Finding the perfect rental property can feel like a insurmountable task, especially when you’re competing with other applicants. Making a strong first impression on a landlord or property manager is crucial, and one way to step ahead of the competition is with a well-crafted rental inquiry email. To help you do just that, we’re offering […]
Category Archives: Templates
Real Estate Non Disclosure Agreement Template
When engaging in real estate transactions, protecting sensitive information is crucial. A Real Estate Non-Disclosure Agreement (NDA) ensures that confidential details shared between parties remain secure, helping to foster trust and a clear understanding of obligations. If you’re dealing with a prospective buyer, tenant, or seller, this document sets the standard for maintaining privacy. Designed […]
Real Estate Agent Checklist for Buyers
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 […]
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, Excel)
(Updated – April 2025) (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. To make the most […]
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 (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 […]