home buyers' & sellers' guide

Helps organize information for client onboarding

This template is designed for real estate agents and brokers who want a clear way to present the buying or selling process to clients. It provides a structured layout that breaks down steps, timelines, and key details so clients can follow along without confusion. The guide works well for first-time buyers, new sellers, or anyone who needs a straightforward overview of what to expect.

Adaptable for different property types and client needs

The template includes sections you can adjust to fit various situations such as listing preparation, offer steps, financing details, or closing information. Because all elements are editable in Canva, you can tailor the content to your market, your process, or individual client requirements while keeping a consistent and organized presentation.