13 Free Essential Property Management Templates |

Being a landlord or property manager, you know how important it is to keep track of your property records. Whether you’re staying compliant, tracking finances, or sorting out disputes, having everything in order makes life a whole lot easier.

However, it doesn’t come free of challenges. 

Imagine managing multiple properties scattered across different states and cities, each with its own set of laws and regulations. If that wasn’t challenging enough, you also need to keep rent, repairs, and maintenance organized and on schedule. 

It’s nearly impossible to manage all of this alone without mistakes slipping in.

This is why seasoned real estate professionals turn to property management templates. These resources significantly simplify property management by organizing every property-related matter.

Excited to get your hands on some? Get ready as we present 13 of the best property management templates, forms, and checklists in this blog. Let’s start!

What are Property Management Templates?

Property management templates are pre-formatted documents that assist a property manager in handling various aspects of a property efficiently. This includes rent payments, taxes, repairs, occupancy status, etc.

These comprehensive and easy-to-use templates optimize tasks such as tenant management, payment, property maintenance, and financial tracking. 

Whether it is rental property, owner-occupied property, commercial property, investment property, etc., these versatile templates allow easy customization to ease management and maintain compliance.

What Makes a Good Property Management Template?

A high-quality property management template is more than just a spreadsheet; it is carefully designed to make managing real estate simpler. Here are the top five of its attributes:

• User-friendliness: The template should be easy to navigate and fill out. In addition, it should have a clean layout and visual appeal to suit all sorts of users
• Customizability: You should be able to customize the template to fit your needs. It should be flexible enough to allow you to adjust sections, fields, and categories to meet the demands of a specific property type
• Comprehensiveness: The template should cover all essential details related to property management. It should let you manage tenant details, payment terms, security deposit conditions, etc.
• Consistent formatting: The template should follow a standard, professional design. This ensures the information is easy to read and present in both print and digital formats
• Automated features: Go for a template that is equipped with automated features to help you calculate the rent amount, lease period, etc., without any manual effort

13 Free Property Management Templates

Without further ado, let’s take you through 13 top-notch property management templates for simplifying your day-to-day operations as a property manager:

1. Rental Contract Template

A rental contract is a legal document created by a landlord. It outlines the terms and conditions any prospective tenant must comply with to rent the property.

However, creating an accurate, legally binding rental contract requires thorough precision. This is where the Rental Contract Template comes in.

Expertly designed, this template contains every essential detail you need to furnish in the contract for it to be legally enforceable.

For instance, it has individual fields for highlighting clauses pertaining to the security deposit amount, monthly lease amount, rules and regulations for tenant behavior, common areas of access, etc.

Since the template is customizable, you can add or remove fields as per your requirements. For example, add a clause about repairs (who will be responsible for them, how frequently they will be done, etc.).

2. Real Estate Newsletter Template

As a property manager, you probably know how maintaining a full sales pipeline is crucial for consistent occupancy throughout the year. But then again, there’s no conventional method to reach out to prospective buyers, especially in the real estate industry. But that’s where the Real Estate Newsletter Template helps.

It’s an easy-to-use, visually appealing document that showcases your rental property. Use it to create premium-quality property brochures with aesthetic snapshots and key points like location, price, etc. 

In addition, it allows you to highlight your company’s USP, special offerings, etc. So, if receiving fresh rental applications is on your checklist, this template is for you. 

3. Real Estate Project Management Template

Managing real estate projects is different from other business projects. Due to its volatile nature, you are always just one negligence away from hitting a massive loss. So, it’s always ideal to have a tool like the Real Estate Project Management Template. 

From helping you manage ready properties to keeping track of all your works in progress, this template does it all. In fact, it succinctly captures every data—from pre-sales to post-delivery—to let you accurately forecast your project’s profitability. 

It doesn’t end there—this template also helps visualize and monitor progress, manage company resources, and handle different projects simultaneously, thus keeping you organized and risk-free. 

4. Real Estate Spreadsheet Template

If you are a realtor with properties available for sale in many states, the Real Estate Spreadsheet Template can help you maintain detailed records of each of them. 

This single property management template helps concisely organize information regarding your leads, clients, properties, etc. It also makes it easy to address changes concerning rent amount, payment structure, or any other area.

The template’s USP is its design. It lets you create a database for acquiring new buyers, closing ongoing deals, evaluating the status of a particular venture, and much more.

Plus, the information is presented in a skimmable manner, making it perfect for on-the-go access.

5. Real Estate Marketing Template

For a property management company, spreading the word about your offerings across different channels is certainly not easy. But with the Real Estate Marketing Template, your properties get the attention they deserve.

This template primarily focuses on boosting your real estate marketing initiatives. It records, organizes, and tracks every real estate listing to help save time and manage resources more effectively.

Since everything is available in one place, this template also proves vital in aligning your marketing efforts. With a comprehensive view of your listings, create team-wide strategic goals and moves for every property to maximize ROI. 

6. Real Estate Transaction Checklist Template

Property transactions are notorious for being complex. If you are not meticulous about every aspect, you could make a mistake that lands you in unnecessary legal trouble. To avoid this, use the Real Estate Transaction Checklist Template. 

Structured as a checklist, it contains a detailed list of tasks that you must check off to ensure a fair, legal real estate transaction. For instance, signing paperwork, evaluating lease agreements, finalizing payment details, etc. 

Despite being pretty exhaustive, the template is customizable to fit the needs of different property managers. In fact, it allows you to add other fields at your convenience, such as formalities related to rent payments, pending documents to be received, etc.  

7. Real Estate Closing Checklist Template

When you sell a property, its rights are transferred to the new residents. Since this process is complex and lengthy, landlords tend to miss out on a few crucial formalities. The Real Estate Closing Checklist Template helps avoid that. 

It factors in all the activities you must execute to ensure a legal transfer of ownership. The template organizes tasks into different categories and tracks their progress while letting you collaborate with other parties involved.

Presented in list format, this tool acts as a property management inspection checklist and lets you double-check everything. So, secure yourself while ensuring the new tenant can move in without any hassle.

8. Real Estate Market Report Template

Real estate is a dynamic industry that requires one to stay up-to-date with market trends and behavior. While scouring the internet is an option, it’s less rewarding than time-consuming and cumbersome. This is where the Real Estate Market Report Template adds value.

Right from current market conditions to buyer and seller sentiments—this template helps you capture every insight and document it in the form of easily understandable charts and graphs. This way, you will have detailed information about every new and buzzing development in the real estate industry.

That’s not all—use this template to research and identify potential buyers and residents in your area who are looking for properties to move into.

9. Lease Agreement Texas Template 

If you are a property manager who deals in Texas-based properties, the Lease Agreement Texas Template is a must-have for you. 

The state of Texas has its own lease terms and regulations. So, if you wish to sell a rental property, you and your incoming residents must abide by those laws. With this template, creating a foolproof, legally binding agreement for such properties becomes a cakewalk. 

This template includes every term and condition—including those related to lease, rent, and responsibilities—exclusively meant for Texas-based properties to safeguard your interests and ensure a smooth, feud-free contractual relationship. 

10. Rental History Verification Form by Jotform

As a best practice, most landlords and property management companies insist on checking the rental history of a prospective tenant. This helps them avoid fraud and make informed decisions. This Rental History Verification Form by Jotform facilitates that.

Designed as a comprehensive inspection checklist, this form gathers all the necessary information to gain insights into a person’s previous rental history. For example, the tenant’s name, street address, city, state, postal code, etc.

11. Property Management Marketing Flyer Template by Template.net

If you have a property that you wish to advertise to a large audience, the Property Management Marketing Flyer Template by Template.net can help.

This template is designed to be aesthetically pleasing. It can accommodate essential data, including property information, pictures, etc., to give a comprehensive idea of its offerings. 

Moreover, it’s also customizable.t allows you to alter color schemes, shapes, layouts—every element—to create a flyer that best resonates with your property in the spotlight.

12. Property Management Brochure by Template.net

The Property Management Tri-Fold Brochure by Template.net is ideal for marketing rental properties. With a professional yet vintage three-fold look, it accommodates all the important details you need to furnish about the property, such as its area, location, price, etc.

It also lets you edit and customize design elements like font, size, and style. Once you’ve done this, you simply need to print the document in your preferred format, and it is ready for use. 

13. Real Estate CRM by Jotform

Customer management is an essential aspect of the job, even in the real estate business. This Real Estate CRM by Jotform lets you take care of that. 

With its help, contractors and property owners can create a real estate-specific CRM—with details like tenants’ names, location, property type, etc.

Moreover, this template effortlessly records and tracks other property data, such as its condition or maintenance issues. Being highly collaborative also allows you to collaborate with your team members for enhanced customer management. 

Manage Your Property More Efficiently—Use !

As a property manager, you must have struggled with keeping up with every management activity at some point in your career. And why not? The real estate industry is ever-changing.

With constantly shifting trends and dynamics, maintaining accurate records of every transaction is painstaking, to say the least.

But fortunately, this is where comes in. With a versatile range of pre-designed and customizable templates, we’ve got all your needs covered. So why do everything alone—join forces with to boost your property management activities.

For more details, check out or sign up here for a free trial!

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