By Joe Stephenson, REALTOR® | Updated: November 2025
Quick Answer: What is this?
This is a free, editable pre-listing packet template for real estate agents. It’s a complete listing appointment preparation guide designed to help you build trust, showcase your marketing strategy, and win more listings. Download the PDF, Word Doc, or Google Docs version to create a professional real estate listing presentation pdf instantly.
Real Estate Listing Packet Example & Download
Win your next listing appointment. Get this customizable and editable listing packet for realtors in your preferred format.
“I walked into our meeting with two other agents, but after Joe pulled up the ‘Marketing Plan’ slide, I didn’t need a second opinion. Our net came in 5% above target, all within 30 days.”
– Alex R., Investor and Repeat Client
Why a Pre-Listing Packet Matters (And How to Win a Real Estate Listing)
When you walk into a listing appointment as a real estate agent armed with a polished real estate agent listing packet, you instantly set yourself apart. Top agents featured on Zillow and Redfin’s blogs agree: a pre-listing packet is non-negotiable. This template aligns with the National Association of REALTORS®’ recommended seller presentation process. It builds confidence, minimizes confusion, and propels you straight into a successful listing presentation.
- You become a strategic partner, not just another agent tossing around “best price” estimates.
- You cut down on questions by mapping out every step of the whole process in one professional PDF.
- You showcase valuable data, testimonials, and professional photography, complete with drone shots and virtual tours.
- You shorten the approval cycle, helping clients get contracts signed faster because you’ve already educated them.
What to Include in Your Pre-Listing Packet
Every winning seller packet real estate template needs these nine concise sections. These are the essential pre listing documents for sellers that win listings.
1. Welcome Letter & Introduction
A brief introduction with a warm tone and a personal mission statement. Include your professional email address. This is also a good place to link to your Seller Questionnaire Template to gather initial information.
2. CMA & Local Market Analysis
Include a side-by-side table of comparable addresses, sold prices, and days on market. This pre listing packet with CMA example shows sellers how your pricing strategy will position them for the best price, based on a Comparative Market Analysis.
3. Net Proceeds Estimate
Show a simple table with conservative, target, and aggressive price points. Line items should include agent fees, closing costs, and estimated net profit.
4. Marketing Strategy Overview
Detail your real estate marketing plan for sellers: professional photos, virtual tours, digital syndication on the MLS (Multiple Listing Service), Zillow, and targeted social campaigns. This is the core of your listing presentation template.
5. Home Preparation & Staging Tips
Provide a one-page real estate pre-listing checklist: declutter, minor repairs, and curb appeal. Link to a more detailed Pre-Listing Home Inspection Checklist for proactive sellers.
6. Pricing Strategy & Timeline
Show a graphic timeline from Day 1 (sign contract) to Day 60 (close). Explain your pricing approaches (aggressive, market-match, premium) with the trade-offs for each.
7. Communication Plan
Set expectations. Example: “Weekly email digest every Monday. Showing feedback within 2 hours via text. Advance notice before any negotiation call.”
8. The Full Process
Showcase your entire workflow. Include your Real Estate Listing Checklist Template to show how you manage tasks, and the Real Estate Closing Checklist Template to show them the final steps.
9. Next Steps & Signature
A clear to-do list: sign listing agreement, complete disclosures, book photography, confirm go-live date. Include signature lines and your calendar link for the next consultation.
Who Should Use This Listing Presentation Template?
- New agents needing a fast, professional pre-listing package for new agents.
- Top producers scaling their listing presentation template for real estate agents.
- Real estate teams building a shared real estate seller presentation template for brand unity.
- Brokerages training new hires on a proven, professional workflow. For more on this, see our Real Estate Policy & Procedures Manual Template.
Why Use a Pre-Listing Packet?
Watch this quick video to see how a pre-listing packet builds seller confidence and sets you apart from the competition before you even walk in the door.
“If you don’t know what a pre-listing packet is, it’s a packet of valuable information that you share with a potential seller before you meet to conduct a listing consultation… it details exactly how you’re going to help them sell their home.”
Video Transcript
0:00 are you using one of these do you even 0:02 have one of 0:04 [Music] 0:12 these happy listing day once again I’m 0:15 mapelli thanks for watching this is a 0:18 pre-listing packet and if you’re not 0:20 using one you should be so what does 0:22 your perfect pre-listing packet look 0:25 like if you don’t know what a 0:26 pre-listing packet is it’s a packet of 0:28 valuable information that you share with 0:30 a potential seller before you meet to 0:32 conduct a listing consultation if you’re 0:34 conducting a one-step process you want 0:36 to deliver this packet ahead of your 0:38 scheduled meeting if you are conducting 0:39 a two-step process you can either 0:41 deliver the packet ahead of time or you 0:43 can bring it with you when you preview 0:44 the home to clarify real quick a 0:47 one-step process is when you preview the 0:48 home explain your value proposition and 0:51 have your discussion about pricing 0:52 analysis all in one visit a two-step 0:55 process splits that into two 0:57 appointments the first one being when 0:58 you preview the home and the second when 1:00 you discuss your pricing analysis okay 1:03 so what’s the point of a pre-listing 1:05 packet you like to do research before 1:07 you buy a product or service right so 1:09 why not help out your future clients and 1:12 provide that research for them you want 1:14 to provide them with everything that 1:15 they need to understand the home selling 1:17 process and what it will be like to work 1:19 with you here are some things that you 1:21 should include in your perfect 1:23 pre-listing packet your biography of 1:25 course testimonials from your clients 1:27 information about your brokerage your 1:30 complete marketing plan and this is very 1:32 important because it details exactly how 1:34 you’re going to help them sell their 1:36 home your affiliations and distributions 1:38 identifying how you’re going to expose 1:40 their listing to the market examples of 1:43 your digital and your print marketing 1:44 materials Market statistics of course a 1:47 list of questions that they should be 1:49 asking their realtor an introduction to 1:51 any additional services like transaction 1:54 management and Title Services a listing 1:56 agreement completely filled out with the 1:58 exception of price home H workk for the 2:00 sellers including any type of property 2:02 disclosure forms and anything else that 2:05 you want to include that differentiates 2:06 you from the competition and helps the 2:08 seller get ready to Market their home a 2:10 quick side note here also make sure 2:12 you’re sharing any required state or 2:14 Association disclosures as appropriate 2:17 make sure you customize this packet for 2:19 each seller this is a great way to 2:21 demonstrate the value of working with a 2:23 proactive real estate advisor in 2:25 addition to exceeding expectations with 2:27 potential sellers before they even sign 2:29 a listing agreement the pre-listing 2:30 packet will allow you to do a little bit 2:32 of due diligence on the seller’s 2:34 motivation if you go through the trouble 2:36 of preparing and delivering this 2:38 information you’re hoping that the 2:39 sellers take the time to read it to 2:41 encourage them to do so before 2:43 delivering the packet tell them this I 2:45 have prepared and I’m going to deliver 2:47 to you prior to our meeting a packet of 2:49 information that has everything that you 2:50 need to know about the home selling 2:52 process and what it’s like to work with 2:54 me and my company now the seller knows 2:56 that this is important information so 2:58 when you meet with them you can ask did 3:00 you have the time to take a look at the 3:02 information that I prepared for you do 3:03 you have any questions the seller may or 3:06 may not have questions at this point as 3:07 they may want to have a continued 3:09 discussion first but if they didn’t take 3:11 the time to review that packet of 3:13 information and they don’t know anything 3:14 about you or your company they either 3:17 aren’t that motivated to list or they 3:19 just want to hear your number any type 3:21 of reaction from the seller regarding 3:22 your pre-listing packet should help you 3:24 adjust how you may or may not need to 3:26 guide this seller so if you’re not using 3:28 a pre-listing packet start using one if 3:31 your current pre-listing packet doesn’t 3:33 have some of the items we talked about 3:34 here add them in and if you already have 3:37 the perfect pre-listing packet that’s 3:39 awesome keep using it I would love to 3:41 hear from you all some success stories 3:43 or non-success stories that you may have 3:45 had with using a pre-listing packet I 3:47 would also be interested in hearing what 3:48 your favorite items to include or not 3:50 include in a pre-listing packet are and 3:52 why feel free to drop a comment on the 3:54 blog or the video or just send me a note 3:57 for now good luck with your listing 3:59 consult ations and we’ll see you again 4:01 soon have a great day
Frequently Asked Questions
What is a pre-listing packet?
A pre-listing packet is a professional package of information a real estate agent provides to a seller *before* the listing appointment. It includes the agent’s bio, marketing strategy, market analysis (CMA), and the selling process timeline. It’s designed to build trust and answer questions upfront as part of your how to prepare for a listing appointment strategy.
What is the ideal length for a real estate pre-listing packet template?
The ideal packet length is 8 to 12 pages. This is enough information to inform the seller and demonstrate your expertise, but not so much that it becomes overwhelming.
Should I send the packet before our meeting?
Yes. Sending the pre-listing packet PDF in an email 24-48 hours before your meeting is a best practice. It lets sellers preview your professional approach and primes them for a seamless, professional presentation, shortening the time to get a signed contract.
How do I create a seller listing packet?
The easiest way is to start with a template, like the free one on this page. Then, customize it with your branding, your personal bio, your specific marketing plan, and a custom CMA for the property. A good packet answers questions before they’re even asked.
What is a good pre listing presentation script?
A good script doesn’t just “present,” it tells a story. Start by confirming they received your packet. Then, instead of just reading from it, use it as a visual guide to walk them through the *value* you provide—focusing on your marketing plan, pricing strategy, and communication guarantee. Ask questions, don’t just talk.
Check Back for Updates & More Tools
I’m constantly updating this template with new case studies, marketing materials, and valuable information from past client successes. To be notified of future updates and get more customizable real estate listing tools, join the newsletter. You can also browse our full Free Real Estate Templates & Spreadsheets Library.
Join Our Real Estate Pro’s Network
Get exclusive access to more templates, like our Real Estate Policy & Procedures Manual Template, and tips to advance your career. Join our community of real estate professionals today.
Subscribe NowAbout the Author
Joseph E. Stephenson, REALTOR®
License #00054082 | Kansas & Missouri
Affiliated with Welch & Company (License #CO00000477)
Joseph E. Stephenson is a licensed real estate professional in Kansas and Missouri with a career built on dedication to integrity and client-focused service. To learn more about how Joseph can assist you in your real estate endeavors, visit his REALTOR® profile at realtor.com.
Verify Joe’s Real Estate License Credentials
Real Estate Agent License VerificationVerify Joe’s Business Credentials
Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.
Verify Business Credentials