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Realtor Closing Gift: Home Maintenance Planner (Excel, Google Sheets, Printable PDF)

Item highlights

  • Digital download
  • Digital file type(s): 2 ZIP
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Price:$14.50

You can only make an offer when buying a single item

Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

Most closing gifts get used once. A planner for the house gets opened every season, and your name is on every page.

Type your name, brokerage and phone once. They fill in on the cover and at the bottom of all 24 printable pages. Add the buyer's name and closing date, then print it or email the files at closing.

NOW IN 2 COLOR THEMES
Cozy Workshop (cream, blush and sage) or Job Site (cream, gray and slate). Same planner, pick the look that fits your brand. Both come with your order.

WHAT'S IN IT
- Welcome tab with your logo, contact info and the buyer's next home anniversary, figured from the closing date.
- A yearly "call your agent" reminder on the home anniversary, so they think of you again.
- Service Providers tab where you list your recommended pros first.
- 110 real upkeep tasks with how-to, why it matters, minutes, DIY or pro, and supplies. Due dates fill in on their own.
- Home Info sheet, Systems & Appliances, Replacement Plan, Projects & Costs with a Tax Summary, Year Calendar, Move-In and Selling checklists.

BONUS YOU'LL GET
- Quick Start guide
- 2 color themes
- 24 printable pages with your name and phone on every page
- A fillable Home Info PDF
- Works with free Google Sheets
- Quick help through Etsy messages

YOU GET 2 ZIP FILES, ONE PER THEME
Each zip has the same 5 files in that theme:
- The planner (blank)
- A sample copy filled with a made-up house
- The 24-page printable set
- The fillable Home Info PDF
- The one-page Quick Start

FAQ
Do my buyers need Excel? No. It works in Excel (2007 or newer) and in free Google Sheets. No macros.
Phone or iPad? Yes, in the Google Sheets or Excel app.
How do I get it? Instant download. Etsy emails your download link right after you buy. Nothing ships.
How do I give it to buyers? Fill in your info once, save a copy for each buyer, then email the files or print the set.

GOOD TO KNOW
- This planner organizes records. It isn't tax or legal advice.
- You can fill in a copy and give it to each of your own buyers. Please don't resell or share the blank template.

How this was made: I built and tested the template myself. I used an AI tool (Claude) to help write formulas and listing text.

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