Resource preview
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Listing Intake Form — preview 1

Illustrative listing cover followed by previews of the included files. Tablet not included. Use zoom or expand to inspect details.

Listing Intake Form — preview 2
Preview 2 of 3
Listing Intake Form — preview 3
Preview 3 of 3
The details, before you decide

A closer look.

Inside the resource

What’s inside

  1. Property and source details
  2. Showing arrangements without embedded access codes
  3. Document request and review log
  4. Marketing approvals
You receive

Files to edit, read and keep

XLSX

Excel workbook

5 sheets · editable workbook

DOCX

Editable Word

3-page guide · Microsoft Word

PDF

PDF

3-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 5 sheets, plus a 3-page editable Word guide and matching PDF. Sheets: Property details, Access and showings, Documents, Marketing preferences, Instructions.

How to use

From download to ready to use

  1. 1Keep an unchanged master, read the included guide and work in a separate copy.
  2. 2Replace or remove prompts, check the resulting layout and obtain any necessary professional review before sharing.
Formats & scope

Know exactly what you’re getting

Included

  • Excel workbook · 5 sheets
  • Editable Word · 3 pages
  • PDF · 3 pages

Not included

  • A physical product or shipping
  • A Canva template

Scope and compatibility

Separate sheets cover property details, access arrangements, document status and marketing preferences. Store secure access references rather than lockbox codes. This is not a listing agreement or required disclosure. This is general planning and communication material. Actual agreements, professional decisions and applicable requirements control.

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