Real estate policy and procedures manual template 2026

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  1. Click ‘Get Form’ to open the real estate policy and procedures manual template in the editor.
  2. Begin with the 'Introduction' section. Here, you can customize the text to reflect your brokerage's unique operations and expectations for sales associates.
  3. Move on to 'Company Policies.' Fill in details regarding advertising standards, ensuring compliance with Fair Housing laws and other regulations.
  4. In the 'Commissions / Compensation' section, specify your brokerage's commission structure, including payment timelines and any deductions that may apply.
  5. Complete the 'Duties to Clients and Customers' section by outlining fiduciary responsibilities and obligations towards clients, ensuring clarity on ethical practices.
  6. Review all sections for accuracy. Utilize our platform’s editing tools to make adjustments as needed before finalizing your document.

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