Landlord Templates

Landlord Templates

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

1. Rental Application
2. Lease Agreement
3. Rent Receipt
4. Tenant Information Sheet
5. Maintenance Request Form
6. Move-In/Move-Out Checklist
7. Rent Increase Notice
8. Late Rent Notice
9. Expense Tracker Spreadsheet
10. Monthly Rent Roll Spreadsheet

Reports

Reports are often prepared by a Landlord 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. Rental Income Report
2. Expense Report
3. Occupancy Report
4. Maintenance Report
5. Tenant Payment Report
6. Lease Expiration Report
7. Delinquency Report
8. Property Inspection Report
9. Cash Flow Statement
10. Profit and Loss Statement

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 Landlord does and how they do it.

1. Tenant Screening SOP
2. Lease Agreement SOP
3. Rent Collection SOP
4. Maintenance Request SOP
5. Property Inspection SOP
6. Eviction Process SOP
7. Move-in/Move-out SOP
8. Property Marketing SOP
9. Lease Renewal SOP
10. Financial Reporting SOP

Presentations

Landlord 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 Rental Income Report
2. Property Maintenance and Repairs Overview
3. Tenant Screening and Lease Agreement Process
4. Financial Analysis and Investment Opportunities
5. Property Market Trends and Forecast

Legal Docs

There are several key times when a Landlord 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. Rental Application Template
3. Eviction Notice Template
4. Maintenance Request Template
5. Lease Renewal Template

Health & Safety Templates

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

1. Monthly Property Inspection Checklist
2. Tenant Safety Manual
3. Emergency Response Plan
4. Hazard Communication Program
5. Personal Protective Equipment (PPE) Assessment

Calendars

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

1. Rent Collection Calendar
2. Maintenance and Repairs Calendar
3. Tenant Screening and Leasing Calendar
4. Property Inspections Calendar
5. Financial Reporting Calendar

Invoice Templates

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

1. Rent Invoice: This invoice is used to bill tenants for their monthly rent payments.
2. Maintenance Invoice: This invoice is used to bill tenants for any maintenance or repair work done on their rental unit.
3. Late Fee Invoice: This invoice is used to bill tenants who have not paid their rent on time and have incurred a late fee.
4. Security Deposit Invoice: This invoice is used to bill tenants for any damages or unpaid rent that may have been deducted from their security deposit.
5. Move-Out Invoice: This invoice is used to bill tenants for any outstanding charges or damages that were not covered by their security deposit upon move-out

Survey Templates

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

1. Tenant Satisfaction Survey
2. Property Maintenance Survey
3. Rental Price Evaluation Survey
4. Lease Renewal Survey
5. Property Amenities Survey

Meeting Agendas

Having premade Landlord 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. Tenant Meeting Template
2. Maintenance Meeting Template
3. Financial Meeting Template
4. Marketing Meeting Template
5. Property Inspection Meeting Template

Budget Templates

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

1. Income and Expense Tracker
2. Rental Property Budget
3. Maintenance and Repairs Budget
4. Mortgage and Loan Payments Tracker
5. Tenant Payment Tracker

Dashboards

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

1. Financial Performance Dashboard
2. Occupancy and Rental Income Dashboard
3. Maintenance and Repairs Dashboard
4. Tenant Satisfaction Dashboard
5. Property Portfolio Dashboard

Proposal Templates

For bidding or requesting work, a Landlord 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. Rental Property Upgrade Proposal
2. Tenant Lease Renewal Proposal
3. Property Maintenance and Repair Proposal
4. New Property Acquisition Proposal
5. Rental Price Adjustment 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 Landlord 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.