For real estate agents · a closing gift
Closing Day Binder
A fillable PDF welcome guide for your buyers, with your name and contact details built in. Type them once on the cover: your name and phone repeat in the footer of every page.
- Fillable PDF
- US Letter
- One license per agent
- 1×type your details once
- 33fillable pages for your buyers
- ∞clients, with one license
- 0Canva or design work needed
What it does
A closing gift that stays in the kitchen drawer, with your name on every page.
Your buyers get the pages they need around closing day and for the first year in the house: the closing checklist, the move, the first 30 days, and a home binder with twelve monthly checklists.
Your name and phone sit in the footer of every page, and all your details appear again on the closing team page and on the back page, next to their home anniversary, referrals and your review link. There is no CellWorks branding on any client page.
How it works. Open the PDF in Adobe Acrobat Reader (free), Chrome or Edge, type your details on the cover once and save it as your master. For each client, save a copy and type their names, the address and the closing date. Then email the PDF, which your clients can type into too, or print it and put it in a ring binder.
What you get
What your clients get, in 33 pages.
- A note from you: a letter with their names, room for your personal note, and the contents
- Closing team and key dates: lender, title, inspector, insurance, servicer; first payment, property tax, renewals
- Closing day checklist: the week before, what to bring, the final walk-through and a wire-fraud warning
- Moving checklist, utilities set-up and change of address
- Their first 30 days: 17 jobs, each with the page where the answer goes
- Documents to keep: where each one is, and for how long
- The home binder: home profile, emergency shut-offs, contacts, the year at a glance and 12 monthly checklists with 100 maintenance jobs
- Records: appliances and warranties, repair log, home improvements, contractor quotes, yearly costs, paint and filters
- Stay in touch: your details again, their home anniversary, referrals and your review link
Your license
One agent, unlimited clients.
- One license for one real estate professional
- Give it to an unlimited number of your own clients, by email or in print
- Not for resale, and not for sharing the blank file with other agents or brokerages
- Teams: one license per agent
- Two PDF files: the fillable Closing Day Binder (US Letter, 33 pages) and the Agent Guide and License (2 pages)
Inside
Real pages from the binder.
Click any of them to see it larger. The names and details in the pictures are invented examples.
Questions
Worth knowing first.
Can I add my logo?
Your details are typed text, not a logo. If you need your logo on every page, a Canva template is a better fit.
Does it print on A4?
It is made for US Letter. On A4, choose “Fit” in the print dialog.
Can my clients fill it in?
Yes. They can type into the letter, the key dates and the anniversary page in Adobe Acrobat Reader or a desktop browser, or print it and write by hand.
Is anything shipped?
No. It is a digital download from Etsy. Download it from etsy.com in your web browser: the Etsy app does not open digital downloads.
Is it legal or financial advice?
No. It is general information for US homebuyers. Check it against your state’s practices and your brokerage’s rules for client materials.
Closing Day Binder for Realtors
Bought and downloaded on Etsy. One payment, instant download, and the files are yours to keep.