CANADIAN REALTOR TOOLKIT / Excel & Word files for Google Sheets & Docs
Annual Home Equity Review Kit
Turn a past-client check-in into a useful home conversation. Bring your own market evidence and current balances, work through an estimated equity range, and share a clear homeowner report with an agreed next step.
Digital download through Etsy. Prices are in CAD. See the listing for current offers, included files and order support.
At a glance
- Software
- Free Google Sheets & Google Docs; Excel & Word also supported
- Files
- XLSX workbook, two DOCX templates, setup and licence information
- Licence
- Single agent, for your own client work
- Workflow
- Manual entry and checked copy into the separate report
SEE THE TOOL IN USE
Real files. Fictional example.
These previews show sample figures and records. Buyer files start without demo client data. Open a preview for a closer look.
01 / WHAT YOU GET
A useful tool.
A clear place to start.
- Three-tab workbook: Equity Review, Market Evidence and Follow Up
- Editable three-page homeowner report in Word, also usable in Google Docs
- Agent guide with five message starters, plus setup and single-agent licence information
- Market Evidence space for up to six comparable sales and Follow Up space for 100 records
- Eight next-action choices, including No follow-up requested
02 / IN YOUR WORKING WEEK
Put it to work.
- Make a working copy in Google Sheets and Google Docs, or use Excel and Word. Buyer files start without fictional client records.
- Enter your own market value range, evidence and current secured-debt balances. Add estimated selling costs only when a sale scenario is useful.
- Check the figures and manually copy the results into the separate homeowner report. Personalize it for the client.
- Record the next action and timing you agreed together. Respect a request for no further follow-up.
03 / BEFORE YOU BUY
Your questions, answered.
Do I need paid software?
No. The XLSX workbook and DOCX templates work in free Google Sheets and Google Docs. Excel and Word are also options. No macros or VBA are used.
Does it calculate a home’s market value?
No. You enter a supported market value range and your own comparable-sale evidence. The kit organises the review; it does not provide an appraisal or automatic valuation.
Is home equity the same as sale proceeds?
No. Equity is the entered home value less entered secured debt. The optional proceeds scenario also deducts your entered selling costs. It excludes income or capital gains tax, moving costs and the next purchase.
Are the examples included in my working files?
The website previews use fictional figures. The buyer files start without fictional client records; you enter your own information.
Can I share it with my whole office?
The included licence is for one agent. Use it for your own client work; do not redistribute or resell the editable files.
Purchase, download and support details
Purchase and download through Etsy. No physical item is shipped. Check the listing for current pricing, licence and setup instructions. Contact the shop through Etsy for order support and review the listing’s digital-download policies before purchasing.
Ready to take a closer look?
See the full listing, previews and download details on Etsy.
ALSO IN THE TOOLKIT
