Seller Transaction Bundle

Description

Stay organized and on top of important details with this seller client bundle, designed to track everything you need from first meeting a client all the way to sold. This comprehensive bundle of 32 Canva templates helps you document your seller's intake, motivation, timeline, and expectations, track tasks throughout the listing and selling process, document all important property details and use them to prepare your CMA, track open houses, marketing, advertising, listing leads, and expenses, track showings and feedback, and document communication with the seller and throughout the transaction. Track your progress and don't miss a step along the way.

Customize in Canva by adjusting colors, fonts, and layouts to match your brand, adding your logo and contact details, and downloading to PDF for printing or digital use. The templates are fully customizable in the free version of Canva—no design background needed. Simply open the templates, make your edits, and start managing your seller transactions with professional organization. Purchase once and use it over and over.

What's Included (32 Canva Templates):

• 2-Page Seller Intake
• Paperwork Checklist
• Listing Presentation Tasks
• 4-Page Property Assessment
• Home Staging Notes
• 5-Page CMA Preparation
• Listing Measurements
• Listing Task Tracker
• 6-Page Open House Bundle (Sign-in, Feedback, Open House Checklist & Summary)
• Marketing Plan & Brainstorming
• Listing Leads, Advertising & Expense Trackers
• Showings Tracker
• Client Communication Log
• Transaction Deal Sheet
• Under Contract Tasks
• Sold Tasks & Follow-up
• Transaction Communication Log
• Lockbox Inventory

Requirements: Requires a Canva account (free or pro version). Digital download only—no physical product will be shipped.