Client Guides
Explain the process once, not at every meeting.
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.
These guides put the explanation in clean, co-branded pieces you can hand over, email, or present: a buyer guide, a seller guide and listing presentation, and a client timeline for the under-contract stretch. You edit them in Canva, they’re current with the 2024 NAR practice changes, and they’re ready the same day.
Who this is for
- Agents who run buyer consultations, seller consultations, and listing appointments and want to set expectations clearly
- Agents who want the buyer-agency, commission, and seller-compensation conversations handled in current, plain language
- Agents who want client-facing materials that look like one professional brand
- Agents comfortable editing in Canva (no design background needed)
Not ideal for:
- Agents who need official state or brokerage forms — these are client-education pieces, not a forms or contracts packet; you use your own required documents
- Agents who need print marketing for an active listing — see Listing Marketing Tools
- Agents who need open house sign-in, lead capture, or follow-up — see Open House Tools
Client guides
Use the guide that fits the conversation, or get both sides together. Each one edits in Canva, co-brands to you, and is current with the 2024 NAR practice changes.
Set expectations up front
The pieces you bring to a first meeting, consultation, or listing appointment.
Buyer Guide
Real Estate Home Buyer Guide
A 23-page buyer walkthrough from pre-approval to keys — what a buyer’s agent does, the buyer-agency agreement, a commission “fact vs. fiction” page, checklists, and a plain-English glossary. Co-branded to you and current with the 2024 NAR changes.
Seller Guide · Listing Presentation
Home Seller Guide / Listing Presentation
A 21-page seller-facing listing presentation and home seller guide — pricing strategy, your marketing plan, the selling process, a seller compensation page, and closing. Present it on screen, print it, or leave it behind.
Both Sides · Save
Buyer + Seller Guide Bundle
Both guides as one matching set — 44 pages — for agents who work buyers and sellers. The listing presentation and the buyer guide together, priced lower than buying them separately.
Keep clients oriented during the deal
After the offer’s accepted, show clients what happens next.
Under Contract
Under-Contract Client Timeline
Two textable timeline boards — one for buyers, one for sellers — that show clients the major steps from offer accepted to closing day. Send it after the offer so you field fewer “what happens next?” questions.
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 one side?
Yes. The Home Buyer Guide and the Home Seller Guide / Listing Presentation are each sold separately. The bundle is for agents who want both sides together at a lower price.
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.