SOPs generated this week — restaurant owners, HVAC shops, gym managers, landscapers

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Your listings performwhen your process is consistent. Document it.

Describe your real estate team's listing setup, showing, or transaction procedure out loud or in writing. We turn it into a professional SOP every agent and coordinator can follow.

Works for any physical or operational process. Talk through it or type it out — we turn it into a professional PDF.

Example output

SOP · PDF · Real estate team

Listing Launch and Management Procedure — Real Estate Team

  1. 1.Within 24 hours of a signed listing agreement, complete the listing setup checklist: enter all property data in MLS, schedule photography, order the sign, set up the showing management system, and send the client a timeline confirming each step.
  2. 2.Before going live, review all MLS data for accuracy against the listing agreement — address, price, square footage, lot size, room counts. Any discrepancy must be corrected before the listing activates.
  3. 3.The day the listing goes live, send the client an email with the MLS link, the showing schedule link, and your direct number for questions. Set a weekly communication reminder in your calendar.
  4. 4.For every showing request: confirm with the seller at least 2 hours in advance, confirm the showing agent's license, and send a lockbox code with a showing window. Never give access without seller confirmation.
  5. 5.After each showing, send a feedback request within 4 hours. Compile weekly feedback and send it to the seller every Monday — positive, negative, and neutral. Do not filter feedback before sharing it.
  6. 6.From offer receipt to close: acknowledge within 1 hour, deliver the offer to the seller with a written summary (not just the PDF), and confirm all contingency deadlines in your transaction management system the same day.

Your SOP will be formatted like this — written in your words, specific to your business.

Operator Plan

$99 / month

New hire every quarter. Seasonal staff each spring. Stop re-explaining from scratch every time someone leaves.

  • ✓ Unlimited SOP generation
  • ✓ Opening, closing, onboarding, service calls, equipment operation
  • ✓ PDF emailed immediately — ready to print and post by the station
  • ✓ Break even at 3 SOPs — everything after is free

More industries

RestaurantsHVACCleaningGymsLandscapingConstruction

How to Create an SOP for Your Real Estate Team

Real estate team SOPs standardize the client experience across every agent and coordinator — listing preparation, showing management, offer communication, and transaction coordination. Without documented procedures, every agent runs their own process. Some do it well; others miss steps that cost clients and close rates. The highest-value SOPs for real estate teams cover listing launch, buyer consultation, offer presentation, and transaction coordination from contract to close.

Common Real Estate Team processes that need SOPs

  • →Listing launch procedure — agreement to MLS live
  • →Pre-listing checklist and seller communication
  • →Showing request and access management
  • →Buyer consultation and qualification procedure
  • →Offer presentation and negotiation communication
  • →Transaction coordinator close procedure
  • →New agent onboarding — first 30 days
  • →Past client follow-up and referral request sequence

Why Real Estate Team operators need documented SOPs

In real estate, the client experience is what generates referrals — and referrals are 70%+ of business for most established teams. If two agents on your team deliver different experiences, some clients refer and some don't. Documented procedures make the best practices from your top producers the baseline for everyone on the team.

Pro tip

Start with your listing launch procedure — from the day the listing agreement is signed to the day it goes live in MLS. This is the procedure with the most steps, the most room for error, and the most direct impact on seller satisfaction. Describe exactly how your best listing agent executes the first 72 hours after signing.