Marketing & SEO
AEO/SEO Audit Checklist
40-point downloadable audit for SEO and AEO readiness. Designed for real estate sites that need to rank for high-intent queries.
PDF · 12 pagesDownload freeFree templates
Templates for real estate & PropTech operators.
Free, downloadable templates for real estate brokerages, developers, REITs, and PropTech founders who need professional-grade frameworks without the agency price tag. Audit your website for AI search, evaluate technology vendors on a single rubric, and underwrite deals using the same artefacts our consulting team applies on live client work. Built from 100+ engagements across 14+ countries. No login. No credit card.
7 templatesUsed by 100+ operatorsFree
Tech & Vendors
Vendor RFP Template
CRM, PMS, IDX, payments. Structured RFP with a scoring rubric and commercial negotiation playbook included.
PDF · 18 pagesDownload freeFinancial
Real Estate Financial Model
NOI, IRR, cap rate, sensitivities. Built for deals from $1M to $500M, with a separate sheet for portfolio roll-ups.
PDF · 12 tabs documentedDownload freeOperations
Resident Onboarding Checklist
35-point framework across five phases — pre-arrival to 90-day check-in. Built for residential, coliving, BTR, and student housing operators to reduce first-90-day churn.
PDF · 35 checkpointsDownload freeSales
Brokerage CRM Playbook
Practical playbook for residential and commercial brokerages. Data model, lead stages, automation, agent rituals, and the reports that drive weekly sales meetings.
PDF · 8 sectionsDownload freeMarketing
Real Estate Marketing Plan
Complete 12-month marketing plan template. Positioning, audience segments, channel mix, content calendar, budget split, and the KPIs leadership cares about.
PDF · 12-month planDownload freeFundraising
PropTech Pitch Deck
15-slide investor-ready deck for PropTech founders raising seed to Series C. Slide-by-slide talking points and the metrics investors actually ask about.
PDF · 15 slidesDownload freeBuilt from 100+ engagements
Every template is shaped by real client work, not by generic internet templates retrofitted with a logo.
Used by operators in 14+ countries
Coliving, build-to-rent, brokerages, REITs, and PropTech startups across the United States, Europe, the Gulf, and Asia.
100% free, no credit card
Use every template without payment. Email only on download so we can send you the next ones when they land.
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