Samples, Examples, and Best Practices As I recall the countless clients I’ve worked with on their short-term rental properties, I notice a number of consistent things. One of those things is having a great rental management agreement. Managing short term and/or vacation rentals can be an exciting venture, but it’s also one that requires careful […]
Category Archives: templates
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. We’re 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 […]
Rental Property Inspection Checklist (Pdf and Excel)
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 […]
Printable Real Estate Listing Checklist Template
For any real estate professional, having a structured approach is crucial when managing the intricate details of a new listing. A listing checklist for real estate agents provides a comprehensive framework to make sure all necessary steps are covered. Any real estate agent should have an easy to use listing agent checklist to make sure […]
SWOT Analysis Real Estate Template
Download our streamlined approach to evaluating the real estate market with our comprehensive SWOT analysis template. This was made to help you save time and energy, this tool is essential for real estate agencies, real estate agents, and property management teams looking to gain a competitive edge. Focus on current market trends and external factors, […]
Free Real Estate Agent Profit and Loss Statement Template
Download our free profit and loss statement Template for real estate agents , a crucial tool for managing your real estate business. This profit and loss statement is designed to help track real estate profit and rental property profit, ensuring a detailed view of your financial health. With sections for income statement entries and calculations […]
Free Real Estate Lead Tracking Excel Template
Author – Joe Stephenson, REALTOR® As a professional real estate agent from KC I want to share my free lead tracking spreadsheet designed specifically for real estate agents. This user-friendly tool is an essential part to manage leads for real estate agents, offering a simple spreadsheet format that enhances your sales pipeline. My lead tracker […]
Real Estate Agent Expenses Spreadsheet
Free Real Estate Agent Expenses Excel Spreadsheet Template Author – Joe Stephenson, REALTOR® Table of Contents Free Real Estate Expense Spreadsheet View File [PDF] | Link To Google Sheets | Download Excel Be Among the First to Join Our BRAND NEW Facebook Group! Connect, share, and grow with like-minded individuals. Don’t miss out on the […]
Real Estate Agent Onboarding Checklist
REAL ESTATE AGENT / TEMPLATES Author: Joe Stephenson REALTOR® Free Real Estate Agent Onboarding Checklist and Generator (Download a PDF, Excel, CSV) 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 […]