Guides & Presentations
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, 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.
Who this is for
Best for
- Agents who run buyer consultations, seller consultations, and listing appointments
- Listing agents who send materials ahead, so the appointment opens on the seller’s goals and the price
- Agents who want the buyer-agency, commission, and seller-compensation conversations handled in current, plain language
- Agents at any stage: the seller pieces ship with two credibility paths, so you can lead with a documented process or with results
- Agents comfortable editing in Canva who want client-facing pieces that look like one brand
Not ideal for
- Agents who need official state or brokerage forms. These are client-education pieces, not a forms or contracts packet
- 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
The buyer guide on its own, or the matching buyer-and-seller set. Each edits in Canva, co-brands to you, and is current with the 2024 NAR practice changes.
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.
Buyer + Seller
Buyer + Seller Guide Bundle
The buyer and seller guides as one matching set — 44 pages total: a 23-page home buyer guide and a 21-page home seller guide, co-branded to you and current with the 2024 NAR changes. One set for agents who work both sides.
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 Before the Appointment
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.
Present at the 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.
Present at the First Meeting
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?
The Home Buyer Guide is available on its own. The seller guide comes as part of the Buyer + Seller Guide Bundle, which pairs it with the buyer guide as one matching 44-page set.
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.