Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.
A closer look.
What’s inside
- Separate the services and payment decisions
- Prepare the seller conversation
- Questions before agreeing
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
The previews show the delivered Word/PDF edition. This is a newly prepared document product; no editable Canva design or Canva template link is included.
One 4-page Microsoft Word DOCX and a matching 4-page PDF. US Letter portrait pages. The first page contains setup instructions; the remaining pages contain the tools below.
From download to ready to use
- 1Keep an unchanged master.
- 2Make a working copy, add authorized branding, replace the prompts with verified information and remove unused sections.
- 3Have the responsible professional review the customized pages.
- 4Check the Word layout after editing and before exporting a client PDF.
Know exactly what you’re getting
Included
- Editable Word
Not included
- A physical product or shipping
- An Excel spreadsheet
- A Canva template
- Interactive PDF form fields
Scope
General U.S. education and planning material. Actual agreements, professional instructions and applicable state and local requirements control. These pages do not create representation, authorize a transaction or replace legal, lending, tax or technical advice.
Format and limits
Editable Microsoft Word DOCX with a matching US Letter PDF. Enter information in Word or print the PDF and write by hand. The PDF has no interactive fields. No Canva link, online form, automated calculation or email service is included. These are manual records and writing templates. Other editors may change the Word layout. The PDF is for reading, printing or annotation and has no fillable form fields.
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