Free

Brokerage Operations Manual Outline

Looking to create a rock-solid foundation for your brokerage operations?

The Brokerage Operations Manual Outline is your go-to framework for organizing the key systems, roles, and procedures that keep your real estate office running smoothly. Whether you're launching a new brokerage, growing your team, or auditing your current processes, this easy-to-follow outline will help you build a manual that aligns your leadership, empowers your staff, and supports your agents.

Inside, you’ll find:

  • A complete structural breakdown of key brokerage departments

  • Role and responsibility suggestions for every support position

  • Suggested processes for onboarding, compliance, billing, marketing, and more

  • Built-in prompts for training, recruiting, recognition, and retention

This outline isn’t about red tape—it’s about creating clarity, consistency, and confidence at every level of your organization. Customize it to match your unique culture and market needs—and turn it into a tool your entire team can rely on.

Because when your systems are in sync, everything else flows.