Property Agent Templates

Property Agent Templates

There is a huge number of templates that someone in the Property 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 Property 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. Rental Agreement Template
3. Sales Contract Template
4. Comparative Market Analysis Template
5. Property Inspection Checklist Template
6. Property Management Agreement Template
7. Property Marketing Plan Template
8. Expense Tracking Spreadsheet Template
9. Client Database Template
10. Monthly Sales Report Template

Reports

Reports are often prepared by a Property 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. Rental Income Report
3. Property Listings Report
4. Market Analysis Report
5. Client Feedback Report
6. Property Inspection Report
7. Advertising Effectiveness Report
8. Commission Report
9. Property Maintenance Report
10. Competitive 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 Property Agent does and how they do it.

1. Property Listing SOP
2. Property Viewing SOP
3. Rental Agreement SOP
4. Property Inspection SOP
5. Client Communication SOP
6. Marketing and Advertising SOP
7. Property Negotiation SOP
8. Property Closing SOP
9. Client Feedback SOP
10. Market Research SOP

Presentations

Property 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 Listing Presentation
2. Market Analysis Presentation
3. Client Portfolio Presentation
4. Investment Opportunities Presentation
5. Sales Performance Presentation

Legal Docs

There are several key times when a Property 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. Listing Agreement Template
4. Rental Application Template
5. Property Disclosure Template

Health & Safety Templates

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

1. Monthly Property Inspection Calendar
2. Open House Schedule Calendar
3. Client Meeting Calendar
4. Property Listing and Advertising Calendar
5. Administrative Tasks and Deadlines Calendar

Invoice Templates

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

1. Sales Commission Invoice – This invoice is used to bill clients for the commission earned on the sale of a property.
2. Rental Commission Invoice – This invoice is used to bill clients for the commission earned on the rental of a property.
3. Property Management Invoice – This invoice is used to bill clients for property management services such as rent collection, maintenance, and repairs.
4. Advertising Invoice – This invoice is used to bill clients for advertising expenses incurred to market their property.
5. Appraisal Invoice – This invoice is used to bill clients for property appraisal services provided

Survey Templates

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

1. Customer Satisfaction Survey
2. Property Inspection Survey
3. Market Research Survey
4. Rental Property Feedback Survey
5. Buyer Preferences Survey

Meeting Agendas

Having premade Property 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 Meeting
2. Property Listing Presentation
3. Client Follow-up Meeting
4. Team Training Session
5. Market Analysis Review

Budget Templates

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

1. Income and Expense Budget Template
2. Marketing and Advertising Budget Template
3. Maintenance and Repairs Budget Template
4. Travel and Transportation Budget Template
5. Professional Development and Training Budget Template

Dashboards

Dashboards are a useful way for a Property 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. Client Engagement Dashboard
4. Market Trends Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Property 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 Listing Proposal
2. Buyer Representation Proposal
3. Rental Property Proposal
4. Property Management Proposal
5. Investment Property 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 Property 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.