How to Build Your Real Estate Operations Manual
Saturday, February 24, 2018
A Real Estate Operations Manual ……Why you need one!
Download RETB_Tasks_Procedures_Manual_v1
- Written procedures for the primary pillars of your business operation will provide consistency, efficiency
- It’s a reflection of your expectations and standards for all team members
- Create checklists, job descriptions and clear tasks for every member of your team
- Your manual becomes your training document when onboarding new team members
- It is a Key asset for your eventual Exit Strategy
- You can build it as you go (don’t get overwhelmed … it is a process!)
- Leverage your admin staff to help you create the written procedures as required
What are those key pillars of any business?
- Business Plan & Goals
- Database Management & Referrals
- Lead Generation & Marketing
- Client Service Pre, During and Post Sale
- Financial Management & Operations
For Real Estate Agents, Teams and Brokers:
- Listing System
- Buyer Sales System
- Recruiting & Growth Plan
- Hiring System
- Retention, Training, Coaching
Download RETB_Tasks_Procedures_Manual_v1
Click link above to get the RETB Tasks & Procedures Template.
Customize the tasks and then add written procedures for any tasks that take 2 or more steps in the manual template based on how you conduct business:
- Listings (Sellers)
- Sales (Buyers)
- Lead Gen – Database
- Lead Gen – Farms
- Lead Gen – Social Media, Internet
- Marketing Networking
- Hire-Onboard
- Team Admin
Here is how we recommend you get started working on this project;
- Work on Listing & Sales tabs first (use any checklists or procedures you already have in place)
- Revise and customize the tasks for both areas (essentially everything you do from A to Z when working with a buyer and seller)
- Use the columns to identify who is responsible for the tasks now (and who would do what for future team members and growth)
- Next write the procedures for any task that requires 2 or more steps. Use screenshots to illustrate steps if applicable. You can also use screen capture software to record video tutorials (Snag-it, Camtasia, Screeenflow)
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