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. […]
Category Archives: Templates
Real Estate Agent Onboarding Checklist
REAL ESTATE AGENT / TEMPLATES Author: Joe Stephenson, REALTOR® Free Real Estate Agent Onboarding Checklist and Generator (Download a PDF, Excel, CSV) I put together a tailored checklist you can use for your real estate business to effectively onboard new real estate agents This comprehensive checklist is crafted to support both seasoned agents and new […]
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. […]
Rental Property Business Plan Template
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 plan to guide every aspect of the rental […]
Real Estate Agent Daily Schedule
Author – Joe Stephenson, REALTOR® As a new real estate agent or seasoned agent with a real estate business, I know how important it is to have a structured schedule. Your real estate agent’s schedule needs to keep you organized, focused, and efficient, especially in such a competitive field. A career in the real estate […]
Open House Checklist for Real Estate Agents
Over the years, I’ve learned that a well-thought-out plan can mean the difference between an event that merely attracts passersby and one that brings in truly potential buyers ready to fall in love with the property. A comprehensive open house checklist is my go-to tool to make sure no detail gets overlooked. With a complete […]
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 […]
Rental Property Chart of Accounts Template
Author – Joe Stephenson, REALTOR® Managing rental properties involves keeping accurate financial records, and that’s where a reliable chart of accounts becomes essential. We’re excited to offer you the chance to download our free chart of accounts for property managers in the real estate business, available in both Excel and PDF formats. Every property management […]