Buyer Transaction Management Bundle
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Description
Track every detail of your buyer's real estate journey from first meeting to sold with a comprehensive client file bundle that keeps you organized and ensures nothing falls through the cracks. This collection of Canva templates helps you document buyer intake, house hunting preferences, motivation, timeline, and affordability, then track all paperwork, showings, and communication. Once under contract, track all important dates, deadlines, tasks, and transaction details, then manage sold tasks and follow-up to maintain the relationship.
All templates are fully customizable to fit your workflow. Download to PDF for printing or use digitally. Perfect for staying organized and providing exceptional service throughout the buying process.
What's Included (10 Canva Templates):
- 2-Page Buyer Intake
- Paperwork Checklist
- Showings Tracker
- Client Communication Log
- Property Details Sheet
- Transaction Deal Sheet
- Under Contract Tasks
- Sold Tasks & Follow-Up
- Transaction Communication Log
Requirements: Requires a Canva account (free or pro version). Digital download only—no physical product will be shipped.
License & Usage Terms
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.
After Purchase
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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Professionally Designed
We have a background as a REALTOR® and Transaction Coordinator.
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Customizable
Edit to suit your business process & brand.
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Instant Download
All products are instant downloads. Receive them immediately after purchase.
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Support
Have a questions? We are always happy to help.
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Lifetime Usability
Use your templates for as long as you need.



