meeting opens on the seller’s goals instead of the basics.
At the buyer consultation
Explaining the buyer representation agreement
How to walk a buyer through the agreement and the compensation conversation before any touring.
When the fee comes up
Documenting what your fee covers
Why a written record of the work answers the commission question better than defending the number does.
You’ll complete checkout securely on Etsy. Each listing shows exactly what’s included, the page count and size, and what you can edit.
Common questions
Do I need Canva Pro?
No. These edit on Canva’s free plan, including the Inter font they use. If you already have Pro you can use it, but it isn’t required.
Are these current with the NAR changes?
Yes. The buyer and seller guides are current with the 2024 NAR practice changes — buyer agreements, a commission “fact vs. fiction” page, and a seller compensation page. Rules vary by state and brokerage, so confirm your current local requirements before sharing.
Do these replace my brokerage’s forms?
No. They’re client-education and presentation pieces, not legal or forms packets. You’ll use your own state and brokerage forms and required disclosures.
Can I use them without a photo?
Yes. The guides look polished with professional photos, a headshot, a clean initials or name-only version, or no photo at all. The included sample photos are AI-generated and can be replaced with your own.
Can I buy just the buyer or just the seller guide?
Yes — both. The Home Buyer Guide and the Home Seller Guide are each available on their own. The Buyer + Seller Guide Bundle pairs them as one 55-page set for agents who work both sides.
What do I actually get after I buy?
An instant download through Etsy — a PDF with links to the editable Canva templates, a Quick Start guide, and in-file editing notes. You make your own copies and reuse them.
Market the listing and run the open house
Client guides set expectations and explain the process. When you have an active listing to market, see Listing Marketing Tools for flyers, brochures, and detail sheets — and Open House Tools for sign-in, lead capture, and follow-up.