Property Buyer Templates

Property Buyer Templates

There is a huge number of templates that someone in the Property Buyer 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 Buyer. 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 Purchase Agreement
2. Property Inspection Checklist
3. Comparative Market Analysis
4. Property Offer Letter
5. Property Due Diligence Checklist
6. Property Appraisal Report
7. Property Financial Analysis Spreadsheet
8. Property Closing Checklist
9. Property Lease Agreement
10. Property Investment Portfolio Spreadsheet

Reports

Reports are often prepared by a Property Buyer 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. Property Market Analysis Report
2. Comparative Market Analysis Report
3. Property Valuation Report
4. Rental Market Analysis Report
5. Investment Property Performance Report
6. Property Portfolio Performance Report
7. Property Acquisition Report
8. Property Due Diligence Report
9. Property Sales Report
10. Property Market Trends 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 Buyer does and how they do it.

1. Property Inspection SOP
2. Market Research SOP
3. Financial Analysis SOP
4. Negotiation SOP
5. Due Diligence SOP
6. Purchase Agreement SOP
7. Closing Process SOP
8. Property Management SOP
9. Marketing and Advertising SOP
10. Investor Relations SOP

Presentations

Property Buyer 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 Market Analysis
2. Investment Opportunities
3. Property Portfolio Review
4. Market Trends and Forecast
5. Property Acquisition Strategy

Legal Docs

There are several key times when a Property Buyer 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. Property Inspection Checklist Template
4. Title Search Template
5. Closing Statement Template

Health & Safety Templates

Health & Safety templates for a Property Buyer 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 Attendance Record Template

Calendars

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

1. Property Inspection Calendar
2. Property Viewing Calendar
3. Offer Submission Calendar
4. Closing and Settlement Calendar
5. Property Maintenance Calendar

Invoice Templates

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

1. Purchase Invoice
2. Rental Invoice
3. Maintenance Invoice
4. Commission Invoice
5. Utility Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Property Preference Survey
3. Market Research Survey
4. Property Price Perception Survey
5. Real Estate Agent Evaluation Survey

Meeting Agendas

Having premade Property Buyer 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 Property Analysis Meeting
2. Vendor Negotiation Meeting
3. Investment Strategy Meeting
4. Property Inspection Meeting
5. Market Research and Analysis Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Property Acquisition Budget
3. Renovation and Repair Budget
4. Marketing and Advertising Budget
5. Property Management Budget

Dashboards

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

1. Property Performance Dashboard
2. Market Analysis Dashboard
3. Financial Metrics Dashboard
4. Property Acquisition Dashboard
5. Portfolio Overview Dashboard

Proposal Templates

For bidding or requesting work, a Property Buyer 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. Investment Analysis Proposal
3. Market Research Proposal
4. Property Development Proposal
5. Property Renovation 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 Buyer 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.