Browse free real estate & property templates for agents and property managers — forms, assessments and AI reports you can customize and use today.
← All templatesThis Real Estate & Property collection gathers 50 free templates: buyer, seller and tenant registration, viewing bookings and shortlisting feedback, property detail intake and condition disclosure, lease renewal and tenancy intention, inspection and handover checklists, plus owners-committee votes and resident satisfaction. Scored assessments auto-generate an AI PDF report; registration and intake forms let you rewrite every field.
It is built for agents, brokerages, property-management firms, developers and owners' committees — covering the whole path from lead capture through listing and closing to move-in operations.
Register prospective buyers with a full requirement profile — household, must-haves, budget, schools and commute — so agents match listings instead of guessing.
View template →Renters register what they need — budget, commute, layout, move-in date and must-haves — so agents match inventory instead of broadcasting.
View template →Visitors register the property, date windows, group size and finance stage — agents confirm slots from one queue instead of juggling chat messages.
View template →Six readiness areas — paperwork, credit, deposit, knowledge, support, stability — scored with an AI report of what to finish before house hunting.
View template →Score income, savings, debts, deposit and holding costs; get a weighted affordability result plus an AI report showing your real shopping band.
View template →Feed a candidate purchase its real numbers — price, deposit, rent scenarios, costs and vacancy — for a structured return estimate to review with your adviser.
View template →Rank the neighbourhood factors that decide a purchase — commute, schools, retail, quiet and future plans — turning vague areas into a searchable shortlist.
View template →Enquiries self-score on urgency, authority, budget and fit; each response returns a weighted grade and an AI report explaining it.
View template →Register listings directly from owners — property facts, expected price, sale timeline and contact preference — the first record behind every listing pipeline.
View template →Before a valuation visit, record the property snapshot, purpose, urgency, known comparables and report users — the appointment opens with facts on the table.
View template →One structured pass over a property — identity, specs, condition, financials and media — turning a walk-through into clean, listing-ready data.
View template →Surface the seller's real deadline, minimum acceptable number and decision circle before the first pricing talk — the three facts a listing plan stands on.
View template →Sellers record known defects, past repairs, water, pests and notices on a dated disclosure with a ticked acknowledgement — the sale stays honest from day one.
View template →Collect a complete tenancy application — occupants, income, rental history, references, ID uploads — so landlords decide from a full file, not a vibe.
View template →Collect each tenant's renewal intent at ninety days — stay or leave, rent tolerance, preferred term and frictions — so landlords plan vacancies, not surprises.
View template →A signed baseline before the first night: room-by-room ticks, meter readings, key counts and photos — the record that keeps deposit disputes honest.
View template →Close the tenancy against its baseline — same areas re-checked and photographed, with a deduction ledger that turns deposit talk into arithmetic.
View template →Six lifestyle dimensions rated by each flatmate — cleanliness, guests, quiet, sharing, bills, schedule — combined into a weighted match score with an AI report.
View template →Tenants and owners submit repairs with photos, severity and access permission — managers triage from one board instead of a shouting group chat.
View template →Rate the services residents actually meet — response, repairs, cleaning, security, communications, value — six dimensions plus a comment, monthly by building.
View template →Owners confirm each fee bill and payment — amount, period, coverage, channel and date — so managers close the month on a clean, searchable ledger.
View template →The owner master record every property file needs — identity, contacts, ownership facts, access and utilities, preferences and consent — once, then maintained.
View template →Residents book shared amenities — hall, courts, laundry, bay — with date, slot, headcount and rules ticked, so managers approve from one fair calendar.
View template →Log who visits, whose unit, when in and out and which plate — a searchable gate record with host pre-approval, instead of the paper Tuesday nobody can find.
View template →Owners and contractors file renovation scope, hours, routes, insurance and neighbour notice — the paperwork before hammers swing.
View template →Rate a property on yield, growth drivers, condition load, demand and exit depth; weighted score plus AI report frames the buy-hold-walk call.
View template →Rate roof, structure, systems, moisture and finishes on a 1-5 scale; each walkthrough yields a weighted score and an AI repair report.
View template →Grade maintenance, compliance, finances, resident communication and tooling into a weighted maturity score, with an AI roadmap sequencing the next upgrades.
View template →Score a rental's market position — demand, rent level, vacancy, condition and rules — and send the landlord a weighted result with a personalized AI report.
View template →Six timing signals — rates, income, market heat, stock flow, life window, exit flexibility — weighted into a buy-watch-wait reading with an AI report.
View template →After each viewing, capture the honest read — promise versus reality, the surprise, the near-dealbreaker — before it softens into politeness at the door.
View template →Ask closing clients what actually mattered — communication, negotiation, availability, paperwork — with ratings plus open comments to improve against.
View template →Record consent before quoting a happy client — exact quote, allowed channels, name policy and dated acknowledgement. Marketing that respects people.
View template →The classic one-question relationship score — likelihood to recommend, 0 to 10, reason required — segmented into promoters and detractors.
View template →Buyers register a multi-property tour — chosen units, order, window and party — so agents plan one showing loop instead of four separate trips.
View template →Grow a vetted trade directory — firm, trades, licence and insurance, portfolio, response promise — for confident dispatch.
View template →Recruit franchisees with a complete application — licence history, team, production, territory and funding — reviewed on files, not coffee impressions.
View template →Register listings into co-broking pools with terms on paper — split, validity window and contact matrix — so every cooperating agent works from one sheet.
View template →Keep each agent's licence, expiry, CE credits and designations in one registered view — brokers stay compliant, assignments land on qualified people.
View template →Sign visitors in properly — name, property, source, first-time-or-repeat and follow-up permission — turning an open house crowd into an attributed lead list.
View template →Business tenants state the space's operational shape — trade, area, frontage, services, lease structure and timing — so tours happen only where fit exists.
View template →Collect guest details before keys — party, lawful identity fields, vehicle and arrival window, rules accepted — compliance tidy, dated and searchable.
View template →Guests tick through the stay essentials before the first night — wifi, bins, quiet hours, keys, damage policy — with a dated acknowledgement.
View template →Run the periodic rounds the building depends on — plant rooms, corridors, roofs and hazards — ticked point by point with photos and a hand-off note.
View template →Walk the safety spine — alarms, extinguishers, exits, signage, wiring, storage — with pass/fail marks, remedy owners and photos, so safety lives on a schedule.
View template →Run strata votes cleanly — per-owner unit, entitlement share and vote per agenda item, with a deadline and an auditable tally sheet for the minutes.
View template →A scored knowledge quiz for new agents — duties, contracts, finance and ethics — auto-graded per topic, with an AI report of what to revise first.
View template →Scored certification exam for licensing candidates: law, duties, ethics and finance, auto-graded by topic with an AI report of weak areas.
View template →Close key handover properly — meter readings, inventory, defects and both parties' name-and-date confirmation, recorded on documented terms.
View template →Confirm a listing mandate in structured writing — scope, price instruction, term, exclusivity and the fee terms the owner has read and ticked, dated per party.
View template →Buyer and seller questionnaire for real estate agents. Collect budget, location, and property preferences. 10 customizable fields.
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