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 […]
Category Archives: Templates
Commercial Real Estate Due Diligence Checklist
(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. If you’re a real estate investor evaluating your […]
Real Estate Agent Expenses Spreadsheet
Free Real Estate Agent Expenses Excel Spreadsheet Template Author – Joe Stephenson, REALTOR® Table of Contents Free Real Estate Expense Tracker Excel Spreadsheet View File [PDF] | Link To Google Sheets | Download Excel Be Among the First to Join Our BRAND NEW Facebook Group! Connect, share, and grow with like-minded individuals. Don’t miss out […]
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. […]
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 […]