Property Developer Templates

Looking for Property Developer Templates to download? See the main templates that a Property Developer would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Property Developer Templates

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

1. Project Proposal Template
2. Budget Spreadsheet Template
3. Construction Schedule Template
4. Property Purchase Agreement Template
5. Feasibility Study Template
6. Marketing Plan Template
7. Property Inspection Checklist Template
8. Lease Agreement Template
9. Property Sales Report Template
10. Financial Analysis Spreadsheet Template


Reports are often prepared by a Property Developer 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. Sales Report
2. Financial Statement
3. Project Progress Report
4. Market Analysis Report
5. Cash Flow Statement
6. Cost Analysis Report
7. Property Valuation Report
8. Rental Income Report
9. Construction Budget Report
10. Occupancy Rate Report


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 Developer does and how they do it.

1. Property Acquisition SOP
2. Market Research SOP
3. Financial Analysis SOP
4. Project Planning SOP
5. Construction Management SOP
6. Marketing and Advertising SOP
7. Sales and Leasing SOP
8. Property Management SOP
9. Legal and Compliance SOP
10. Reporting and Analysis SOP


Property Developer 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 Portfolio Overview
2. Market Analysis and Trends
3. Project Progress Update
4. Financial Performance Review
5. Investor Pitch Deck

Legal Docs

There are several key times when a Property Developer 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. Construction Contract Template
4. Property Management Agreement Template
5. Joint Venture Agreement Template

Health & Safety Templates

Health & Safety templates for a Property Developer 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


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

1. Project Timeline Calendar
2. Construction Schedule Calendar
3. Marketing and Advertising Calendar
4. Financial Planning Calendar
5. Property Inspection and Maintenance Calendar

Invoice Templates

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

1. Sales Invoice
2. Rental Invoice
3. Construction Invoice
4. Maintenance Invoice
5. Property Management Invoice

Survey Templates

For a Property Developer to get insights related to the work they do, they need to send out Property Developer 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 Feedback Survey
4. Tenant Satisfaction Survey
5. Property Investment Survey

Meeting Agendas

Having premade Property Developer 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. Project Kick-off Meeting
2. Design Review Meeting
3. Construction Progress Meeting
4. Sales and Marketing Strategy Meeting
5. Financial Performance Review Meeting

Budget Templates

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

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


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

1. Financial Performance Dashboard
2. Sales and Marketing Dashboard
3. Project Management Dashboard
4. Property Portfolio Dashboard
5. Market Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Property Developer 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 Development Proposal
3. Land Acquisition Proposal
4. Renovation and Restoration Proposal
5. Property Investment 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 Developer 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.

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