TC Google Forms Template Bundle
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Description
Streamline your transaction coordinator workflow with a three-form Google Forms bundle. The inquiry form captures potential client interest via email marketing, social media, your website, or a QR code in print materials. The agent onboarding form gathers all the necessary information from agents via email or text to get started quickly without back-and-forth communication. The transaction intake form collects all required details when a client engages your services, keeping your intake process organized and accessible.
Also includes a branded Google Form header Canva template and a contact details image Canva template, both compatible with the free version of Canva. Easy-to-follow instructions are included. Purchase once and reuse for every client and transaction.
What's Included:
- Inquiry / Lead Capture Google Form
- Agent Onboarding Google Form
- Transaction Intake Google Form
- Google Form Header Canva Template (Free Version)
- Contact Details Image Canva Template (Free Version)
- Easy-to-Follow Instructions
- Fully Customizable
Requirements: Requires a Google account and 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.