Free Real Estate Templates and Excel Spreadsheets

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 Template

Home Buyer Information Sheet Template

View Template

Pre-Listing Packet Template

View Template

Real Estate Counter Offer Form

View Template

These 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 Template

Real Estate Agent Daily Schedule

View Template

Real Estate Listing Checklist Template

View Template

Real Estate Agent Profit and Loss Statement Template

View Template

Real Estate Transaction Process Flow Chart

View Template

Real Estate Agent Onboarding Checklist

View Template

Rent Ledger Template

View Template

Rental Property Inspection Checklist

View Template

Real Estate Closing Checklist Template

View Template

Open House Checklist for Real Estate Agents

View Template

Commercial Real Estate Due Diligence Checklist

View Template

Real Estate Scope of Work Template

View Template

Real Estate Agent Expenses Spreadsheet

View Template

Stay 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 Template

Real Estate Investment Pitch Deck

View Template

Real Estate Prospecting Letter Templates

View Template

SWOT Analysis Real Estate Template

View Template

Real Estate Flyer Templates

View Template

Rental Inquiry Email Template

View Template

Free Home Staging Checklist Printable

View Template

LPMAMA Real Estate Script

View Template

Fuel 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 Template

Short-Term Rental Management Agreement

View Template

Sample Rent Verification Letter Template

View Template

Real Estate Wholesale Contract Template

View Template

Real Estate Offering Memorandum Template

View Template

Real Estate Invoice Template

View Template

Real Estate NDA Template

View Template

Lease Renewal Letter Template

View Template

Want all 30+ templates in one click?

Download the Full Bundle

Join 3,000+ agents who use these templates monthly—sign up for updates!

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.

Subscribe to Our Real estate Newsletter

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.

Subscribe to my free real estate newsletter and enjoy exclusive access to new templates covering everything from inflation rate insights to step-by-step guides for sellers and clients. These resources are here to empower your real estate ventures with clarity, efficiency, and success.