Real Estate Templates for Agents
Free Tools to Save Time & Close More Deals
Streamline every step of your real estate business with our comprehensive suite of professional templates. From initial client contact to closing the deal, these resources are designed to enhance your efficiency, improve client communication, and support your growth. Explore tools for marketing, client onboarding, transaction management, and effective lead generation, all crafted to meet the demands of today’s fast-paced market. Whether you’re an individual agent, part of a team, or a property manager, you’ll find valuable assets here to organize your operations and impress your clients.
Buyer & Seller Templates
Seller Questionnaire
View TemplateHome Buyer Information Sheet Template
View TemplatePre-Listing Packet Template
View TemplateReal Estate Counter Offer Form
View TemplateThese templates are designed to streamline your interactions with both buyers and sellers, ensuring a smooth and professional experience from the first meeting to the final signature.
Operational Tools & Checklists
Real Estate Policy and Procedures Manual Template
View TemplateReal Estate Agent Daily Schedule
View TemplateReal Estate Listing Checklist Template
View TemplateReal Estate Agent Profit and Loss Statement Template
View TemplateReal Estate Transaction Process Flow Chart
View TemplateReal Estate Agent Onboarding Checklist
View TemplateRent Ledger Template
View TemplateRental Property Inspection Checklist
View TemplateReal Estate Closing Checklist Template
View TemplateOpen House Checklist for Real Estate Agents
View TemplateCommercial Real Estate Due Diligence Checklist
View TemplateReal Estate Scope of Work Template
View TemplateReal Estate Agent Expenses Spreadsheet
View TemplateStay organized and on top of every detail with our operational templates. Perfect for managing daily tasks, tracking financials, and ensuring compliance.
Marketing & Lead Gen
Real Estate Lead Tracking Excel Spreadsheet
View TemplateReal Estate Investment Pitch Deck
View TemplateReal Estate Prospecting Letter Templates
View TemplateSWOT Analysis Real Estate Template
View TemplateReal Estate Flyer Templates
View TemplateRental Inquiry Email Template
View TemplateFree Home Staging Checklist Printable
View TemplateLPMAMA Real Estate Script
View TemplateFuel your pipeline with proven marketing and lead generation materials. These templates help you capture, nurture, and convert leads more effectively.
Legal & Docs
Rental Property Business Plan Template
View TemplateShort-Term Rental Management Agreement
View TemplateSample Rent Verification Letter Template
View TemplateReal Estate Wholesale Contract Template
View TemplateReal Estate Offering Memorandum Template
View TemplateReal Estate Invoice Template
View TemplateReal Estate NDA Template
View TemplateLease Renewal Letter Template
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Check Back Often for our Free real estate spreadsheet templates
We are dedicated to helping real estate professionals and brokers by consistently improving our library of templates. Our goal is to make your professional life easier with tools that are comprehensive and user-friendly. These spreadsheets help you manage essential details for potential buyers and capture the attention of potential clients. With a visually appealing and clean layout, each template is designed so you can easily customize it to match your brand. You can even add images to your reports to better promote your listings. Search through our collection to find tips and resources designed to streamline your workflow, from tracking property details to creating content for social media posts.
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You’ll find countless spreadsheet templates covering nearly every aspect of real estate in easy-to-use Excel formats, along with free PDFs, all designed to meet your specific needs. If you are calculating net operating income, analyzing property appreciation, and managing monthly rent to determining gross income, net income, and cash flow across multiple properties, then these resources save countless hours. Templates include tools for understanding purchase price, interest rates, and creating accurate cap rate analyses, all while accounting for improvements, costs, and loan terms.
I love using Google Docs or Excel, and these tools help build a clear view of real estate investing decisions. After over 20 years in the business, I’m excited to share my expertise to help you simplify complex tasks like tracking mortgage payments or reviewing business financing options.
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