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
- Buyer goals and funding questions
- Search priorities and next actions
- Two editable intake sheets plus instructions
Files to edit, read and keep
Excel workbook
3 sheets · editable workbook
Editable Word
4-page guide · Microsoft Word
4-page guide · read or print
The previews show the delivered website files. This edition has the contents and formats described below.
One XLSX workbook with 3 sheets, plus a 4-page editable Word guide and matching PDF. Sheets: Buyer intake, Search and next steps, Instructions.
From download to ready to use
- 1Keep an unchanged master, read the included guide and work in a separate copy.
- 2Replace or remove prompts, check the resulting layout and obtain any necessary professional review before sharing.
Know exactly what you’re getting
Included
- Excel workbook · 3 sheets
- Editable Word · 4 pages
- PDF · 4 pages
Not included
- A physical product or shipping
- A Canva template
- Automated financial calculations
Scope and compatibility
Two editable intake sheets plus instructions. This is a questionnaire, with no automatic financial calculation. The four-page guide also includes a shorter printable consultation record. This is general planning and communication material. Actual agreements, professional decisions and applicable requirements control.
Related Resources You May Like
Agent Marketing & BusinessBuyer Consultation WorkbookFor real estate professionals$27.50
Agent Marketing & BusinessBuyer Tour Itinerary and Property Fit QuestionnaireFor real estate professionals$35.50
Agent Marketing & Business90 Day Real Estate Content CalendarFor real estate professionals$23.50
Agent Marketing & BusinessAgent Business Systems BundleFor real estate professionals$39.50