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135 templates

Monthly Retail Inspection

Real estate
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Real estate

Monthly Retail Inspection

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.

What's included

  • Complete one inspection per building and attach photos of each issue
  • Building
  • Done by
  • Date done
  • Basic internal inspection
  • Photos of internal areas
  • Basic external inspection
  • Photos of external issues
  • +25 more

16 pages · 33 fields

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Mortgage Lien Release

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Real estate

Mortgage Lien Release

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.

What's included

  • Releasing party name (individual)
  • Releasing party (company or entity)
  • Releasing party address
  • Mortgagor name
  • Property address
  • Legal description
  • Mortgage description
  • Mortgage dated
  • +5 more

1 page · 13 fields

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Mortgage Survey

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Real estate

Mortgage Survey

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.

What's included

  • Gender
  • Age
  • What is your highest level of education?
  • Have you ever been taught how mortgages work?
  • If yes, where?
  • On a scale of 1 to 5, how much do you know about mortgages?
  • Did you have a mortgage loan in the past 3 years?
  • If yes, why did you take out the mortgage?
  • +4 more

1 page · 12 fields

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Move-In / Move-Out Inspection

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Move-In / Move-Out Inspection

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.

What's included

  • Name
  • Email
  • Phone number
  • Location / address
  • Inspection date
  • Moving date
  • Move-in condition
  • Move-out condition
  • +6 more

1 page · 14 fields

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Property Handover Agreement

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Real estate

Property Handover Agreement

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.

What's included

  • Tenant
  • Date
  • Type of handover
  • Property checklist
  • Statement of agreement by both parties
  • Representative of the property company
  • Tenant Signature
  • Lessor
  • +1 more

1 page · 9 fields

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Property Inspection Registration Form

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Real estate

Property Inspection Registration Form

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.

What's included

  • Listing agent guiding the viewing
  • Client 1 name
  • Client 2 name
  • Mobile number
  • Email
  • Bedrooms wanted
  • Bathrooms wanted
  • Car spaces
  • +2 more

1 page · 10 fields

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Property Inspection Report Form

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Real estate

Property Inspection Report Form

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.

What's included

  • Date
  • Property address
  • Please select inspection area
  • Kitchen inspection
  • Bathroom inspection
  • Bedroom inspection
  • Living room inspection
  • Exterior inspection
  • +6 more

2 pages · 14 fields

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Property Key Handover

Real estate
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Real estate

Property Key Handover

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.

What's included

  • Key handover
  • Apartment number
  • Tower
  • Purchaser's name
  • Additional purchaser or company name
  • Email
  • Phone number
  • Key handover: will you attend in person or authorize another person or company to collect the keys for you?
  • +5 more

1 page · 13 fields

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Property Viewing Request Form

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Real estate

Property Viewing Request Form

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

What's included

  • Property Address Line 1
  • Property Postcode
  • Full Name
  • Date of Birth
  • Email
  • Phone
  • Current Address
  • Do you have any adverse credit history, CCJs, bankruptcies, insolvencies or defaults?
  • +13 more

1 page · 21 fields

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Real Estate Agency Disclosure Form

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Real Estate Agency Disclosure Form

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

What's included

  • Full Name of the Client
  • Property Address (If Applicable)
  • I, undersigned, agree with the following statements:
  • Date
  • Signature

1 page · 5 fields

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Real Estate Agent Feedback Form

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Real Estate Agent Feedback Form

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

What's included

  • What information sources do you consult when choosing a real estate agent?
  • Which contact source makes you more satisfied with your choice of real estate agent?
  • Would you trust the same information source again when choosing a real estate agent?
  • Please indicate your level of satisfaction with the real estate agent
  • Could you elaborate on the reasons for your level of satisfaction?
  • Would you recommend your real estate agent to others?

1 page · 6 fields

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Real Estate Contract Worksheet

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Real Estate Contract Worksheet

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.

What's included

  • Agent and Transaction Type (Buyer or Seller Representation)
  • Agent and Transaction Type (Buyer or Seller Representation)
  • Property Address
  • Sales Price
  • Additional Contract Notes
  • Effective Date of Contract
  • Date Contract Received
  • Possession Date
  • +44 more

1 page · 52 fields

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Real Estate Investor Questionnaire

Real estate
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Real estate

Real Estate Investor Questionnaire

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.

What's included

  • Investor name
  • Email
  • Mobile phone
  • Company name
  • Company website
  • Investment criteria: what does your ideal property look like?
  • Areas or neighborhoods you want to invest in
  • Approximate price range
  • +10 more

1 page · 18 fields

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Rental Application Form

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Rental Application Form

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.

What's included

  • Move-in date
  • Full Name
  • Email
  • Phone Number
  • Number of smokers (if any)
  • Current Address
  • From
  • To
  • +18 more

1 page · 26 fields

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Tenant Application Form 1

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Real estate

Tenant Application Form 1

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

What's included

  • Property Address Line 1
  • Property Postcode
  • Full Name
  • Date of Birth
  • Email
  • Phone
  • Current Address
  • Do you have any adverse credit history, CCJs, bankruptcies, insolvencies or defaults?
  • +13 more

1 page · 21 fields

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