Land Agent Templates

Land Agent Templates

There is a huge number of templates that someone in the Land 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 Land 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. Lease Agreement Template
3. Purchase Agreement Template
4. Property Appraisal Template
5. Property Inspection Checklist Template
6. Market Analysis Template
7. Property Management Agreement Template
8. Comparative Market Analysis Template
9. Property Offer Template
10. Property Sales Report Template

Reports

Reports are often prepared by a Land 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. Monthly Sales Report
2. Property Acquisition Report
3. Lease Agreement Report
4. Market Analysis Report
5. Property Valuation Report
6. Rental Income Report
7. Property Development Report
8. Land Use and Zoning Report
9. Competitive Analysis Report
10. Property Portfolio 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 Land Agent does and how they do it.

1. Property Acquisition SOP
2. Property Inspection SOP
3. Lease Agreement SOP
4. Property Valuation SOP
5. Negotiation SOP
6. Title Search SOP
7. Property Survey SOP
8. Due Diligence SOP
9. Property Marketing SOP
10. Closing and Documentation SOP

Presentations

Land 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 Sales Presentation
2. Market Analysis Presentation
3. Client Acquisition Presentation
4. Investment Opportunities Presentation
5. Land Development Proposal Presentation

Legal Docs

There are several key times when a Land 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. Lease Agreement Template
2. Purchase Agreement Template
3. Property Management Agreement Template
4. Easement Agreement Template
5. Option Agreement Template

Health & Safety Templates

Health & Safety templates for a Land 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 Land Agent calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Property Inspection Calendar
2. Client Meeting and Appointment Calendar
3. Property Listing and Open House Calendar
4. Lease Renewal and Expiration Calendar
5. Marketing and Advertising Campaign Calendar

Invoice Templates

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

1. Commission Invoice – This invoice is used to bill clients for the commission earned on the sale or lease of a property.
2. Rental Invoice – This invoice is used to bill tenants for their monthly rent payments.
3. Property Management Invoice – This invoice is used to bill clients for property management services such as maintenance, repairs, and rent collection.
4. Appraisal Invoice – This invoice is used to bill clients for property appraisal services.
5. Consulting Invoice – This invoice is used to bill clients for consulting services related to real estate transactions or property management

Survey Templates

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

1. Customer Satisfaction Survey
2. Property Evaluation Survey
3. Market Research Survey
4. Tenant Feedback Survey
5. Property Development Survey

Meeting Agendas

Having premade Land 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. Monthly Sales Review Meeting
2. Property Acquisition Strategy Meeting
3. Client Relationship Management Meeting
4. Team Performance Evaluation Meeting
5. Market Analysis and Forecast Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Property Acquisition Budget Template
3. Marketing and Advertising Budget Template
4. Maintenance and Repairs Budget Template
5. Administrative and Overhead Budget Template

Dashboards

Dashboards are a useful way for a Land 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. Market Analysis Dashboard
4. Client Relationship Management Dashboard
5. Financial Metrics Dashboard

Proposal Templates

For bidding or requesting work, a Land 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 Acquisition Proposal
2. Land Development Proposal
3. Lease Agreement Proposal
4. Property Valuation Proposal
5. Investment Opportunity 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 Land 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.