Real Estate New Client Packet | Home Buyer Packet | Real Estate Marketing Template | Client Onboarding Welcome Packet | Buyer Questionnaire

Real Estate New Client Packet | Home Buyer Packet | Real Estate Marketing Template | Client Onboarding Packet | Welcome Packet | Buyer Questionnaire

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A luxury real estate new client packet for client onboarding. This home buyer packet includes a buyer's questionnaire and roadmap to help you guide new clients with their new home search. Onboard clients with the information sheet and find out exactly what they are looking for in a home and understand their needs. This buyer packet can be downloaded and printed or saved as a PDF and emailed to clients as an e-book.

Canva is an easy-to-use platform for customising templates. Edit text, colours, fonts, and images all on Canva templates.

✩TEMPLATE INCLUDES✩
16 page Canva template (US letter size)

Buyer's Welcome Pack Content:
• 3 cover design options
• Introduction / About me
• Contact details
• Meet the team
• Buyer road map
• Financial preparation
• What to expect
• Mortgage document checklist
• Buyer questionnaire
• Client intake sheet
• Must have checklist
• Frequently asked questions
• Testimonials
• Notes

✩ SIMILAR ITEMS YOU MAY LIKE ✩
Luxury real estate buyer and seller guides: https://www.etsy.com/listing/1295444766/real-estate-buyer-and-seller-welcome

Textable real estate marketing bundle: https://www.etsy.com/listing/1310126625/textable-real-estate-marketing-bundle

Real estate email signature bundle: https://www.etsy.com/listing/1344894829/email-signature-template-bundle-gmail


✩ WHAT'S EDITABLE? ✩
✓ Colors
✓ Fonts
✓ Content
✓ Photos
✓ Add Logo


✩ HOW TO USE ✩
1. Once purchased, you will receive a PDF with a link to open the templates with Canva. This PDF will be emailed to you and will also be available on your accounts: www.etsy.com/your/purchases
2. Click the link (button) in the PDF which will open the templates on Canva.
3. Customise the templates by updating photos, content, fonts, colours & logo.
4. Save your template and download.


✩ FEATURES ✩
✓ Instant Download
✓ Easy to Edit
✓ Use with FREE Canva account
✓ Customer Support
✓ Save money on a designer
✓ Beginner friendly
✓ Real Estate Marketing


✩ TERMS & CONDITIONS ✩
This purchase grants you a personal licence for one person only. It is illegal to resell or edit and resell this template as your own. You agree not to reproduce, duplicate, copy, sell, resell or exploit any portion of the Service, use of the Service, or access to the Service or any contact on the website through which the service is provided, without express written permission by us. These templates are for personal use and cannot be resold or distributed as templates.

Due to the nature of the digital product, we do not offer any returns, exchanges, or refunds for any purchases. It is your responsibility to inspect all our products to make sure they are fit for your use before making a purchase.

Stately Real Estate will not be held responsible for any printing errors.
Each customer/agent is responsible for ensuring their designs are compliant with their broker and employer policies and state laws.

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