Free Printable Real Estate Agent Listing Checklist Template (PDF)

Download Our Free Real Estate Listing Checklist PDF

PDF | Excel | Google Sheets

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Common Listing Mistakes to Avoid

How this checklist protects your business and career.

Mistake #1: Inaccurate Pricing

A key part of any listing appointment is setting the right suggested listing price. A real estate professional knows that getting this wrong is the fastest way to have a listing go stale, scaring away potential buyers.

The Checklist Solution: This listing appointment checklist ensures you complete a thorough CMA, grounding your pricing strategy in solid data.

Mistake #2: Poor Visuals

In today’s digital market, your first showing is online. This is especially true for a new real estate agent. Low-quality real estate photography and a lack of virtual tours can doom a listing. Always advise clients to remove clutter and personal items before photos.

The Checklist Solution: Our comprehensive checklist includes specific action items for scheduling professional photos and tours, ensuring the property makes a stunning first impression.

Mistake #3: A Weak Listing Description

A core part of your marketing strategy is the narrative you create. A weak listing description that just lists facts (“3 bed, 2 bath”) fails to tell a story or create an emotional connection before the open house.

The Checklist Solution: The new listing marketing checklist section prompts you to craft a compelling narrative, highlighting unique benefits that make the property stand out.

Mistake #4: Messy Paperwork

Incomplete or incorrect listing paperwork can jeopardize the entire real estate transaction. It can delay your MLS listing or, worse, kill a deal during escrow.

The Checklist Solution: This listing agent checklist provides a dedicated section to ensure every form is properly filled out and signed.

Mistake #5: No Post-Closing Follow-up

For a long-term real estate career, the deal isn’t done at closing. Failing to follow up hurts your referral-based real estate business, a critical component of success in this real estate industry.

The Checklist Solution: This checklist for real estate agents includes a final step to update your CRM, ensuring you maintain valuable client relationships.

digital signage that shows a property listing

Check Back for Updates to this Real Estate Listing Checklist (PDF, Free Download)

A refreshed new listing checklist will make sure that every aspect of the listing process is addressed, like creating an engaging property description or highlighting the property’s unique features. You’ll also find updating the asking price and including professional photos will help draw in potential clients.

Regularly check for updates on my blog post; it’ll help maintain your credibility with property owners and local agents. My updated checklists can improve strategies like print advertising or coordinating with other agents, while also covering key tasks like performing a detailed title search.

Tools like an agent checklist streamline operations, keeping every element – like property features and marketing efforts – in sync with current trends and client expectations.

About the Author

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 real estate endeavors, visit his REALTOR® profile at realtor.com.

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

Verify Business Credentials

Free Real Estate Lead Tracking Excel Template Spreadsheet

Author – Joe Stephenson, REALTOR®

Download Your Free Real Estate Lead CRM

Get organized and take control of your pipeline with this easy-to-use spreadsheet template, designed specifically for real estate agents.

Example of the Real Estate Lead Tracking Spreadsheet

Choose Your Preferred Format

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Master Your Real Estate Lead Flow

Transform your process from chasing leads to building a predictable sales pipeline. Here are the essential best practices for effective lead management.

Unlock Your Business Potential

Streamline your entire lead management process with a free, powerful spreadsheet designed for agents. This tool provides the clarity you need to segment leads, track key metrics, and nurture clients through the sales pipeline. Gain actionable insights from your data to refine your marketing strategies and identify new growth opportunities. Fully customizable in Google Sheets or Excel, it’s the simple, effective solution for organizing your business and boosting performance.

Build Your Central Hub

A simple spreadsheet (Excel or Google Sheets) is your command center. Centralize contact info, track interactions, and monitor every lead’s status in one organized place. A good template eliminates setup time and keeps you focused on building relationships.

Visualize Your Sales Pipeline

Know where every lead stands at a glance. A well-maintained pipeline helps you prioritize hot leads, nurture long-term prospects, and prevent potential clients from falling through the cracks, directly boosting your conversion rates.

Automate and Streamline

Leverage simple CRM features or spreadsheet formulas to automate your workflow. Track communications, schedule follow-up reminders, and analyze interactions to make your process more efficient without tedious manual entry.

Master the Follow-Up

Consistency is key. A systematic follow-up routine keeps you top-of-mind and builds the trust needed to convert a lead into a client. Offer value with each check-in, whether it’s a market update or a relevant new listing.

Analyze Data to Find Trends

Your lead data tells a story. Regularly review it to see which lead sources are most effective and where clients are dropping off. Use these insights to refine your marketing, optimize your funnel, and focus your energy on what works.

Google Sheets | Excel | PDF

Real Estate Agent Lead Management CRM Spreadsheet Download

Master Your Real Estate Lead Flow

Transform your process from chasing leads to building a predictable sales pipeline. Here are the essential best practices for effective lead management.

Build Your Central Hub

Visualize Your Sales Pipeline

Automate and Streamline

Master the Follow-Up

Analyze Data to Find Trends

Resources for Real Estate Professionals

Real estate professionals are constantly seeking innovative ways to improve their real estate lead tracking and manage leads more effectively. Tapping into a wealth of resources, such as industry-specific tools, expert webinars, and educational content, helps agents sharpen their strategies and optimize their client engagement. These resources not only enhance the ability to track leads but also provide insights into market trends, helping professionals make informed decisions that elevate their business. Staying updated with the latest techniques and technologies ensures that agents can maintain a competitive edge and better serve their clients in the ever-evolving real estate landscape.

a group of people looking at a computer on a table

Check Back for Updates to the Google Sheets Lead Tracker Spreadsheet

This spreadsheet is a living resource, continuously improved with feedback from agents like you. This latest version incorporates powerful new features that rival dedicated lead tracking software. It’s designed to be your central tool for organizing all contact details and interaction histories, giving you full control over your sales process. Tracking your data enables you to easily identify trends and make informed decisions to grow your business. As this free tool evolves, you’ll always have the best features at your fingertips. Subscribe to my free tools email list. You’ll get a bunch of free tools to help you organize leads, track payments, client management, and other marketing automation needs. Check out the Rent Ledger Template as an example. I have many more to share.

About The Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

Verify Business Credentials

Free New Home Construction Checklist (PDF, Excel)

Author – Joe Stephenson, REALTOR®

This checklist includes key phases and deliverables to manage various types of construction work from start to finish, providing structure for estimating, scheduling, and tracking completion. Use it to communicate responsibilities across trades, validate inspections, and keep your job site running smoothly.

Resources › New Home Build Checklist

Download our comprehensive, phase-by-phase checklist in convenient PDF and Excel formats to keep your new construction project on track.

Download Your Checklist

Get the complete New Home Construction Checklist to print, use on your tablet, or customize in a spreadsheet.

Download PDF

Download XLSX

Benefits of Multiple Formats

Customize & Track Budgets > The Excel format allows you to add columns for budget tracking, notes, and vendor info.
Take It On-Site > Use the PDF on a tablet or print a physical copy for walk-throughs with your builder.
Stay Organized Offline > Keep a printed copy in your project binder for easy reference without needing a device.
Share with Stakeholders > Easily share digital or printed copies with your partner, architect, or lender to keep everyone aligned.

Resources › The Ultimate New Home Build Checklist

Use this interactive checklist to track every phase of your new construction project, from planning and financing to the final move-in day.

New Home Construction Checklist Free Download Excel

Disclaimer

This checklist is for informational purposes only and serves as a general guide. It may not cover specific requirements for all regions or projects. Please check your local building codes, regulations, and laws to ensure compliance for your new home construction project.

I love the process of the exciting journey of a new home build. I’ve been doing it for so long, and I still get excited watching a house become a complete work. I find that taking on a custom home construction project has maintained is complexity over the years. There are so many specific details to consider along the way. It can be easy to overlook aspects that might become an issues later.I’d like to help you keep yourself organized. I find that having a detailed new home construction checklist (pdf) is a great way to keep things together.

The construction industry thrives on checklists. It makes sense if you think about it. You can keep all of the clear expectations in a punch list format. Your home plan will stay organized and ultimately create a more efficient and predictable new build. You could be estimating remodel costs and managing tasks on a custom home. You’ll find that a detailed checklist can clarify what to expect, when things matter most, and what to do before you sign any work order.

This checklist can serve as your trusty tracker that guides you through each construction phase. You want to make sure you meet each specific requirement and building requirements while keeping your vision intact. With 20+ years of experience helping clients bring their dream homes to life, I’ve designed this resource to cover everything. I’ve included the design specifications, and exterior structures. You’ll also find how I approach tracking the finishing touches like the interior walls, storage solutions, and laundry room.

Careful planning and attention to every detail, down to the final walk through, are necessary to get your home so that it aligns with your unique preferences. Please, I invite you to download this pdf file to access a comprehensive checklist that takes the guesswork out of your project and ensures every aspect of your construction is executed consistently.

Questions for Real Estate Agent about Building New Home

Need some more guidance on what to ask? No problem. Here are a list of questions you can to Joe if they apply to you. These can get things going, and then we can do more of a discovery discussion.

What steps should I take when looking to purchase land to build a custom home? How can you help guide me through this process as my real estate agent?
What type of floor plan and square footage would you recommend for the land I’m considering, given factors like lot size and terrain?
How can we design an optimal floor plan that includes all the rooms and features on my wish list, like a spacious garage and open concept main floor?
What are the rules and regulations for new home construction in this area? Will I need to get permits or approval before construction begins?
How do I go about hiring a qualified general contractor and home builder? Can you recommend any reputable contractors you’ve worked with before?
What should I look for when evaluating and selecting the home builder? Are there specific questions I should ask or qualifications to look for?
How can I make sure I choose the right materials and finishes like flooring, cabinets, countertops, paint grade, and light fixtures while staying within my budget?
What energy efficient features like new windows or blown in insulation would you recommend I invest in?
How soon in advance should I contact the power company before appliances and electrical finishes are installed?
What steps should I take to prepare for the final inspection? What happens during a final walkthrough?
Do you have any recommendations for saving money during the custom home building process?
What should I consider when thinking about future plans and renovations down the road? How can I design the home to easily accommodate future needs?
As my real estate agent, how can you best advise me throughout the entire home building process as a one-stop shop?

Contact Joe

Contact Joe and Let’s Talk About Building a Custom Home

Building your own custom home is an exciting yet complicated process. To make sure you stay on track, use a comprehensive home building checklist covering everything from purchasing land to the final inspection. I can get you started with Kansas City home builders.

Contact me at 913-661-6700 or fill out this form to email me.

Check Back for Updates to this House Building Checklist (Excel, PDF, Doc)

Having a dynamic construction process and ever-improving safety standards and quality standards will help you always have the best tools for your project. We are committed to regularly updating our home construction checklist template and other construction templates.

Check back here for the latest versions designed for superior project management. Our goal is to help project managers and construction teams stay on the same page at the job site. Future updates to our house building checklist excel and other excel templates will offer even better ways to track progress on all project requirements, from the first square feet of the foundation until your new home is move in ready. Don’t miss out on the next version of this powerful free checklist.

Free Seller Questionnaire, Real Estate (PDF, Excel)

Free Customizable Seller Questionnaire Template Download

PDF | Excel | Google Sheets

I’ve found that when I’m working to manage a smooth real estate transaction, having the right resources really makes life easier. In my business, my preferred method is to use a real estate seller questionnaire form (PDF) every single time I work with a new seller. I think that these forms help me determine all the important details about a property right away, so I can immediately get everyone, seller, new buyer, and even my own team, on the same page.

Resources › Free Customizable Seller Questionnaire Template

Use these ready-to-go files to streamline seller intake and keep every detail in one place. PDF, Excel, and Google Sheets are included.

Download Your Template

Free, customizable Seller Questionnaire in your preferred format:

PDF

Excel

Google Sheets

Works great for mobile use or printing hard copies. Tailor the fields to your process.

Why Agents Love It

Uncover key insights and simplify conversations with sellers.
Keep all property information centralized and easy to reference.
Flexible for in-person, phone, or virtual consultations.
Saves time and helps you kick-start your next deal with confidence.

Seller Questionnaire – What’s Inside

Tap a section to expand:

Why This Matters

This questionnaire verifies that agents have comprehensive information, from property details to local regulations, so it’s easier to market accurately and protect all parties involved.

In a perfect world, sellers would always know the same things that buyers want to know. But that’s rarely the case, so I rely on these questionnaires to fill in the gaps. I use them to ask about past improvements, the quality of upgrades, and anything that could affect the home’s fullest potential or resale benefits. The questionnaire helps me sell properties more confidently and makes sure my documentation is solid from day one. Honestly, I don’t see a better way to kick off the selling process than with a thorough real estate seller questionnaire form PDF.

To explore how this transparency safeguards transactions and prevents disputes, you can review an example of an official Seller’s Property Condition Disclosure Statement.

Quiz › Seller Questionnaire vs. Disclosure

Quick, image‑assisted quiz for agents. Learn the key differences, what to collect, and how to use the form in real deals.

Seller Questionnaire Knowledge Check

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Seller Questionnaire Form for Real Estate Transactions – Sheet1 Download PDF

a person filling out an application on their computer

Email Script › If Your Seller Prefers Filling It Out Online

Use this pre-formatted message. Personalize a few fields below, then copy the subject and body into your email client.

Personalize

Seller Name Your Name Your Title Contact Info Link to Send (select format)

Preview

To:

[Seller’s Email]

Subject:

Important Information About the Pre-Listing Seller Questionnaire

Dear [Seller’s Name],

Thank you for taking the time to complete the home seller questionnaire as part of the pre‑listing process. This document, often called the seller property questionnaire, is an important step toward a smooth, transparent transaction. A few key notes as you fill it out:

Be thorough and accurate on details like bathrooms, bedrooms, and other crucial property information. Accuracy gives buyers a clear picture.
You’ll also see sections tied to local rules (zoning, permits, updates). Double‑check anything related to compliance.
If you’re filling out the electronic version, it helps to have tax records, renovation permits, and repair history handy.
Completing the questionnaire with full transparency reduces surprises later and builds confidence for everyone involved.

Here’s the link to the form for your convenience: Open Seller Questionnaire. Please take your time reviewing and completing it. If anything is unclear, I’m happy to help.

Best regards,
[Your Name]
[Your Title]
[Your Contact Information]

Tip for a call or in‑person wrap‑up: “Remember, taking the extra time to be detailed now saves time later and sets us up for a smoother transaction.”

Please confirm once you’ve completed the form or let me know if you’d like me to walk you through any sections. Thank you!

Real Estate Seller’s Questionnaire Checklist

For Agents, Brokers, and Consultants Working with Home Sellers

Here’s the thing: a well-completed seller’s questionnaire sets the tone for a smooth listing, fewer surprises, and stronger buyer trust. From my experience, these are the things you don’t want to overlook.

General Property & Listing Essentials

Real Estate Agent
Make sure the seller knows exactly who their point of contact is. Confirm the agent’s full name, brokerage, and contact method. Sellers often assume they’re talking to a team, clarify expectations from day one.
Real Estate Transactions (Past & Present)
Has the seller attempted to sell this home before? Ask about prior listings, canceled escrows, or withdrawn MLS numbers. Patterns here help identify possible hurdles.
Real Estate Business Intentions
Is this a personal sale, or are they flipping or divesting as part of a business strategy? Understanding their bigger picture helps you tailor your services.

Home Features & Systems

Features
Ask sellers to highlight both standout and everyday features. Don’t let them forget things like upgraded insulation, hidden storage, or new HVAC systems.
How Many Bedrooms / Bathrooms
Get this right, especially if there were conversions or remodels. Confirm what’s legally permitted versus what’s just being used as a bedroom.
Mobile Device Accessibility
Can they complete forms or submit docs via mobile? If not, prep a paper version or help guide them through it. Don’t let tech be a barrier.

Seller Preparedness & Process Readiness

Create a Safe, Confidential Space
Reassure the seller that their responses are confidential. Especially when it comes to reasons for selling, legal issues, or family transitions, they’ll open up more when they feel secure.
Motivation for Selling
Are they relocating, upgrading, downsizing, divorcing? Their answer affects pricing, staging, and marketing urgency.
Stories About the Home
Ask them to share personal stories or what they love most. These gems can humanize the listing and help attract the right buyer.
Sign and Date
Never forget this part. I’ve seen deals get delayed simply because the questionnaire wasn’t formally signed and timestamped.

Access & Security

Security Concerns
Do they have cameras, alarms, or pets? Ask how they prefer to handle showings. Sellers feel better when they know their privacy is respected.
Access Instructions
Do you need codes, keys, or must you schedule around specific hours? Nail this down before the first showing is even discussed.

Mortgage & Financial Disclosures

Mortgage Status
Ask about the current mortgage, balance, lender, and any liens. This affects net sheets and can uncover surprise short-sale situations.

Communication Preferences

Hear from You How?
Do they prefer calls, texts, or email? Believe me when I say miscommunication is the top cause of seller frustration.

Unique Considerations

Scale of the Sale
Are they just selling one home, or is this part of a larger portfolio? If you’re working with an investor, that changes your advisory role significantly.
Other Homes in the Area
Do they own nearby homes? This may open the door to repeat business or dual listings.

If you ask me, using this checklist during your listing intake process will help you work smarter, build trust faster, and protect yourself from a lot of “I thought you knew” situations down the road.

Check back for Updates to this Real Estate Questionnaire for Sellers

I’m committed to keeping these tools relevant and effective, ensuring they cater to the evolving needs of real estate professionals, sellers, and other agents. The real estate seller questionnaire templates are updated regularly to reflect current standards, local laws, and practices, helping to address important details like how many square feet your property has or resolving potential legal issues.

When I work with sellers, I use forms that collect everything I need. That includes the basics like the property’s address and square footage, along with more specific details that help guide the process. I’ve found that being clear and upfront makes things smoother for everyone. I handle questions about payment terms, how many bathrooms, disclosures like the TDS and SPQ, and I tailor my approach for clients who have owned their property for several years. I create these tools to fit the situation. Sometimes I’m working with a business, and other times I’m helping an individual homeowner. In either case, these questionnaires make it easy to stay organized. I like that they allow people to fill in details quickly and submit everything online. It keeps the process moving without all the back-and-forth.

Commercial Real Estate Due Diligence Checklist (PDF, Excel)

If you’re acquiring commercial real estate property, start with a clear due diligence process that covers physical inspection, property descriptions, personal property, and deal management, built for the realities of the real estate industry.

Download Checklist PDF or Google Doc

Download our Commercial Property Due Diligence Checklist to track loan documents, environmental reports, environmental risks, code violations, and compliance items across zoning compliance, zoning laws, zoning regulations, and the disabilities act throughout your due diligence period. We update it often, so share what you typically review, especially local zoning compliance quirks or forms you use, and we’ll keep making it sharper.

Commercial Real Estate Due Diligence Checklist Download PDF

Download Google Doc

Disclaimer – This checklist is for informational purposes only. This checklist should not be used as a substitute to a customized document for your specific needs. Please work with your local professionals to make sure your due diligence is covering all the needed areas.

Commercial Real Estate Due Diligence | Best Practices & Tips

A clean, skimmable guide to the essentials of discovery and verification before you close.

The 5 Areas Your Review Must Cover

Physical review: Building systems, units/space, site, and fit with your plan.
Legal review: Contracts, entitlements, compliance, and deal docs.
Title review: Ownership, encumbrances, and insurability.
Third‑party reports: Environmental, condition, appraisal, market study.
Accounting & tax: Entity setup, basis, and reporting implications.

Mindset

Treat due diligence as a team sport. You lead; specialists verify. The earlier you involve them, the fewer surprises you’ll pay for later.

Your Core Team (line up before you offer)

Role	What they deliver
Property manager (third‑party)	Pre‑offer operating & capex budgets, unit‑by‑unit condition, vendor quotes, certified rent roll, tenant profile review, and lease audit highlights.
Real estate attorney	Purchase and sale agreement / purchase contract review, entitlement and compliance checks, negotiation on key documents, and risk flags.
Title / escrow	Title report, curative steps, ability to obtain title insurance, comps/ownership research, and alerts on recorded restrictions.
Third‑party engineers & consultants	Property condition report, environmental reports (Phase I), optional foundation reports, mold abatement reports, and termite or radon studies as needed.
Accountant / tax advisor	Deal‑specific entity structure for the business entity, modeling of depreciation and exit, review of tax statements and real estate tax bills.
Valuation & market analyst	Appraisal coordination and, where warranted, an independent market study and competitive analysis.

Eight Field‑Tested Tips (rewritten from the source material)

1) Build your deal team before you bid

Pre‑offer input from a property manager and counsel sharpens pricing and terms. Waiting until escrow to assemble help is how “unknowns” become price cuts you can’t win.

2) Let the property manager pressure‑test your plan

Have them build the operating and renovation budgets, walk every space, pull vendor quotes, and produce a certified rent roll. Their neutral memo is gold in negotiations.

3) Rent‑roll archaeology can pay for the deal

Compare previous rent to market, scan lease commencement date/lease termination date, and chart increases missed by the current owner. Uncaptured rent often becomes your fastest NOI lift.

4) Use a deal‑maker attorney (but you stay the quarterback)

Hire a real estate attorney to stress‑test the purchase and sale agreement/sale agreement, title encumbrances, and other contracts. Let counsel advise; you lead strategy and tone.

5) Choose title like a lender would

Control the title company selection, push for a major underwriter, and clear issues early so the property’s title is insurable. Ask for comps and ownership research to spot assemblages and value pockets.

6) Never skip third‑party reports

Order a Phase I environmental (catch hazardous materials), a property condition report (unbiased view of systems and deferred maintenance), and add specialty tests (mold abatement reports, termite or radon studies) as the asset warrants.

7) Shape valuation, don’t just receive it

Work through your lender or broker to engage an appraiser experienced with your office building / commercial property type. Share your plan and rents; back it with a market study if needed.

8) Put tax strategy on the front page

With your accountant, select the right business entity, read the tax statements and projected real estate tax bills, and model exit outcomes. Smart structure reduces friction later.

Document & Data Checklist (scan this list during your diligence period)

Diligence items & key documents: Fully executed purchase contract, estoppels, SNDA’s, service agreements, warranties, permits.
Leases & rent roll: Certified rent roll, amendments, options, lease commencement date, lease termination date, security deposits, delinquency and payment history.
Financial information: Trailing 24–36 months P&L, general ledger, variance explanations, budget vs. actuals, utility bills, vendor contracts.
Title package: Commitment, exceptions, survey legal description, recorded easements, restrictions, and ability to obtain title insurance.
Third‑party reports: Phase I environmental, property condition report, structural / foundation reports (if the existing structure suggests), appraisal, market study.
Legal & risk: Compliance letters, certificates of occupancy, pending litigation or pending claims, violations, insurance loss runs.
Taxes: Current and historical tax statements, abatement details, special assessments, recent appeals, estimated real estate tax contributions post‑sale.
Operations: Service contracts, staffing, maintenance logs, capex history, warranties, life‑safety testing records.
Seller‑provided materials: Seller’s third party engineering reports, drawings, as‑builts, capital plans.

How to Run a Thorough Review

Think in phases and keep a written tracker. A crisp cadence keeps the acquisition process moving and prevents missed details:

Day 0–5 (intake): Kickoff call, assign owners, request the full document dump, set inspection dates.
Day 6–15 (site & reports): Physical walks, interviews with on‑site staff, order environmental and engineering.
Day 16–25 (analysis): Normalize the financials, check previous rent vs. market, scrub other contracts, draft initial issues list.
Day 26–30 (resolve): Cure title, finalize costed findings, agree on credits or scope, update the sale agreement exhibits.

What “good” looks like

A diligence package that clearly ties building realities to numbers, documents a few well‑supported adjustments, and demonstrates financial due diligence while keeping relationships intact. That balance is the crucial process that separates smooth commercial real estate acquisitions from messy ones.

Use this as a starting template for any real estate acquisition, from an office building to mixed‑use. Every asset is different, but solid diligence conduct and clear diligence focuses don’t change.

Real World Professional Example of Thorough Due Diligence

How the FDIC Assesses Commercial Real Estate Asset Quality

Check out the specific details at their website -> FDIC Examination Policies Manual.

When evaluating commercial real estate assets, the FDIC conducts a comprehensive due diligence process to ensure asset quality and mitigate risks. This involves a thorough examination of pending claims, environmental issues, and the overall condition of properties such as apartment and office buildings.

The FDIC’s approach includes a complete due diligence review of underwriting standards, credit administration practices, and the adequacy of loan and lease loss reserves. Prospective buyers should be aware that the FDIC’s evaluation also considers the diversification and quality of loan portfolios, as well as the management’s ability to handle problem assets effectively.

This rigorous process reflects how our government ensures financial institutions maintain strong asset quality. A helpful fact to note is that the FDIC’s asset quality ratings range from 1 to 5, with 1 indicating minimal supervisory concern and 5 representing a critical threat to the institution’s viability.

Check Back for Updates and Newer Versions

Our templates simplify real estate due diligence, this helps make sure you never miss a crucial detail when handling commercial real estate transactions or estate due diligence processes. They can help you make sense of commercial real estate due diligence or managing standard real estate deals, our tools provide the guidance you need for complete peace of mind.

Download our free real estate templates and checklists today to streamline your workflow and become a trusted expert in the world of real estate. Don’t miss this opportunity, join our network now.

Free House Flipping Spreadsheets (Excel, Google Sheets)

Download Your Free House Flipping Spreadsheets

Choose the spreadsheet that fits your needs. Both options are designed to help you make smarter house flipping decisions.

Advanced House Flipping Spreadsheet

Includes purchase Price and Profitability, Project Management Tracker, and Repair Costs & Rehab Estimation Tab. Perfect for detailed planning and tracking.

Simple House Flip Excel Spreadsheet Calculator

Focuses on ROI from a high-level view. Great for quick calculations and straightforward analysis.

I find that house flipping is an exciting avenue for those interested in real estate investing. It comes with its fair share of obstacles to overcome though. Things like tracking repair costs and managing multiple project tasks. This spreadsheet can help you if you’re estimating rehab costs, calculating the purchase price, finding the maximum purchase price, or keeping your expense tracker updated. I think you’ll find that this all-in-one solution very helpful in making your rehab project run smoothly. With features suited for Excel, XLS, or Google Sheets, the spreadsheet helps you accurately estimate repair costs, organize your cost database, and collaborate seamlessly with business partners. This is perfect for flipping houses. It simplifies processes and helps make sure that no detail is overlooked. This enables you to handle every step of your investment with confidence and clarity.

I like having the numbers right in front of me. That’s why I created and am now sharing this free online calculator and downloadable Excel spreadsheet to make calculating ROI on house flipping easy. I enjoy watching house flipping TV shows and seeing how they handle fix and flip projects. I also work hard to stay updated on real estate investment trends. This spreadsheet will help you make smart decisions and see all the details clearly.

Key Considerations for Flipping Houses

Use this interactive checklist as your framework before starting any rehab projects, house flips, or commercial real estate deals. Check off items, add your own, and download your plan for smarter deal analysis!

Want a free house flipping spreadsheet or to estimate rehab costs? Try our house flipping spreadsheet xls free download for project costs, project schedules, or rental properties. Our web based platform supports all your deal analyzer needs. Email support available!

Online House Flipping ROI Calculator

This calculator provides estimated ROI figures and should not be relied upon as financial advice. Use it for informational purposes only. Always consult a professional for personalized investment guidance.

Sample (Tab 1) – Estimate Repair Costs

I know that flipping houses can be a profitable venture, and managing the many moving parts can quickly make the whole process seem not worth it. I think this free download of our House Flipping Spreadsheet helps alleviate that feeling. It is a powerful spreadsheet that is designed to simplify your rehab property projects. I made it useful when working in Microsoft Excel or Google Sheets; this spreadsheet is packed with features to save you countless hours and keep your projects on track. It includes tabs for repair cost estimation, purchase price and profitability analysis, and a project tracker to manage all your tasks seamlessly.

You’ll find other tools like a repair estimator to calculate unit prices and total costs, an expense tracking system, and detailed reports that break down your numbers. Thanks to its built-in financial modeling and planning tools, you can easily determine budgets, analyze deals, manage cash flow, and even collaborate with investors or your team of developers. It’s a great worksheet for house flippers who want a free document and want to take control.

Repair Item	Details
Demolition	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Framing	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Plumbing	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Electrical	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Flooring	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Painting	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Roofing	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Windows/Doors	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Kitchen Remodel	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Bathroom Remodel	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Landscaping	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Miscellaneous Repairs	Unit Price ($): 0 Quantity: 0 Total Cost ($): 0
Total	Total Cost ($): 0

Purchase Price and Profitability Tab 2

After Repair Value (ARV)

This is known as the estimated market value of the property after all repairs are completed.
Example Input, $300,000.

Rehab Costs

Think of this as the total cost of repairs and renovations.
Example Input, $50,000.

Other Costs

This is where you track any additional costs such as closing costs, holding costs, etc.
Example Input, $20,000.

Desired Profit Margin (%)

This is the percentage of profit you want to make on the deal.
Example Input, 20% (0.20).

Maximum Purchase Price

This is the highest price you should ideally pay for the property to meet the profit goal you set out for.
Example Formula, $300,000 – $50,000 – $20,000 – ($300,000 × 0.20).
Example Output, $170,000.

Actual Purchase Price

This is the price you are paying or considering paying for the estimated value of the property.
Example Input, $100,000.

Profit from Deal

This is the actual profit you will make based on the purchase price as well as the costs.
Example Formula, $300,000 – $50,000 – $20,000 – $100,000.
Example Output, $130,000.

Profitability Check

This indicates whether the deal meets your desired profit margin.
Example Formula, If Profit from Deal ≥ ($300,000 × 0.20), the result is “Profitable.”
Example Output, Profitable.

a person working with a drill on a house

Flip Project Timeline Builder (Advanced)

How to use: Choose your timeline mode (days, weeks, or custom dates). Add each task with a start time and duration. Multiple tasks can start on the same day or week.
The grid will show your flip’s schedule—overlapping tasks stack in the chart.

Project Tracker Tab 3

Task Tracker

Task Name
- This is where you can clearly identify the task (e.g., painting, plumbing, etc.).
- Example Task, Demolition
Assigned To
- You can input the name of the person responsible for completing the task.
- Example Input, John Doe
Start Date
- This is where the date work on the task should begin
- Example Input: 10/01/2023
Due Date
- This is the proposed The deadline for completing the task.
- Example Input: 10/05/2023
Status
- Current state of the task. Options include Not Started, In Progress, Completed, or Delayed.
- Example Input: Completed
Notes
- Additional details or updates about the task.
- Example Input: Finished on time

Progress Summary

Total Tasks
- Total number of tasks in the project.
- Example Metric: 26
Completed Tasks
- Number of tasks marked as completed.
- Example Metric, 1
Percentage Completed
- The percentage of project tasks completed so far.
- Example Formula, (Completed Tasks ÷ Total Tasks) × 100
- Example Result, 3.85%

How to Use the Project Tracker

Update Regularly
- Know to check in on team members and update task statuses, notes, and timelines as tasks progress.
Monitor Deadlines
- Regularly check the Due Date column to identify upcoming deadlines and delays.
Identify Bottlenecks
- Use the Notes and Status columns to track issues causing delays.
Project Health at a Glance
- Review the Progress Summary section to quickly understand overall progress and make timely adjustments.

The spreadsheet helps you handle planning, financing, and project tracking. We make sure to include a space to leave room for future updates to grow with your needs. I love it because it can help you cut through the complexity, save time, and make smarter decisions in your flipping projects. Download this for free today and simplify your house flipping workflow.

Disclaimer

Please note that real estate transactions involve many variables. It’s important to know that the accuracy of results depends on the data provided. So, before making any investment decisions, we strongly recommend consulting with licensed professionals, including financial advisors, real estate agents, attorneys, and tax consultants, to receive personalized advice tailored to your unique situation.

This spreadsheet is provided as a framework for informational purposes only and is not intended to serve as official investment advice. The calculations, data, and suggested ranges are general guidelines intended to assist with basic analysis in house flipping and related real estate investments. In using this spreadsheet, you acknowledge that it is intended for informational purposes only and does not constitute official investment advice.

Have fun playing around with it! If anything else, it’ll help train your brain by visualizing the numbers.

Check Back for Updates to this Excel Spreadsheet Calculator

This Excel calculator is designed to make house flipping easier. The goals is to assist you in how to figure out purchase price, closing costs, property details, fees, and other expenses. We want to continually improve it, so give us feedback. We want ideas on adding new features and making it even more helpful. I hope you will check back often to get the latest version and keep making smart decisions for your investments.

About the Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

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Free Real Estate Agent Profit and Loss Statement Template (Excel, PDF)

Download the Real Estate Agent Profit and Loss Statement Template

Excel | Google Sheets | PDF

a real estate agent profit and loss statement example

Disclaimer: This template is for information purposes only. Be sure to get any tax or financial help from a CPA, accountant, or certified tax professional.

Real Estate Agent Profit and Loss Statement Template Download

Profit and Loss Statement Template Sample

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 of your property’s net operating income, this loss statement template is perfect for assessing your property’s financial performance.

Tracking your property’s financial health requires accurately tracking income and subtracting operating expenses, including sewer owner expenses attributable. For residential property owners, monitoring property income helps maintain a clear picture of financial performance and sustainability.

Accounting is a power tool for tracking income and monitoring the income generated from rental property profit. This helps you make informed decisions. For real estate agents, it promotes clarity in reviewing financial statements and calculating net profit over a specific period. Leverage this information, businesses can make informed decisions, stay on course, and accurately measure progress. Learn more about suitable accounting software options for real estate professionals. It’s an invaluable resource for rental properties, assisting both real estate investors and rental property owners. You may also find our rental property analysis spreadsheet template to be helpful.

Download These Next

Take your real estate business to the next level with these agent-approved tools. Click to download instantly.

Real Estate Income Statement vs. Profit and Loss Statement

📄 Real Estate Income Statement

Tracks property-specific financial performance.
Focuses on rental income, operating expenses, and property taxes.
Calculates Net Operating Income (NOI) (excludes debt service).
Helps evaluate individual property net income and pre tax net income.
Tracks total operating expenses, legal fees, and property insurance.

📃 Profit and Loss Statement

Gives a broader overview of your entire real estate business.
Captures all income streams, including late fees and pet rent.
Includes operational costs like mortgage payments & income taxes.
Useful for understanding yearly trends and gross income.
Tracks total operating expenses, legal fees, property insurance, and more for the entire real estate operation.

Best Practices

✅ Best Practices for Calculating a P&L Statement on a Rental Property

Click each step as you complete it! This checklist keeps your financial reporting accurate and investor-ready.

Use a profit and loss statement template to organize your data effectively.
Begin with a detailed income statement to capture all sources of total income from the property.
Calculate both gross profit and net profit to accurately evaluate profitability.
Track real estate transactions meticulously—make sure every transaction appears in your financial report.
Maintain accurate reporting by regularly updating entries and aligning with current tax laws.
List all expenses directly related to the property—distinguish from operating expenses.
Include all fees paid to property managers or a real estate company in your reports.
Use a profit and loss template for realtors to standardize and compare profits across periods.
Regularly review the real estate market to adjust your financial strategies.

Checking every item means your report will reflect the true net income and pre tax net income of your rental property.

two hands doing analysis on valuating a property

Common Expenses Incurred

REALTORS® face a variety of common real estate agent expenses that impact their operating costs and overall financial performance, including managing deductible expenses. Among these, operating expenses such as office supplies, utilities, and insurance must be carefully tracked.

Marketing costs are also significant, as promoting properties and services is essential to maintaining a competitive edge. These costs are reflected in the financial statement, which helps assess the total revenue generated and the real estate profit and loss.

Cost reduction strategies can aid in maximizing profitability, especially during tax season when expenses like parking fees and referral fees are scrutinized. Managing cash flows and staying on top of mortgage payments are crucial for sustaining a healthy real estate business.

Rental income contributes to the total revenue generated, influencing the overall financial health and stability of the business.

Check Back for Updates Version of My P&L Statement for Real Estate

I’ve created tools to help me stay on top of my finances. Things managing my rental business or tracking monthly rent, I continually organize new details for a profit and loss statement template (excel). I also make sure my records are clear for any specific period. I’ll be updating these resources regularly, so check back often to see what’s new and keep everything running smoothly.

About the Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe's Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe's Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State's website.

Verify Business Credentials

Real Estate Investment Pitch Deck (PDF) Template

The right pitch deck is the most underrated tool in real estate investment. After years in the business, I’ve seen brilliant deals lose steam, simply because the story wasn’t told clearly, or the numbers got buried in jargon. If you want investors leaning in, not tuning out, you need a pitch deck that makes your opportunity shine. That’s what you’ll get here.

A free, professional pitch deck PDF you can use today
My favorite practical tips for customizing, presenting, and following up, straight from experience
Tools to help you take that next step, not just “download and hope”

Let’s get to work, I want you to learn how this real estate pitch deck serves as the foundation of any successful funding campaign or partnership pitch for the real estate industry.

Download Investment Real Estate Pitch Deck Template

PPT | PDF

Pitch Deck Slide Sample

Investors see hundreds of deals. Most are dull or generic. I find that the ones that get funded tell a tight, visual story, one that moves from big picture to hard numbers and makes the next step obvious.

What I’ve learned in the real estate industry.

It’s the one tool I always update before a big investor call, even if I’m using the same numbers.

A sharp pitch deck keeps meetings focused and short. It builds trust. If your deck is organized, so is your deal.

price history graph for real estate investment

What to Include in Your Pitch Deck

Believe me when I say, you don’t need 40 slides. You just need to hit what matters. Here’s my no-nonsense checklist.

Executive Summary
What’s the opportunity? What makes it special?
The Team
Who’s running the show? Lenders and partners want real faces.
Market Overview
Why here? What trends or data back your location and asset class?
The Deal & Property Highlights
Photos, layout, amenities (show, don’t just tell).
Financials
Pro-forma, cash flows, projected returns ,presented clean and simple.
Investment Structure
Equity split, minimum investment, timelines. I like to include FAQs for this section.
Risk & Mitigation
Be upfront. No deal is risk-free, share how you’ll handle challenges.
Next Steps & Contact
Clear CTA: “Let’s talk” or “Request the full deck.”

Potential Investors Look For Specific Things

I always keep backup slides for “deep dive” questions, but don’t include them unless asked. I remember one particular learning experience early in my career, I saw a presentation to a commercial real estate company that specialized in commercial real estate loans. What really made the difference wasn’t just the financial projections, but the way it was highlighted the unique value proposition of the investment opportunity. Investors today expect more than a generic pitch, they want real market analysis, relevant market trends, and a clear explanation of how your real estate company stands out.

I always tailor my pitch deck examples to the target audience, making sure every slide speaks to their confidence in the project and aligns with the bigger goals of their real estate business. More engaged investors, better feedback, and deals that move forward. You’ll wan tot focus on building investor confidence through specific, actionable value propositions, not just numbers.

financial sources that show where real estate investing funding comes from

How to Customize Your Deck for Different Investors

From my experience, tailoring your deck for the audience makes all the difference.

Institutional investors
Want data, risk management, and track record up front. Lead with numbers.
Private investors or syndicates
Care about vision, people, and potential returns. Start with story, then support with data.
Checklist for Customization
- Update comps and market data
- Swap in team bios as needed
- Double-check all math (your credibility depends on it)
- Make the CTA crystal clear: What do you want them to do after the meeting?

I hope you’ll see that a personalized deck beats a one-size-fits-all every time.

Bonus Tools – Presenting, Following Up, and Closing

Here’s what I always recommend:

After the pitch, send a summary email with a link to your deck, your calendar, and a “next steps” checklist.

Use a real estate CRM (like Juniper Square or InvestNext) to track investor interest and automate follow-ups.

Email your PDF before the call—give your prospect time to review.

a product slide from a real estate investment pitch deck

Check Back for Updates

Stay tuned for updates as we continue to refine and enhance our resources to support your investment goals! Soon, we’ll be sharing new insights into closing residential home loans, delivering a clear picture of market dynamics and effective market analysis. You’ll gain access to successful pitch decks that incorporate visual elements and compelling stories to persuade investors while addressing key elements like financial analysis, projected revenue, and risk factors.

Our updates will also introduce guidance on creating a proposed business plan, performing comprehensive analysis, and understanding investment terms. Expect details on market opportunity, sensitivity analysis, square footage considerations, cap rates, and how to draw in both potential and prospective clients. You may be looking for a quick overview of strategies or a deeper look into pitch books and case studies, we’re committed to providing a clear path to success. Don’t miss the valuable insights designed to shape a strong financial future.

Join Our Real Estate Investors Network

Joining our professional real estate network opens the door to endless opportunities and valuable resources tailored to advance your success. Connect with potential clients eager to engage with dedicated real estate professionals like you. Gain access to tools for in-depth risk analysis, ensuring you make informed decisions on every investment.

You may find financial support for your latest venture. If you are aiming to maximize your expected returns, then our network provides the knowledge, connections, and strategies to help you thrive.

Build lasting relationships, elevate your real estate goals, and position yourself for long-term success—become a part of our thriving community today.

About the Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

Verify Business Credentials

Polyethylene Pipe vs PEX

Comparing The Two

If you’re in real estate and work with new construction, this guide isn’t just for builders; it’s for you, too. When it comes to modern plumbing systems in residential construction, the debate often is between two major players in the plastic piping world: polyethylene (PE) and cross-linked polyethylene (PEX). Choosing between these materials can impact your labor time, installation costs, long-term durability, and even how inspectors view your work. Let me put it this way: the difference isn’t just academic, it can influence your bottom line.

Download This Free Comparison Report

Poly Vs Pex Pros Cons Free Download Comparison and Guide Download

Starting With the Basics

What is Polyethylene Pipe (PE)?

Polyethylene pipes, often referred to as PE pipes or poly pipes, are made from high-density polyethylene (HDPE), a material known for its corrosion resistance and flexibility. PE piping is widely used in underground installations and outdoor use cases thanks to its ability to withstand freezing temperatures and its overall durability in harsh environments. PE is particularly common in water main systems and irrigation.

What is PEX Pipe?

PEX pipes are a form of cross-linked polyethylene, meaning the polymer chains are bonded to enhance flexibility, temperature resistance, and pressure tolerance. This makes PEX ideal for hot and cold water systems, especially in home plumbing and heating systems. You’ll often find PEX used for water supply lines, radiant floor heating, and in direct connection to the water heater.

Key Differences at a Glance

Material Composition & Flexibility

PEX is highly flexible, making it easy to route through tight spaces in new construction. Polyethylene is also flexible, but PE pipes are generally used in longer, more continuous runs underground.

Temperature & Pressure Ratings

PEX has a slight edge in handling high temperatures and pressure variations, particularly in hot water systems. PE is great for cold water and underground applications but is less suitable for prolonged exposure to high temperatures.

Resistance to Freezing and Bursting

Both materials are more freeze-resistant than copper or PVC pipe, but PEX has a bit more give under freezing conditions, thanks to its cross linked structure.

Installation Considerations

Tools & Fittings Required

PEX installation involves special tools and components like PEX rings and PEX fittings. Mechanical connections or heat fusion methods are often used for PE, especially in underground water supply applications.

Learning Curve for Install Crews

PEX is well-suited for DIY installation and has a smoother learning curve. PE requires more specialized tools and techniques, especially heat fusion.

Code Compliance and Inspection Readiness

PEX is widely accepted in residential plumbing systems and generally passes inspection with fewer questions. PE pipes are more commonly specified in utility-scale water supply systems or outdoor applications.

Performance Over Time

Longevity and Wear

Both PEX and PE are corrosion resistant and durable, but PEX may degrade with prolonged exposure to direct sunlight if not protected. Polyethylene is better for outdoor use and can handle a bit more abuse underground.

Common Failure Points

PEX connections can leak if improperly crimped or if low-quality fittings are used. PE systems are vulnerable at the mechanical connection points unless heat-fused correctly.

Cost Analysis

Material Costs

PE is typically cheaper per foot than PEX, especially for large-scale underground installations. However, the fittings and tools for PEX may be more expensive up front.

Labor and Time to Install

PEX is faster to install in most home plumbing settings. Fewer fittings are required due to its bend radius, and mechanical connections are quicker than heat fusion.

Lifecycle Value

From what I’ve seen, PEX wins in terms of total value for typical residential plumbing. Polyethylene shines in long-haul or outdoor-specific installs.

When to Use Each Pipe Type

Best Scenarios for Polyethylene (PE)

Underground water mains
Irrigation and sprinkler systems
Outdoor installations in cold climates
Long, continuous pipe runs

Best Scenarios for PEX

Interior home plumbing
Hot and cold water supply systems
Radiant heating systems
New construction where flexibility and speed matter

What Do You Think?

Speaking from experience, every plumber and builder has their own take when it comes to plastic piping materials. Some swear by the legacy reliability of copper pipe, while others are leaning into newer multilayer pipes that incorporate an oxygen barrier to prevent corrosion in heating systems.

We know that real-world job site conditions, like whether the pipe is exposed to sunlight, buried in the ground, or carrying drinking water, can impact material choice more than any spec sheet. And while PEX and PE dominate much of the conversation, we’ve heard builders mention other materials like PVC or even chemical-resistant options for special-use cases.

What’s your go-to when you’re balancing performance, cost, and code? Do you have insights on how these materials hold up under lower temperatures or how they withstand high temperatures over time? If you’re working on a house right now and had to make a decision, what’s in your trench or wall? Let us know, and we might feature your perspective in a future update to this post.

Final Takeaway for Builders

I’ll be honest with you, there’s no universal winner here. It’s all about the job. Polyethylene offers unbeatable durability underground, while PEX is the clear go-to for home plumbing and heating. If you’re building smarter homes, understanding the strengths of each material helps you make an informed decision that aligns with your project goals and budget.

Ready to Spec Your Next Build? Talk to a plumbing systems expert or request our detailed PEX vs PE installation checklist for your crew. Let’s build better, one line at a time.

About the Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

Verify Business Credentials

Approved Form: Transaction Broker Addendum, Kansas (PDF)

In Kansas real estate, clarity around brokerage relationships is key to making sure you are both in legal compliance and consumer trust. One form that plays a central role in this is the Transaction Broker Addendum (TBA), a document required when a licensee transitions from an agent role to that of a transaction broker.

Download the TBA Form, Approved by the Kansas Real Estate Commission

Download the Official Transaction Broker Addendum Form (TBA)

Disclaimer – this is not official legal advice. Please do not use this blog or content here as a replacement for official legal advice. We highly recommend you seek advice about legal matters from licensed legal professional.

What is the Transaction Broker Addendum?

The Transaction Broker Addendum Kansas form is an official amendment used to convert an existing written agency agreement, such as a buyer agency or seller agency agreement, into a written transaction brokerage agreement.

This shift typically happens when the same designated agent is working with both a buyer client and a seller client in the same real estate transaction. Since Kansas prohibits dual agency, this form enables compliance by transitioning all parties to a transaction broker relationship, where the agent assists both sides neutrally.

When Do You Use the TBA Form?

The same licensee affiliated with a brokerage firm is working with both buyer and seller.
An exclusive agency agreement is already in place with both parties.
The designated agent’s supervising broker needs to facilitate the transaction without representing either party.
A potential conflict of interest arises, and informed consent is needed from both the buyer and seller.

This form must be signed before executing a purchase contract, lot reservation agreement, or any similar transaction document, this should bring full legal disclosure pursuant to K.S.A. 58-30,113 and amendments thereto, assuming it is executed properly (reminder, this is not official legal advice).

Why Does It Matter?

Acting improperly without this addendum could create an implied dual agency situation, a violation of the Kansas Real Estate Commission rules. Using the TBA helps licensees.

Avoid mishandling confidential information or material defects disclosure.
Stay compliant in transactions involving property owned by the brokerage or its supervising broker.
Navigate legal duties as a statutory agent, tenant’s agent, landlord’s agent, buyer’s agent, or seller’s agent in complex real estate deals.

Key Limitations of a Transaction Broker

As a transaction broker, a licensee…

Does not represent either party in a fiduciary capacity.
Cannot disclose motivations, price flexibility, or financing terms of either party without written consent, unless dealing with commercial real estate or residential properties with more than four units, where limited disclosure may be permitted unless prohibited.

Stay Protected, Stay Informed

This form protects not only the licensee, but also buyers, sellers, tenants, and landlords who need transparency in their real estate transactions. Always review with your branch broker, seek expert advice as needed, and document every written agreement properly.

Access the Transaction Broker Addendum Form here to make sure your next Kansas transaction is handled with care and clarity.

FAQs – The Brokerage Relationships in Real Estate Transactions Act

When does a licensee have to disclose their role in a transaction?

A licensee involved in a residential transaction must disclose their role (e.g., seller’s agent, buyer’s agent, or transaction broker) at the first practical opportunity—usually when they begin substantive contact with a client.

Who qualifies as an “affiliated licensee”?

An affiliated licensee is any real estate professional who works under the supervision of a broker and represents the broker’s brokerage relationships in transactions.

Can a licensee act for both the buyer and seller?

In Kansas, a licensee cannot be a seller’s agent and a buyer’s agent in the same deal. Instead, they must use a Transaction Broker Addendum to convert the relationship and act neutrally. This prevents unauthorized dual agency among other affiliated licensees as well.

What is considered a “sell agreement” under this law?

A sell agreement typically refers to any contract to transfer real estate, including exclusive right listings, purchase contracts, and related documents that are subject to BRRETA disclosures.

What must not be disclosed without consent?

Licensees pursuant to the act cannot reveal such information as motivation, willingness to accept different terms, or financial limits of any other party, unless required by law or authorized in writing.

Can disclosures be made through verbal authorization?

No. BRRETA requires written agreements for agency roles, and verbal authorization alone is not sufficient to establish agency or make protected disclosures.

Are there exceptions for federal government or agency transactions?

Yes, certain federal agency or federal government transactions may follow different rules. For example, some agency agreements involving federal entities may be oral rather than written.

What if a qualified third party prepares the documents?

If a qualified third party like an attorney prepares the purchase contract, standard disclosure still applies unless the transaction meets very specific exemptions under the law.

About the Author

Joseph E. Stephenson, REALTOR®

License #00054082 | Kansas & Missouri

Affiliated with Welch & Company (License #CO00000477)

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Real Estate Agent License Verification

Verify Joe’s Business Credentials

Joseph E. Stephenson also operates a business named Stephenson Residential, LLC. You can verify the business at the Kansas Secretary of State’s website.

Verify Business Credentials

Phase 1: The Listing Presentation & Property Preparation

Phase 2: The Listing Agreement & Paperwork

Phase 3: Marketing the Active Listing

Phase 4: Offers, Negotiation & Contract

Phase 5: Closing the Transaction

Download Our Free Real Estate Listing Checklist PDF

PDF | Excel | Google Sheets

Common Listing Mistakes to Avoid

Check Back for Updates to this Real Estate Listing Checklist (PDF, Free Download)

About the Author

Joseph E. Stephenson, REALTOR®

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

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Download Your Free Real Estate Lead CRM

Choose Your Preferred Format

Master Your Real Estate Lead Flow

Unlock Your Business Potential

Build Your Central Hub

Visualize Your Sales Pipeline

Automate and Streamline

Master the Follow-Up

Analyze Data to Find Trends

Google Sheets | Excel | PDF

Master Your Real Estate Lead Flow

Build Your Central Hub

Visualize Your Sales Pipeline

Automate and Streamline

Master the Follow-Up

Analyze Data to Find Trends

Resources for Real Estate Professionals

Check Back for Updates to the Google Sheets Lead Tracker Spreadsheet

About The Author

Joseph E. Stephenson, REALTOR®

Connect with Joe and/or Listen to His Podcast

Verify Joe’s Real Estate License Credentials

Verify Joe’s Business Credentials

Resources › New Home Build Checklist

Download Your Checklist

Benefits of Multiple Formats

Resources › The Ultimate New Home Build Checklist

Your Build Progress

New Home Construction Checklist

Assessing and Preparing the Soil

Excavation and Layout

Footings and Walls

Floors

Walls

Ceilings

Gable Roof

Hip Roof

Roof with a True Valley

Doghouse Dormer

Trusses

Eaves and Rakes

Sheathing

Roofing the House

Installing Windows, Exterior Doors, Siding, and Trim

Wall and Floor Coverings

Doors

Trim and Cabinets

Stairs

Disclaimer

Questions for Real Estate Agent about Building New Home

Contact Joe and Let’s Talk About Building a Custom Home

Check Back for Updates to this House Building Checklist (Excel, PDF, Doc)

Free Customizable Seller Questionnaire Template Download

PDF | Excel | Google Sheets

Resources › Free Customizable Seller Questionnaire Template

Download Your Template

Why Agents Love It

Seller Questionnaire – What’s Inside

Why This Matters

Quiz › Seller Questionnaire vs. Disclosure

Your Results

Email Script › If Your Seller Prefers Filling It Out Online

Personalize

Real Estate Seller’s Questionnaire Checklist

General Property & Listing Essentials

Home Features & Systems