Stage 01
Getting Started
- Buyer Checklist
- Seller Checklist
- House Hunting Tracker
- Listing Feature Checklist
Checklist Bundle
Your clients shouldn’t be asking, “What’s next?”
Clear, professional checklists for every stage of the real estate journey. So your clients always know what to expect and you look like the expert you are.
-
Instant
download -
Edit in
Canva -
Yours
forever
Real Estate Checklist Bundle - Classic Design Style
Want Everything?
The Downsizing Marketing System
$67.00
$125.00
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.
Inside the bundle
One bundle. The entire client journey.
Sixteen ready-to-use checklists cover the questions, details and deadlines your clients need from the first conversation through closing day.
Stage 02
Preparing the Home
- Pre-Listing Checklist
- Photography Prep Checklist
- Open House Prep Checklist
- Home Repair Checklist
Stage 03
Under Contract
- Under Contract Checklist
- HOA Questions Checklist
- Utility Provider Checklist
- Closing Day Checklist
Stage 04
Closing + Moving
- Seller Closing Checklist
- Moving Checklist
- Change of Address Checklist
- Clean Before Closing Checklist
Editable in Canva. Brand once. Use again and again.
Already handled.
No more last-minute scrambles or repeated explanations. These checklists help you stay one step ahead, and keep your clients confident from start to finish.
The best service happens before they ask.
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How should we prepare for photos? 10:24 AM
Prep Your Home for Photography Checklist
Already handled.
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What happens now that we're under contract? 2:17 PM
Under Contract Checklist
Already handled.
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What do we bring to closing? 9:03 AM
Closing Day Checklist
Already handled.
The strategy behind the pretty
If you’ve answered it twice,
it needs a checklist.
A polished client experience should not depend on what you remember during a busy week. Turn repeated questions into a process your clients can actually follow.
The client experience check
How many of these questions are your clients still asking you?
If you're answering these more than once, it's time for a better system. This quick check will show you how much time (and stress) you could save with the Checklist Bundle.
Your service is strong.Your process needs backup.
Answer the questions to see where your client experience stands.
So you can spend less time explaining and more time doing what you do best.
The best service
happens before they ask.
Anticipate your clients' needs, provide clear next steps, and create a smoother, more professional experience from day one.
Still have
a question?
Real questions.Real answers.
What is included in the Checklist Bundle?
Sixteen checklists that cover the whole client journey: getting started, preparing the home, under contract, and closing and moving. Every one opens in Canva, ready for your brand.
Do I need a Canva Pro account?
No. A free Canva account works. If an element is ever marked Pro, swap it for a free one and keep going.
Can I use these checklists with my team?
Yes. Your assistant or transaction coordinator can brand and send them for you. Each agent who puts their own name on them should have their own copy.
Are the checklists customizable?
Completely. Add your logo, change the colors and fonts, edit any line item, and update your contact details. Brand them once and use them with every client.
Is this a digital product or a physical item?
Digital. Right after checkout you get a PDF with your Canva template link. Print them, email them, or text them to clients. Nothing ships.
Do you offer refunds?
It is a digital product, so all sales are final. If anything gets weird getting into your templates, message us and we will fix it fast.
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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.