Top 6 Unmissable Templates for Real Estate Agents

Posted by Kayla Belfiore on

As a real estate expert, you have to deal with tons of paperwork on a daily basis. From creating pre-listing checklists, questions for the seller, buyer's questionnaire, to keeping a tab of your own transactions– there's a lot going on.


Marketing your business is another crucial aspect. You have to contact For Sale By Owner (FSBO) homes, advertise your new listing, and send out newsletters to potential customers to engage them.


Managing all of this can be tedious for a busy real estate expert dealing with multiple projects and clients in one go. To streamline the entire process, you can take the help of readymade templates.


Here are the top 6 real estate templates you must check out:

6. Open House Flyer Postcard Template 

Have a new property you want to showcase to your clients? This is the template for you. It allows you to present your listing in a minimal and professional way, with your own input.

5. House Hunting Checklist

Make sure your clients stay organized on their house hunt journey with this template. It helps them remember every detail about the properties they visit and compare them before finalizing one.

4. Home Seller Questionnaire

This questionnaire template allows you to understand the home seller's requirements, expectations, and details of the property, so you can assist them better.

3. Offer Presentation Template

When your client has set their eyes upon a property, it's time to send out the offer to the seller's agent. With a professional and eye-catching template like this one, you can help your client create an irresistible offer.

2. New Client Welcome Packet

When you onboard a new client who wants to buy a home, it's time to send them a welcome note, along with a buyer's questionnaire template. It helps you understand their requirements, so you can provide the best service.

1. Ultimate Real Estate Bundle

This is a comprehensive bundle of 21 templates for listing presentations, home buying guides, pre-listing checklists, open house flyers, moving checklists, and more.


The True Companion of Real Estate Experts– Kole Paper co.

At Kole Paper co., we offer readymade and fully editable Canva templates for real estate agents.

Created by real estate professionals, these templates help you stand out from the crowd, position yourself as an expert and make the house buying/selling process seamless for your clients.



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