Real Estate Agency Operations Manual

A neatly structured, ready-to-use operations manual on Notion built for real estate business owners who want a clean, organized, and easy-to-navigate, go-to knowledge hub for their business and team.

✨ Your Operations Manual is a one-stop shop for documenting how your business runs. It includes your SOPs, workflows, guidelines, checklists, templates, best practices... It tells your employees: "This is how we do things here".

Think of it as your "business playbook".

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✔️ This is a pre-built template hosted on Notion that includes 13 thoughtfully structured main sections and over 60+ pre-written SOPs, based on industry best practices and standards.

✔️ Suitable for any size of real estate agency: Whether you’re an independent agent or managing a multi-agent brokerage, this template will help you get organized and standardize your operations with ease.

✔️ Comes with our "Template-to-Tailored Roadmap" to help you make it your own—step by step. Designed to help you extract, organize, and standardize all your systems in one place.

✔️ Inspired by the principles of the book "The E-Myth" — built to help you systemize your business so it can run without relying on you every step of the way.

✔️ Includes the following sections, each populated with pre-written content:

1. Introduction
2. Business Overview
3. Culture & Values
4. Organizational Chart
5. Job Descriptions
6. SOPs Hub (with subsections)
7. Checklists & Templates (with subsections)
   
8. Owner-Only / Management-Only (with subsections)
9. Tutorials & Training (with subsections)
10. Glossary 
11. Company Directory 
12. Company Wall of Love
13. New Hire Onboarding Quizzes

✔️ Streamlines training and delegation, creates operational consistency, and reduces repetitive questions by guiding your team straight to your Operations Manual.

✔️ Expand and update it with new SOPs as your business grows.

✔️ Keeping your business operations organized doesn’t just help your team—it ensures you deliver a consistent, professional experience to your clients, every time.

✔️ For you if:

• Your systems currently live in your head, and you don't know how to extract or organize them,
• Your business know-how is scattered across disconnected and/or outdated Word documents or random Google Drive folders,
• You or your team constantly get lost while searching for SOPs, documents, or key information, or
• You want to delegate more, but your systems aren't documented clearly enough to let go.

✔️ Built with a function-first design in Notion: easy to use, clean, no-code, and no design skills needed.

✔️ One-time fee, lifetime access—no ongoing subscriptions or monthly “SOP storage fees” for overpriced software.

✔️ Accessible on any device: Use it in the Notion app on your laptop, tablet, or phone. 

✔️ Read real reviews from businesses like yours on our Wall of Love ❤️.

✔️ Want us to build your SOPs and a custom Operations Manual for your business? Check out our Done-For-You service on this page, and fill out our Custom Operations Manual Inquiry Form, and we'll be in touch!

✔️ New to Notion? Watch this video. Notion is an all-in-one digital workspace software that lets you create, organize, and manage content in a flexible, intuitive way.

✔️ Have any questions? Check our FAQs or reach out to us directly from this page.