Real Estate Business Templates

Use the templates to set up, plan and manage your real estate business.

Business Plan Template

The first thing you need to do every year is complete or audit your business plan. Personalize the business plan template for your real estate business.



Accounting and Budget Template

Use the Accounting and Budget Template to manage your real estate business. The template is an editable Excel Spreadsheet.



Client and Prospect List

It is absolutely critical that you create and maintain a detailed and filtered contact list of prospects, clients and real estate professionals.


Real Estate Inventory

You need a complete and detailed list of every home in your local market area. The easiest place to get it is from your State, County or City Assessor or Treasurer (Tax) Office. Use this template to create your own Real Estate Inventory Spreadsheet.