Free Downloads

Resources & Templates

Download our collection of free, professional templates to streamline your property management business.

Financials

Property Income & Expense Tracker

XLSX

Monthly cash flow spreadsheet to track rent, repairs, and prepare for tax season.

Rent Roll Template

XLSX

Track tenant details, lease start/end dates, deposit amounts, and current rent across your portfolio.

Security Deposit Itemization Form

DOCX

Standard form for detailing deductions and returning security deposits after move-out.

Tenant Management

Welcome Letter & Move-in Guide

DOCX

Set expectations, provide utility info, and share emergency contacts on day one.

Tenant Pre-Screening Questionnaire

PDF

A list of essential questions to ask prospective tenants before scheduling a showing.

Move-in / Move-out Condition Report

PDF

Checklist to document the exact condition of the property to prevent deposit disputes.

Acquisition

Rental Property Deal Analyzer

XLSX

Excel calculator for Cap Rate, Cash-on-Cash Return, NOI, and overall ROI.

Property Due Diligence Checklist

PDF

Comprehensive checklist of physical and financial items to verify before closing.

Maintenance

Preventative Maintenance Schedule

PDF

Seasonal checklist (Spring/Fall) to keep HVAC, plumbing, and exteriors in top shape.

Independent Contractor Agreement

DOCX

Standard vendor agreement outlining scope of work, payment terms, and liability.

Tenant Maintenance Request Form

PDF

Printable form for tenants who prefer offline communication for repair requests.