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 decision priorities
- Funding and affordability questions
- Property search criteria
- Property investigation questions
- Representation and offer discussion
- Consultation recap and next steps
Files to edit, read and keep
Editable Word
Editable Word file
Read, print or annotate
These previews show the delivered Word/PDF files. This is a newly prepared website edition with the exact contents and formats below.
One 7-page editable Microsoft Word DOCX and a matching 7-page PDF, on US Letter pages.
From download to ready to use
- 1Keep an unchanged master.
- 2Create a working copy, replace the prompts with accurate information, and remove unused sections.
- 3Duplicate record pages as needed.
- 4Obtain the appropriate review before sharing the completed client copy.
Know exactly what you’re getting
Included
- Editable Word
Not included
- A physical product or shipping
- An Excel spreadsheet
- A Canva template
- Automated financial calculations
- Interactive PDF form fields
Formats and scope
Editable Microsoft Word masters and matching PDFs for reading, printing or annotation. The PDFs have no interactive form fields. No Canva template link, spreadsheet, automated calculation or online service is included. Other editors may change the Word layout; check the finished pages after editing. A planning workbook; it does not establish representation, determine affordability or loan eligibility, or replace professional property investigations.
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