Real estate templates for agents who list, market and sell

Winning the listing

A sales agent first job is to win the listing, and that happens at the vendor kitchen table with a listing presentation. It shows comparable sales, a price guide, the campaign plan and its cost, the agent fee and why this agent should sell the home. Once the vendor signs the agency agreement, which every state regulates with its own form and disclosure rules, the work turns to marketing: photography, video, a flyer for the letterbox drop and the open home, and the listing online.

Qualifying buyers and running the campaign

During the campaign the agent collects buyer enquiries, qualifies them by budget, finance and timing, runs open homes and keeps the vendor informed. A buyer enquiry form that asks the right questions, one at a time on a phone, saves calls that go nowhere. A listing video and a professional agent website keep the agent visible for the next vendor. The examples below show each of these as finished pieces built for invented agencies, so the structure and copy can be judged as they stand, slide by slide and question by question.

Who the kit is for

The kit is written for residential sales agents and small agencies in Australia. Real estate agents are licensed by each state, and agency agreements, trust accounting and advertising rules such as price guides are set by state law, so use the official forms your state requires for the agency agreement and contract of sale. The examples here cover the marketing and enquiry side, which is where agents have the most freedom to do things well, and every card opens a complete example that can be read before any of it is reused.

The listing presentation that wins

Vendors choose agents on three things: a believable price, a clear campaign and trust. Lead with comparable sales that the vendor can check, give a price guide range that follows your state underquoting rules, then show the campaign week by week with its cost. Put the fee and commission on one slide and do not hide it. The listing presentation example shows this order and can be exported to PDF or PowerPoint to leave behind after the meeting.

Qualifying buyers without the phone tag

A buyer enquiry form should ask for budget, finance status, the date the buyer needs to move, whether they have a home to sell and their must haves. A conversational form that asks one question at a time works on a phone straight from a listing link. The agent receives an email alert for each enquiry and can export all enquiries as a CSV to follow up after the open home.

Marketing that keeps working

A listing video and a flyer do two jobs: they sell this property and they show the next vendor what the agent does. Make the video in vertical for social and landscape for the listing page from the same project; captions are burned in so it works with the sound off. The agent website should show recent sales, the team and an appraisal request, and Sites publishes it at a free onecraft.live address or a custom domain on a paid plan.

The tools behind the kit

• AI presentation maker
• AI form builder
• AI flyer maker
• AI video maker
• AI website builder
• E-signature software

Step by step in the builders: Make a pitch presentation with AI, then Make a promo video with AI voiceover.