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 […]
Category Archives: Templates
Free Real Estate Counter Offer Form (PDF, Word Template)
I have always been passionate about the real estate negotiation process. There’s something so rewarding about working through the details of real estate transactions, particularly when a real estate purchase counter is involved. It’s not just about running numbers but about fostering collaboration between both the buyer and the seller. When I hear that the […]
Free Home Staging Checklist, Printable (PDF, Excel)
Staging a house can be as fun as it is important, I should know, I genuinely enjoy the process of turning a house into a space that wows potential buyers. I don’t know if it’s the rearranging furniture to create an inviting atmosphere, or adding throw pillows for a cozy touch, or sprucing up outdoor […]
Free Real Estate Agent Daily Schedule and Planner (PDF, Docs)
(Updated June 2025) 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 […]
Free Real Estate Agent Onboarding Checklist (PDF, Excel)
Real Estate Agent Templates Author: Joe Stephenson, REALTOR® (Updated March 2025) 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 real estate agents, with the hope they start with a strategic […]
Free Rental Property Inspection Checklist (Pdf and Excel)
Author – Joe Stephenson, REALTOR® Every landlord should use an inspection checklist for their rental property. It’s the best way to ensure your property stays in great condition while keeping everything documented. A rental inspection checklist makes it easy to stay consistent, and this means fewer headaches for you and your tenants. Any property manager […]
Free Open House Checklist for REALTORS® (PDF, Excel, Google Sheets)
Author – Joe Stephenson, REALTOR® Over the years, I’ve learned that a well-thought-out plan can mean the difference between an event that merely attracts passersby and one that brings in truly potential buyers ready to fall in love with the property. A comprehensive open house checklist is my go-to tool to make sure no detail […]
Free Rental Property Chart of Accounts Template (Excel Spreadsheet)
(Updated June 2025) Author – Joe Stephenson, REALTOR® Managing rental properties involves keeping accurate financial records, and that’s where a reliable chart of accounts becomes essential. I’m excited to offer you the chance to download our free chart of accounts for property managers in the real estate business, available in both Excel and PDF formats. […]
Profit and Loss Statement for Rental Property Template Spreadsheet (Excel, Google Sheets)
I’ve created this profit and loss statement spreadsheet template to help you simplify tracking your rental property finances, so you can focus on growing your rental income and boosting your property’s financial performance. We set it up so the total section automatically calculates the final number. It even has a operating expense ratio calculation tool. […]
Real Estate Tri Fold Brochure
I’m proud to give away my favorite real estate tri-fold brochure, now available for free download in both PPT and PDF formats. This thoughtfully designed real estate brochure template is perfect for real estate agents who want to save time and money while delivering a polished, professional marketing piece. With my signature approach, you’ll see […]