Real Estate Operating Expenses

Template

With Pipefy´s Real Estate Operating Expenses Template your company will easily manage all your property’s operating expenses and missing documents. In addition, you will have an overview of these properties’ legal issues and the backlog.

Use template now

Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Property Identification

  • 2. Property´s Owner

  • 3. Country where property is located

  • 4. City where property is located

  • 5. Property´s address

  • 6. Date of last expense review

  • 7. Does the property have any legal issues?

  • 8. Describe any pertinent information on the property

  • 9. We suggest the creation of a Database for all properties

Waiting analysis

  • 1. Person responsible for the property

  • 2. Is this contract under effect?

    • Yes
    • No
  • 3. Attach the property contract

Analysis of operating expenses

  • 1. What are the operating expenses that need to be settled?

    • Accounting expenses
    • License fees
    • Maintenance and repairs
    • Advertising
    • Office expenses
    • Supplies
    • Attorney fees and legal fees
    • Utilities
    • Insurance
    • Property management
    • Property taxes
  • 2. Budget spent on these expenses over the last month

  • 3. Describe any expenses that have not been solved over the last few months and are in backlog

Documentation Review

  • 1. Is the property certified?

    • Yes
    • No
  • 2. Are there any documents missing?

    • Yes
    • No
  • 3. Are these missing documents crucial?

    • Yes
    • No

Set priorities for resolution

  • 1. Priority Expenses

  • 2. Final due date for solving these expenses

Finishing Expenses

  • 1. Day the expenses were settled

  • 2. Attach missing documents.

  • 3. Total expense amount

  • 4. Describe any expenses that were not settled.

Done

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template

Contact us

Do you have a specific process to manage: