Author – Joe Stephenson, REALTOR® Keeping track of your budget, listing must-have features, and remembering which house caught your eye can be tough on your recollection ability. That said, I think my free house hunting spreadsheet – that’s available in both Excel and PDF formats – can really help you with your search. This tool […]
Category Archives: Templates
Home Selling Real Estate Transaction Process Flow Chart (PDF, PowerPoint)
Author – Joe Stephenson, REALTOR® Adjust and Customize this Template as Needed The real estate transaction process can feel complex, with numerous steps and responsibilities to manage. For real estate professionals, staying organized is key to guiding clients smoothly through each stage. After my latest transaction, I decided to keep track of our workflow. I […]
Free Real Estate Postcard Template (PDF)
Author – Joe Stephenson, REALTOR® Integrate direct mailing postcards into your real estate business. Here is a free postcard template for prospective buyers that real estate agents can use to drive engagement and results. This versatile tool is perfect for creating just listed postcards, marketing open houses, and reconnecting with expired listings. Direct mail proves […]
Free Rent Payment Tracker Spreadsheet (Excel, Google Sheets)
Author – Joe Stephenson, REALTOR® I like to keep things simple and organized for the people I work with and myself too. Managing rental properties has many elements, making sure any outstanding balance on rent is paid. Here is my super simple template spreadsheet to help make rental property management easier. My free rental property […]
Real Estate Closing Checklist Template (PDF, Excel)
Author – Joe Stephenson, REALTOR® Buying or selling a home is a big milestone, and as a real estate agent, I know just how important it is to make the closing process as smooth as possible. I’m sharing my free real estate closing checklist that I use. It’ll help you through every step of the […]
Tenant Landlord Lease Renewal Letter Template (pdf, doc)
Author – Joe Stephenson, REALTOR® Working with landlords, I love to make sure I have as many free resources as possible that I can share. Helping landlords manage their responsibilities is something I’m passionate about, and this lease renewal agreement template is one of those tools that makes things easier. It’s simple, clear, and practical […]
Free Tenant Welcome Letter Template (pdf, doc)
Author – Joe Stephenson, REALTOR® You did it! You found a renter after weeks or months of waiting. Now it’s time to help them move in a professional way. To that end, I created a free template for a new tenant welcome letter, available in both PDF and DOC formats, that’s easy to customize and […]
Real Estate Buyer’s Request for Repairs Template (PDF, Doc)
I’m a bundle of nerves whenever we get to this part of the home sales process. The request for repairs stage of the game. Working as a buyer’s agent, I’ve seen this scenario play out many time throughout my career. Here is a free request for repairs template example that you can use to help […]
Free Real Estate Lease Accounting Template (Excel Spreadsheet)
Author – Joe Stephenson, REALTOR® Jump to Section Key Points According to FASAB Real Estate-Focused Excel Template ASC 842 Lease Accounting Template Important Terms to Familiarize With Check Back for Updates I love tracking numbers. One of these I’ll have to show my audience how I organize receipts. Until then, here is my easy-to-use lease […]
Real Estate Wholesale Contract Template (PDF, Word)
Author – Joe Stephenson, REALTOR® Download my free real estate wholesale contract template today. This template is simple and easy to use, making it great for anyone working in the real estate industry. A wholesale agreement for real estate transactions is a legal contract that lists the terms when a wholesaler buys a property, assigns […]