Real estate templates

Gather the key property details a reviewer needs to complete a documentation-based appraisal without an on-site visit.

An online form for homeowners to share their property's details and photos so an agent can prepare a market value appraisal.

Lets an agent flag a disbursement that went out for the wrong amount and request it be corrected.

Gather resident feedback on how well storm drainage is performing on their property to identify flooding or erosion problem areas.

Collect a prospective tenant's background, income, and references to evaluate their duplex rental application.

Gather the essentials of an eviction case in a single record: tenant details, property type, alleged grounds, notices served and payment status. An organized starting point for assessing how viable the proceeding is.

Screen prospective tenants for your farmland with a complete walkthrough: personal details, work and education history, farming experience, and plans for the land. It closes with a sworn affirmation and digital signature.

Let residents reserve a gym slot by tower and unit, pick their preferred time and answer a short pre-entry health screen. Great for condo managers keeping amenity capacity under control.

Receive booking requests for flats and apartments with dates, bedroom count, and the applicant's requirements in one step. Agencies and developers speed up viewings and holds without back-and-forth calls.

Receive floor plan orders with everything needed to quote: square footage, plan type and style, building, and extras like renderings or 3D tours. Drafters and studios reply with accurate estimates on the first pass.

Evaluate a home's flooring material, surface, subfloor, and installation quality before purchase or handover. Inspectors and contractors deliver uniform reports with detailed observations.

Walk through the home room by room, noting furnishings and their condition at move-in and move-out, with tenant, landlord, and agent signatures. Clear evidence that heads off deposit disputes.

Walk a property room by room and record the state of every piece of furniture. Each area combines a condition grid, space for notes and slots for photo evidence, closing with the inspector's signature. Agents, landlords and property managers rely on it before handing over the keys.

Record the transfer of a property from the party giving it up to the party receiving it, with the full legal description of the parcel. Parcel number, title order reference, street address and both signatures complete the instrument. Useful for real estate agencies, title offices and owners recording a change of ownership.

Owners describe their property room by room so an agent can put a realistic figure on it. Counts, approximate sizes and ages are recorded for bedrooms, bathrooms and kitchens, together with the house as a whole. Notes on upgrades or outstanding work complete the picture before any visit.

Guides the first working session between an agent and someone starting their search. Budget, lender status, timing, preferred areas and the features a property must have are all captured together. Lifestyle and communication questions round it off so the agent knows exactly how to work with this client.

Capture what each buyer is actually looking for: preferred school zone, room and bathroom counts, budget band, moving timeline and mortgage preapproval status. Agents use the answers to shortlist listings before the first showing and avoid wasted viewings.

Captures everything an agent needs at first contact with a prospective buyer. Names, preferred contact times for both purchasers, current housing situation, mortgage status and the property features that matter are recorded together. Birthdays and hobbies give the agent a personal touch to follow up on.

Captures leads from people who need funding to buy a property. Contact details, current housing situation, the style and area they want, their maximum price and their buying timeline all arrive together. A mortgage adviser can act on the enquiry without a second round of questions.

A detailed intake sheet for investors and agents evaluating a property before making an offer: size and age of the home, condition, pending repairs, reason for moving, asking price, mortgage balance and payment status. Everything lands in one searchable record.

Prepare a listing appointment with property size, upgrades already completed, the target date to go live, pricing preference, staging interest and plans once the sale closes. Personality and lifestyle questions help an agent tailor how they communicate. Written for listing agents and brokerages.

Set the commercial terms of a staging engagement: property address, homeowner, effective date, rental period, contract value, deposit and the rooms covered. Both sides can see exactly what gets furnished and for how long. Made for stagers, decorators and listing agents preparing a property.

Collect the attributes needed to prepare a price opinion: dwelling type, build year, liveable area, bedrooms, bathrooms, cooling, garage and overall condition. Seller motivation and any existing listing status arrive with it. Designed for agents and brokerages producing market valuations.

Gives residents an orderly way to report a rule breach inside their community, naming the party involved, the regulation at stake and any witnesses. Board members receive dated, signed submissions ready for review at the next meeting instead of informal hallway conversations.

Register residents who want to join the community's homeowners association. It brings together personal details, property information, emergency contacts, vehicles and household members ahead of board approval. A tidy intake step for community managers and association boards.

Give the buyer a clear picture of the community before closing: governing paperwork, current dues, unpaid balances, reserve funds, architectural review rules and any open lawsuits. Seller, buyer and association contacts are recorded side by side in one document. A practical disclosure step for agents and closing agents.

Lets an owner who cannot attend a community meeting name someone else to vote on their behalf. The completed form records the appointed representative, the meeting it applies to and signatures from both the owner and a witness. Handy for association secretaries preparing quorum for an assembly.

Channel requests from owners, estate agents and lenders who need to review community paperwork. The requester states which records are needed, why they are needed and how they would like to receive them. It helps the board respond within the deadlines the law sets.

Lets a housing adviser see where a client stands before they apply for a mortgage: income, savings, credit history and the kind of property they want. The answers give both sides a shared starting point for the coaching sessions and highlight what to fix first.

Organises everything worth reviewing before a valuer visits the property: upkeep, installations, pending repairs and paperwork. Each block gets ticked as it is finished so nothing is forgotten on the day of the visit. Made for estate agents, insurers and owners getting a sale ready.

Records the state of every building element: slab, walls, roof, doors, windows, floors, paint, kitchen, bathroom, water, septic and power, together with interior and exterior photos and a GPS reading. Built for site supervisors documenting progress before handover.

A short intake screen where prospective tenants leave their name, title and the street address of the property they hope to rent. Property managers use it as a first filter before requesting full documentation and references.

Formalises the reservation of a home by recording landlord, tenant, term, deposit and monthly rent. It also captures the identification shown, everyone else who will live there and signatures from both sides. Made for owners, property administrators and holiday or residential letting agencies.

Produces a signature-ready lease containing owner and tenant details, the rented address, start and end dates, monthly amount, deposit, late charges and the payment schedule. Both parties sign online at the bottom of the document.

Walks the agent through roof, siding, yard, parking, walls, floors, kitchen and bathroom while the property is being shown. A rating field and an offer question close the visit with a clear read on how the viewing went.

Lets a resident close out a booking by supplying the reservation number, the check-in and check-out dates and the reason for withdrawing. The housing office receives written notice in time to release the room.

Asks residents how content they are where they live, which problems affect them, what matters most when picking a home and whether a move is on the horizon. Landlords and community boards use the answers to plan improvements.

Registers a resident together with every family member: flat number, resident type, date of birth, blood group, emergency contacts, occupation and registered vehicles. Committees end up with a dependable roster for gate security and emergencies.

Records a property or site inspection element by element, from roof and foundation to wiring, plumbing and emergency exits. Findings, required actions and recommendations are written up in the same report.

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.

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.

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

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.