Real Estate Agent Templates

Author: Joe Stephenson, REALTOR®

(Updated March 2025)

I put together a tailored checklist you can use for your real estate business to effectively onboard new real estate agents This comprehensive checklist is crafted to support both seasoned agents and new real estate agents, with the hope they start with a strategic advantage. My favorite types of onboarding include a helpful real estate client on-boarding form that makes initial client meetings seamless for agents stepping into today’s real estate landscape. I also focus on strategies that foster a robust onboarding process, which is proven to drive results; a study published in the NIH shows that companies with effective onboarding strategies see revenue growth that’s 2.5 times higher and profit margins 1.9 times greater.

This checklist goes beyond the basics, helping real estate agencies and real estate teams provide comprehensive training that enhances agent performance and boosts overall efficiency. It includes steps to familiarize new recruits with property viewings and establish a smooth agent’s workflow to set them up for a successful career. I also encourage incorporating feedback mechanisms throughout the process to monitor their progress and help them identify areas of improvement with ease. It could be organizing training sessions or providing the right marketing materials, and you’ll find that the focus is to make sure that agents can operate confidently at their own pace and start closing deals effectively.

Download This Printable Real Estate Agent Onboarding Checklist

PDF | Excel | CSV | Google Sheet

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New Real Estate Agent Onboarding Checklist

Creating an organized agent employee folder helps real estate professionals focus on agent success and boost agent satisfaction. You’ll find a process with online courses that cater to the evolving needs of onboarding agents, paving the way for lasting success in the industry

Any real estate brokerage, particularly those in commercial real estate, thrive when agent satisfaction is prioritized. Team leaders play a pivotal role in driving agents’ success by fostering professional development Social media accounts are also integral to the real estate industry, providing agents with platforms to expand their reach. This checklist aims to support real estate businesses in nurturing both seasoned agents and newcomers alike.

A strong onboarding strategy should position both the agent and the agency for success, building a path toward becoming a successful real estate agency. It’s a good idea to cater to the needs of a growing pool of potential clients, while also staying ahead of industry trends. That’s why I’ve included a variety of resources in this guide, like a new real estate agent checklist pdf, a new agent onboarding checklist, and a property onboarding checklist, to ensure every angle is covered. These tools offer ongoing support to agents, giving them the confidence they need to thrive in a competitive real estate market. If you’re keen on enhancing your onboarding process, don’t forget to explore real estate team onboarding strategies for creating a cohesive environment where new agents feel welcomed, trained, and ready to succeed.

More Free Resources for Real Estate Agents

1. Free Real Estate Expense Tracking Spreadsheet
2. Profit and Loss Statement for Real Estate Agnets (Excel and PDF)
3. Free Real Estate Lead Tracking Spreadsheet

Key Components of Real Estate Agent Onboarding

Effective agent onboarding is crucial for ensuring new agents integrate smoothly into your team, understand their roles, and contribute to the company’s success.

A thorough understanding of the company, its culture, and the administrative processes involved is essential for new hires. New employees should complete the process in an efficient manner because it benefits all of the teams.

Why Is Effective Agent Onboarding Essential?

• Ensures a smooth transition into the company, reducing early-stage anxiety.
• Improves employee engagement and job satisfaction, contributing to higher retention rates.
• Increases productivity by providing clear expectations and necessary resources from the start.

Encourage Shadowing Sessions

Shadowing experienced agents allows new hires to gain practical insights into customer interactions, enhancing their understanding of the customer experience and increasing their confidence in handling client information.

Key Considerations When Selecting the Ideal Client Onboarding Tool

• Look for tools that offer ease of use, flexibility, and integration with existing systems.
• Ensure the tool supports efficient management of client information and facilitates effective communication.

Metrics and Considerations of the Agent Onboarding Process

• Monitor metrics such as time to full productivity, employee engagement scores, and turnover rates.
• Collect feedback from new agents to continuously refine the onboarding process.

The Role of Technology in REALTOR® Onboarding

Utilizing technology in the onboarding process can streamline administrative tasks, provide easy access to training materials, and enhance the overall onboarding experience for new agents.

Develop a Training Program

A structured training program is key to equipping new agents with the necessary skills and knowledge. Ensure all training materials are accurate, up-to-date, and relevant to your business needs.

Set your new hires up for success, and ensure they feel supported, valued, and prepared to excel in their new roles. The onboarding process is a critical investment in your team’s future and the overall success of your business.

Read Our Blog Post

A True Story of My Friend’s Onboarding Process as a Real Estate Agent

When my friend Bryan embarked on his new career as a real estate agent, his onboarding experience was, to put it mildly, a saga. The amount of paperwork he had to sign was overwhelming, and the list of requirements he needed to fulfill seemed never-ending. Despite all this, Bryan often found himself navigating a maze of confusion, unsure of what exactly was expected of him in his new role. It became evident that a well-thought-out checklist would have been a game-changer for his broker’s approach to center agent onboarding.

The lack of organization turned what should have been an exciting new beginning into a somewhat chaotic ordeal. Bryan recounted feeling lost amidst the onboarding activities, a sentiment that made it challenging to start on the right foot. Yet, despite the less-than-ideal beginning, Bryan refused to let it dampen his enthusiasm for his future in real estate. He couldn’t help but believe that the entire process could have been significantly smoother. A structured onboarding process with clear follow-up procedures, set expectations, and comprehensive onboarding activities could have paved the way for increased productivity and higher customer satisfaction much earlier.

Such an organized approach would not only have aided Bryan as the new employee but also served as a crucial metric measure for the company to ensure accountability and effectively assess the progress of new hires during the critical early stages of their employment. In reflecting on Bryan’s story, it’s clear that an efficient and well-organized onboarding process is vital. It ensures that each person joining the team is fully equipped and ready to contribute to the services and success of the organization from day one.

Check Back for Updates to Our Real Estate Agent Onboarding Checklist

Our onboarding checklist is always evolving to bring you the latest tools and strategies for success. You’ll learn updated tips on agent retention and managing client interactions. This can help you get better at client satisfaction. We’re committed to addressing every detail that empowers your growing team. We’re constantly updating resources like practice open house scripts, ways to incorporate other employment documents, and strategies focused on familiarizing agents with key workflows.

If you’re onboarding a new team member or boosting cohesion among your current team members, then our updates aim to enhance a streamlined onboarding process that prioritizes efficiency. You’ll also find fresh insights to help train prospective agents, improve the management of onboarding tasks, and even tips in line with standards from the national association. Don’t miss out on expert real estate advice for monitoring progress, organizing employment documents, and keeping your team prepared for the road ahead. Be sure to check back regularly for all the latest updates to our onboarding checklist.

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Author – Joe Stephenson, REALTOR®

Every landlord should use an inspection checklist for their rental property. It’s the best way to ensure your property stays in great condition while keeping everything documented. A rental inspection checklist makes it easy to stay consistent, and this means fewer headaches for you and your tenants.

Any property manager needs to maintain a consistent record of their inspections, and having a reliable checklist is the first step to getting it right. Over the years, I’ve fine-tuned my process, and this is my favorite landlord inspection checklist. I’m making it available for free so you can use it with your properties too.

There are a number of items that you need to keep close during an inspection, like your lease agreement or any additional notes you’ve collected. With this checklist, you’ll know exactly what to look for every time.

Add this free template for your rental property inspection checklist files, and take the hassle out of your next inspection.

Download Our Free Rental Inspection Checklist

PDF | Excel

If you think I missed anything in this checklist, message me and let me know. I can always update it as needed – Joe

I can help you with your routine rental inspections and save time with our free inspection form. Always make sure you give proper notice and respect tenant rights while using our checklist to identify any pest infestation or report maintenance issues. Our checklist helps create a comprehensive tenancy agreement, so you can avoid legal action and understand the required notice for entry and follow up inspection.

Explore Our Rental Property Cash Flow Spreadsheet

Click here to enhance your property investment analysis with our comprehensive spreadsheet tool.

Rental Property Checklist Template Example

There are many different reasons for a landlord inspection checklist. It can be a move in checklist, a move out checklist, or any other management issues for rental properties.

This checklist covers various aspects of the rental property experience, focusing on ensuring the property is well-maintained, safe, and compliant with legal requirements. The checklist is particularly useful for:

1. Lease and Legal Compliance – Ensuring lease agreements are accurate and that safety devices like smoke and carbon monoxide detectors comply with local laws.
2. Property Condition Assessment – Documenting the overall condition of the rental property, identifying both major and minor issues, and distinguishing between normal wear and damage.
3. Maintenance and Repairs – Highlighting areas needing repair or maintenance to ensure tenant satisfaction and property functionality.
4. Tenant and Landlord Relations – Providing clarity on pre-existing damages to avoid disputes over security deposits and ensuring both parties are informed about the property’s condition.

This checklist is designed to facilitate a thorough inspection process with written documentation, supporting property management in maintaining a safe and appealing rental environment.

Additional Notes & Best Practices for This Rental Property Inspection Checklist

Best Practices for Property Managers

Make sure you get a signed checklist for your files. Needs can vary based on the needs of what is happening, but always a good idea to keep track of all parties who are involved and need to be tracked for follow up needs.

Join Our Real Estate Investor Network

Become part of our growing network of seasoned rental property investors and real estate agents to unlock the full potential of your rental properties.

Collaborate with experienced property managers and connect with a dedicated property manager to streamline every step of the rental process.

Gain access to resources like a comprehensive landlord inspection checklist, tools to verify the property address, and strategies to manage security deposit concerns effectively.

From preparing for a move out inspection to ensuring a smooth move in inspection, our network will guide you in assessing the rental property’s condition accurately and addressing the needs of both the landlord and tenants.

Join us today and take your rental property ventures to the next level.

Check Back for Updates to our Detailed Checklist and Inspection Report

To help you stay on top of maintenance issues and conduct thorough rental inspections, be sure to check back regularly for updates to our checklist. We’re always working to improve our inspection report and add new sections on routine inspections to ensure you have the most comprehensive tool available.

Author – Joe Stephenson, REALTOR®

Over the years, I’ve learned that a well-thought-out plan can mean the difference between an event that merely attracts passersby and one that brings in truly potential buyers ready to fall in love with the property. A comprehensive open house checklist is my go-to tool to make sure no detail gets overlooked. With a complete open house checklist in hand, I can confidently prepare every corner of the home and execute a successful open house that leaves a lasting impression on every visitor. When you follow a professional open house checklist, it’s like having a secret playbook that guides your steps from start to finish.

In my years navigating the real estate industry, I’ve learned that open house details matter, so my checklist guides your open house preparation, covering everything such as open house directional signs and gathering feedback. I’ve observed that agents who prioritize property staging and minimizing as much clutter as possible significantly improve generating leads; this checklist reflects my experience handling multiple properties.

Download Our Free Open House Checklist for REALTORS®

PDF | Excel | Google Sheets

Open House Checklist Example

As a REALTOR®, I know what it takes to host a successful open house that attracts potential buyers and generates leads. That’s why I created this free open house checklist. It covers all crucial details – open house preparation to post open house tasks. Use this comprehensive checklist to ensure a successful sale.

It will guide you to create an inviting space, impress buyers, and effectively promote the property’s features on popular real estate websites and social media platforms. Maximize light, enhance curb appeal, and generate interest with my guide, designed to help you make a lasting impression and turn visitors into potential clients.

Don’t miss out on valuable insights, download the free open house checklist today and take the first step toward a well-prepared property and a welcoming atmosphere for sellers alike.

Making sure the open house sign is visible and knowing about open house marketing are needed, and my checklist helps make your property visually appealing, attracting prospective buyers effectively. My aim is to ensure you’re well-prepared, addressing the all the lights situation and projecting a professional image, so you confidently showcase properties on the multiple listing service. My checklist gets into local market considerations and helps anticipate future showings, making it a comprehensive asset to every real estate business for proper planning.

Get More Open House Tools

I always make it a priority to use tools like an open house sign in sheet to gather useful information from guests, but I’ve also embraced technology by switching to a digital sign in sheet for efficiency.

These small, simple tools provide me with valuable insights about my guests’ needs and preferences, helping me better serve them and turn leads into sales. Your open house event needs to be seamless, welcoming, and memorable.

With the right preparation and strategy, you can attract the right buyers, showcase your professionalism, and ensure every open house results in meaningful connections and serious offers. After all, success in real estate is all about being prepared and staying one step ahead.

Check Back for Updates about Our Open House Checklist

Keep an eye on this space for more updates designed to help you excel as a real estate agent, especially as you plan a well prepared open house; we’re always adding new resources to support real estate professionals.

Be sure to explore our free open house flyers, a fantastic tool to boost your marketing efforts and attract potential clients to all your property listing. These flyers offer a quick, visually appealing way to create an ultimate open house checklist and promote your services, ensuring more visitors arrive.

They are designed to help you make a strong first impression on prospective buyers and encourage them to collect feedback. Don’t miss out on these valuable resources, particularly when planning multiple open houses or using the open house preparation checklist.

Join Our Real Estate Agent Network

I get so much energy from connecting with real estate agents and exchanging insights about the industry. There’s nothing better than sitting down to discuss hosting open houses, maximizing attendance, and making that unforgettable first impression for buyers.

Together, we talk about strategies for home staging, placing signs in high-traffic areas, and showcasing properties in the best possible light so every seller feels confident.

Sharing tips like how to highlight key features, appliances, and design elements creates a simple way to ensure every house feels like a dream home to potential buyers. This is all about building stronger businesses, finding more ways to attract clients, and helping them discover their perfect home.

Join our network and let’s work together to make the future of real estate even brighter.

Author – Joe Stephenson, REALTOR®

Managing rental properties involves keeping accurate financial records, and that’s where a reliable chart of accounts becomes essential. I’m excited to offer you the chance to download our free chart of accounts for property managers in the real estate business, available in both Excel and PDF formats.

Every property management company should keep track of rental income so real estate investors can easily assess profitability and make well-informed decisions. A good rental property chart helps you organize your property management fees, property taxes, and other expenses to maintain clarity in your financial transactions.

Any successful property management business needs their rental properties to generate consistent financial reports for real estate investments. With the right accounting system, tracking your accumulated depreciation, income statement, and overall cash flow becomes much more manageable.

You rental property’s financial health can be tracked efficiently through a comprehensive property management chart that simplifies organization and improves decision-making.

Download a Free Real Estate Chart of Accounts (Excel)

Rental Property Chart of Accounts Sample

This account chart serves as a well-structured chart designed to help rental property owners and managers effectively track and categorize financial transactions related to their rental property business. A chart of accounts is a comprehensive listing of all the financial accounts in a business, organized in a way that makes tracking income, expenses, assets, liabilities, and equity seamless.

This tool is crucial for maintaining a business’s financial health, as it provides clarity on metrics like rent payments, property insurance coverage, mortgage accounts, maintenance costs, and payable outstanding bills. Including essential categories such as property loans, mortgage escrow accounts, net asset allocation, and business bank accounts enables a property management chart to track financial transparency and accuracy.

Commonly, this chart is used to track single or multiple properties, organize business operations, and prepare reports on earnings accumulated profits and business equity. Uncommonly, it can be tailored for sophisticated scenarios, such as breaking down sub accounts, integrating property insurance nuances, or creating strategies to minimize costs across tracking multiple properties.

A well-organized chart streamlines tax preparation, enhances decision-making, and provides rental property owners with a clear understanding of where their money is coming from and going to.

This sample chart of accounts provides a starting point for organizing your rental property’s financial data effectively. It could be used for tracking revenue like rental income to managing expenses and liabilities; this layout supports clear financial oversight.

How to Use a Rental Property Chart of Accounts Effectively

A Rental Property Chart of Accounts is a key tool for financial record keeping, helping you maintain accuracy and organize your financial data. Below, you’ll learn how to efficiently set it up and use it.

Steps to Use Your Chart of Accounts

1. Categorize Every Transaction

Each transaction should be assigned to the appropriate account to maintain organized and accurate records.

2. Track Income and Expenses

Keep your chart updated to monitor rent payments, management fees, and other inflows and outflows. This gives a comprehensive view of business performance and real-time financial performance.

3. Prepare Financial Statements

Use the organized chart to effortlessly compile key documents for financial reporting.

• Income Statements summarize total income, minus expenses, to indicate profitability.
• Balance Sheets detail liability accounts, equity, and asset accounts to show your financial standing, including net asset value.
• Cash Flow Statements analyze incoming and outgoing cash to identify trends and focus areas.

4. Maintain Accurate Records

Be consistent and detailed in record-keeping. Attach receipts and invoices to every entry and reconcile regularly with business banking statements or software. This ensures no transactions are missed.

5. Analyze Financial Data

Leverage the compiled data to evaluate investment outcomes.

Benefits for Real Estate Professionals

Using a property chart of accounts helps stabilize your operations within the real estate industry by focusing on accuracy, accountability, and sustained growth.

Join Our Real Estate Business Network

Become a part of our thriving real estate business network and unlock a wealth of knowledge to drive your success.

You’ll learn more about expense accounts, maintenance costs, accounting software, and how to property manage separate accounts effectively.

Gain insights on creating and analyzing a comprehensive balance sheet to better understand your investments.

You may connect with a property manager who can help streamline operations, oversee other interest repairs, and optimize the performance of multiple properties within your portfolio.

Additionally, our network equips you with tools to secure your financial future, prepare for tax filing with ease, and build a sustainable strategy for long-term growth.

Don’t miss the chance to elevate your real estate ventures, join us today.

Check Back For Updates

As a REALTOR®, I’m here to help you stay informed about all things property management and real estate.

Keeping tabs on your rental property company’s financial health is essential for long-term success. If it’s understanding your chart of accounts, managing tenant security deposits, or going through maintenance commissions, insurance, legal tracking, and liability accounts, then I aim to provide you with the tools and insights to streamline your operations.

Be sure to check back for updates as I share valuable tips and financial information to help you make the most of your investment. Together, we can make sure your properties grow, thrive, and make your financial goals come true, all while staying ahead of the curve.

I’m proud to give away my favorite real estate tri-fold brochure, now available for free download in both PPT and PDF formats. This thoughtfully designed real estate brochure template is perfect for real estate agents who want to save time and money while delivering a polished, professional marketing piece.

With my signature approach, you’ll see a sleek layout, high-quality images, and plenty of space for detailed information, this tri-fold brochure is ideal for showcasing properties, services, and expertise that leave a lasting impression on potential clients. If you’re highlighting your top listings or advertising your unique approach to real estate, then this customizable template makes creating standout materials easier than ever.

Browse, tweak, and make it your own. Use this template to connect with clients, generate leads, and reinforce your brand, all in a format that’s ready to print or share digitally. Download this free resource today and start customizing a brochure. It’s my enjoyment to help you save time and money for your real estate business.

Download Our Best Real Estate Brochure Templates

(Google Slides) – PPT | PDF

Sample Tri Fold Brochure Example

Use a brochure that speaks to your personal style while delivering relevant information to your clients. Download our tri-fold brochure today. An ideal tool for real estate sellers and buyers. Each page is designed to showcase high-quality photos, key property details, and your agency’s message, making it perfect for driving success in your real estate sale efforts.

Our brochure offers space to address client needs, upload your branding, and even tailor the design to better fit your audience. You’ll see features to incorporate essential data and create a polished look, you’ll set the bar for professionalism while staying ahead of the competition. You want to present listings, explain your selling strategy, or share tips for buyers, and this brochure covers it all.

Take your marketing to the next level by customizing this template and joining a growing list of agents who’ve optimized their materials. It’s simple to adjust, easy to use, and perfect for reflecting your unique commitment to excellence. With just one click, you’ll have a dynamic piece ready for print, digital distribution, or even being mailed directly to potential clients.

Don’t stop there. Check out our other free files, including templates, spreadsheets, and resources designed to cater to every aspect of your process. You can get help guide clients to closing deals, our tools are here to help you stand out and make a lasting impact. Download now and see the difference our templates can make.

Check Back for Updates to Our Real Estate Brochure Templates

Don’t miss out, stay ahead by checking back often for updates to our tri-fold brochure real estate template. We’re constantly improving our resources to ensure they meet your needs with added features and designs. Whether you’re looking for an updated link, a fresh design twist, or something new to set your real estate materials apart, we’ve got you covered.

Our updated templates could include helpful additions to better opt for your contact needs, include customizable forms, or even feature engaging artwork for a perfect blend of creativity and professionalism. We’re committed to delivering tools that truly matter in your marketing efforts and help you differentiate yourself in the competitive market.

Take a moment to review what’s currently available, and don’t forget to bookmark this page for future releases. With each update, you’ll have the latest tools at your fingertips—ready to impress and serve your clients better than before.

Become a Top Real Estate Professional

Join our growing network of real estate agents and connect with other career-focused real estate pros. You’ll gain access to invaluable insights, strategies, and tools that are essential for achieving success in the competitive world of real estate.

Don’t forget to check out our extensive collection of free real estate resources, including the real estate tri-fold brochure and real estate brochure templates, designed to make a lasting impression on clients and showcase your properties with style. These spreadsheets and templates are perfect for creating a professional image and addressing the needs of both buyers and sellers.

Take advantage of our tools to customize your marketing materials, highlight relevant details, and creatively present your listings. If you’re perfecting your selling strategy, refining your presentation process, or learning to better cater to your clients, then you’ll want to look at all the free tools we’ve built.