SOPs
Real Estate SOP Template
A standard format for writing procedures your team will actually follow — purpose, trigger, steps, owner, and review date.
Free
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.
Coming soon
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Read 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.