Property Manager Templates

Looking for Property Manager Templates to download? See the main templates that a Property Manager 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 Manager Templates

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

1. Monthly Rent Roll
2. Lease Agreement Template
3. Property Inspection Checklist
4. Maintenance Request Form
5. Tenant Application Form
6. Budget Spreadsheet
7. Move-In/Move-Out Checklist
8. Vendor Contact List
9. Property Marketing Flyer Template
10. Monthly Financial Report

Reports

Reports are often prepared by a Property Manager 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. Occupancy Report
2. Rent Roll Report
3. Financial Statement Report
4. Maintenance Request Report
5. Lease Expiration Report
6. Delinquency Report
7. Move-In/Move-Out Report
8. Vendor Performance Report
9. Marketing Performance Report
10. Property Inspection 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 Manager 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. Lease Renewal SOP
8. Move-In/Move-Out SOP
9. Marketing and Advertising SOP
10. Financial Reporting SOP

Presentations

Property Manager 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 Financial Report
2. Property Performance Analysis
3. Tenant Satisfaction Survey Results
4. Maintenance and Repairs Overview
5. Marketing and Leasing Strategy Update

Legal Docs

There are several key times when a Property Manager 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. Property Inspection Checklist Template
5. Maintenance Request Form Template

Health & Safety Templates

Health & Safety templates for a Property Manager 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 Evacuation Plan Template
4. Risk Assessment Template
5. Safety Meeting Agenda Template

Calendars

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

1. Rent Collection Calendar
2. Maintenance Schedule Calendar
3. Tenant Move-In/Move-Out Calendar
4. Property Inspection Calendar
5. Lease Renewal Calendar

Invoice Templates

Several types of Property Manager 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. Late Payment Invoice
5. Security Deposit Invoice

Survey Templates

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

1. Tenant Satisfaction Survey
2. Maintenance Feedback Survey
3. Lease Renewal Survey
4. Property Inspection Survey
5. Market Research Survey

Meeting Agendas

Having premade Property Manager 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 Staff Meeting
2. Tenant Relations Meeting
3. Maintenance and Repairs Meeting
4. Financial Review Meeting
5. Property Inspection Meeting

Budget Templates

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

1. Income and Expense Budget Template
2. Maintenance and Repair Budget Template
3. Marketing and Advertising Budget Template
4. Utilities and Services Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Property Manager 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 Vacancy Dashboard
3. Maintenance and Repairs Dashboard
4. Tenant Satisfaction Dashboard
5. Lease and Rental Income Dashboard

Proposal Templates

For bidding or requesting work, a Property Manager 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. Monthly Rent Increase Proposal
2. Maintenance and Repair Proposal
3. Tenant Screening and Selection Proposal
4. Property Renovation and Improvement Proposal
5. Lease Renewal and Extension 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 Manager 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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