Generate a Tailored Internal Policy for Your Real Estate Agency
Actionable prompt to generate a comprehensive internal policy compliant with the regulatory and operational constraints of a real estate agency.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are an expert in real estate strategy and human resources for agencies. Write a comprehensive internal policy for a real estate agency of [SIZE] located in [CITY/REGION], specializing in [MARKET_SEGMENT] (e.g., residential, commercial, luxury). The policy must cover the following aspects, using precise legal and professional vocabulary:
- Mandates and Compliance: Procedure for signing mandates (simple, exclusive, semi-exclusive), verification of mandatory diagnostics (DPE, asbestos, lead, etc.), compliance with the ALUR law and the code of ethics of FNAIM or other organization.
- Commission Management and Remuneration: Rules for sharing commissions between agents (fixed, variable, split), payment conditions after signing at the notary, customer discount policy.
- Data Protection and GDPR: Methods for collecting, storing, and destroying client data (buyers, sellers, prospects), retention period, rights of access and objection.
- Client Relations and Ethics: Viewing procedure, email confirmation of viewings, handling of offers (verbal, written, under suspensive conditions), conflict of interest management (seller/buyer agent).
- Internal Tools and Processes: Use of CRM [CRM_NAME], rules for updating listings on portals (SeLoger, Leboncoin, etc.), management of electronic signatures (Docusign, Universign).
- Human Resources and Teleworking: Working hours, days off, maximum teleworking [NUMBER_OF_DAYS] per week, use of professional phone, company car, scheduling appointments outside working hours. Write a document structured into sections, with titles and subtitles, a professional but accessible tone, and concrete examples when useful. The policy must be ready to be distributed to all employees.
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Why this prompt works
<p>This prompt is designed to create a tailor-made internal policy for a real estate agency. It incorporates sector-specific aspects such as mandates, the ALUR law, GDPR, and commissions. To use it, replace the variables in brackets with your actual data: [SIZE] (small, medium, large agency), [CITY/REGION] (e.g., Paris, Île-de-France, Lyon), [MARKET_SEGMENT] (residential, commercial, luxury, etc.), [CRM_NAME] (e.g., Salesforce, HubSpot, ExpertImmo), [NUMBER_OF_DAYS] (e.g., 2).</p><p>The prompt produces a structured document, ready to be reviewed and validated by a legal or HR manager. It is recommended to customize the tone and adjust points according to the agency's culture. This prompt is ideal for agency directors, HR managers, or organizational consultants who want to save time and ensure they cover all regulatory aspects.</p><p>For optimal results, combine this prompt with human proofreading and adapt the level of detail in the sections based on the team's maturity. The expected output is a PDF or Word document, usable as an internal reference.</p>
Use Cases
Expected Output
A document structured into sections (mandates, commissions, GDPR, client relations, tools, HR) with titles, subtitles, and concrete examples. The tone is professional and legal but understandable by employees.
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- LéaAI
Ajoutez dans le prompt : « pour chaque obligation, citez la source (loi Hoguet, ALUR, RGPD) et signalez [À VÉRIFIER] si elle dépend d'un décret récent ». Faites valider par un juriste avant diffusion : DPE, durée de conservation et clauses de mandat évoluent.
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