Realtor edition home maintenance planner
Realtor closing gift: a home maintenance planner they'll use
A closing gift that keeps your name in front of buyers all year. They get 110 home maintenance tasks, and you get a yearly reminder on their home anniversary.
$14.50 on Etsy · Instant download
Who it's for
For real estate agents who want to stay in touch after closing
Most closing gifts get used once. This one sits on your buyer's computer and phone and tells them what the house needs each week.
The Welcome tab is the first thing your buyers see. It holds your logo and contact info, and it shows their next home anniversary from the closing date. On that anniversary there's a yearly reminder to call their agent.
Give a copy to each buyer.
What's inside
What's in the realtor closing gift
Your Welcome tab
Your logo and contact info, plus the buyer's next home anniversary from the closing date.
Yearly reminder
A "call your agent" reminder on the home anniversary, every year.
Type your name once
Your name, brokerage and phone fill the cover and the bottom of all 24 printable pages.
Your recommended pros
The Service Providers tab lists your recommended pros first.
110 tasks
Each task comes with a how-to.
Extras
A fillable Home Info PDF and a Quick Start.
Two color themes
Cozy Workshop or Job Site
Cozy Workshop is cream, blush and sage. Job Site is cream, gray and slate. It's the same planner in two looks, and both come with your order. You can try them on this page.
What you get
- Two zip files, one per theme
- The planner in Excel, which also opens in free Google Sheets
- 24 printable pages with your name on each one
- A fillable Home Info PDF
- A Quick Start
Good to know
Easy for buyers to open
It works in free Google Sheets, so your buyers don't need Excel. Etsy emails your download link right after you buy. Nothing ships.
The planner organizes records. It isn't tax or legal advice.
Questions
Realtor closing gift FAQ
Can I give it to every buyer?
Yes. Give a copy to each buyer.
How does my name get on the printables?
Type your name, brokerage and phone once. They fill the cover and the bottom of all 24 printable pages.
What is the home anniversary reminder?
The Welcome tab shows the buyer's next home anniversary from the closing date, and there's a yearly "call your agent" reminder on that date.
Do my buyers need Excel?
No. It works in free Google Sheets.
Is there a version for builders?
Yes. The builder closing gift has the builder's warranty contact and an 11-month walk-through date. Homeowners buying for themselves can get the home maintenance planner.
Instant download
Get the realtor closing gift
$14.50 on Etsy. You'll see the full listing and check out there.
Get it on EtsyMore kits
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