Simplify Your Home Buying Journey with Our Free Real Estate Agent Buyer’s Checklist Buying a home is one of the biggest real estate transactions someone will ever make. Sometimes it’s a first-time buyer or experienced buyer shopping multiple homes, the process can get disorganized quickly. That’s why we’ve created a comprehensive, free Buyer’s checklist, designed […]
Category Archives: Templates
Lease Tracker Spreadsheet
Managing rental properties efficiently requires staying on top of countless details, like tracking lease agreements to monitoring rent payments. For property managers and property management companies, organization is key to success. That’s why we’re excited to offer a free lease tracker spreadsheet to streamline your operations. This lease tracker template will help you organize lease […]
SWOT Analysis Real Estate Investment Template
Download our structured approach to evaluating the real estate market with our comprehensive SWOT analysis template. This resource is designed for real estate professionals, including agencies, real estate agents, and property management teams, to identify strengths, mitigate potential risks, and develop strategies in an evolving industry. Focus on market volatility, emerging markets, and potential growth […]
Property Management Cleaning Checklist
Free Download (PDF or Excel) I just got back—literally—from one of my rentals and, as I was walking through, I noticed a few cleaning opportunities that could have been easily overlooked. It hit me how important it is to have a thorough cleaning process in place to ensure everything is spotless and ready for the […]
Commercial Real Estate Due Diligence Checklist
(PDF, Doc) When it comes to navigating the complex world of commercial real estate transactions, having a solid plan is essential. That’s why I created this Commercial Real Estate Due Diligence Checklist, designed to streamline the due diligence process for everyone involved in acquiring commercial real estate. If you’re a real estate investor evaluating your […]
Real Estate Offering Memorandum Template
I’ve put together this Real Estate Offering Memorandum template to help bring clarity and structure to your commercial real estate property presentations. Having learned from countless real estate deals within the commercial real estate industry, I know how crucial it is to provide prospective investors with a clear and professional overview of an investment opportunity. […]
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. It’s a great […]
Printable Real Estate Listing Checklist Template
Managing real estate listings is a complex task that requires both organization and precision. A REALTOR® listing checklist becomes indispensable in navigating the real estate process, ensuring every detail is addressed. Studies show that utilizing a structured checklist significantly reduces the risk of errors and omissions, while also maintaining compliance with legal and industry standards. […]
Free Rental Property Business Plan Template (PDF, PPT)
Published: December 17th, 2024 Updated: April 18, 2025 Starting in the rental property industry was a challenge for me. I struggled to manage property maintenance, collect rent payments on time, and stay organized while trying to grow my business in the competitive rental property market. That experience taught me the importance of having a structured […]