Property Management Template

The Property Management Template is a powerful, Excel-based tool designed specifically for property managers, landlords, and real estate professionals to simplify and streamline every aspect of managing rental properties. From tracking tenants and organizing maintenance requests to managing rental income and monitoring key financial metrics, this template consolidates everything you need into one easy-to-use system.

Whether you manage a single rental property or a large portfolio, the Property Management Template helps you stay organized, efficient, and ready to scale.

Plus, you’ll receive step-by-step instructions to transform your Excel template into a dynamic Monday.com board, enabling advanced automation and seamless team collaboration.

Key Features

1. Tenant Management

• Keep track of tenant details, including:
  • Name and contact information
  • Lease terms (start and end dates)
  • Move-in/move-out dates
  • Security deposit amounts

2. Maintenance Tracking

• Record and monitor maintenance requests with fields for:
  • Request details and submission dates
  • Assigned tasks and team/vendor responsibilities
  • Deadlines and progress tracking

3. Financial Insights

• Track and analyze the financial performance of your properties:
  • Rental Income: Monitor payments, late fees, and security deposits.
  • Operating Expenses: Record utilities, insurance, repairs, and other costs.
  • Key Metrics: Calculate monthly cash flow, NOI (Net Operating Income), and occupancy rates.

4. Lease Management

• Stay ahead of lease expirations with tools to:
  • Track renewal dates and rent increases
  • Plan for upcoming vacancies to minimize downtime

5. Customizable Fields

• Fully editable columns and fields to match your unique property management process.

6. Document and Link Management

• Organize important files in one location, with easy-to-access links for:
  • Lease agreements
  • Inspection reports
  • Vendor contracts
  • Property photos

7. Task and Reminder Tracking

• Stay on top of critical tasks with fields for rent collection, property inspections, and maintenance deadlines.
• Use automated reminders when integrated with Monday.com.

8. Portfolio Overview

• Manage multiple properties with a high-level view of:
  • Occupancy rates
  • Rental income
  • Operating expenses
  • Overall financial performance

How to Use the Property Management Template

1. Download and Open the Excel Template
   • Begin by entering property details, tenant information, financial data, and maintenance records into the pre-structured fields.
2. Optional: Upload to Monday.com
   • Follow the included instructions to transform the Excel template into a Monday.com board, complete with automations and collaboration tools.
3. Customize and Automate
   • Adjust fields to fit your unique workflow.
   • Use Monday.com’s Automations Center to set up reminders for rent collection, lease renewals, and maintenance deadlines.
4. Track and Manage
   • Use the template to monitor tenant communications, maintenance requests, and financial performance—all in one organized system.

What’s Included

1. Property Management Template (Excel File)
   • A comprehensive and customizable spreadsheet for managing rental properties.
2. Step-by-Step Instructions
   • Detailed guidance to optimize the Excel template for use in Monday.com.
3. Bonus Automations Tab (for Monday.com)
   • Pre-designed workflows and automations, including:
     • Notifications for upcoming lease renewals, rent due dates, and maintenance deadlines.
     • Automated workflows for tracking rent payments, tenant communications, and task assignments.
     • Tools to organize tenant details, property information, and financial metrics.

Why You’ll Love the Property Management Template

• Streamlines Property Management
  Consolidate all tenant, property, and financial details into one intuitive system.
• Excel-Based and Customizable
  Use the template as a standalone tool or tailor it to your specific needs.
• Monday.com Integration Ready
  Transform the template into an automation-ready board for advanced workflows, collaboration, and reminders.
• Saves Time with Automations
  Eliminate manual tracking with notifications and workflows for rent collection, maintenance, and lease management.
• Clear Financial Insights
  Evaluate property performance with built-in financial analysis tools like cash flow and NOI.
• Flexible and Scalable
  Perfect for managing one property or an entire portfolio, with fields and features that grow with your business.

Take Control of Your Rental Portfolio Today

The Property Management Template gives you everything you need to stay organized, efficient, and ready to scale your property management business.

Download the Property Management Template today and simplify your rental operations with ease!

Please Note:

This template is for personal use only. Redistribution or resale without prior consent is prohibited.