Real estate templates

Walk through a monthly inspection of a shopping center or retail building, one area at a time: interiors, exteriors, roof, lighting, fencing, paving, cleaning and security. Each section lets you rate the condition and attach photos of any problems. Built for property managers and maintenance supervisors.

Records that a mortgage loan has been paid off and that the creditor releases its lien on the property. It covers the releasing party and the borrower, the legal property description, the original mortgage and witnessed signatures.

Learn about prospective home buyers' background, mortgage knowledge and past borrowing experience. Helps real estate agents and loan officers understand motivations, repayment struggles and future plans.

Compare a rental's condition at the start and end of a lease, room by room, backed up with photos. Designed for landlords, property managers and agents who want to avoid deposit disputes.

Put in writing the condition in which a home is handed over or returned between tenant and landlord. The checklist walks through keys, meters, furnishings and finishes before both parties sign. It prevents later arguments about damage and security deposits.

Signs visitors in at a property viewing and records what they are looking for. Bedrooms, bathrooms, parking and budget are captured next to their contact details so the agent can follow up with matching listings.

Walk a property space by space and grade the condition of kitchens, bathrooms, bedrooms, roof, garage and grounds. Closing notes and the inspector's signature produce a summary buyers, landlords or agents can rely on. Suited to inspection firms and property managers.

Coordinate handing over the keys to a new apartment with the buyer's and unit details. The buyer says whether they will attend in person or authorize someone else to collect them.

Schedule property showings with a time slot, interest type, and financing status.

A form prospective tenants use to request a viewing of a rental property and share their personal and employment details.

A written record confirming which party the real estate agent represents, buyer, seller, or both, before a transaction moves forward.

A survey that lets clients rate their real estate agent's performance and explain the reasons behind their satisfaction level.

Keep every date, deadline, and dollar figure of a real estate transaction organized in a single worksheet that agents and transaction coordinators can update from contract to closing.

Learn what kind of properties each investor wants, where, at what budget and how they fund their purchases. Made for real estate agents and wholesalers who want to send every buyer only the deals that fit.

A two-step application with tenant details, employment, income, and references.

Captures what a landlord needs to screen a prospective renter: move-in date, residence history, current and past landlords, employment and income, and a personal reference. The applicant signs to confirm the details are accurate.

An application form for prospective tenants that collects personal, employment and housing history to evaluate a rental application.

Let tenants report issues with photos, urgency, and entry permission.