(Updated July 2025) From my experience, a well-crafted rental inquiry email template can transform potential tenants into reliable tenant leads. I like how a concise rental cover letter puts your best foot forward, offering just the right level of detail to spark interest without overwhelming readers. Maybe you work solo as a property manager or […]
Category Archives: Templates
Free Real Estate Non Disclosure Agreement Template (PDF, Doc)
(Updated June 2025) Author – Joe Stephenson, REALTOR® I’m a firm believer that clear communication builds trust, so I always ask a potential buyer to sign an NDA before we dive into the details. In my experience, these agreements come in many forms, but they all share the same goal. That is to maintain confidentiality […]
Free Real Estate Agent Checklist for Buyers (PDF)
Simplify Your Home Buying Journey with Our Free Real Estate Agent Buyer’s Checklist We all know that buying a home is one of, if not THE biggest, real estate transactions anyone will ever make. I find that our current real estate market trends seem to be making big changes, and managing pay stubs, property details, […]
Free Lease Tracker Template (Excel Spreadsheet, Google Sheets)
(Updated June 2025) Author – Joe Stephenson, REALTOR® Hello everyone, and thanks for stopping by today. I’ve updated our lease tracker spreadsheet, and I think you’re going to love the changes. I hate how managing lease documents is such a time-consuming process, but this free spreadsheet will help you make your life easier. I’ve added […]
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 […]
Free Property Management Cleaning Checklist (PDF, Excel, Google Sheets)
(Updated May 2025) Author – Joe Stephenson, REALTOR® Free Cleaning Checklist Template I’ve helped many building management teams with inspecting their properties, and when I do a walk through, I always spot a few cleaning tasks that could easily get missed. It reminded me how critical it is for property managers to have a thorough […]
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 […]
Free Real Estate Offering Memorandum Template (PDF, Doc)
(Updated May 2025) Author – Joe Stephenson, REALTOR® I’ve crafted this Real Estate Offering Memorandum template to add clarity, professionalism, and efficiency to your real estate business. Drawing on experience from numerous real estate transactions, I understand how vital it is to provide prospective investors with all the tools they need to evaluate an investment […]
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 […]