SOPs
Real Estate SOP Template
A standard format for writing procedures your team will actually follow — purpose, trigger, steps, owner, and review date.
Included in the Toolkit
Operations
Editable doc + example setWho it's for
Operations leads documenting a team's procedures for the first time, or replacing a folder of inconsistent one-off documents.
What's inside
- The SOP format: purpose, trigger, steps, owner, review date
- Guidance on the right level of detail
- Worked examples for several common procedures
- A procedure index to track what exists
How to use it
Write your eight highest-frequency procedures in this format first, then add one new SOP per week rather than attempting a full manual in one push.
Part of the Real Estate Team Operations Toolkit
This file is included in the Real Estate Team Operations Toolkit. It is not sold separately and is not a free download.
Start with the Free Team Operations AuditRead first
- Real Estate Team SOPs: What You Actually Need — The short list of standard operating procedures worth documenting first, and how to write them.
- Creating a Team Operations Manual — How to assemble your systems, SOPs, and policies into one reference your team will actually open.
Tools that pair with it
- Notion — Flexible workspace for SOPs, onboarding hubs, and team documentation.
- Google Workspace — Email, docs, sheets, and shared drives — the backbone of most team operations.