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Listing Appointment Form | 18-Page Canva Template for Real Estate Agents

$10.00
$10.00
Sale Sold out

Description

Every detail accounted for. Every transaction protected. Walk into your next listing appointment with a professional, comprehensive system that builds client trust, demonstrates your expertise, and protects your business from day one.

Designed by a former REALTOR®, this 18-page Canva template gives you a clear framework to collect all essential property information in one place — from home features and mechanical systems to financials and showing details. No more scattered notes or missed questions.

What's Included:

  • Seller & Title Verification — contact preferences, legal ownership structures (LLCs, Trusts, Joint), active liens and title restrictions
  • Financials & Mortgages — outstanding loan amounts, mortgage payout penalties, past purchase data, and pricing expectations
  • Timeline & Motivation — reasons for selling, target launch windows, transaction goals, and relocation or home search setups
  • Deep-Dive Home Systems — age, fuel types, and efficiency ratings for HVAC, hot water heaters, water treatment, plumbing, and electrical panels
  • Structural & Exterior Profiles — condition logs for roof, foundation, siding, and windows, plus garage specs, driveways, and lot details
  • Smart Home & Green Upgrades — home automation inventory, security cameras, solar panel lease terms, and backup power systems
  • Renovations & Permit Histories — detailed tracking of updates, costs, receipts, remediations, open concerns, and building permits
  • Active Insurance Claims — screening for past or open claims, adjuster reports, and structural repair documentation
  • Complex Scenarios — tenant-occupied properties, estate probate statuses, and trustee rules with paperwork checklists
  • Inclusions & Exclusions — track exactly what stays and what goes (appliances, TV mounts, smart tech) to prevent walk-through disputes
  • Room-by-Room Walk-Through — log paint colors, flooring types, and localized marketing features
  • Listing Timeline — document what will happen and when
  • Paperwork Checklist & Showing Instruction Details

How to Use It:

  • 100% Customizable in Canva — add your name and logo, swap fonts, and match your brand colors. Edit text to suit your process.
  • Download as a PDF and print for in-person appointments
  • Go paperless — pull it up on your iPad, tablet, or laptop and log client answers digitally during your live listing appointment

Requirements: A free Canva account is required to edit this template. This is a digital download only — no physical product will be shipped.

Individual License: This template is licensed for your personal business use only. Please don't share, redistribute, or resell the files. If your colleagues love what they see, we'd be grateful if you'd send them our way!

Team & Brokerage Licensing: Need licenses for multiple team members? Contact us for volume pricing options - we're happy to work with you!

By purchasing, you agree to our Terms of Service & Policies.

Upon purchase, you will receive a PDF download containing access link(s) to your template. Simply open the PDF, click the link(s) inside, and you'll be ready to start using and customizing your template right away.

Need help? We're always happy to assist! If you have any questions or run into any issues, please don't hesitate to reach out. We're here to make sure you get the most out of your purchase.

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