Secure checkout · Instant delivery to your email
Canva kit · A4 · undated
One kit for your business, your buyers, your listings and every closing
An editable Canva kit for real estate agents, from the first lead to the closing gift. Inside: business planning and trackers, lead and client pages, buyer and seller questionnaires, transaction checklists, investor worksheets and client care.
76pages, 9 sections
A4210 x 297 mm, prints on Letter too
Undateduse it any year
Canvaworks with the free version
What's inside
Every page below is a real page from the planner. Type into it in Canva, or print it and write.
My Business at a Glance
License, brokerage, market area and renewal dates on one page.
GCI Goal Math
Work back from your income goal to the conversations you need each day.
Daily Habit Tracker
Thirty-one days of the prospecting habits that fill your pipeline.
Lead Tracker
Every new lead with its source, buyer or seller, stage and next step.
Buyer Consultation
Two pages of questions for the first meeting with new buyers.
Property Comparison
Four homes side by side, rated for condition, layout and location.
CMA Worksheet
Three comparable sales adjusted to the subject property, plus the competition.
Seller Net Sheet
An estimate of the sellers’ proceeds at three different prices.
Property Feature Sheet
An editable flyer for showings and open houses; add your own photos.
Transaction Timeline
Ten milestones from accepted offer to closing, with dates and notes.
Flip Analysis Worksheet
Purchase, rehab, holding and selling costs against the after-repair value.
Past-Client Follow-Up Plan
The touches for the first year after closing, and a tracker for every client.
How it works
1
Download the PDF
Your download has the Canva template link.
2
Open it in Canva
Click Use template and it becomes your own copy. Free Canva is enough.
3
Fill it in or print it
Type straight into the pages, change colours and fonts, duplicate any page, then print or save as PDF.
Good to know
- 76 pages, A4 (210 x 297 mm); scale to US Letter when printing.
- Undated, so it works any year.
- US terms throughout (MLS, CMA, escrow, earnest money, closing); the worksheets are blank calculators, not legal or financial advice.
- Instant download: you get a PDF with your Canva template link.
How it works
- Buy once, get it instantlyRight after checkout you get a PDF with your Canva template links, on screen and by email.
- Open the links in CanvaEach link makes your own copy of the templates. They work with the free version of Canva.
- Make them yours and postChange the text, colours, logo and photos, then download or schedule your posts.
- Choosing a selection results in a full page refresh.