Financial Organizer Bag
$60.00
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What the Bag Is Designed to Hold
Estate planning documents (wills, trusts, powers of attorney)
Insurance policies (home, auto, life, health)
Property records, title, and deeds
Business and entity documents
Tax returns and financial statements
Identification and emergency information
Digital access and account inventories
Why Realtors Use This Bag
Elevates the closing experience
Reinforces long-term client care
Reduces post-close confusion
Positions you as proactive, not transactional
The bag becomes a physical reminder of your role well beyond closing day.
How It Can Be Used
As a closing presentation or client gift
Paired with a Property Care Record™ activation
Offered independently as an organizational tool
Ordering Options
Available with or without branding
No minimum order for unbranded bags
Branded orders require minimum quantities
Shipping calculated separately
Important Note
The Financial Organizer Bag is an organizational product only. It does not include legal, financial, insurance, or property services unless separately purchased.