Resources & Templates
Download our collection of free, professional templates to streamline your property management business.
Legal
Standard Residential Lease Agreement
DOCXA comprehensive, customizable lease template covering standard terms, rules, and disclosures.
Notice to Enter Premises
PDFStandard 24-hour notice template for property inspections or non-emergency maintenance.
3-Day Notice to Pay or Quit
PDFFormal eviction notice template for non-payment of rent. (Check local state laws before use).
Financials
Property Income & Expense Tracker
XLSXMonthly cash flow spreadsheet to track rent, repairs, and prepare for tax season.
Rent Roll Template
XLSXTrack tenant details, lease start/end dates, deposit amounts, and current rent across your portfolio.
Security Deposit Itemization Form
DOCXStandard form for detailing deductions and returning security deposits after move-out.
Tenant Management
Welcome Letter & Move-in Guide
DOCXSet expectations, provide utility info, and share emergency contacts on day one.
Tenant Pre-Screening Questionnaire
PDFA list of essential questions to ask prospective tenants before scheduling a showing.
Move-in / Move-out Condition Report
PDFChecklist to document the exact condition of the property to prevent deposit disputes.
Acquisition
Rental Property Deal Analyzer
XLSXExcel calculator for Cap Rate, Cash-on-Cash Return, NOI, and overall ROI.
Property Due Diligence Checklist
PDFComprehensive checklist of physical and financial items to verify before closing.
Maintenance
Preventative Maintenance Schedule
PDFSeasonal checklist (Spring/Fall) to keep HVAC, plumbing, and exteriors in top shape.
Independent Contractor Agreement
DOCXStandard vendor agreement outlining scope of work, payment terms, and liability.
Tenant Maintenance Request Form
PDFPrintable form for tenants who prefer offline communication for repair requests.