Sales & Presentation Tools

Whether you're working with sellers and buyers, or just brainstorming new ways to keep your business on track, there are several essential documents to have on hand. 

One thing your buyers must understand is the importance of their credit when applying for a mortgage loan.  KCRAR has prepared an informative flier you can use when talking with them about credit and lending - go here to print a copy.

Included below on this page are examples of other documents you might find useful as templates.

All blue links go to Microsoft Word documents so you can make any changes you desire.

Listing Presentation Tools

A formal listing presentation is designed to help you sit down with a seller and discuss all your services.  During the presentation you'll want to get them acquainted with you so you can build trust, understanding and control.  Here are some sample pages you might want to include in your own presentation:

What we'll talk about today

Three keys to a successful sale

Benefits of working with my company

My background and experience

Expired listing questions and intentions

My behind-the-scenes efforts

My Guarantee

Pricing considerations

My resume

Seller's real estate resource team

Avoiding legal liability

Safety tips for sellers

And to help you and your sellers objectively evaluate their property's marketability, here's a checklist gratis of Old Republic Home Protection.

Buyer Presentation Tools

Buyers need to be guided through the process too, and building their loyalty is your goal from the outset.  Here are some presentation pieces you might customize for your style.

Buyer representation

Details about buyer agency - part 1  and  Details about buyer agency - part 2

Buyer inspection list 



Why every buyer should obtain loan pre-approval

Homebuyer information and intentions

My background and experience

Your team of experts

The profile of a smart shopper

Your credit report - a key to getting the loan you want


Prospecting and Business Organization

Do you ever find yourself thinking "just when I thought I had it together, I forgot where I put it?"  So does everyone else - so here are some tools developed over time to build a business system and aid with the never-ending challenge of prospecting.  Use what suits your needs, adding whatever works for you!

Annual personal budget - January-July  and  Annual personal budget - August-December

Annual professional budget - January-July  and  Annual professional budget - August-December

Business party invitation postcard

Your Center of Influence

Center of Influence announcement letter

Center of Influence party announcement

Sample postcard for Center of Influence announcement

Farming - first you plant the seeds

Sample resume

Sample promotional postcards