Notion - Real Estate Agent SOPs

This template contains Standard Operating Procedures (SOPs) for real estate agents. It covers client acquisition through lead generation, prospecting, networking, and closing new clients. The property listing SOP details property evaluation, preparation, marketing, listing, and monitoring. Client communication is addressed, emphasizing regular updates and addressing concerns. There are SOPs for property showings, offer negotiation, and transaction closing, ensuring smooth processes. Post-transaction follow-up is outlined to maintain client relationships. The SOPs also cover market research to stay informed on trends and compliance with legal and ethical standards. Continuing education is emphasized for ongoing professional development.

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What you need before purchase

• Basic knowledge of how to use Notion
• Notion account (sign up for free here)

After purchase, you'll get access to the Notion template immediately. From the template page, click on the Duplicate link (top right-hand of the screen) to copy to your account.

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FAQs

What is the structure of the SOPs?

Each SOP includes the purpose of the SOP, the scope of the SOP, other SOPs that the SOP references and the steps for the specific process.

Refunds

As this is a digital product, we can't offer refunds on purchases. Feel free to contact us via our main website, Template Road, for any questions before buying and we'll happily reply.

Notion Free Account

This template will work on the free account within Notion but we'd recommend the paid version if you're using it with your team.

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).