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New homeowner welcome kit

A co-branded realtor and insurance agent kit for new homeowners.

For real estate agents

One kit, two agents

A welcome folder with both of your names on it.

Your profile fills one column and your partner agent fills the other. Pick the pages, download the PDF, and hand new homeowners something they keep.

New homeowner welcome kit

Welcome home, Priya and Sam.

2418 Magnolia Lane, Sacramento, CA 95818
Your real estate agentYour nameYour brokerage
DRE #00000000
(000) 000-0000
you@brokerage.com
Emily Carter headshotYour insurance agentEmily CarterCarter & Lane Insurance
CA License #0H48213
(555) 555-0163
emily@carterlaneins.com
Brought to you by Your brokerage and Carter & Lane InsuranceMade with Prosperk
CoverBrand color, the homeowners’ names and both agents.
A note from us

Dear Priya and Sam,

Congratulations on your new home! We put this kit together to help you settle in: a maintenance calendar, a home inventory to keep your belongings documented, and the numbers you’ll want handy. We’re both a call away whenever you need us.

Your name
Your brokerage
DRE #00000000 · (000) 000-0000
Emily Carter
Carter & Lane Insurance
CA License #0H48213 · (555) 555-0163
Your name · Your brokerage · DRE #00000000
Emily Carter · Carter & Lane Insurance · CA License #0H48213
For educational purposes only; not a quote or coverage advice.
Equal Housing OpportunityCarrier ACarrier BCarrier CMade with Prosperk
Welcome letterYour note, signed by both of you.
Your first year

Home maintenance calendar

Spring · Mar–May
Service the air conditioner
Clean gutters and downspouts
Check sprinklers for leaks
Summer · Jun–Aug
Clear brush for fire safety
Clean the dryer vent
Inspect the roof for damage
Fall · Sep–Nov
Service the furnace
Test smoke and CO detectors
Clean gutters before the rain
Winter · Dec–Feb
Check for leaks after storms
Test the water heater relief valve
Replace HVAC filters
Your name · Your brokerage · DRE #00000000
Emily Carter · Carter & Lane Insurance · CA License #0H48213
For educational purposes only; not a quote or coverage advice.
Equal Housing OpportunityCarrier ACarrier BCarrier CMade with Prosperk
Maintenance calendarFour seasons of upkeep with checkboxes.
Free to use, no signup needed.

Two agents, one kit

Your details come from your Agent Profile. Add your partner agent below.

Your nameReal estate agent · Your brokerage
You

Insurance agent

Their headshot (optional)
Emily Carter headshot
Square works best.

5 of 5 sections plus the cover.

Letter PDF · 6 pagesCo-branded
Sample text
New homeowner welcome kit

Welcome home, Priya and Sam.

2418 Magnolia Lane, Sacramento, CA 95818
Your real estate agentYour nameYour brokerage
DRE #00000000
(000) 000-0000
you@brokerage.com
Emily Carter headshotYour insurance agentEmily CarterCarter & Lane Insurance
CA License #0H48213
(555) 555-0163
emily@carterlaneins.com
Brought to you by Your brokerage and Carter & Lane InsuranceMade with Prosperk
Both agents’ license numbers appear on every page. Check your brokerage and carrier rules for co-marketing before you send.
What you’ll get: A letter-size PDF, one page per section, with both brands.
Add the insurance agent’s name.

How it works

A co-branded welcome kit in three steps

  1. Step 1

    Add both agents

    Your profile plus your real estate or insurance partner.

  2. Step 2

    Choose what’s inside

    Letter, maintenance calendar, inventory, utilities and contacts.

  3. Step 3

    Download and print

    A multi-page PDF balanced for both brands.

Why it matters

New homeowners need both of you

Two relationships, one gift

Buyers need insurance and upkeep help right after closing.

Referrals go both ways

Co-branded kits keep both agents in front of the client.

It’s genuinely useful

A folder of practical pages gets kept, not tossed.

Questions about the Welcome Kit

No. Enter their details by hand. They can create a free account later to reuse the kit.