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How to Make a First Aid Kit
First aid kits come in different sizes, for different purposes and the contents of a first aid kit may be adjusted for specific activities, according to the Red Cross. Consider packing a first aid kit to keep in your car, your home or your work space.
Choose a Container to Hold Your First Aid Kit
Before you begin gathering the items needed in a first aid kit, consider where you plan to put it between uses. For example, if it’s going in your car’s glove box, you will need a much smaller case or bag to hold your first aid supplies than you would need if they’re going in the trunk or on a shelf in your closet. Plastic storage bins, backpacks and zippered tote bags are all items that are suitable for use as a first aid kit.
Pain Relievers to Include in a First Aid Kit
Pain relievers are some common items for a first aid kit. Packets of aspirin are a common recommendation, and other pain relievers your family typically uses, such as ibuprofen, antidiarrheal medications and allergy medications, can also be included. Pain-relieving gels for dental injuries may also be useful in an emergency kit. A space blanket is also recommended for emergency kits, because the design ensures it doesn’t take up a lot of space in your kit, according to the Red Cross.
Supplies for Covering Wounds
Wound covering supplies are among the most basic first aid kit contents. Include adhesive bandages of different sizes, sterile pads of different sizes, medical-grade adhesive tape and an elastic bandage, according to Kids Health. Roller bandages and compress dressing are also useful, and butterfly bandages don’t take up much space and are useful for closing cut skin.
Useful Emergency Kit Supplies
In addition to the basics that make up the first aid kit requirements, such as bandages, pain relievers and antibiotic creams, there are some other useful items that should be in a first aid kit if space allows, according to the Red Cross. Things like scissors to cut bandages and tweezers to pick things out of wounds are useful. A flashlight and a non-mercury thermometer are helpful additions to a kit. Also consider adding latex gloves and a breathing barrier.
Medications and Phone Numbers
Along with a summary of first aid kit instructions that tell people how to use the emergency supplies, include any medications you or a family member take under a doctor’s prescription, according to the Red Cross. Also include a written list of emergency phone numbers. That way, the person administering first aid is under intense stress, all the information required will be handy and help can be called as quickly as possible.
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Real Estate Presentation Kit

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Real estate agents: Here's what to put in your pre-listing kits
Agent Monday is an exclusive content library and coaching service for property professionals. Join today for instant access to all members-only content.
Andrew Duncan
The phone rings and it's a potential vendor. Hurray!
You book an appointment and start researching, excited to find out if it's an attractive property.
Stop! Before you go too far, remember to put together a pre-listing kit and get it in front of the owner asap.
Audio version
To subscribe to the show, search 'Agent Monday' on Spotify , Apple podcasts , Google podcasts or any popular podcast app.
What is a pre-listing kit?
Simply a set of materials that you send out to an owner before your first appointment*. This info should set the scene for your meeting and provide the owner with any info you want them to read before you arrive. It might include information on you , your company, and the current market, plus testimonials.
*It's not a pre-listing kit if you just take it along to the appointment. To win hearts and minds, you need to get it in the seller's hands as early as possible .
Why use a pre-listing kit?
A pre-listing kit shows your potential seller that you are organised, professional, and that you prioritise their business.
Yes, it can be hard to put them together when you're busy. And it's challenging to get it delivered quickly. Plus, it's awkward when you knock on the owner's door unannounced to drop off an unmarked box.
But the benefits far out way the hassle.
Owners who receive a pre-listing kit are more likely to believe in your ability to get the job done to a high standard. It sets the scene for your meeting by establishing your proficiency, giving you a head start over your competitors.
How not to do a pre-listing kit
I've watched many agents chuck a pre-listing kit together without much thought over the years. Filling up a box with whatever they have in the office: Flyers, a real estate magazine, advertising prices, an agent profile piece, some chocolates and a branded pad.
This might be better than sending nothing, but if this jumble of paper is not cohesive or presented with any explanation, then you run the risk of confusing your potential seller. Your pre-listing box becomes nothing more than a place to store paper while they work through the appraisal process.
Tip: Practice on a friend who doesn't work in real estate. Give them one of your pre-listing kits and ask them for honest feedback. Is it cohesive? Is it useful?
What to send instead of a random bunch of paper
A simple and effective pre-listing kit option is to send a packet of quality coffee (or tea), fancy biscuits (or chocolate) and a handwritten card in a small box saying:
"Thank you for getting in touch. I appreciate you thinking of me. I look forward to our meeting on Tuesday at 2 pm and am excited to hear about your goals for the future."
Simple as that.
Make sure you only use high-quality products. If you know they have a pet, throw in some fancy dog biscuits. If you know they have kids, throw in some kid-friendly snacks or a mini pack of Lego, too.
These are all items you can store in bulk in your office (20 of each) so it's easy to put a pre-listing kit together at short notice.
There is something about 'breaking bread' with clients and giving edible gifts that can instantly build rapport and help take your budding relationship to a higher level. This kind of thoughtful delivery is arguably worth more than a fancy brochure and is certainly better than an ad-hoc collection of real estate collateral.
Throw in some client testimonials too and you will be setting yourself up for a successful appraisal process.
Other (actually useful) things to include in your pre-listing kit:
- Intro letter ( click here for a template )
- Seller survey* (see below)
- Agent Monday articles targeting sellers
- The Agent Scoring Matrix
- Presentation tips
- Approved list of local tradespeople
- Blank pre-sale to-do list
- Recent nearby sales
- Your personal recent sales history + testimonials
- The ultimate preparing for sale checklist
*A note on seller surveys
Including a seller questionnaire in your pre-listing kit is an ideal way to get a read on the listing situation the moment you walk in the door.
If you arrive for your appointment to find the owners have read and filled in your survey questionnaire, then you know they are engaged with your service and are keen to hear what you have to say. The listing isn't in the bag yet, but you stand a decent chance of winning the business.
If, on the other hand, you arrive at the property and they haven't filled in the survey, or even looked at it, then you have some serious rapport-building work to do. A seller survey is the ideal listing barometer.
Questions to include in your seller survey:
- What are the 3 things you love most about your home?
- What do you love most about the location?
- What changes have you made since you bought the property?
- What will selling this property allow you to do?
- How soon are you planning on selling?
- Have you sold a property before?
- When you bought the property, where did you first see it advertised?
- What was it that made you contact us?
Note: If the owners do fill in your survey, make sure you take a minute to stop and read their responses before you start the listing meeting.
Before you go
Remember, if this all sounds like a lot, then use our simple and effective pre-listing kit option: Send a packet of quality coffee (or tea), fancy biscuits (or chocolate) and a handwritten card in a small box.
Job done :)
Ready for the next step? Check out these advice guides:
Agent Monday is an exclusive content library and coaching service for property professionals. Join today for instant access to all members-only content, including lead-generating real estate articles to share with your database, scripts to help you make more sales and prospecting tools that create listing opportunities.
Sign up for instant access
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What is a Pre-listing Presentation?
- December 11, 2022
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Listing, selling, buying. It’s what realtors do. But no matter how simple this cycle looks on paper, the truth is that real estate agents are working harder than ever to secure listings and make sales. The digital age has turned real estate on its head, and agents are adopting new marketing techniques in order to succeed in an increasingly competitive industry.
The days of putting a “For Sale” sign in the yard with a few paper brochures are long gone. The real estate game has changed, and so have the players. Websites have largely replaced print marketing, virtual tours are commonplace, and sellers expect professional photos worthy of a magazine cover.

But let’s not get ahead of ourselves. Before a real estate agent can market a home, they have to win the listing – and the best way to do that is to create a pre-listing presentation, also known as a pre-listing package or pre-listing kit.
If you’re wondering what exactly a pre-listing package is, keep reading! We sat down with HighNote founder Mark Choey to learn all about pre-listing presentations and why every realtor should create one that stands out from the rest.
Hi, Mark. A lot of people reading this might not fully understand what a pre-listing kit is, or why it’s so important. Can you explain?
Of course. We all know that first impressions are everything, right? Well, the real estate listing presentation is the conversation starter and the credibility builder. It really sets the stage for a successful initial meeting with your seller. It allows you to showcase why you’re better than any other agent out there. It’s all about impressing the seller before you meet them.

What exactly should a pre-listing presentation include?
Well, let’s take a step back and talk about why you’re sending it in the first place. It’s about you and your services, and your brokerage. You probably haven’t met the seller yet, and they’re evaluating you against other agents out there. So the real question is, what makes you better than the competition?
That story can be told in the pre-listing packet. The real estate listing presentation should include a bio about you, your track record, and perhaps even a video about yourself which can help build an emotional connection with the seller.

Testimonials are also great, as well as highlighting your unique skills. For instance, what experience do you have that uniquely qualifies you to sell this home? Have you sold something in the area before? Are you well connected in the agent community? Do you do a better job marketing than other agents? Do you have a unique strategy that other agents don’t employ? Include anything and everything you can think of! How can you stand out? That’s what you should be thinking about.
Sellers will also want to see your recent sales, because they want to know that you’re an experienced active agent out in the field. This gives them confidence that you know and understand the local market, and that you can use that knowledge to sell their home in the quickest amount of time possible, for the best price.

Sample marketing is also extremely important, because sellers want to understand how you’ll advertise their home to potential buyers. You should include marketing materials for previous houses you’ve sold – that can make all the difference.
This is by no means an extensive list, but it’s a great place to start!
So what’s one thing that a real estate agent shouldn’t include in their pre-listing kit?
I never recommend that an agent put the value of the home in the pre-listing packet. That number needs to be determined once the agent has had a chance to properly view the home, its condition, the neighborhood, comparables, etc. Sellers are never impressed by realtors who undervalue or overvalue their home – especially before they even see the home in person! It’s extremely important to understand the seller’s expectations and be able to manage those expectations.
Should realtors deliver the pre-listing kit in a digital format, or a print copy?
A digital pre-listing package should be part of your repertoire as a real estate agent, even if you also print something out. In today’s environment, you may not be able to meet the seller in person. Or even if you do, most people still appreciate something digital that’s easily accessible from their phone or laptop.

The truth is, real estate is going through a technology renaissance. So staying up to speed with the industry and the competition is one of the big things that agents need to do, in addition to their normal activities. Having the latest and greatest in technologies to win listings is critical for all real estate agents.
Thanks for your time, Mark!
This blog post is the first in a series on the power of the real estate pre-listing presentation. Stay tuned for follow-ups on how to market yourself in a way that wins listings over and over again!
HighNote makes it easy to distribute pre-listing packages to sellers, providing realtors with an easy way to market themselves to potential clients and stay ahead of the competition. By clicking on one link, sellers can learn all about a real estate agent, their team, their tactics, and what makes them stand out from the crowd.
If you’re a real estate agent looking to take your business to the next level, click here to get started with HighNote!
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Real Estate | What is
The Ultimate Real Estate Listing Presentation (+ Free Template)

REVIEWED BY: Gina Baker
Gina is a licensed real estate salesperson, experienced trainer, and former high school educator of 1,000+ learners. She writes for Fit Small Business with a focus on real estate content.
WRITTEN BY: Jealie Dacanay
Published February 10, 2023
Jealie is a staff writer at Fit Small Business, specializing in real estate education.
This article is part of a larger series on Real Estate Lead Generation and Marketing .
- 1 Begin With a Short Overview
- 2 Present Local Market Data
- 3 Explain the Sales Process
- 4 Prepare the Home to Sell
- 5 Outline Your Pricing Strategy
- 6 Walk Through Your Marketing Strategy
- 7 Advertise on All Major Platforms
- 8 Showings & Open Houses
- 9 Offers & Negotiations
- 10 Closing & SOLD!
- 11 Schedule Next Steps
- 12 Additional Tips for a Successful Presentation
A powerful listing presentation and client-winning pitch are the first steps to becoming a successful seller’s agent. Your real estate presentation introduces you to the client and explains how you bring value throughout the sales process. It includes local market statistics, a summary of the entire process, and discusses how you will effectively sell their home—all while offering comfort, creating trust, and focusing on the seller’s needs.
Download our free real estate listing presentation template and customize it as you go through the steps below. Modify the template based on your needs, adding your own pictures, figures, graphs, and data. To achieve the best results, always tailor each listing presentation for realtors to the homeowner and the property.
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Ultimate Real Estate Listing Presentation Template

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Here are the 11 steps to a successful real estate listing presentation that will help you attract and win more sales clients:
1. Begin With a Short Overview
The overview summarizes the topics covered in your listing presentation and how long the realtor listing presentation will last. Some of this information may have been included in your prelisting packet , but it’s important to reiterate the details. The first section of the presentation provides information about you, your brokerage, and what you intend to learn from your clients.
Remember that a brief presentation can contain all the necessary material; a reasonable time frame is between 30 and 60 minutes, but some will require longer than others. Homebuyers who are inexperienced, meticulous, or afraid may have more queries and worries than experienced buyers.
Brief Bio & Introduction of Your Skills
A homeseller wants an agent who is confident in their profession and can clearly explain how the sales process will go. To earn your clients’ faith and confidence in your abilities to sell their houses, consider yourself a real estate expert and instructor.

Along with a mini-resume of your background, include the following statistics and figures:
- The number of homes you’ve sold in their area in the past year
- Types of homes you’ve sold if they’re similar to theirs (include a picture, if applicable)
- How quickly you’ve sold homes listed with you (average days on the market, if favorable)
- Closing prices compared to list prices (did you get over-asked, and by how much?)
You can also use this part to brag (and boost customer confidence) by noting any awards, certifications, or designations you’ve received that are relevant to this transaction. Just be sure to link every one of these components to your client’s property so you can prove your value by working hard, being devoted, and paying attention to what they require.
If you don’t have any certifications or designations under your belt, check out our Top 10 Real Estate Certifications & Designations Agents Need to Gain Clients article. We’ve gathered the most impactful real estate certifications and designations that will help boost your real estate career. This article discusses what they are, the reasons to get them, how to get them, and the cost of each.
Introduce the Power of Your Brokerage
Sellers want to know whether a reputable brokerage is supporting you because this gives them confidence that you will work with a team of agents and a firm with a successful track record of helping other homeowners sell their properties. Make sure to highlight the benefits of teaming up with someone who works for your company, such as having vast professional networks and extensive neighborhood knowledge.

Both large and small brokerages offer a value proposition. If you’re with a larger brokerage, like RE/MAX , Keller Williams , or Compass , you’ll likely focus on numbers like the number of homes your brokerage sold in the last year and the median home sale price.

Value proposition of VUE Realty Group

Value proposition of Keller Wlliams
In contrast, if you work for a smaller boutique firm, highlight your local roots and personalized service. With a smaller brokerage, you often want to emphasize customer care and that your client won’t be just another person on their roster.
Return the Focus to Your Clients
It’s time to return to what really matters—your client—now that you’ve presented your case for why they should choose you. Spend the next few minutes learning more about your homeowner. As a result, you can better tailor your presentation to the homeowner’s demands and promote communication while also putting them at ease.
During your presentation, ask the following questions to learn more about your seller:

Make notes about the most critical issues to your potential customer to demonstrate your diligence and help you remain aware of their requirements throughout the process. This knowledge can help you better connect your pitch with your client’s needs, emphasize key points, and dispel any doubts as you go.
For instance, if someone already submitted an offer on a house somewhere, they might need to sell their current house immediately. You can use this information to explain how an overpriced home will take considerably longer to sell.
2. Present Local Market Data
After introducing everyone, return the conversation to selling the client’s house. Presenting local market data for the neighborhood or area where the subject property is located is a great way to introduce the sales portion of your listing presentation.
Share information about the local housing market , including historical patterns, the speed at which properties are selling there, the number of sales over the last several months or years (depending on the data available), and median price ranges. Include any other information that will assist homeowners in understanding the market data that must be considered when pricing their home for sale, such as seasonal statistics if prices tend to fluctuate depending on the time of year you plan to list the property.

Consider your audience to see whether you need to go into greater detail on any topic areas in this section, which may require more than one slide. Also, remember some of this data lends itself well to charts or graphs—these visualizations can help the average person understand the data better. Although you can produce these charts on your own (or using the tools provided by your brokerage), doing so can take a lot of effort.
It may be preferable to get them from your multiple listing service (MLS) platforms or use the paid comparative market analysis (CMA) and listing presentation packages available from a service like Cloud CMA. Cloud CMA’s paid CMA software offers premade charts and graphs that make you look like a pro and save you a lot of time. They also will help create your CMA report in print or digital format so you can present it in person or digitally.
Visit Cloud CMA
3. Explain the Sales Process
Give your clients a rundown of the entire sales process as you continue to educate them. Take the time necessary to ensure that your client is informed of what will happen throughout the process over the coming weeks or months. You should discuss the following steps:

Consider your client’s previous experience selling properties when creating this section of the listing presentation. For instance, take a little extra time and periodically pause if you are dealing with a first-time seller to see if they have any concerns. If you’re working with someone who has sold many houses in the past, you’ll be able to get through this phase considerably faster.
4. Prepare the Home to Sell
Now that you’ve covered the generalities of the local market, it’s time to concentrate mainly on your seller’s house. It’s important to establish expectations for the seller while getting ready to sell their house, even if you haven’t been to the home or are just seeing it for the first time. The client must be aware that it is their responsibility to ensure that the property is in excellent condition to maximize value.

A few things you want to cover are the following:
- Decluttering: Often, less is more when it comes to furniture. Many homeowners have more possessions than they actually need. Your seller might have to rent a storage unit to house extra stuff and remove furniture to make the place more presentable.
- Depersonalizing: Buyers must be able to visualize living there. The buyer can imagine themselves living in the house more easily if family photos, nameplates, and other personal belongings are taken down.
- Cleaning: A dirty home is challenging to sell because no one wants to inherit a mess. If pets are in the house, the owners must thoroughly clean or contact a cleaning company.
- Repairs: It’s to a seller’s best advantage to see that repairs are finished right away, especially when the inspection is approaching since some buyers don’t want to purchase a home because they have to make repairs. Depending on the house’s condition, this could be anything from a damaged cabinet hinge or leaky faucet to upgrading the electrical box or replacing the roof.
- Renovations: In some circumstances, remodeling a room or other area of the house can considerably raise the value of your property. For instance, if remodeling the basement bathroom costs $5,000 and increases the home’s value by $15,000, it might be worthwhile for the seller to invest their time and money in the project.
It is crucial to go over these details with your client because they are in charge of them since you don’t reside at their residence. Be prepared to offer suggestions for reliable, licensed contractors and nearby cleaning companies. Additionally, remember that these actions must be finished within a specific time to promote, list, and show the property to potential buyers.
5. Outline Your Pricing Strategy
The suggested cost of the house and the process used to arrive at the ideal list price will be one of the most critical aspects of your real estate listing presentation. You need to see or tour the property to discuss figures with your clients, but it is crucial to explain how accurately valuing their home will save them money in the long run.

With your clients, go over what a comparative market analysis (CMA) report is and describe your approach. Showcase the impact of factors like square footage, upgrades, the number of bedrooms and bathrooms, and pricing trends. Then explain how those factors impacted the price you had in mind for the seller’s property. To achieve the best outcomes, you should do what it takes to assist the homeowner in understanding how pricing works and your strategy.
Read our Comparative Market Analysis (CMA): Definition & How to Create (+ Examples) article to learn more about what a CMA is and when to use it. This article includes information on creating a CMA with the proper tools and evaluation criteria, and you can also check examples from other real estate professionals.
6. Walk Through Your Marketing Strategy
Your clients will be interested in understanding how you can maximize marketing and advertising. In general, it makes sense to concentrate on the marketing tools you can offer and how to use them directly to promote their house.

You can also provide your listing checklist outlining these items to accompany your presentation:
Home Staging
Talk to clients about home staging as part of your marketing strategy. The National Association of Realtors reports that even though staging a home is not required, 31% of seller’s agents said they staged all sellers’ homes before listing them for sale, and 82% of buyer’s agents said staging made it simpler for their buyer to picture the property as their future home.
Home staging is utilized because it helps buyers envision themselves living in the property and can be done strategically to draw in targeted homebuyer types. Browse through our Home Staging in 10 Steps: The Ultimate Guide to learn more about home staging.

Virtual home staging by BoxBrownie
The average national cost for home staging is $766 to $2,852 , but clients can also stage their homes virtually at a lower cost. A company like BoxBrownie allows sellers to pay per image, making it a cost-effective option for clients who want all the perks of home staging without breaking the bank. BoxBrownie also does floor plans, which can be a great addition to your marketing images.
Visit BoxBrownie
HD Photography & Videography
Explain how and why your marketing will take advantage of professional photography and videography, regardless of whether the home is staged or not. Poor images degrade your marketing efforts and may make buyers want to avoid seeing the house. Bring examples of excellent and poor images from other listings and samples of photos taken by your photographer so they can fully see the difference in quality.

Bad versus good photography example from Photographics

Fiverr professional services
For even more engagement and to provide potential buyers with a 360-degree experience, many agents and homeowners choose to film or take virtual tours of their houses in addition to taking photos. You can provide an example with your presentation if you’ve already used video marketing for other listings.
Also, use a service like Fiverr to assist with creating videos. Fiverr offers an array of freelance services that can help with photos, videos, and virtual staging to make sure the marketing for your listing is on point. Choose from various professionals at different price points to suit your needs.
Visit Fiverr
Direct Marketing
Additionally, incorporate traditional marketing strategies, such as sending your client handwritten letters or conducting in-person meetings, to build genuine human connections. Outline the additional locations where you market directly to buyers since many consumers erroneously assume you would list their home and call it a day.

ProspectsPLUS! real estate direct mail brochure
Here are some marketing tactics you may be using and will want to point out to the seller:
- Just listed postcards
- Email marketing
- Open house invitations
- Social media postings
If you’re looking for more marketing ideas you can pitch to your homeowner, check out our list of 29 Easy Real Estate Marketing Ideas & Strategies for Success here.
7. Advertise on All Major Platforms
Once you finish creating your marketing materials, you will use them on both physical and online advertising channels. You should let the sellers know that you intend to advertise to your full extent to bring them multiple offers, which involves using as many platforms as possible.


The Local MLS
Given that some clients might not be familiar with the multiple listing service (MLS), a brief explanation of the system’s purpose is beneficial. Discuss how it makes the listing accessible to agents, and that their listing will be available for buyer’s agents to show to their clients once it’s posted. It is beneficial to mention that only real estate agents can access this platform so you can get qualified buyer candidates from other agents using the MLS.

Example of local MLS from SaveOnMLS.com
Website & Landing Page
Your online presence will be a significant selling point for most homeowners, regardless of whether you use your brokerage’s website or have your own internet data exchange (IDX) -enabled website. If you use IDX, emphasize how their listing will appear on your site and numerous other brokers’ IDX websites.
If you have remarkable visitor figures on your website, talk about how many people visit it, how it works, and how sales-oriented it is. You can also include a screenshot of your landing page and website for a visual. For example, talk about placing their home as a “featured listing” in front of hundreds of visitors or if you can offer the sellers a single-property website.

Example Real Geeks IDX website
In addition to advertising the seller’s property on your website, create a single-property or property-specific website or landing page dedicated to their property to showcase the seller’s home fully. A single-property website or landing page can optimize your opportunity to generate leads specifically interested in the seller’s house, which is a strong selling point during a listing presentation.
Check out companies like Real Geeks to help you create the perfect website and real estate landing pages to highlight your value as an agent and advertise your listings. Customize your website with templates, designs, and widgets with Real Geeks. Its IDX website updates automatically every 15 minutes, so you can guarantee your site is always fresh.
Visit Real Geeks
Internet Platforms
Ninety-five percent of people use the internet during their home search, so it’s essential to stress which sites you will use to advertise the seller’s listing. Unlike the MLS, these platforms are available to everyone, including active homebuyers, and will allow clients to contact you directly without an agent. Since you will be the expert on their home, you can explain why having leads contact you directly will lead to more showings.
If you’re a Zillow Premier Agent, explain how this designation benefits their listing. Feature their listing with exclusivity on the most popular listing site on the internet. Zillow Premier Agent won’t only help you close seller leads, it will also help you get more buyer leads as well. See our review of how Zillow Premier Agent works to learn more about the exclusivity that Zillow Premier Agent offers.
Visit Zillow
Social Media
Highlight that you will be utilizing paid social media advertising in addition to posting marketing content to your social media accounts to promote their property. The average click-through rate for social media advertising ranges from 2% to 3.44%, according to LOCALiQ , which is significantly higher than the average of 0.99% for other internet platforms. Customers will view social media advertising as essential for their property marketing strategy, especially in the current social media-obsessed environment.
Some sites you can utilize include:

Constant Contact social media content creator
Focus on at least two or three platforms where you can produce creative and engaging content to advertise your listing. If you’re unsure how to create social media content or don’t have time, consider using Constant Contact. It allows you to post to Facebook, Instagram, Twitter, and LinkedIn simultaneously and perform contact segmenting for more targeted campaigns. It also provides 200-plus email and newsletter templates and a 60-day free trial.
Visit Constant Contact
8. Showings & Open Houses
Set expectations with the sellers about your role and their responsibilities regarding open houses and showings. You will provide tours for prospective buyers when they visit the home, but you want to guarantee that your client’s schedule and home safety will not be infringed upon during this process.

Assure your client no one will be permitted into their home without your presence or the presence of a licensed buyer’s agent. Regarding their duty, politely explain that it is in the seller’s best interest to avoid being present during open houses or showings since doing so may turn away potential buyers or impair their judgment when deciding on offers.
Discuss the ideal times you’d like guests to come to their house. Open houses will likely be planned continuously until the house sells. In contrast, individual showings may occur more spontaneously and be held at specific hours on any day of the week (with appropriate notice given to the homeowner). To access the seller’s property for showings, the seller will also need to provide you with a copy of their key or digital access code.

ShowingTime interface
For safe and secure access to the property, consider using ShowingTime. It allows agents to make appointments through a mobile app, which will also provide directions on how to access the home. Specify times and dates your clients will allow or not allow access so you can guarantee convenience.
Following the appointment, ShowingTime will gather feedback and notify you if the keys are returned or if someone does not depart the property. It’s a terrific way to provide your clients with peace of mind regarding visitors to their houses.
Visit ShowingTime
9. Offers & Negotiations
Since this is when the process becomes real, sorting through offers and making counteroffers until an agreement is reached is often the most stressful part of the real estate process for sellers. Until now, the seller isn’t fully committing to selling their home.
Set reasonable expectations based on the state of the market and describe how the process will work. For instance, a seller’s market in a popular neighborhood can see multiple offers quickly and may end up in a bidding war. On the other hand, in a slow market, the seller can also be asked to lower the asking price, cover part or all of the buyer’s closing fees, or contribute funds for renovations like new flooring or painting.

To ensure you’re addressing their needs, emphasize that this part of the process involves honest and open communication. Use the seller’s answers to some of the questions you touched on before to guide this part of the conversation during the presentation, such as:
- When do you need to move by?
- Why are you moving?
- Is getting a reasonable price or timing more critical for you?
- What will you do if your home doesn’t sell?
10. Closing & SOLD
Keep this part brief since you discussed the sales process steps earlier. However, if you have first-time homesellers or homesellers who want to know all the details, you should review additional questions they may have about the final stages of the process that might impact the sale, including the following:
- Contingencies
- Walk-through

After answering any questions they may have, make sure to conclude this section of the presentation by leaving them with a positive note. Make it clear that, although the sales process can occasionally be long and stressful, you will make every effort to make it seamless.
11. Schedule Next Steps
Ideally, the sellers will be prepared to hire you at this point and have faith in your ability to represent their property. However, you might not be the only candidate they are considering for the agent position. Scheduling one or more subsequent actions is a fantastic way to carry the conversation forward from this point.
Set a time to see the property and review the suggested listing price if you still need to finish the comprehensive CMA report. To beat the competition, schedule it as soon as possible after the meeting. Assign them a deadline by which they should be prepared to conduct home staging or video and photography shooting. By continuing the conversation, you establish yourself as their exclusive listing agent.
Additional Tips for a Successful Listing Presentation
The content in your slides will be based on your experience, the market, and your client, but your approach can make all the difference in the world. Here are a few more tips on how to make your pitch:
Guide the Conversation
In any presentation, you may have people interrupting or trying to take over the conversation. It’s vital for you, as the professional, to be the one guiding where the conversation goes. To do this, you can employ the following tactics:
- Be kind but assertive.
- Don’t overfill your slides with detailed text or pictures; keep focusing on your narrative with the slides as a supportive backdrop.
- Keep consistent eye contact throughout the presentation.
- Be passionate and enthusiastic about the content.
- Anticipate questions before presenting.
- Pay attention to the reactions of your audience.
- Use questions to bring the seller back on track.
Allow questions, but don’t stray far from the current point of your presentation. Staying in control of the presentation will keep your clients interested and also keep a focus on the topic at hand—which is how you are the best person to be selling their home.
Show That You Are Focused on Their Needs
You will have time and space to highlight your skills and abilities in your listing presentation. However, no matter how fantastic your reputation is, clients focus on how those things meet their needs.
For example, talk about why you got the award and what it means for your potential client instead of focusing on getting a recent award. Always remember that your focus should remain on the seller, their home, and how you can best meet their needs.
Plan for Flexibility
Every homeowner is different, and you must tailor your slides accordingly. As you make your presentation, be flexible enough to either go into more detail when warranted or skip certain sections. For example, if your homeowner is tech-savvy, gauge their reaction when you start talking about websites and landing pages to see if they want to dive deep into it or skip over it.
If you end up glossing over sections of your presentation, remind them that you will leave more details with them and that you will be available for questions if they get curious later. Often, when there are elements people do not understand, they might ask a friend or family member to review what you’ve said and give their opinion.
Give a VIP Treatment to All Your Clients
Regardless of how much a home is worth, money is money—so treat your clients like they’re all VIPs so you can continue getting business. Bring lunch to your listing presentation or buy them dinner while you review the CMA report.
Breaking bread is something friends do, which can make people feel appreciated and more open to conversation. Footing the bill can also create feelings of reciprocity, making it more likely that a client will choose you vs a competitor who didn’t make this personal investment. This gives you a chance to win your clients over through real estate and a personal connection.
Keep in mind that it’s essential to avoid judging a book by its cover because you never know when a $100,000 seller has a family member or friend who wants to sell a $1 million home and will refer your services to them. By holding all clients at a VIP status, you will be giving yourself more opportunities to generate leads to build your real estate business.

AnyPromo branded gifts (Source: AnyPromo )
You can even give small branded gifts to your clients as a token of appreciation for the opportunity to present. They can be anything from a backpack to an Apple AirPods, as long as your real estate logo can be added. You can use AnyPromo to create customized, brandable gifts. You can also have your business logo printed on the gift to remind your client of your premium service.
Visit AnyPromo
Practice Makes Perfect
The old adage “practice makes perfect” is valid when conducting presentations, as you can’t jump in front of sellers expecting them to give you business without knowing your stuff. Role-playing with a co-worker or family member is a great way to bring your listing presentation off your laptop and into reality. You may be surprised that lines that sounded great in your head fall flat with other people.

Practicing your listing presentation before meeting your client
Consider videotaping yourself and watching to see your facial expressions, where you stumble, or where you are doing your best work. We tend to be our harshest critics, and you can use that criticism to make constructive changes to your presentation.
Use Emotion First, Logic Second
While reason tells us to stick to the facts, remember that selling a home is often a very personal and emotional decision, so it doesn’t hurt to let emotion take the reins during your presentation. Ask the client why they are selling their home and be sensitive to that information.
It may be for a happy reason, like having a baby, buying a vacation home, or making a life change. But, it could be for something sad or bittersweet, like a family death, job loss, or moving on from the home they grew up in. Even though this is a financial transaction at the core, being relatable and considerate of a client’s emotional reasoning for selling will get you further than always being a stickler for the facts.
Always Be Yourself
All types of real estate agent personalities exist, so be true to yourself as you make your presentation and beyond. If you’re bubbly, be bubbly. If you’re shy, be shy. If you’re funny, be funny.
If you try to be someone else, your clients will see you as disingenuous and question your trustworthiness. Although your personality matters, being confident, clear, and informative during your presentation illustrates your abilities and value as a successful real estate professional , which will be the reason you ultimately win clients.
If you need help getting listing opportunities to use these skills and your listing presentation template, check out the article 9 Strategies to Get More Real Estate Listings .
About the Author

Find Jealie On LinkedIn
Jealie Dacanay
Jealie is a highly creative individual who loves reading. She has always seen writing as an opportunity to apply her knowledge and express her ideas. Over the years and through her internship at a real estate developer in the Philippines, Camella, she developed and discovered essential skills for producing high-quality online content.
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Real Estate Listing Presentation Checklist (+ Free Template)
Real estate agents, consultants, and realtors are constantly looking for the best real estate listing presentation and new tools to create documents. We know that a major part of their job is to create listings, make an offer, and send their customers those offers as documents.
December 1, 2022

What's Inside?
If life was only about showing houses, everyone could have done it.
One of the things people don’t know about the real estate industry is that half of the job is creating, handling, and following up on legal and financial documents. Also, not every potential buyer is ready after seeing a house. It’s a fact that even after 1-year people might come to their realtor for the property and close up the deal for good. When it comes to conversion, realtors know the struggle, and they sure know how to be patient. But how does a realtor enhance their sales funnel? With follow-ups and preferably the best real estate listing presentation. Here goes the real estate listing presentation checklist.
What does a real estate agent do and what does it have to do with documents?
A real estate agent is a professional who works for a real estate agency or broker. They are responsible for guiding prospective buyers in every phase of owning a property. Real estate agents work for both the buyer and seller. They are responsible for a lot of things that are not shown in real estate shows.

Use This Template
Some of the things they do are:
- Answer phones and mails
- Follow up after seeing or contacting a prospect
- Schedule appointments and open house or private showings
- Updating listings frequently
- Create a draft and final documents
- Real estate market analysis
- Competitive analysis
- Search for listings and new properties
- Creating promotional material
- Distributing promotional material
- Drafting and running advertisements
- Building a website and creating content that will attract prospects
Step-by-Step Instructions To Your Next Listing Presentation
When you're presenting a listing to potential buyers, there's nothing worse than getting caught unprepared. You want to be on top of your game and have everything planned out so that the presentation goes as smoothly as possible. Here are some easy steps for preparing an effective listing presentation!
Find a Good & Preferably Free Real Estate Listing Presentation
As it is listed above there are a lot of things they have to do other than showing houses. They have to build a lot of soft skills as well as technical skills like using computers and different content creation platforms. However, in recent years a lot of content creation companies started realizing how big and loyal customer segment real estate agents are. Also, the technology companies started creating templates, pricing plans, and special services for real estate agents.
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Start Writing An Outline Script and Sales Flow
You've done it. You found the house of your client's dreams and you're ready to make an offer on it, but before you do, take a step back and start writing out a sales flow for the listing. This will help you remember all of the things that need to be taken care of so that when push comes to shove-you can present a well thought out proposal quickly and efficiently. It'll also help keep your buyer from getting cold feet! Who knows? Putting in some extra legwork now might just land you an excited customer who's more than willing to close fast!
Brief Bio & Introduction of Your Career Skills
You might want to have a structured bio to be used later. So make sure to work on this. Remember that the best real estate listing presentations are from the best presenters! Here are some examples:
I'm a realtor who has been in the industry for quite some time. I have had my fair share of successes and failures, but what makes me different from other agents is that I am an expert negotiator. If you're looking to buy or sell a home then I will be able to help you through the process with ease.
Here are just a few of my skills:
-I am certified as a California Real Estate Agent by the state department of consumer affairs;
-I specialize in negotiating contracts;
-I also assist sellers and buyers during showings; and more!
-I've handled all types of transactions, from FHA to luxury homes.
Introduce the Power of Your Brand
Realtors are often the first point of contact for buyers and sellers. They provide information on homes that are available in the market, negotiate the terms of purchase or sale, and help people make decisions about their family's future by providing options. But you are also the person who represents the brand.

So make sure to leverage from the power of your brokerage, but do you know how to pitch it? The key is in thinking about what makes you unique! Maybe you want to talk about the size and scope of your office. Or maybe you want to highlight your connections with potential clients. Go ahead, be creative! You'll see that once people start reading this blog post they won't be able to put it down.
Research and Summarize the Local Market Properties
If you're a realtor and your client asks you what the state of the market is, it's important to be prepared with as much information as possible. It's also helpful if you can give them actual data from reliable sources, not just your opinion or what another agent told you. Remember the best real estate listing presentations offers as much data as possible, in the most easy-to-understand way!
Describe The Sales Process As Easy As Possible
The sales process can be a confusing and difficult thing for clients, but it's your job to make the process as easy as possible.
-First, you need to find out what a home is worth in today's market. This is accomplished by looking at recent sales of comparable homes in your area and taking into account any upgrades or renovations you've made since the last time it sold. Make sure to show them the way so that they don't think that this is so much of a complicated job, but a time-consuming process. It's the reason you and your expertise come in the way.
-You will also need some information about how much money they owe on the property, as well as their mortgage company details if available.
- Next, you'll put together an initial list of interested buyers who match most of the criteria from step one including price range, needs for financing, size requirements, etc.
-Finally explain and hand them a list of paperwork so that they don't get overwhelmed by the amount of work.
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Work on Your Pricing Strategy Wisely
Realtors need to set a price point that is competitive and fair. To do this, you need to be knowledgeable about the market and understand your customer base. It's also helpful to know how much profit you want from each transaction, as well as what other costs there are associated with closing a deal. Many factors can affect your pricing strategy; you must research them before making any decisions.
Here are a few tips to get you started:
1) Research the latest market trends and average prices for homes in your area;
2) Prepare a list of comparable properties that have sold or are currently on the market;
3) Consider what price range will offer buyers an incentive to contact you first.

Gather Marketing Content
One of the most important aspects of marketing your property is making sure you have all the necessary information for your listing. Remember that great photography and videography pieces can make the best real estate listing presentations. If your realtor agency has a marketing brand in hand, you are one of the lucky ones. Just ask for photographs, videos, and color palettes that will match the branding!
Show Trusted Buyers
The average person will have three homes in their lifetime. The first home is usually a starter one, it's small and has few luxuries. The second house is a family-friendly house with lots of space for everyone to run around in. Then there's the third place, the retirement home where you can get everything your heart desires because who cares about money when you're retired? You know who your buyers are.

They're the people you work with day after day, and they trust you to help them find their forever home. And your buyers want to buy from a real estate agent they can trust. But there's one thing that you need to do first: show them that you're trustworthy too! Remember that almost all real estate listing presentation examples have testimonials, so don't forget to accumulate for yourself.
Have A List of Comparable Industry Statistics
Did you know that the number of homes for sale in your area has a direct impact on how quickly and at what price they sell? This is because if there is very little inventory, buyers will be willing to pay more or move off their list. If there are many listings available, buyers can afford to be picky and wait until they find exactly what they want.
As a realtor, knowing this information will help you when working with clients so you can give them an accurate idea of how long it might take to sell their home and at what price - whether it's below market value or above the asking price!
Additional Tips for Real Estate Listing Professionals
Build an online presence to get more leads.
A common question is "How do you get chosen among the sea of other agents?" Well, there are many ways to do so, but the most important thing you should always remember is that to get results, you need to be consistent with your online presence. Your "Brand" needs consistency to rank highly on Google, and when it comes to purchasing something, people will want the product that they can purchase their favorite brand in one place. Also, establish a blog. The majority of people end up forgetting about your business, and this includes those who found you on Google search. For most small businesses, blogging is the best way to maintain an active online presence and build long-term relationships with followers and customers. A successful blog post will always improve your dog's SEO ranking - at least it couldn't hurt, right?
Track Your Online Appearance
The first thing to do is assess the volume of your online presence. The signal-to-noise ratio. This will tell you how difficult it would be for anyone sound or message in your life to reach an audience. If this is easy, even if only a few people are listening, they'll quickly drown out all other messages in your life. On the other hand, if there are no tweets that mention you by name then you have nothing to worry about in terms of being searchable in Google. The keyword here is "online." You can't go wrong with establishing a baseline for your social media presence right now because meaningful conversations happen when both speakers know someone else is listening.
Have Personal Statistics In-Hand
Some of the real estate listing presentation examples include personal statistics that are important for realtors. If you have no idea what to list our suggestions are as follows:
-The number of listings you have right now.
-# Days on market since the last sale.
-# of days on market so far this year.
-% Annual price change vs the average in your city, or state.
-Selling activity
- How many homes were sold in a given month last year?
-How does it compare to the current calendar month?

Practice Your Presentation Over and Over
-Practice in front of a mirror, videotaping the entire presentation with your phone
-Go through your slides-read them aloud-get used to hearing yourself speak when you are well prepared
-Spend time preparing your talk before you have to do it for an audience
-Rehearse potential questions that may come up -have people ask you these questions in different ways so that you will be able to navigate various types of responses appropriately
-Prepare captivating opening lines or routines upon starting or coming back from break
Ask Questions To Clients
You can ask questions like "What are your first thoughts on this home?" or "Which rooms will you probably be using the most?"
The best way to get information about a house is by talking to the people who live in it, and that includes the realtor. They're experts on what kinds of features may appeal to prospective buyers, so it's worth taking advantage of their expertise. A few pointed questions about their thoughts on specific features or potential issues with certain neighborhoods could help turn an interview into a lasting relationship.

Identify the Buyer's Motivation
Understanding how a buyer may be motivated to buy is incredibly important. Motivation can influence an individual's willingness to do their leg work when it comes to purchasing a property for instance. It can also affect the ability of the potential seller to negotiate with their client to create an appealing offer in response to competing offers. Some questions to start can be:
-Why are they moving and what is their timeline?
-What drew you to this home when you bought it?
Learn About The Local Community
The local community is very important. There are many factors to consider, but you should always do your due diligence first by getting familiar with the area/neighborhood of the property.
-Do you feel safe walking around at night?
-What safety precautions do you need to take daily?
-How will this neighborhood be impacted by future changes in legislation, technological advances, economic downturns or upturns, natural disasters, or other unforeseen events? These are just some of the questions that help determine if there's a good potential for return on investment.

Dress for Success Always
As a real estate agent, it's important to dress sharp to present yourself professionally. For men, make sure the clothes you wear are neat and presentable. This doesn't mean getting dressed in an expensive suit every day but make sure your clothes are clean, tailored, and well fitted. A sharp blazer will do in most cases.
For women, nobody wants to take their home buying experience seriously if you show up wearing sweats or jeans - or worse - sneakers! There is no hard and fast rule about what type of clothing you should wear but remember that not every day is Casual Friday at work so dress up for each client meeting (just like any other job). Keep the color palette simple. Here are some of the best examples for real estate listing presentations:
- Professional clothing is best, try wearing a dress or skirt with a blouse. Keep your heels minimal, no higher than three inches.
- Don't wear anything too tight around the waist and shoulders. A cropped top can be perfect if you're already close to a professional cut on the bottom half of your body.
-Try going for low heel pumps that are sleek but lightweight in color and texture while still being professional enough for any work setting. If you want some extra fashion aspect to this look, choose one fashionable accessory like an ankle bootie, pencil skirt, or colorful scarf to spice up the outfit without compromising professionalism completely. (If you think that's possible.)
Real Estate Listing Template Summary
Here you see one of the best real estate listing presentations we have that is customizable according to the branding in seconds. You can start creating your own best real estate listing presentation right away!

USE THIS TEMPLATE
This template includes a lot of important bullet points in almost every real estate document, especially promotional and informal documents should include. Let’s break these into different parts and summarize the real estate listing presentation outline used here separately.
#1 The real estate agent professional resume
One of the most important promotional items of a real estate agency is its team. How well they trained their agents, how experienced the team they have, and how supportive their agents can be. So it’s always very important to start any document with the best representation of the agency, the agent. The real estate agent itself is a thought leader which is working very closely with prospective buyers and influences them. That’s why a professional representation emphasizes their experience, especially in years, expertise in various fields, and bonus traits. Remember that buying, selling, or renting a property requires a lot of money. It is true that with that much money and investment in place people won’t take chances. That’s why every real estate agent should own a set of photo galleries with professional and good-looking outfits, an environment, and a decent look.
#2 Testimonials
While investing, people look for social proof. Social proofs to create trust. The most natural thing for a prospect is to look for your past successes, and they would want to hear it first hand. Most of the time if it’s not an international broker franchise, people find local real estate agents with testimonials in real life.

The navigation slide is one of the most important parts of an introductory document. Because a major part of the society generally doesn’t know a lot of things about finances and investment other than taxes. For this reason, people look for trust, and they look for an environment where they can feel safe and feel in control. Make sure to give them a clear route about what’s going to happen in every detail and simple way. People got scared if they can’t understand.

#4 Listings
Make sure to include at least 3 listings with different styles if this is the first interaction with the prospect ever. It’s always important to find their interest. If they are not into classical buildings, make sure to include a modern house, just not to lose their attention. In listing slides always make sure to include these three things:
- Condition and Size
#5 Interaction Items
It’s very old school to send prospects plain PDFs without placing actionable items. As humankind, we lost our long attention span and a long memory for new things a long time ago. Make sure to create an actionable slide where people take action and click on things so that they refocus on the content. Also, this rating feature is one of the most used slides among real estate agents. Their job includes understanding buyers and creating a list of properties for their interest.
#6 Property Prices
People hate risk and love opportunities. Always make sure to add infographics that are easy to understand and give signals that investing right now is logical. A simple infographic can show your potential buyers that in the next season prices will go up and that this is the right time to invest and make a profit.

#7 Open House Schedule
Some prospects can be shy and non-easy to communicate online. They want to see with their eyes, and they want to measure the value of the proposition. Generally, the ones who show up to open houses are the ones that are not easy to communicate with online. They just won’t answer their phones or emails, but they will show up on open houses. For this reason, it’s very important to include an open house schedule in every possible content you have. In this way, you can remind people that they can come and see for themselves.
#8 Private View Appointment
Appointment taking is a very important part of the process. A private view can mean a lot of things. Generally, highly interested buyers book a private viewing, and generally, these are the interactions that real estate agents shine with their persuasive skills. Having a contact form and this kind of technology in your document can build trust with your prospects.
#9 Contact Page
Finally, the last part should be a slide where all of the contact information of the real estate agent or agency is listed. Without that information, people cannot find ways to contact and move forward in the process.

How To Use Advanced Features of Decktopus for Listing Templates
Advanced features of Decktopus enable users to generally measure interactions and improve their documents according to their viewers. These features can be found in full in Business Plan.
Like in every professional business real estate industry is another industry where documents should feel professional. Agencies generally start with creating a brand kit including brand colors, brand theme, brand font, and a logo. For these reasons, a lot of agencies need to work with design agencies of even bigger teams to make every content consistent. Decktopus enabled the customization of the brand kit where you can pick the brand color palette, upload brand fonts, pick a brand theme. It also enabled adding logo as a footer and brand name as a footer note.
Forms are one of the most used features in the real estate industry since lead generation is very important. Sometimes only by a referral document, people can leave their contact information to get a detailed offer. This surely is quite valuable when closing a deal. By using the form, real estate agents can place contact forms, private listing appointment forms, rating forms, and many more engagement slides.

The analytics feature of Decktopus shows 3 things:
- The last time the document has been viewed
- The total number of views
- Which pages have been viewed
These three options can give you a lot of insight into your clients such as:
- Did they receive the document?
- Did they receive and see the document?
- Did they see the whole document?
Infographics
Infographics are a major part of real estate agent jobs. Because a lot of the time things can get very complex, and it can get hard to explain things in numbers. The best is to describe the things with infographics and make them easier to understand. Rather than spending hours on Excel tutorials and editing infographics with the same colors, use Decktopus charts and tables.
Case Study: How does Decktopus create a new business model for real estate agents?
One of the companies that focused on the real estate industry especially during COVID-19 is Decktopus. They saw a big problem with the industry: the need for content. It was not only creating content but there was also a huge problem with creating professional content. Since real estate agencies and brokers have to deal with a large amount of money, they have to create professional-looking and consistent-looking branded documents. Not only for social media but also promotional e-books, frequent market updates, proposals, special offers, quarterly summaries for their business professional customers. However, one of the major issues was to turn these drafts into professional, branded, easily duplicated, and optimizable content. In the real estate industry tools like PowerPoint and Prezi are old school because they cannot measure the interaction and performance of the documents.
Right at this point, Decktopus decided to step in and create a user-friendly and easy-to-use platform for business professionals like real estate agents to create stunning and branded real estate listing presentations. Share them via a link, look for engagement and build a strategy according to it.
"I didn't ask for feedback yet. But if I do, I assume the answer would be a big fat YES," said Kevin about his new documents created in Decktopus
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Best Real Estate Listing Presentation Examples of Decktopus
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4-Page Pre Listing Package Template That Will Pre-Sell You Before Your Listing Presentation
- October 3, 2019
A common refrain among veteran real estate agents is: “You aren’t selling properties- you are selling yourself.” To become the most successful agent you can be, it is important to remember to sell your personal brand to the client. This will help you gain their trust, which is essential if you are looking to obtain a listing, or get tapped to help someone in their home search. Many strategies and tools can help you pre-sell yourself, and your property, but few are more effective than our 4-page pre-listing package template.
What is a Pre-Listing Package for Agents
A pre-listing packet contains a wealth of valuable information relating to the sale of a given property. Agents present these packets to sellers to provide them with a better understanding of the home sale process. A pre-listing package is also a phenomenal way to show off your brand, and help familiarize prospective sales about how you do business.
You should deliver the packet to your client before the listing presentation to give the seller enough time to digest the information. Part of your job as an agent is to be a keen researcher, so why not show off those skills to potential clients? Giving them a pre-listing package will help answer many of their questions, while also highlighting some of the best features of the property.
What Should You Include in a Pre-Listing Package?
There are a few items that every quality pre-listing package contains. These include:
You want to start out your pre-listing package with a brief word about yourself and/or your company. This biographic information will help your clients get to know you as your person, as well as your history. Your biography should contain relevant professional information like education, specialty, and data pertaining to your successful transactions. It also helps if you add some humanizing touches like where you live, your hobbies, information about your family, etc.
Client Testimonials
The importance of client testimonials cannot be understated. People understand facts, figures, and your history- but a client testimonial can help prospects to feel you on a personal level, rather than just understand your history. If you do not already have a process for requesting testimonials, you should develop one to maximize the value from every past transaction.
Marketing Plan
This is the meat and potatoes of your pre-listing package. Your marketing plan should encompass all aspects of how you plan to get buyer’s eyes on the home. Your marketing plan should have information about the advertising channels you plan to use, internet ads, a website, mailers, etc. There should also be information relating to how long you think a sale might take, and how you determined your pricing relative to the local market.
Pre-filled Listing Agreement
Prior to meeting with the client, fill out a listing agreement, including the property address, your information and the seller’s information, and transaction related-details. The only thing you want to leave blank is the price, since you will need to work with the client to find their optimal selling price.
Prior Examples of Your Marketing Materials
Your pre-listing package should also include some examples of your best and most effective past marketing efforts. Including these items will give prospective buyers a feel for how you will market their property. It would help if you also walked the client through your previous marketing campaigns, so they understand how exactly you plan to market and sell their home.
How To Create A 4-Page Pre Listing Package Template Using Jigglar
Most of us do not have a keen eye for graphic design. This is a common impediment to creating real estate marketing materials. Hiring professional graphic designers is expensive, and finding the right fit for your company can be tough. Luckily, Jigglar offers a free pre listing package in the style of Keller Williams and other big-name firms. Here is a quick tutorial on how to create, save, and download your free pre listing package with Jigglar.
After logging into your Jigglar account head to the Get Listings category and search for “pre listing” to bring up the listing package template.
Once you have loaded the template you need to save it to “My Jiggles” in order to edit the listing to include your company information. This will bring you to the front page of the pre listing package. Fill out your information as well as the address of the property.

Then move to the about us section. Change the information on this form to reflect your company’s history. You can use the included text as a base and fill in the information that is relevant for your business.

The next page offers a list of common services offered by real estate agents and brokerages. You can edit these services to reflect what you bring to the table as an agent.

The last page contains your contact information and a page that lays out a final case for why the client should hire you. Feel free to use the included copy or insert your own words to sell yourself to your client to get that listing!

Once you have finished filling out the form click the “Save” button on the left side of the screen and click “Download Jiggle.” You will have the option of downloading the pre listing package in JPEG Format, Home Office PDF (for printing off on your office printer), or Professional Printer/Commercial Use PDF (for sending to a commercial printing company).
And voila! With a bit of time and effort you have created a personalized pre listing package that can help you connect with clients and give them a reason to allow you to list their property.
Don’t have a Jigglar account yet and want a pre-listing presentation like the one in this tutorial? Claim your free trial of Jigglar today .
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The Ultimate Pre-Listing Package Template for Real Estate Agents
A pre-listing package is one of the most important marketing materials in a real estate agent’s portfolio. It can help you pre-sell your services before you actually meet clients and give them helpful insights into what you can do to help them reach their goal.
If you don’t have a pre-listing package yet, we’re here to help: we’ll provide you with all the information you need to create the ultimate presentation and a free template that’s proven to help you close more deals.

What Is a Pre-Listing Package
But first, let’s see what a pre-listing package is and how it can provide value for both you as a real estate agent and your customers.
A real estate pre-listing package is a marketing material you share with your prospective customer to provide information about the process of selling a property and convince them to work with you. You should deliver this package before the actual listing consultation to provide some context and show your prospect how you work and what they will get.
This package should be informative, concise, and persuasive to help you sell your services in a professional manner.
What Should a Pre-Listing Package Include
Here are the main elements of a pre-listing package for real estate experts. You can adapt them as you see fit to ensure they provide the most valuable information to your customers.
Even if you use a template, the best approach is to personalize your pre-listing package for every client. Make sure all the information you provide is relevant and unique to ensure your customer you’ve done your research and you’re the best choice for their needs.
Your Biography
The first thing you need to do in your pre-listing package is to introduce yourself or your team to your customers. Include relevant information about your real estate agent career, abilities, and qualifications. And don’t forget to add a human touch as well.
Make sure your biography is not just a sum of your realizations but rather a story your customers can relate to. Feel free to sprinkle some details regarding your family, your passions, and your personality.

Client Testimonials
Client testimonials are among the most valuable assets in a real estate agent’s portfolio, so make sure you include them in your pre-listing package.
Your customers need to know how you’ve gained experience and they would love to hear it from the clients you’ve had in the past. This will help you establish trust and build a lasting business relationship.

Your Marketing Plan
Your clients need to know that you’ve got a marketing plan that works for them; otherwise, they might as well sell their home without your help.
That’s why including a marketing plan in your real estate listing package is a must. Make sure you add as many details as possible and personalize your project with custom details about their home.

Examples of Your Most Effective Marketing Materials
Feel free to include any examples of your past marketing materials, as they will help the client get a clear idea of how you work and what you can do for them.
You can include any successful materials you used in the past, such as just sold flyers , just listed flyers , and even real estate Facebook post examples .

Market Statistics
Most customers might have little knowledge of how the market works, what are the real estate prices in their area, and how to find this information, so providing more information on where the real estate market stands at this point is a must.
As a real estate professional, you must assure them that you’ve got all the data and knowledge to sell their home fast, at the best price.
Make sure you choose the most relevant information for your customer but don’t add too many numbers, which might confuse them. Use icons, charts, and graphics to provide some context for the data and make it easy to read and meaningful for your customer.

What Differentiates You From Other Real Estate Agents?
At this time, your customer probably received offers and pre-listing packages from your competition as well. Think about what can differentiate you from your competitors and how you can convince your prospects to work with you. In short, why should they choose you?
Sharing a success story similar to your customers can help them visualize how you could do the same thing for them.
Pre-Listing Agreement
You can save time for both you and your client if you fill out a listing agreement and share it within your pre-listing package.
You can pre-fill all the information you already have and leave the price section blank as you might need to consult with the client first.
Our Free Pre-Listing Package Template
If you already have a pre-listing package template but you’re not getting the results you want, it’s time to level up your game. If you don’t have a pre-listing package template yet, but it’s been on your to-do list for a long time, there’s no better time than now.
Our pre-listing package template is proven to bring results and now you can use it for free. All you have to do is click on the image below and follow our step-by-step guide below to get started.

How to Create Your Own Pre-Listing Package
Here’s a step-by-step guide on using our pre-listing package template to get the best results and wow your customers. It’s easy, and you don’t need any design skills to get started!
- Once you click on the template, you will be prompted to create an account on Xara Cloud if you don’t already have one.
- Edit the pre-listing package template as you see fit. You can change the images, fonts, and colors to match your brand style guide.
- Once you are happy with your work, save your design.
- Download your brand new pre-listing package in the desired format.
- Print your marketing material.

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The perfect pre-listing packet for real estate agents -- are you using it?

Reposted with permission from Matt Bonelli .
A pre-listing packet is a packet of valuable information that includes everything a seller needs to know about the process of selling their property and what it will be like to work with you and your company.
This should be delivered prior to your listing consultation so that the seller has time to review the information. You do your research on the seller and their property prior to meeting — so why not help the seller out with some research on you?
If you want a chance to win a listing at the end of your consultation without the seller taking time to “think about it,” you must use a pre-listing packet and deliver it in advance of your meeting.
Here are a few things that you should include in your perfect pre-listing packet:
- Your biography
- Testimonials from your clients
- Information about your brokerage
- A complete marketing plan
- Affiliations and distribution channels
- Examples of your digital and print marketing materials
- Market statistics
- A list of questions every seller should ask their Realtor
- Introduction to any additional services (i.e. transaction management, title, escrow, etc.)
- A filled out listing agreement (except for price)
- Homework for the sellers (property disclosure forms, etc.)
- Anything else that can differentiate you and help the seller get ready to market their property
- Customize this packet for each seller that you meet with. This is a great way to demonstrate the value of working with a proactive real estate advisor.
The pre-listing packet also helps you conduct a bit of due diligence on the seller.
If you go through the trouble to prepare a customized packet of information for them and they don’t read it, what does that mean?
If you are not yet using a pre-listing packet, it is time to start! If you currently use a pre-listing packet, do you have any success stories to share? If so, comment below or shoot me a message.
Matt Bonelli is a manager and broker associate for Turpin Realtors’ Chatham office in Chatham, New Jersey. You can follow him on Twitter or learn more about him on LinkedIn .

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10 Essentials to Include in a Powerful Pre-Listing Package
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Winning the listing is crucial to your success as a real estate agent and a lot of that comes down to your pre-listing package. Create a pre-listing package that blows your competition away by focusing on some extra attention to detail. Here’s how to structure a pre-listing package that can help you score more business.
What is a pre-listing package?
A good way to think about a pre-listing package is a beefed-up resume. It is home to all of the information a seller will need to know about both you as a real estate professional and the selling process itself. From testimonials to graphics with pertinent information, to data on the local market, a pre-listing package should be both visually appealing and informative. Pre-listing packages are a valuable chance to impress a client, so presenting one that is well put together can be crucial to land business.
10 Elements your pre-listing package should have
Pre-listing packages are different from agent to agent, but providing a variety of topics is always a great idea. Try to include what would you want to know before entering a real estate contract.
Here is an overview of what you can include in your pre-listing packet:
- Local market statistics
- Examples of past experience
- Step-by-step guide
- Professional portrait
- Your personal marketing strategy
- Visuals and infographics
- Contact information
- Professional presentation
When putting together your pre-listing package, it’s better to be proactive rather than reactive. Include pictures, information and details that are relevant to your prospective client, and don’t shy away from adding personal touches.
1. About us
Ease your potential clients into the packet with a brief introduction. You can mention your brokerage, experience in real estate, personal values and mission statement in this section. Keep it professional, but feel free to add some personal information so that it has a relatable and warm tone.
FREE Guide : Learn how to earn more with our free Real Estate Agent Income Guide.
2. Statistics about the local market
Including statistics about the local market shows initiative and professionalism in a pre-listing packet. In addition to educating sellers about the climate of their local market, you’ll win their trust by backing your opinions with data. There are many sources online that provide local real estate statistics. A trustworthy option is Movoto , which divides states into cities and gives an overview of the market, plus the ability to compare to nearby markets. Trulia is often used to advertise local listings, but also offers a “Local Info” tab, which provides valuable data like local market overviews and trends. For luxury real estate data, you can get updated statistics from the Institute of Luxury Home Marketing .
3. Examples of your experience
Bring in the testimonials! In outlining your past experience within real estate, including a few key quotes from past clients among your accomplishments, can help drive the point home. When summarizing your experience, try using positively charged action words for the best result. Here are some examples:
- Contributed to over 10 successful residential sales last year
- Enhanced the selling process for our community for over 10 years
- Organized the restoration and sale of a local historical landmark
This is the time to flaunt your accomplishments, so don’t be afraid to confidently state what your experience can offer clients.
4. Step-by-step guide of the process they can expect
Clients want their real estate agent to be experienced and in-the-know, but they usually want to understand the steps of the process as well. The nitty-gritty details of selling a home can be discussed in person, but including a concise guide of the process gives clients confidence in the process and peace of mind. A visually pleasing guide can be created using a service like infogram or Canva , both of which offer templates to make infographics as well as other marketing materials. We’ll get into infographics in detail later on.
5. Your personal marketing strategy
As clients schedule consultations, they are looking for what sets different agents apart from the rest. Be sure to outline your personal marketing strategy, and what you offer creatively to get the job done. This section can include past work as an example of your approach to real estate, and could also include a mission statement. Need help writing one? This article can help.
6. Professional portrait
According to a study done by Georgia Tech , people are 38% more likely to “like” a photo on Instagram if the visual includes a face. The same idea applies to your professional photos, so be sure to get shots that primarily focus on your face. Investing in a professional portrait is key, as clients can tell whether you had a friend take your photo or took the time to get it done properly. This decision reflects how seriously you take your business, so look for local photographers who specialize in professional portraits. Sessions usually range from $50 to $300.
Anticipate the questions your clients could have after your meeting, and write them as a sample Q&A in your pre-listing packet. This shows that you’ve thought ahead, and that you understand what it’s like to go through the process for the first time. Sample questions include:
How long should I expect the selling process to take?
Are there unexpected costs to selling a property?
I still owe money on my property, is that a problem?
What kind of repairs do you suggest before selling my property?
8. Visuals and infographics
Did you know that 90% of information sent to the brain is visual ? Keep this in mind when putting together your pre-listing package, as large blocks of text often aren’t effective when it comes to communicating information. Use pictures instead of text when possible, and use sites like Piktochart and Venngage to make simple infographics.
9. Contact info
This section should be prominent in your packet, because it is arguably the most important part. Include the best phone number to reach you, your professional email address, office address and hours and any company-related social media pages. If you have a Linkedin, this would be a great place to include it. Choose a simple font to avoid potential confusion, and be sure all of the information lists your professional contact listings rather than personal.
10. Professional presentation
Your pre-listing package is a reflection of you. If you walk into a consultation with a stapled stack of papers, it could signal to your potential clients that you didn’t put effort into the presentation. Here are some places to get your pre-listing package professionally printed and bound in color.
- Office Depot
- Print Ninja
Win the listing
Now that you know what to include in your pre-listing package, it’s time to put it together! Have fun with the process, and remember to make it as unique as possible. Now you can confidently walk into your next consultation with a personalized pre-listing package and win the business you deserve.
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Get 11 steps to a successful real estate listing presentation & use our free downloadable listing presentation template to win more clients.
Real Estate's Ultimate Pre-Listing Kit. Customize from this template and WIN more listings!
Real estate agents, consultants, and realtors are constantly looking for the best real estate listing presentation and new tools to create documents.
We have a 4-page pre-listing kit template that you can deploy today. ... A common refrain among veteran real estate agents is: “You aren't
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