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 […]
Category Archives: Templates
Free Open House Checklist for REALTORS® (PDF, Excel, Google Sheets)
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 […]
Rental Property Chart of Accounts Template
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 […]
Profit and Loss Statement for Rental Property Template Spreadsheet (Excel, Google Sheets)
I’ve created this profit and loss statement spreadsheet template to help you simplify tracking your rental property finances, so you can focus on growing your rental income and boosting your property’s financial performance. We set it up so the total section automatically calculates the final number. It even has a operating expense ratio calculation tool. […]
Real Estate Tri Fold Brochure
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 […]
Real Estate Invoice Template
I’ve created a Real Estate brokerage bill format (Free Template) specifically tailored for real estate agents and professionals. Whether you’re invoicing for property sales, rentals, or even extras like real estate photography, this template is designed to streamline your billing process. With this real estate brokerage bill format, you’ll be able to outline every detail […]
Pre-Listing Home Inspection Checklist
Over my years as a real estate agent, I’ve listed many houses, and one thing I’ve learned is that preparation is everything when it comes to a successful sale. That’s why I swear by a solid pre-listing inspection. Having the home inspected early in the process is one of the best ways to catch and […]
Real Estate Policy and Procedures Manual Template
This real estate policy and procedures manual template is designed to serve as a comprehensive guide for setting up the standards, protocols, and expectations within your real estate brokerage. It outlines key procedures and addresses essential topics such as federal laws, applicable state laws, and your legal obligations, providing a foundational structure that can be […]
Open House Email Invitation Template
Planning and hosting a successful open house is no easy feat, but after running more open house events than I can count, I’ve found one tool that always saves me time and delivers real results—a solid email invitation template. If you’re inviting potential buyers, potential clients, or trusted real estate professionals, then a well-crafted open […]
Real Estate Investment Pitch Deck Template
Make your next real estate investment pop with my professionally crafted pitch deck template designed to captivate real estate investors. I’ve been there, and if you’re launching a new real estate project, seeking funding for commercial real estate loans, or presenting a strategic business plan for your real estate business, then this pitch deck template […]