Real Estate Checklist Bundle - Classic Design Style
Between showings, closings, and everything in between, real estate professionals need systems that actually work. This bundle gives you 16 professionally designed checklists covering every stage of the transaction, from the first buyer consultation to the final walk-through.
Each template is fully editable in Canva. Drop in your logo, headshot, brand colors, and contact info, then download, print, or share digitally with clients in minutes.
What's Included (16 Checklists)
Closing Day Checklist – keep both agent and client on track for the big day
Seller Closing Checklist – a clear rundown of everything sellers need before handoff
Home Repair Checklist – organized by room, covering general repairs inside and out
Questions to Ask About an HOA – legal, financial, and maintenance questions covered
Client To-Do Checklist – address changes, utility providers, and account updates in one place
Clean Before Closing Checklist – room-by-room homeowner cleaning list
Pre-Listing Checklist – get a home photo-ready and market-ready
Buyer Checklist – buyer contact info, financing details, and home preferences
Buyer Intake Form – capture everything you need at the first meeting
Seller Intake Form – gather property details, pricing, and contact preferences upfront
Moving Checklist – broken into timeframes from 2 months out to move-in day
Open House Prep Checklist – get a listing show-ready before buyers walk in
Under Contract Checklist – track deadlines from earnest money to final walkthrough
Plus additional bonus checklists rounding out the full set
Managing multiple clients, listings, inspections, repairs, contracts, and deadlines can quickly become overwhelming. This bundle helps create a more organized process from the first client conversation through closing day and beyond. The checklists are designed to help you track important details, prepare clients for next steps, and maintain consistency across every transaction.
Use these templates as part of your onboarding process, listing presentations, buyer consultations, seller packets, open house preparation, transaction management, and post-closing resources.
Perfect For
Real Estate Agents
Realtors
Real Estate Teams
Brokerages
Transaction Coordinators
Real Estate Assistants
New Agents Building Client Systems
Create a smoother, more organized client experience with a complete set of real estate checklists designed to support every stage of the buying, selling, and moving journey.
Upon order completion, you'll receive a link to download a PDF guide with template access.
EDIT FOR YOUR BRAND IN 4 EASY STEPS:
- Download the document that comes with your purchase. Click the blue underlined link to access the Canva template.
- Change the colors to your company's branding standards, add any additional images or logos you want in Canva
- Once you're finished editing the template, feel free to download or edit as much as you want
- Come back and leave us a review! (Pretty please)
For the best experience using Canva, use a laptop/desktop computer with Google Chrome.
This template is designed in Canva. COMMON KNOWLEDGE OF CANVA IS REQUIRED. We also cannot guarantee the use of all free elements, Canva changes which are free, and which are premium constantly. Thank you for understanding.
You can get a FREE trial version of Canva Pro here.
The sale of this template is not affiliated with Canva in any official way.
From purchase to launch in minutes
HOW IT WORKS:
PURCHASE
Complete checkout and get instant access to your template.
CUSTOMIZE
Open in Canva. Add your branding, photos, and details.
LAUNCH
Download and print, post, or send to your database.
Best Sellers
Less time designing. More time closing.
Frequently Asked Questions
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Everything. Colors, fonts, images, text. The templates are fully customizable in Canva.
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Open the PDF you received after purchase. The Canva link is inside. Click it or copy/paste into your browser. It opens directly in Canva.
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For a few copies needed quickly, Office Max does solid work with fast turnaround.
For more time (7-10 days), Canva's print service is quality but pricier.
For larger quantities, Mixam (mixam.com) has the best pricing and top-notch quality. Longer shipping, but worth it.
Pro tip for booklets: Saddle stitch is a nice finishing touch. Always use a page count divisible by four (12, 16, 20 pages).
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After checkout, you'll receive an email with a PDF containing a link to the Canva template. Click the link and it opens directly in your Canva account.
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No. The templates work with free Canva. Some individual elements within Canva may be marked as Pro, but you can swap those out with free alternatives.
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Yes. Everything is fully editable. Add your branding, swap colors, change fonts, replace photos, and adjust text.
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Yes. Once you purchase, the template is yours to use as many times as you want for your own business.
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Yes. Share the Canva link with your team and they can customize it for you.
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No. This is a digital download. Nothing will be mailed to you.
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Due to the digital nature of the product, all sales are final. If you have issues accessing your template, contact us and we'll help.
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No. Templates are for your personal business use only. Reselling or distributing is not permitted.
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Buy the whole shop! With one purchase you get everything in the shop and everything we design in the future - FOREVER!
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MEET KELLI, BRAND AND MARKETING STRATEGIST AND DESIGNER FOR REAL ESTATE BUSINESS OWNERS.
Using my 15+ years experience as a Marketing Manager AND real estate agent coupled with my passion (and talent!) for branding, my mission is to help and support as many real estate agents as possible in building and growing their brands and businesses.
