(Updated May 2025) Author – Joe Stephenson, REALTOR® I’ve crafted this Real Estate Offering Memorandum template to add clarity, professionalism, and efficiency to your real estate business. Drawing on experience from numerous real estate transactions, I understand how vital it is to provide prospective investors with all the tools they need to evaluate an investment […]
Category Archives: Templates
Free Real Estate Agent Profit and Loss Statement Template (Excel, PDF)
(Updated April 2025) Joseph E. Stephenson, REALTOR® License #00054082 | Kansas & Missouri Affiliated with Welch & Company (License #CO00000477) Joseph E. Stephenson is a licensed real estate professional in Kansas and Missouri with a career built on dedication to integrity and client-focused service. To learn more about how Joseph can assist you in your […]
Free Real Estate Lead Tracking Excel Template Spreadsheet
Author – Joe Stephenson, REALTOR® Managing leads effectively just got easier with my free lead tracking spreadsheet, designed exclusively for real estate agents. This invaluable tool includes all the key features needed to streamline your lead management process. You’ll be able to manage handling multiple leads with ease and enabe proper lead segmentation. The spreadsheet […]
Free Printable Real Estate Listing Checklist Template (PDF, Excel)
(Updated April 2025) Joseph E. Stephenson, REALTOR® License #00054082 | Kansas & Missouri Affiliated with Welch & Company (License #CO00000477) Joseph E. Stephenson is a licensed real estate professional in Kansas and Missouri with a career built on dedication to integrity and client-focused service. To learn more about how Joseph can assist you in your […]
Free Rental Property Business Plan Template (PDF, PPT)
Published: December 17th, 2024 Updated: April 18, 2025 I know how starting in the rental property industry is a challenge. It usually starts with a business plan though. That something that’s pretty consistent among any industry. Personally, I struggled to manage property maintenance, and collect rent payments on time. It’s always a struggle to stay […]
Short Term Rental Management Agreement
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 […]
Free Real Estate Agent Expenses Spreadsheet (PDF, Excel)
Author – Joe Stephenson, REALTOR® (Published: March 7, 2024) (Updated: April 15, 2025) Table of Contents Free Real Estate Expense Tracker Excel 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 […]