100+ Real Estate Agency SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a step-by-step framework for implementing Property Listing and Acquisition processes across your agency.
2. Establishes standardized procedures for managing Client Relationships and maximizing customer satisfaction.
3. Offers a comprehensive structure for Sales and Transaction Management to ensure compliance and efficiency.

REAL ESTATE EXCEL DESCRIPTION

This product (100+ Real Estate Agency SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


Unlock Operational Excellence with 150+ Real Estate Agency SOPs – The Ultimate Standard Operating Procedures Package

Are you ready to supercharge your real estate agency's efficiency, compliance, and profitability? Introducing the most comprehensive Real Estate Agency SOPs Package, featuring over 150 meticulously crafted SOPs designed to streamline every aspect of your business. From agency governance to sales, marketing, property management, client relations, and financial operations, this is your all-in-one solution for scaling your real estate business while ensuring compliance and operational excellence.

Our SOPs are designed for real estate agencies of all sizes, but especially for agencies with 100+ agents aiming to implement structured, repeatable, and high-performance processes. With this package, you'll reduce operational risk, improve team accountability, maximize client satisfaction, and skyrocket your growth.

Why Choose This Real Estate SOPs Package?
•  Boost Productivity – Standardize daily operations so your team can focus on revenue-generating activities.
•  Ensure Compliance – Stay fully aligned with regulatory requirements, fair housing laws, and internal governance policies.
•  Enhance Marketing & Sales – Streamlined marketing, lead generation, and sales procedures that convert leads into loyal clients.
•  Optimize Property Management – Efficiently manage listings, acquisitions, tenant relations, and property operations.
•  Strengthen Client Relationships – Deliver world-class service with SOPs for onboarding, communication, follow-up, and retention.
•  Streamline Financial & Technology Operations – Accurate accounting, reporting, CRM management, and IT security protocols.

With over 150 SOPs, this package leaves no operational gap unaddressed. Here's the complete SOP list included in your package:


1. Agency Governance & Compliance
1. Corporate Governance Policy
2. Regulatory Compliance Procedure
3. Anti-Money Laundering (AML) SOP
4. Data Privacy & Protection SOP
5. Risk Management Framework
6. Internal Audit Process
7. Code of Ethics Enforcement
8. Conflict of Interest Management
9. Legal Document Retention SOP
10. Corporate Insurance Management
11. Business Continuity Plan
12. Disaster Recovery Procedure
13. Licensing & Certification Compliance
14. Fair Housing & Anti-Discrimination SOP
15. Contract Review and Approval Procedure

2. Human Resources & Talent Management
16. Recruitment & Onboarding SOP
17. Employee Orientation Process
18. Role Definition & Job Descriptions
19. Performance Appraisal Process
20. KPI & Goal Setting SOP
21. Training & Development Program
22. Compensation & Benefits Management
23. Attendance & Leave Policy
24. Employee Grievance Handling SOP
25. Termination & Exit Process
26. Succession Planning Procedure
27. Employee Engagement Initiatives
28. Workplace Safety SOP
29. Remote Work Policy
30. HR Compliance Reporting

3. Marketing & Lead Generation
31. Brand Guidelines SOP
32. Digital Marketing Strategy
33. Social Media Management SOP
34. Content Creation & Approval
35. Email Marketing Campaign SOP
36. SEO & Website Optimization SOP
37. Paid Advertising Management
38. Lead Generation Campaigns SOP
39. Event Marketing SOP
40. Client Referral Program SOP
41. CRM Data Entry SOP
42. Marketing ROI Measurement
43. Marketing Collateral Creation
44. Marketing Compliance & Review
45. Reputation Management SOP

4. Property Listing & Acquisition
46. Property Intake SOP
47. Property Valuation SOP
48. Listing Agreement SOP
49. Property Photography SOP
50. Virtual Tour Creation SOP
51. Floor Plan & Site Plan SOP
52. Property Feature Documentation SOP
53. Property Market Analysis SOP
54. Comparative Market Analysis SOP
55. Owner Engagement & Communication SOP
56. Property Verification & Due Diligence SOP
57. Exclusive Listing Management
58. Listing Renewal SOP
59. Property Deactivation Procedure
60. Pre-Listing Inspection SOP

5. Sales & Transaction Management
61. Buyer Consultation SOP
62. Seller Consultation SOP
63. Offer Management SOP
64. Negotiation Procedure
65. Contract Preparation SOP
66. Earnest Money Handling SOP
67. Escrow Process SOP
68. Closing Coordination SOP
69. Title & Deed Management SOP
70. Transaction File Management SOP
71. Commission Calculation SOP
72. Commission Disbursement SOP
73. Buyer Representation SOP
74. Seller Representation SOP
75. Post-Sale Follow-Up SOP

6. Client Relationship & Customer Service
76. Client Onboarding SOP
77. Client Communication SOP
78. Appointment Scheduling SOP
79. Follow-Up & Nurturing SOP
80. Client Feedback Collection SOP
81. Complaint Handling SOP
82. VIP Client Program SOP
83. Referral Incentive SOP
84. Customer Satisfaction Reporting
85. Client Database Maintenance
86. Client Segmentation SOP
87. Personalized Service SOP
88. Relationship Mapping SOP
89. Client Retention Strategy SOP
90. Client Loyalty Program SOP

7. Property Management
91. Tenant Onboarding SOP
92. Lease Agreement SOP
93. Rent Collection SOP
94. Late Payment Handling SOP
95. Maintenance Request SOP
96. Preventive Maintenance SOP
97. Vendor Management SOP
98. Property Inspection SOP
99. Lease Renewal SOP
100. Eviction Process SOP
101. Security & Safety SOP
102. Utilities Management SOP
103. Expense Tracking SOP
104. Property Insurance SOP
105. HOA/Condo Fee Management SOP

8. Financial Management & Accounting
106. Budget Planning SOP
107. Accounts Payable SOP
108. Accounts Receivable SOP
109. Cash Flow Management SOP
110. Bank Reconciliation SOP
111. Expense Approval SOP
112. Financial Reporting SOP
113. Commission Accounting SOP
114. Tax Compliance SOP
115. Audit Preparation SOP
116. Investment Analysis SOP
117. Profitability Analysis SOP
118. Asset Depreciation SOP
119. Financial Forecasting SOP
120. Internal Controls SOP

9. Technology & Data Management
121. CRM Management SOP
122. Property Management System SOP
123. IT Security Policy
124. Data Backup & Recovery SOP
125. Cloud Storage SOP
126. Software Access & Permissions SOP
127. IT Helpdesk SOP
128. System Updates & Patch Management
129. Digital Document Management SOP
130. Mobile Device Management SOP
131. Email System Management SOP
132. Analytics & Reporting SOP
133. Cybersecurity Incident Response SOP
134. IT Vendor Management SOP
135. Data Migration SOP

10. Operations & Office Management
136. Office Supplies Management SOP
137. Facility Management SOP
138. Reception & Visitor Management SOP
139. Meeting Room Scheduling SOP
140. Courier & Mail Handling SOP
141. Fleet Vehicle Management SOP
142. Health & Safety SOP
143. Emergency Evacuation SOP
144. Cleaning & Janitorial SOP
145. Equipment Maintenance SOP
146. Document Filing SOP
147. Record Archiving SOP
148. Office Security SOP
149. Travel & Expense SOP
150. Internal Communication SOP


💡 Transform Your Real Estate Business Today!
Implementing these SOPs means faster transactions, happier clients, a compliant and structured operation, and a motivated, accountable team. Don't waste time reinventing the wheel—leverage our 150+ Real Estate SOPs Package and take your agency to next-level efficiency, profitability, and growth.



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Source: Best Practices in Real Estate Excel: 100+ Real Estate Agency SOPs Excel (XLSX) Spreadsheet, SB Consulting