Landowner Templates

Landowner Templates

There is a huge number of templates that someone in the Landowner 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 Landowner. 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. Rental Agreement Template
3. Lease Renewal Template
4. Property Inspection Checklist Template
5. Tenant Application Template
6. Expense Tracker Template
7. Monthly Rent Collection Template
8. Property Maintenance Log Template
9. Property Sales Contract Template
10. Property Financial Analysis Template

Reports

Reports are often prepared by a Landowner 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 Statement
2. Occupancy Report
3. Rent Roll Report
4. Maintenance and Repair Report
5. Lease Expiration Report
6. Marketing and Advertising Report
7. Accounts Receivable Report
8. Property Inspection Report
9. Cash Flow Analysis Report
10. Comparative 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 Landowner does and how they do it.

1. Property Acquisition SOP
2. Property Development SOP
3. Property Maintenance SOP
4. Tenant Screening SOP
5. Lease Agreement SOP
6. Rent Collection SOP
7. Property Inspection SOP
8. Property Marketing SOP
9. Property Sale SOP
10. Financial Reporting SOP

Presentations

Landowner 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 Report
2. Market Analysis Presentation
3. Investment Opportunities Overview
4. Property Development Proposal
5. Client Portfolio Review

Legal Docs

There are several key times when a Landowner 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. Rental Application Template
4. Property Management Agreement Template
5. Eviction Notice Template

Health & Safety Templates

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

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Response Plan Template
4. Hazard Communication Program Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Monthly Rent Collection Calendar
2. Property Maintenance Calendar
3. Tenant Screening Calendar
4. Property Inspection Calendar
5. Marketing and Advertising Calendar

Invoice Templates

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

1. Rent Invoice
2. Maintenance Invoice
3. Utilities Invoice
4. Property Management Fee Invoice
5. Miscellaneous Expenses Invoice

Survey Templates

For a Landowner to get insights related to the work they do, they need to send out Landowner 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 Market Research Survey
4. Property Amenities Survey
5. Land Development Survey

Meeting Agendas

Having premade Landowner 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 Team Meeting
2. Property Management Meeting
3. Sales and Marketing Meeting
4. Financial Review Meeting
5. Tenant Relations Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Property Maintenance Budget Template
3. Marketing and Advertising Budget Template
4. Capital Expenditure Budget Template
5. Debt and Loan Repayment Budget Template

Dashboards

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

1. Financial Performance Dashboard
2. Property Portfolio Dashboard
3. Occupancy and Rental Income Dashboard
4. Property Maintenance and Repairs Dashboard
5. Market Analysis and Trends Dashboard

Proposal Templates

For bidding or requesting work, a Landowner 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 Development Proposal
2. Rental Property Proposal
3. Land Sale Proposal
4. Commercial Real Estate Proposal
5. 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 Landowner 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.