Freelance Real Estate Law Professional Templates

Looking for Freelance Real Estate Law Professional Templates to download? See the main templates that a Freelance Real Estate Law Professional would use in their day-to-day work.

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Freelance Real Estate Law Professional Templates

There is a huge number of templates that someone in the Freelance Real Estate Law Professional 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 Freelance Real Estate Law Professional. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Client Intake Form
2. Contract Template
3. Lease Agreement Template
4. Property Disclosure Form
5. Power of Attorney Template
6. Affidavit Template
7. Bill of Sale Template
8. Deed Template
9. Promissory Note Template
10. Closing Checklist Template

Reports

Reports are often prepared by a Freelance Real Estate Law Professional 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. Monthly Financial Report
2. Client Billing Report
3. Case Status Report
4. Property Title Search Report
5. Contract Review Report
6. Lease Agreement Analysis Report
7. Due Diligence Report
8. Litigation Progress Report
9. Regulatory Compliance Report
10. Market Analysis 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 Freelance Real Estate Law Professional does and how they do it.

1. Client Intake SOP
2. Contract Review SOP
3. Title Search SOP
4. Due Diligence SOP
5. Lease Agreement SOP
6. Property Transfer SOP
7. Eviction Process SOP
8. Foreclosure SOP
9. Dispute Resolution SOP
10. Closing Process SOP

Presentations

Freelance Real Estate Law Professional 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. Monthly Client Update Template
2. Property Purchase Agreement Template
3. Lease Agreement Template
4. Real Estate Due Diligence Template
5. Property Closing Checklist Template

Legal Docs

There are several key times when a Freelance Real Estate Law Professional 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. Lease Agreement Template
2. Purchase Agreement Template
3. Property Management Agreement Template
4. Assignment of Lease Template
5. Eviction Notice Template

Health & Safety Templates

Health & Safety templates for a Freelance Real Estate Law Professional 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 Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Freelance Real Estate Law Professional calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Task Calendar
2. Court Hearing Calendar
3. Client Meeting Calendar
4. Deadlines Calendar
5. Marketing and Networking Calendar

Invoice Templates

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

1. Client Consultation Invoice
2. Legal Research Invoice
3. Document Drafting Invoice
4. Contract Review Invoice
5. Closing and Settlement Invoice

Survey Templates

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

1. Client Satisfaction Survey
2. Market Research Survey
3. Legal Services Feedback Survey
4. Real Estate Industry Trends Survey
5. Customer Needs Assessment Survey

Meeting Agendas

Having premade Freelance Real Estate Law Professional 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. Monthly Client Meeting Template
2. Team Collaboration Meeting Template
3. Legal Research and Analysis Meeting Template
4. Contract Negotiation Meeting Template
5. Business Development Meeting Template

Budget Templates

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

1. Income and Expense Tracker
2. Client Billing Template
3. Monthly Budget Planner
4. Tax Deduction Worksheet
5. Savings and Investment Tracker

Dashboards

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

1. Financial Performance Dashboard
2. Client Acquisition Dashboard
3. Case Management Dashboard
4. Compliance Monitoring Dashboard
5. Time and Billing Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Real Estate Law Professional 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. Monthly Real Estate Contract Proposal
2. Property Title Examination Proposal
3. Lease Agreement Review Proposal
4. Real Estate Litigation Proposal
5. Land Use and Zoning Analysis 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 Freelance Real Estate Law Professional 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.

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