Author – Joe Stephenson, REALTOR® I think that kicking off a listing appointment with a rock-solid pre listing package sets the tone right, you’ll feel my excitement as a real estate agent and see I’m serious about your selling process. In my opinion, a standout pre-listing presentation combines a pre-listing package template loaded with professional […]
Category Archives: Templates
Free Real Estate Bill of Sale Template (PDF, Word)
Author – Joe Stephenson, REALTOR® I’ve handled my fair share of closings, and I know a solid real estate bill of sale is a key part of the transaction process. Think of it as a detailed description of a sales receipt for your property, it records every detail of the sale, helps the buyer accepts […]
Free Land Due Diligence Checklist (pdf, Google Docs)
Author – Joe Stephenson, REALTOR® I created this free real estate due diligence checklist to help land buyers make a smart land purchase. It shows the steps and references things like checking legal access and property boundaries. I made sure to outline and point out about the important of how to review local zoning laws […]
Home Buyer Consultation Checklist Template (PDF, Excel, Doc)
Author – Joe Stephenson, REALTOR® Let’s talk about the home buying process. Real estate agents like me know that a clear, repeatable system can turn anxious browsers into confident, loyal clients. Any real estate professional should make sure to deliver a concise roadmap in that very first meeting, which is exactly why I’m giving you […]
Summer Home Maintenance Checklist (PDF, Excel)
Author – Joe Stephenson, REALTOR® I’ve spent years, as a REALTOR® and homeowner, helping my clients. This has included rental property owners and property managers. I like to help them stay ahead of home maintenance needs, especially when summertime starts. We all know that summer brings warm weather, hot air, and plenty of tasks around […]
Free Multifamily Due Diligence Checklist (PDF, Word Doc)
Commercial Real Estate Property Resources Author – Joe Stephenson, REALTOR® I’ve met with many real estate professionals who are talking about investing in a multifamily property. There is the potential for long-term profitability and I do find that very appealing; the due diligence process is where the true foundation for success is built. I’ve been […]
Real Estate – Scope of Work Template for House Flipping (PDF, Word Doc)
Author – Joe Stephenson, REALTOR® I have lost count the number of times I’ve had multiple discussion with professional remodelers about expectations. I do not enjoy that conversation, but I suppose having so many chats like that has played a part in the inspiration of creating this free template. Making sure everyone is aligned beforehand […]
Free Real Estate Prospecting Letters, Samples, and Templates (PDF, Google Docs)
Author – Joe Stephenson, REALTOR® Over the years, I’ve found that getting someone to sell their home or use your services as a licensed real estate agent takes more than just a friendly smile. It’s all about creating a personal connection that really speaks to them. For experienced real estate agents, real estate introduction letters […]
Free House Hunting Checklist Spreadsheet (Excel, PDF)
Author – Joe Stephenson, REALTOR® Keeping track of your budget, listing must-have features, and remembering which house caught your eye can be tough on your recollection ability. That said, I think my free house hunting spreadsheet – that’s available in both Excel and PDF formats – can really help you with your search. This tool […]
Home Selling Real Estate Transaction Process Flow Chart (PDF, PowerPoint)
Author – Joe Stephenson, REALTOR® Adjust and Customize this Template as Needed The real estate transaction process can feel complex, with numerous steps and responsibilities to manage. For real estate professionals, staying organized is key to guiding clients smoothly through each stage. After my latest transaction, I decided to keep track of our workflow. I […]