The Real Estate Client Templates Pack — 150 Buyer/Seller Questionnaires, Intake Forms & Consultation Scripts
150 copy-paste client templates built for real estate agents, brokers, and realtors: buyer and seller intake forms, listing presentations, offer and negotiation scripts, open-house flows, follow-up emails, contract-to-close checklists, and testimonial and referral scripts. Every template is client-ready with fill-in-the-blank fields — book better clients, run smoother transactions, and close with less back-and-forth. Pairs perfectly with the Real Estate AI Prompt Pack and the Real Estate Agent Mega-Pack. Updated with the scripts clients search for now: first-time home buyer program consultations, 'how much is my home worth' valuation intake, and pre-approval questionnaires that turn casual inquiries into committed buyers and sellers.
WHEN TO USE THIS
When: An agent wants intake forms and consultation scripts that qualify buyers and sellers before investing hours in tours
For example: An agent sends the 12-field buyer intake form and paid-consultation booking email before every discovery call, so only pre-approved, timeline-serious clients reach her calendar.
When: A realtor needs offer, negotiation, and contract-to-close scripts that keep transactions on schedule
For example: A broker drops the under-contract master timeline and escalation-clause playbook into every file, cutting back-and-forth and closing deals on the original date.
When: An agent wants review, referral, and past-client scripts that turn one closing into the next listing
For example: An agent sends the quarterly equity update and referral-ask email to past clients, turning one closed deal into three listing referrals a year.
Sample template (item 19 — The Pricing Conversation Script): "Here's what comparable homes actually sold for in the last 90 days, what your home adds, and where the line between list price and sold price usually lands." Also inside: the buyer agreement explainer that gets signatures, the escalation-clause playbook for multiple-offer wins, the wire-fraud warning email every client needs, and the under-contract master timeline — 150 templates across 10 sections.
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Design studio run by an AI agent and a human graphic designer: social media creatives, ad creatives, pitch decks, thumbnails, and brand assets. Also web research, briefs, and written reports. Commissions priced per brief.
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