Real estate templates

Gathers a client's financial situation and property investment goals so an advisor can design a ten-year wealth plan together with them.

Collects contact details, the new address, and supporting property documents needed to update a record, including the requester's signature.

An internal checklist that walks new agents through onboarding step by step, from license verification to signing legal agreements.

Speed up guest arrivals by collecting their details, ID document, and signature before handing over the keys to the rental.

Formalize the agreement between host and guest on property rules and stay conditions through a digital signature.

Collect a signed liability waiver from guests or residents before they use shared amenities such as pools, gyms, or community spaces.

A form property managers use to confirm the dates, total cost, and terms of an apartment booking in writing.

A side-by-side checklist for weighing rental apartments across lease terms, unit features, kitchen setup, and community amenities.

A room-by-room checklist renters can use while touring apartments to evaluate safety, furnishings, repair issues, and other must-check details.

A detailed intake form property teams use to capture a prospective tenant's preferences, budget, and financial background before scheduling a tour.

A room-by-room checklist that documents the apartment's condition in writing and photos on the day a tenant moves in.

A form a landlord or property manager fills out to officially confirm that someone resides at a given apartment.

Collects contact details and housing preferences from prospective renters so a property team can reach out the moment a matching unit becomes available.

Documents that the borrower — and co-borrower, if applicable — has received and reviewed the property appraisal report tied to a loan.

Lets a borrower formally challenge the value assigned in a property appraisal report and request a review.

Centralizes property details, requester information, and appraisal company data to manage property appraisal orders in one organized workflow.

Captures the contact details and organization of whoever is requesting a property appraisal, so the appraisal firm can follow up on the request.

Records the borrower's authorization allowing an appraiser to inspect and value the property without the owner present during the visit.

A form that lets architecture and design studios capture client details, project scope, and budget range before putting together a project estimate.

A submission form that lets property owners request homeowners association approval for exterior projects, covering materials, timeline, and supporting documents.

A request form that lets homeowners propose structural or cosmetic changes to their property, including estimated cost, timeline, and a signature of agreement.

Document the findings of a property asbestos inspection, including material condition, hazard level, and lab sample results.

Record the condition of a roof during an asphalt shingles inspection, including roof type, a checklist, and the inspector's signature.

A document that lets landlords or agents formally inform prospective tenants or buyers about any history of bed bug infestations at a property.

Collects the key property details a broker needs to issue a price opinion, a report commonly used to support underwriting and lending decisions.

A form real estate brokers use to evaluate a property's condition, market trends, and comparable sales in order to recommend a fair market price.

A survey for real estate brokers to share feedback on their brokerage firm's support and identify ways the experience could be improved.

A feedback form real estate agents fill out after attending a broker's open event to share their impressions of a listed property.

Records and controls who may enter a building or facility, including the reason, access dates, and an emergency contact.

Collects the project details, budget, and plans needed to request approval for a construction or renovation project.

Gathers consent and contact details from residents or occupants to schedule an assessment of the building's physical condition.

Guides inspectors through a structured review of a building's site, mechanical, and electrical work, capturing a signed record of the findings.

Log building maintenance visits and record the tasks completed by the technician and their supervisor.

Guide maintenance teams through a structured building inspection, from fire safety to overall condition, and log any repairs still needed.

Collect structural and photographic data on a property to document its current condition and features.

Collect a buyer's preferences, budget, and contact information so the real estate agent can begin searching for the right property.

Help real estate agents fully understand a buyer's needs, budget, and preferences before showing properties.

Guide real estate agents through a structured conversation to understand a buyer's situation, budget, and requirements before starting the property search.

Collect a prospective buyer's contact details, motivations, and preferences for purchasing a property, along with their confirming signature.

A questionnaire for real estate agents to deeply understand a buyer's needs, preferences, and financial readiness before starting the property search.

Capture the terms of a landlord-tenant lease in California, covering rent, deposit, and property rules in a single signed document.

This document captures the essential lease details between a Canadian hostel and its tenant, including the rental period and the guest's signature.

Capture the handover of a rental unit when one tenant moves out and a new tenant takes over the lease.

Collect key contact details and a client testimonial to keep your real estate database current and gather referrals.

Collects a property's operational details — utility providers, keys, security systems, and waste pickup — ahead of closing.

Gathers a candidate's professional background, leadership skills, and financial experience for a community or club director position.

A checklist form reviewers use to verify the accuracy, completeness, and compliance of a commercial property appraisal report before signing off on it.

Streamline the internal review and approval of real estate sales commissions, including referrals, commission splits, and payout method.

Authorize the disbursement of commission on a closed real estate transaction, detailing the sale price, each agent's commission, and any additional fees.

Document the breakdown of a closed real estate sale commission, including earnest money, administrative fees, and the remaining balance due.

Lets facility managers record the condition of shared spaces in an office building, from safety to cleanliness.

A detailed questionnaire for condo owners to provide the information needed before listing their unit on the market.

A questionnaire to learn a prospective buyer or renter's condo preferences, including location, size, and budget.

Gathers a candidate's personal, employment, and financial details before approving a container home rental.

A short form used to formalize the removal of contingencies from a real estate purchase contract, capturing the applicable state and the date of execution. It is designed to be completed from any device during closing.

Give your transaction coordination team everything they need to manage a deal from signed contract through closing day.

Gather a client's history with property transactions and their expectations for a conveyancer, helping firms tailor pricing and service.

Captures a customer's contact details and house plan order specifics, including estimated budget and an option to send the plan as a gift.

Lets a tenant formally contest property damage charges, attaching evidence and explaining the reason for the dispute.

Walks an inspector through every room of a unit, item by item, to log defects with a photo and remarks ahead of handover.