Real Estate Agent Forms Kit
Open house, leads, buyers, sellers and transactions in one editable Word kit
A complete, editable forms kit for real estate agents: open house sign-in and feedback, open house and seller prep checklists, lead follow-up tracker, follow-up plan and message templates, buyer consultation, needs and wants, buyer and seller roadmaps, showing schedule, showing notes, property comparison, listing questionnaire, presentation outline, feature sheet, comparable sales notes, transaction timeline and contacts, past clients, weekly tracker, monthly goals and thank-you notes. 27 pages.
Look inside
What's Included
- 27-page editable DOCX + PDF
- Open house sign-in, feedback and checklists
- Lead tracker, follow-up plan and message templates
- Buyer consultation, needs & wants, roadmap, showings, comparison
- Seller questionnaire, roadmap, presentation outline, feature sheet
- Transaction timeline, contacts, client & business trackers
How To Use
- Open the DOCX in Word or Google Docs and add your logo & details.
- Print sign-in sheets for each open house.
- Use the trackers weekly to follow up with every lead.
Who It's For
- New and solo real estate agents
- Teams that want consistent paperwork
- Agents running open houses
Good To Know
- Elegant, brand-neutral design that fits any brokerage.
- Fair-housing-aware wording.
- Organisational templates only: no legal advice.
Questions
How do I get the files?
Right after checkout you can download one ZIP file, and Payhip also emails you the link. Nothing is shipped.
What do I need to use it?
Instant digital download: one ZIP file with an editable DOCX file and a PDF. Your download link appears right after checkout and is emailed to you. Personal-use licence: print as many copies as you need for your own home, party or classroom.
What if a file does not work?
Digital files cannot be returned, but if a file is faulty, cannot be opened or is materially different from this description, it is repaired, replaced or refunded. Refund terms.
Licence
Personal use. Please do not resell or share the files.
