Templates

Download these fill-ready templates to help you with everything from building budgets and analyzing deals to managing tenants and seasonal maintenance.

Templates

Download these fill-ready templates to help you with everything from building budgets and analyzing deals to managing tenants and seasonal maintenance.

Budget Spreadsheet (Excel)

Budget Spreadsheet (Excel)

Use this Excel spreadsheet to organize your budget over multiple real estate investment projects. This Excel spreadsheet template includes: Cells to input key property variables, including location, property type, number of units, status, price, and more. Ability to customize to your own profit margin tolerance TIP: Customize this spreadsheet to ...
Deal Analyzer (Excel)

Deal Analyzer (Excel)

Use this Excel spreadsheet to determine your maximum offer on a property This Excel spreadsheet template includes: Cells to input key cost variables, including property values, pricing, transaction and finance costs, holding costs, repairs, and more Ability to customize to your own profit margin tolerance Functions to automatically calculate totals ...
Fall Maintenance Checklist (PDF)

Fall Maintenance Checklist (PDF)

Use this PDF to inspect and prepare your rental property exterior and interiors each fall for budget-saving routine maintenance and potential safety hazards. This fillable PDF template includes: Property address and date completed fields to keep track of multiple properties Checkboxes for for easy filling on tablet or mobile as ...
Housing Provider Reference (PDF)

Housing Provider Reference (PDF)

Use this fillable PDF to gather housing references from a prospective tenant's previous landlord(s). This fillable PDF template includes: Applicant's signature authorization to contact and collect information from previous housing providers Editable text to add your email and/or fax number to form. Fillable fields for previous housing providers to complete, ...
Move-In / Move Out Inspection (PDF)

Move-In / Move Out Inspection (PDF)

Use this fillable PDF to inspect the unit with your new tenant at their move-in and move out. This fillable PDF template includes: Checkboxes for "OK / Acceptable" status of over 100 different residence features and appliances, with comment fields Easy comparison between move in / move out inspection condition ...
Random Inspection (PDF)

Random Inspection (PDF)

Use this fillable PDF to inspect units throughout your tenant's occupancy. This fillable PDF template includes: Checkboxes for "OK / Acceptable" status of over 100 different residence features and appliances, with comment fields Pages to drop any photos taken TIP: Most states require you to notify your tenants a set ...
Rental Application (PDF)

Rental Application (PDF)

Use this fillable PDF to help screen prospective renters. This fillable PDF template includes: Fields for a prospective tenant to apply for occupancy. Fields include contact information, social security, previous housing provider information, income, emergency contacts, and additional occupants, Recommended for both application and lease TIP: Make this available for ...
Spring Maintenance Checklist (PDF)

Spring Maintenance Checklist (PDF)

Use this PDF to inspect and prepare your rental property exterior and interiors each spring for budget-saving routine maintenance and potential safety hazards. This fillable PDF template includes: Property address and date completed fields to keep track of multiple properties Checkboxes for for easy filling on tablet or mobile as ...
Summer Maintenance Checklist (PDF)

Summer Maintenance Checklist (PDF)

Use this PDF to inspect and prepare your rental property exterior and interiors each summer for budget-saving routine maintenance and potential safety hazards. This fillable PDF template includes: Property address and date completed fields to keep track of multiple properties Checkboxes for for easy filling on tablet or mobile as ...
White Letter Template (Word)

White Letter Template (Word)

Use this letter to mail property owners about selling their unlisted, off-market property. This Word document template includes: Helper text to highlight where customization is needed Explanations for the methodology used so you can decide what will work for your goals. TIP: After customizing, to easily delete all helper text ...
Winter Maintenance Checklist (PDF)

Winter Maintenance Checklist (PDF)

Use this PDF to inspect and prepare your rental property for winter and remind tenants of common winter safety issues. This fillable PDF template includes: Property address and date completed fields to keep track of multiple properties Checkboxes for for easy filling on tablet or mobile as you progress through ...