Real estate SOP templates
Brokerages and real estate teams scale on process. These SOP templates cover the workflows — listing intake, client onboarding, showing prep — that let agents handle more volume without dropping balls.
Featured template
Take a new residential listing from signed agreement to MLS-live within 5 business days
Full example: New listing intake SOP
Purpose: Take a property from signed listing agreement to MLS-live within 5 business days.
Scope: Listing agent and brokerage admin for every new residential listing.
Procedure
- Save the signed listing agreement to the property folder in shared storage.
- Schedule photography and 3D tour for within 3 business days of signature.
- Confirm seller disclosures, HOA documents, and prior inspection reports are on file.
- Measure or verify square footage and room dimensions; reconcile with tax records.
- Draft MLS copy: headline, 250-word description, and feature list.
- Have the listing agent review and approve MLS copy and photo selection.
- Publish to MLS, sync to brokerage website, and trigger syndication to portals.
- Send the listing-live email to seller with a link to the public listing.
FAQs
- Why do real estate teams need SOPs?
- Most agents are great at clients and weak at process. SOPs let a team leader, transaction coordinator, or admin handle the repeatable steps consistently — so agents spend their time selling, not chasing paperwork.
- Which real estate workflows benefit most from SOPs?
- Listing intake, buyer onboarding, transaction coordination from contract to close, and post-close follow-up. These all touch every deal.
Browse all SOP templates, see worked SOP examples, or read the canonical SOP format.
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