Free Property Resources
3 legal document templates and 4 Excel spreadsheets — free for all PropertyAlert members.
📄 Legal document templates
SA Operator Agreement
Short-Term Accommodation Operator Licence
A clear, plain-English agreement between a property owner and an SA operator, covering payment terms, operator rights, guest vetting, insurance obligations, regulatory compliance (including the London 90-night rule), and termination. Suitable for Airbnb, Booking.com, and Vrbo arrangements across England and Wales.
- ✓ Exclusive operator appointment
- ✓ Guaranteed monthly licence fee to owner
- ✓ Insurance and liability obligations
- ✓ Airbnb / Booking.com / Vrbo platform rights
- + 3 more clauses
Rent-to-Rent HMO Management Agreement
R2R HMO Operator Lease — England & Wales
A comprehensive rent-to-rent agreement for HMO operators. Covers the fixed rent to the landlord, HMO licensing obligations, subletting rights, safety certificates (gas, electrical, fire), maintenance responsibilities, and termination terms. Designed for England and Wales under the Housing Act 2004.
- ✓ Guaranteed monthly rent to landlord
- ✓ HMO licensing obligations (operator responsibility)
- ✓ Subletting rights for individual rooms
- ✓ Gas Safety, EICR, and EPC requirements
- + 3 more clauses
Deal Packaging Agreement
Property Sourcing & Finders Fee Agreement
A deal packaging and sourcing agreement between a property sourcer and an investor. Sets out the success fee, investor criteria, exclusivity terms, circumvention protection, and AML compliance. Includes optional exclusive and non-exclusive variants. Suitable for BTL, HMO, SA, and flip strategies.
- ✓ Success fee on legal completion only
- ✓ Investor criteria schedule
- ✓ Exclusive and non-exclusive options
- ✓ 12-month circumvention protection
- + 3 more clauses
Joint Venture Agreement
Property joint venture between two investors — England & Wales
A joint venture agreement for two investors co-purchasing or co-operating a property. Covers capital contributions, equity split, decision-making rights, responsibilities, financing arrangements, income distribution, exit mechanism (including right of first refusal), and dispute resolution. Suitable for BTL, HMO, SA, and flip strategies.
- ✓ Capital contributions and equity split
- ✓ Major vs operational decision-making rights
- ✓ Designated managing party responsibilities
- ✓ Income distribution (monthly / quarterly)
- + 3 more clauses
Scope of Works Template
Property refurbishment works schedule for contractor quotes
A structured scope of works document to send to contractors for refurbishment quotes. Includes a project details block, a full itemised works schedule table grouped by trade, and a contractor sign-off section. Saves time when tendering a project.
- ✓ Itemised schedule grouped by trade
- ✓ Description, specification, and notes columns
- ✓ Quote column (excl. VAT) for contractor pricing
- ✓ VAT and grand total rows
- + 2 more clauses
SA Compliance Checklist
Serviced accommodation pre-let safety checklist — England
A one-stop compliance checklist for SA operators before listing any property on Airbnb, Booking.com, or Vrbo. Covers fire safety, gas safety (CP12, boiler service), electrical safety (EICR, RCDs, PAT testing), insurance requirements, guest amenity standards, and planning/licensing obligations.
- ✓ Fire safety: alarms, extinguishers, fire doors, escape routes
- ✓ Gas safety: CP12 certificate, boiler service, CO alarms
- ✓ Electrical: EICR, RCDs, PAT testing
- ✓ SA-specific insurance: public liability, contents
- + 2 more clauses
📊 Excel spreadsheets
BTL Cashflow Tracker
Buy-to-Let 12-Month Profit & Loss Spreadsheet
12-month buy-to-let profit and loss tracker with automatic formulas for rental income, mortgage payments, maintenance, voids, and letting agent fees. Includes an annual summary sheet. Yellow cells = enter your numbers; all calculations are automatic.
Property Deal Analyser
Instant yield, cashflow, and ROI calculator — Excel
Analyse any property deal with automatic SDLT calculation, gross yield, net yield, monthly cashflow, and cash-on-cash return. Enter the purchase price, rent, and costs — the sheet does the rest. One sheet, instant results.
Portfolio Tracker
Multi-property portfolio income and equity tracker — Excel
Track multiple properties in one sheet — individual property rows with portfolio totals for income, expenses, equity, and yield across your whole portfolio. Ideal for landlords with 2-20 properties.
SA Income Calculator
Serviced accommodation 12-month income projection — Excel
Serviced accommodation income calculator with 12-month seasonality projection, platform fee modelling (Airbnb 3%, Booking.com 15%), management costs, and occupancy sensitivity analysis. Enter your nightly rate and see projected annual income.
Refurbishment Cost Estimator
Itemised schedule of works with trade-by-trade cost tracking — Excel
An itemised refurbishment cost estimator with a full schedule of works sheet. List each trade, enter quantities and rates, and get instant totals per trade plus a grand total with configurable contingency. Includes cost-per-sqft output.
Section 24 Tax Impact Calculator
Pre vs post-Section 24 tax comparison + limited company model — Excel
Shows exactly how Section 24 affects your rental income tax bill. Enter your rent, mortgage interest, expenses, and tax band — the sheet calculates your tax under old rules vs current Section 24 rules side by side. Includes a limited company comparison tab.
HMO Room-by-Room Analyser
Individual room rents, voids, and portfolio cashflow — Excel
Analyse an HMO property room by room. Enter each room's rent, whether bills are included, and void allowance. Includes a running costs sheet and summary with net yield and monthly cashflow.
Bridging Finance Cost Calculator
Total cost of a bridging loan — arrangement fee, interest, exit — Excel
Calculate the full cost of a bridging loan before you commit. Enter the loan amount, LTV, arrangement fee, monthly rate, term, and exit fee — the sheet outputs total cost of bridging, net funds received, total cash needed, and approximate APR. Includes month-by-month interest rollup.
Annual Landlord Accounts P&L
Self-assessment prep — income, expenses, Section 24 tax estimate — Excel
A simple annual profit and loss template for UK landlords preparing for self-assessment. Enter rent received per property, all allowable expenses, and mortgage interest — the sheet calculates taxable profit, the Section 24 finance cost credit, and an estimated tax bill. Includes a monthly rent tracker tab.