Estate Agent Templates

Estate Agent Templates

There is a huge number of templates that someone in the Estate Agent role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Estate Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Property Listing Template
2. Sales Agreement Template
3. Rental Agreement Template
4. Comparative Market Analysis Template
5. Property Inspection Checklist Template
6. Client Information Template
7. Open House Sign-In Sheet Template
8. Expense Tracking Spreadsheet Template
9. Marketing Plan Template
10. Monthly Sales Report Template

Reports

Reports are often prepared by a Estate Agent to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Sales Report
2. Rental Report
3. Property Valuation Report
4. Market Analysis Report
5. Client Feedback Report
6. Property Listing Report
7. Comparative Market Analysis Report
8. Lead Generation Report
9. Property Inspection Report
10. Financial Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Estate Agent does and how they do it.

1. Property Listing SOP
2. Client Consultation SOP
3. Property Viewing SOP
4. Offer Negotiation SOP
5. Sales Agreement SOP
6. Property Marketing SOP
7. Rental Agreement SOP
8. Property Inspection SOP
9. Closing and Handover SOP
10. Client Feedback SOP

Presentations

Estate Agent presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Property Listing Presentation
2. Market Analysis Presentation
3. Client Meeting Presentation
4. Sales Performance Presentation
5. Investment Opportunities Presentation

Legal Docs

There are several key times when a Estate Agent needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Rental Agreement Template
3. Listing Agreement Template
4. Property Disclosure Template
5. Lease Termination Template

Health & Safety Templates

Health & Safety templates for a Estate Agent ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Estate Agent calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Property Viewing Calendar
2. Open House Schedule Calendar
3. Client Meeting Calendar
4. Property Listing and Expiry Calendar
5. Marketing and Advertising Calendar

Invoice Templates

Several types of Estate Agent invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Commission Invoice
2. Rental Property Invoice
3. Property Management Invoice
4. Advertising and Marketing Invoice
5. Legal Fees Invoice

Survey Templates

For a Estate Agent to get insights related to the work they do, they need to send out Estate Agent surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Property Viewing Experience Survey
3. Market Research Survey
4. Property Listing Feedback Survey
5. Agent Performance Evaluation Survey

Meeting Agendas

Having premade Estate Agent meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Sales Team Meeting
2. Client Consultation Meeting
3. Property Viewing Meeting
4. Marketing Strategy Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Estate Agent would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Property Management Budget
3. Marketing and Advertising Budget
4. Sales and Commission Budget
5. Office and Administrative Expenses Budget

Dashboards

Dashboards are a useful way for a Estate Agent to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Property Listings Dashboard
3. Client Engagement Dashboard
4. Market Analysis Dashboard
5. Financial Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Estate Agent needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Property Listing Proposal
2. Marketing and Advertising Proposal
3. Buyer Representation Proposal
4. Property Valuation Proposal
5. Rental Property Management Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Estate Agent templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.