




Etsy
Realtor Buyer Consultation Kit, Buyer Questionnaire Intake Form, Home Buying Guide, Agent Presentation Packet, Fillable Printable
$9.95
In stock
Description
Run polished buyer consultations from first call to keys — intake, presentation, home tours, and follow-up in one 42-page fillable kit. This is the full buyer consultation system, not just a form.
WHO IT'S FOR
Buyer's agents, new agents building a buyer pipeline, teams standardizing their consultation process, and agents running first-time-buyer seminars who want every consultation to run like a system.
WHAT'S INCLUDED — 42 UNDATED PAGES (reuse for every client)
FRONT (4): cover · how-to-use consultation flow guide · agent bio page · brokerage information page
BUYER QUESTIONNAIRE (12): buyer profile & contact (2) · budget & financing snapshot (2) · pre-qualification notes (2) · home requirements checklist (2) · location & amenities preferences (2) · timeline & goals · viewing preferences
BUYER GUIDE CONTENT (12): home buying process overview (2) · common buyer mistakes to avoid (2) · financing glossary — blank key terms to complete together (2) · inspection guide (2) · closing process overview (2) · real estate terms reference (2)
HOME TOURS (8): home comparison scorecard (4) · showing notes (2) · pros/cons decision sheet (2)
FOLLOW-UP & NOTES (6): post-consultation follow-up schedule · client communication log (2) · lender & service recommendations · buyer readiness checklist · notes
FILLABLE + PRINTABLE
Every text box in this PDF is fillable: click and type directly on your computer in Adobe Acrobat, Preview, or most PDF apps. Prefer paper? Print at 100% / "Actual size" and write by hand. Reprint the scorecards, logs, and trackers for every buyer — the kit is undated so it never expires.
FILE DETAILS
You get 2 PDFs — US Letter + A4 — each one both printable and fillable. Undated and print-as-needed, so you can start any time and reuse the kit for every buyer client. Type directly in Adobe Acrobat, Preview, GoodNotes, Notability, or Xodo, or print at 100% and write by hand. Ready-to-use fillable PDFs — no Canva account needed. Instant download after purchase.
HOW IT WORKS
1. Purchase and download your 2 PDF files.
2. Fill in your agent bio and brokerage pages once.
3. Type into the fields on your tablet or computer, or print at 100% and fill in by hand for each buyer client.
PAIRS WELL WITH
• Realtor Open House Kit — your listing-side event system
• Realtor Closing Checklist Pack — your end-of-transaction checklist
• Realtor Daily Business Planner — your pipeline and prospecting system
The funnel: consultation → open house → closing. All four live in the Realtor Business section of this shop.
This is a digital download. No physical item will be shipped.
PLEASE NOTE
• This is a DIGITAL DOWNLOAD — no physical item will be shipped
• For personal/business use only; please don't resell or redistribute the files
• Colors may vary slightly between printers and screens
• GoodNotes, Notability, and Xodo compatible
• This kit is for client organization and business workflow support only — not legal, financial, lending, or real estate advice. Use it alongside your brokerage policies and state requirements.
This is an original design created with AI assistance.