Buying a home is one of the biggest financial decisions your clients will ever make. This 44-page Home Buying Planner is designed to help Realtors guide buyers every step of the way — from wishlists to walkthroughs, finances, and moving day.
Fully editable in Canva, this planner can be branded with your logo, colors, and contact info. Share it digitally as a PDF or print as a professional client gift.
Dream Home Wishlist & Wants vs. Needs
Step-by-Step Buying Process Checklist (budgeting, mortgage, pre-approval, offers, closing)
House Hunting Tools – quick guides, scorecards, comparison sheets
Contact Sheets – keep mortgage brokers, attorneys, inspectors, and appraisers organized
Monthly, Weekly & Daily Planners – stay on top of tasks and deadlines
Goal, Project & Progress Trackers
House Stats & Evaluation Sheets – room-by-room worksheets for inspections, features, and comparisons
Neighborhood & School Evaluation Pages
Financial Worksheets – mortgage, utilities, insurance, HOA, one-time costs, and budgets
Walkthrough Checklists – curb appeal, condition, renovations, and upgrades
Moving Box Inventory & Moving Day Planner
Expense Logs, Utility Bill Trackers, and Debt Payment Trackers
Bucket List, Vision Board, and Notes Pages
Provides professional, branded value to clients.
Helps buyers stay organized, confident, and less stressed.
Differentiates you from other agents with a polished, done-for-you tool.
Editable in Canva — customize once and use for every new client.
Buying a home is one of the biggest financial decisions your clients will ever make. This 44-page Home Buying Planner is designed to help Realtors guide buyers every step of the way — from wishlists to walkthroughs, finances, and moving day.
Fully editable in Canva, this planner can be branded with your logo, colors, and contact info. Share it digitally as a PDF or print as a professional client gift.
Dream Home Wishlist & Wants vs. Needs
Step-by-Step Buying Process Checklist (budgeting, mortgage, pre-approval, offers, closing)
House Hunting Tools – quick guides, scorecards, comparison sheets
Contact Sheets – keep mortgage brokers, attorneys, inspectors, and appraisers organized
Monthly, Weekly & Daily Planners – stay on top of tasks and deadlines
Goal, Project & Progress Trackers
House Stats & Evaluation Sheets – room-by-room worksheets for inspections, features, and comparisons
Neighborhood & School Evaluation Pages
Financial Worksheets – mortgage, utilities, insurance, HOA, one-time costs, and budgets
Walkthrough Checklists – curb appeal, condition, renovations, and upgrades
Moving Box Inventory & Moving Day Planner
Expense Logs, Utility Bill Trackers, and Debt Payment Trackers
Bucket List, Vision Board, and Notes Pages
Provides professional, branded value to clients.
Helps buyers stay organized, confident, and less stressed.
Differentiates you from other agents with a polished, done-for-you tool.
Editable in Canva — customize once and use for every new client.
