Forms, drafts, templates, tools, brand. The whole toolkit, one bookmark.
Internal requests up top. Client-facing forms by audience below.
Ready-to-send email templates. Click "Copy" and paste into Gmail.
Every branded template, one click from Flodesk.
| Template | Sending Details | Link |
|---|---|---|
| New Buyer · Next Steps | The first thing we send to a new buyer. Welcome, what to expect, and what they need to do next. | Open → |
| Pre-Home Tour Confirmation | Sent a few days before a scheduled home tour. Confirms the showing and tells the buyer what to expect during the tour. | Open → |
| Under Contract · New Construction | Sent to a buyer who just went under contract on a new construction home. Sets expectations for the build timeline and next steps. | Open → |
| Under Contract · Resale | Sent to a buyer who just went under contract on a resale home. Sets expectations for inspections, contingencies, and the path to close. | Open → |
| Next Steps · Day After Under Contract | Sent one day after going under contract. Walks the buyer through what happens this week and what they need to do. | Open → |
| Due Diligence · Ending Reminder | Sent the day before due diligence ends. Reminds the buyer of the deadline and any open items to address. | Open → |
| Last Steps · Two Weeks Out | Sent two weeks before closing. Final stretch checklist: utilities, walk-through, wire instructions, ID for closing. | Open → |
| Buyer · Post Close Workflow | Multi-step nurture sequence triggered after closing. Keeps past buyers engaged over time. | Open → |
| Template | Sending Details | Link |
|---|---|---|
| Thank You · Listing Appointment | Follow-up thank you after a listing appointment. | Open → |
| Calendar + Media Prep | Sent to seller with the upcoming calendar and what to prep ahead of photo day. Earlier-stage prep email. | Open → |
| Dates, Docs & Media Prep | Send once photography has been scheduled and we have all the dates locked in. Photo date, open house date, and launch date. | Open → |
| Media Review | Send after all media is completed, including print marketing. | Open → |
| Listing is LIVE | Send as soon as the listing goes live. Must include all of the links. | Open → |
| Listing · Weekly Update | Sent weekly to active-listing sellers. Includes performance stats and the neighborhood snapshot. Pull the snapshot from Claude Cowork on the laptop. | Open → |
| Offer Recap | Send every Monday. | Open → |
| Under Contract | Send as soon as the listing has opened escrow. | Open → |
| Last Steps | Send two weeks before closing. Can vary depending on whether it's a quick or long close. | Open → |
| Post Close Workflow | Send immediately after closing. All emails within the workflow must be correct and audited. | Open → |
| Template | Sending Details | Link |
|---|---|---|
| Birthday Email | Sent on a client's birthday. Personal warm note. | Open → |
| Template | Sending Details | Link |
|---|---|---|
| Agent Closing · Coffee Invite | Send 5:30 AM the day after closing. ONLY if we approve the agent. Not a default send. | Open → |
Every branded design ready to duplicate and customize.
| Template | When to Use | Link |
|---|---|---|
| Trusted Vendors List | Branded vendor list, lender, title, inspector, handyman, and other go-to recommendations. For any client. | Open in Canva → · download PDF |
| Utility Companies | Local utility setup guide, electric, gas, water, internet, trash. Send to any client setting up a new home. | Open in Canva → · download PDF |
| Template | When to Use | Link |
|---|---|---|
| Buyers Guide | Full buyer process walkthrough. Send the flipbook to new buyers or the PDF if they prefer downloads. | Open in Canva → · view flipbook · · download PDF |
| Home Tour Schedule | Pre-tour schedule for buyers, list of homes, times, addresses. Send before showing day. | Open in Canva → |
| Template | When to Use | Link |
|---|---|---|
| 4-Page Listing Brochure | Print brochure for listing appointments and open houses. Property details + photos. | Open in Canva → |
| Prep for Photos | Send to seller before listing photo day. Checklist of what to do/clear/stage. | Open in Canva → · download PDF |
| Help Find Your Neighbor | Postcard to the listing's neighborhood. "Know someone who'd love this home?" | Open in Canva → |
| Listing Guide | Step-by-step "From Listed to Sold" marketing plan for sellers. | Open in Canva → |
| Welcome Home Sheet | Property info handoff sheet given to sellers at closing, address, codes, key details. | Open in Canva → |
| Pre-Listing Checklist Trifold | Trifold brochure with prep checklist by room. Hand to sellers before listing. | Open in Canva → · download PDF |
| Print Marketing Template | Full marketing package layout: 4-page brochure, neighborhood flyer, mailer combo. | Open in Canva → |
| Listing Questions Template | Pre-listing questions to ask sellers at the appointment. Helps shape strategy. | Open in Canva → · download PDF |
| Upgrade List Brochure | Property upgrades + features brochure. Use for listings with notable improvements. | Open in Canva → |
| Template | When to Use | Link |
|---|---|---|
| "Home Sweet Home" Card | Closing day card for buyers. Goes in the Buyer Closing Box. | Open in Canva → |
| "Congratulations" Card | Closing day card for sellers. Goes in the Seller Closing Box. | Open in Canva → |
| "Happy Birthday" Card | Goes inside the Birthday Box for client birthdays. | Open in Canva → |
| "Welcome to the World, Baby!" Card | Goes inside the Baby Gift Box for new baby clients. | Open in Canva → |
| Porch Photos (Frame Insert) | Personalized closing day print. Goes in the gift card frame for most buyers. | Open in Canva → |
| Template | When to Use | Link |
|---|---|---|
| "The Essentials" Sticker | For the Essentials Bag (Buyer closing). Large 6x4 · Gloss · 50 sheet. | Open in Canva → |
| "Keys & Things" Sticker | For the Keys & Things box (Buyer closing). Small 2x2 · Gloss · 48 sheet. | Open in Canva → |
| "House Hunting Survival Kit" Sticker | For the House Hunting Bag. Large 4x6 · Gloss · 50 sheet. | Open in Canva → |
| "Pairs Well With Sold!" Sticker | For the Seller Closing Box. Large 4x4 · Gloss · 48 sheet. | Open in Canva → |
| Template | When to Use | Link |
|---|---|---|
| Community Guide (Vegas Overview) | Full Vegas relocation guide, the broad overview. The Heyzine flipbook is what you send to clients; the Canva file is for edits. | Open in Canva → · view flipbook · |
| Strip / Downtown | Area guide for buyers and relocation clients interested in the Strip and Downtown. | Open in Canva → |
| Henderson | Area guide for Henderson. Neighborhoods, schools, things to know. | Open in Canva → |
| North Las Vegas | Area guide for North Las Vegas. | Open in Canva → |
| Northwest | Area guide for the Northwest (Centennial Hills, Skye Canyon, Providence). | Open in Canva → |
| Summerlin | Area guide for Summerlin. | Open in Canva → |
| Southwest | Area guide for the Southwest. | Open in Canva → |
What's in every gift, what it looks like, where to reorder. So we never run out and they always look the same.
The full closing gift for the buyer. Dropped at the home or handed over at the closing table.
Handed over at the closing table or with the home delivery. The official key handoff with a touch of personality.
A celebration of the close for the seller. "Pairs well with sold!"
First-night essentials for the buyer. Dropped at the home on closing day so they don't have to think about a single thing their first night.
Handed to a buyer at the start of a showing day. Snacks, sips, and the things they didn't know they'd need.
Sent on client birthdays. Sweet treats, a poppable celebration, and a personal card.
Sent when a client (past or current) has a new baby. Handmade and a keepsake book.
Sent when someone refers a closed client. A thank you and a token of how much it matters. Send items and links when you have them.
The platforms we run on, all in one click.
Schedule & appointments
Files & client folders
Master contact sheet
Transaction pipeline
Email & newsletters
CRM · source of truth
Website admin
Graphics & templates
GLVAR · listings & search
Broker resources
Real Value Media · order photos
RESTLV · for sale & open house signs
Everything you need to keep our brand consistent. Click any color to copy the hex.
Display · headlines, branding
Body · paragraphs, captions