Listing Intake Form
Share
Couldn't load pickup availability
Description
Gather all the information you need from your sellers in one organized place with this fully customizable Canva template. From property details to updates and neighborhood info, this template makes listing prep simple, professional, and efficient. .
Customize the template in Canva to ensure you collect all the details you need from your seller to list the property. Add your photo and contact details. Swap out photos (optional). Edit font, colors and layout to suit your brand. After customizing the template, download it as a PDF to print for in-person appointments or send digitally via email. Your sellers can fill it out by hand, or you can create a fillable PDF if you want a digital option. Instructions are included. Purchase once and use it over and over.
What's Included (14-Page Template):
- Intro with Welcome Message & Instructions for the Seller
- Property Address
- People on Title & Their Contact Information
- Purchase History & Current Situation (motivation & timeline)
- Main Property Details
- Major Components
- Exterior Features
- Interior Features
- Utilities
- What is Included?
- Updates
- Remediations
- Neighborhood Details
- Agent Contact Page
Requirements: Requires a Canva account (free or pro version). Fillable PDF not included (agents can create one if desired). 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.

-
Professionally Designed
We have a background as a REALTOR® and Transaction Coordinator.
-
Customizable
Edit to suit your business process & brand.
-
Instant Download
All products are instant downloads. Receive them immediately after purchase.
-
Support
Have a questions? We are always happy to help.
-
Lifetime Usability
Use your templates for as long as you need.



