CANADIAN REALTOR TOOLKIT / Six editable Canva planning pages
Move-Up Planning Kit
Help clients who need to sell one home and buy another make their next conversation more concrete. The Move-Up Planning Kit puts priorities, timing and questions on paper so you can work through the options together.
Digital product. Purchase and download through Etsy. Check the listing for current offers and delivery details.
01 / WHAT YOU GET
A useful tool.
A clear place to start.
- A moving-priorities page and a buy-first or sell-first discussion page
- A dates worksheet
- Mortgage questions and a backup-plan page
- A three-next-steps page to finish the conversation with a plan
02 / IN YOUR WORKING WEEK
Put it to work.
- Brand the pages in Canva and send the priorities page before your planning appointment.
- Work through buying and selling timing together, noting the questions that need a mortgage professional or lawyer or notary.
- Finish with three next steps, then share the completed planning pages so everyone has the same reference.
03 / BEFORE YOU BUY
Your questions, answered.
Does the kit tell every client to buy first or sell first?
No. It helps organise the options, dates and questions for the client's circumstances rather than prescribing one answer.
Can I put my own logo on it?
The designs include logo placeholders and editable business-contact details. Add your branding before exporting the pages.
Does it calculate or approve bridge financing?
It is a planning and conversation kit. Clients should confirm financing and contract details with their mortgage professional and lawyer or notary.
Ready to take a closer look?
See the full listing, previews and download details on Etsy.
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