Land Sales Agent Templates

Land Sales Agent Templates

There is a huge number of templates that someone in the Land Sales 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 Sales 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 Contract Template
3. Comparative Market Analysis Template
4. Buyer Information Sheet Template
5. Seller Information Sheet Template
6. Open House Sign-In Sheet Template
7. Expense Tracker Template
8. Commission Calculation Template
9. Weekly Sales Report Template
10. Monthly Sales Performance Dashboard Template

Reports

Reports are often prepared by a Land Sales 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 Inventory Report
3. Market Analysis Report
4. Lead Generation Report
5. Competitive Analysis Report
6. Financial Performance Report
7. Customer Satisfaction Report
8. Advertising Effectiveness Report
9. Property Development Report
10. Sales Forecast 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 Sales Agent does and how they do it.

1. Property Listing SOP
2. Client Meeting SOP
3. Property Inspection SOP
4. Offer Presentation SOP
5. Negotiation SOP
6. Contract Preparation SOP
7. Closing Process SOP
8. Marketing Strategy SOP
9. Lead Generation SOP
10. Market Research SOP

Presentations

Land Sales 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 Showcase Template
2. Market Analysis Template
3. Client Proposal Template
4. Sales Performance Template
5. Investment Opportunities Template

Legal Docs

There are several key times when a Land Sales 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. Lease Agreement Template
3. Listing Agreement Template
4. Disclosure Statement Template
5. Option Agreement Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Form

Calendars

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

1. Monthly Sales Calendar
2. Property Showing Calendar
3. Marketing Campaign Calendar
4. Client Follow-up Calendar
5. Administrative Tasks Calendar

Invoice Templates

Several types of Land Sales 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. Property Listing Invoice
3. Advertising Expenses Invoice
4. Property Inspection Invoice
5. Legal Fees Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Property Preference Survey
4. Buyer Demographics Survey
5. Sales Performance Survey

Meeting Agendas

Having premade Land Sales 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 Presentation Meeting
3. Marketing Strategy Meeting
4. Property Inspection Meeting
5. Negotiation and Closing Meeting

Budget Templates

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

1. Monthly Sales and Commission Budget Template
2. Marketing and Advertising Budget Template
3. Travel and Entertainment Budget Template
4. Office Expenses Budget Template
5. Personal Expenses Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Lead Generation Dashboard
3. Property Inventory Dashboard
4. Market Analysis Dashboard
5. Commission Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Land Sales 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. “Residential Development Proposal”
2. “Commercial Property Investment Proposal”
3. “Land Acquisition Proposal”
4. “Vacant Land Development Proposal”
5. “Mixed-Use Development 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 Sales 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.