Real Estate Management Document Templates

In Real Estate, Resources
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Alright, here’s the deal. I pulled back the curtain on property management. I am gifting my rental management form templates to provide you an inside look at how I manage my real estate investments. Helpful, I hope.

But—and it’s a big ‘but’—laws are as unpredictable as a cat on catnip. They’re different everywhere and change constantly. Considering using one of these forms? A smart move would be to get it vetted by a local attorney and/or bounce it against state laws first.

Quick-and-Clean Disclaimer

These forms? Think of them as illustrative examples, not your legal knight in shining armor. Don’t come yelling at me if things don’t go as planned. The forms are general, kind of like an umbrella in a thunderstorm – might help, might not. Before you act on them, so get a legal eagle in your corner to give the green light. Laws differ, situations are unique, and, honestly, why risk it?

Now that the disclaimer part is over, feel free to download and manipulate these templates in whatever ways you think will help your investment.

To go the extra mile, I create a binder with all the forms listed below that have an *asterisk*. This binder, along with an inexpensive bottle of champagne, goes to the tenant during our first walk through together. I’ve found that if you take care of the tenant, they will take care of your investment.

Application and Agreement Phase

Application Process and Qualification Standards

*Annual Lease Agreement*

Cosigner Agreement Addendum

Deposit to Hold Agreement

Employment Verification Form

*Pet Addendum*

Previous Landlord Reference Form

Rental Application

Potential Tenant Phone Questionnaire

Rental Application Response – Adverse Action Notice with Conditions

Rental Application Response – Adverse Action Notice

New Tenant Acceptance Letter

Move In Day

*Move in-Move out Condition Report*

*New Tenant orientation*

*Property Inspection Checklist*

*Rules and Regulations*

Management

Work Order

Notice to Comply with Lease Agreement

Late Rent Notice

Notice to Enter

Notice to Vacate

Notice to Pay Rent or Vacate

Rental Lease Extension Agreement

Lease Renewal Decision Form

Change in Terms of Lease Addendum

Vacating

Acknowledgement of Notice to Vacate

*Tenant Duty Checklist – Vacating and Cleaning Instructions*

Forwarding Address Form for Deposit Refund

*Itemized list of Common Deposit Deductions*