Write a SOP for a Real Estate Agency – Actionable Prompt
A structured prompt to generate a complete SOP tailored to the B2B real estate sector, including mandates, viewings, negotiations, and compliance.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a process optimization consultant for real estate agencies. Write a standard operating procedure (SOP) for [AGENCY_NAME], an agency specializing in [MARKET_TYPE: residential/commercial/luxury] with [NUMBER_OF_AGENTS] agents. The SOP must cover the following steps:
- Mandate Reception: Detail the process of initial contact, verification of [SUPPORTING_DOCUMENTS], electronic signature via [SIGNATURE_TOOL], and recording in [CRM_NAME].
- Market Analysis: Include the comparison method (at least 3 similar properties recently sold), adjustment according to [SPECIFIC_CRITERIA] (condition, location, floor, exposure), and validation by [VALIDATION_MANAGER].
- Listing: Describe the creation of the listing with [NUMBER_OF_PHOTOS] professional photos, writing an SEO-optimized description, publication on [PORTALS] (SeLoger, Leboncoin, etc.) and synchronization with [CRM_NAME].
- Viewings: Protocol for appointment scheduling (max delay [VIEWING_DELAY] hours), preparation of the client file (financing certificate, ID), visit with [VIRTUAL_VIEWING_TOOL] if applicable, and report in [CRM_NAME].
- Negotiation and Offer: Steps for receiving an offer (written, signed), solvency check (via [FINANCING_ORGANIZATION]), possible counter-offer, and signing of the preliminary contract at [PARTNER_NOTARY].
- Post-Preliminary Follow-up: Checklist of conditions precedent (loan approval, technical diagnostics), automated reminders via [REMINDER_TOOL], and deadline management.
- Closing: Signing of the final deed, handover of keys, sending documents (sale certificate, diagnostics) to the client and archiving in [ARCHIVING_SYSTEM].
For each step, specify the responsible person, tools used, documents to produce, performance indicators (e.g., viewing-to-offer conversion rate) and quality control points. Add a summary checklist in the appendix. Use precise and operational language.
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Why this prompt works
<p>This prompt allows real estate agency managers to create standardized operational procedures. By replacing the variables in brackets with the agency's actual data (name, market type, number of agents, CRM tools, etc.), you get a ready-to-use document.</p><p><strong>Usage:</strong> Copy the prompt into the generative AI of your choice. Adapt variables like <em>[AGENCY_NAME]</em> or <em>[CRM_NAME]</em> to fit your context. The result can serve as a basis for your procedures manual or be integrated into your LMS to train new agents.</p><p><strong>Benefits:</strong> A well-designed SOP reduces errors, accelerates new hire onboarding, ensures compliance (Hoguet law, GDPR) and improves customer experience. You can customize it by property type (residential, commercial) or channel (sales, rentals).</p>
Use Cases
Expected Output
A structured document (SOP) of approximately 2000 to 3000 words, with numbered sections, responsibilities, tools, documents, and performance indicators. Includes a summary checklist.
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- LéaAI
Pensez à pré-remplir les champs [CRM_NAME], [OUTIL_SIGNATURE], etc. avec des solutions précises (ex. : "Lodgis", "Docusign"). Sans ces valeurs, la SOP reste générique et difficile à déployer. Vous pouvez aussi ajouter une contrainte de format : demander un tableau par étape avec responsable, outil, livrable, KPI, point de contrôle — cela facilitera l'implémentation en interne.
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