Standard operating procedures in a real estate CRM
If you own a franchise brokerage in JBR Murjan, Dubai, learn how to set up SOPs in your real estate CRM so every lead, listing, and deal is handled the same way every time.
You are growing in Dubai and need clear, repeatable steps for agents so leads, listings, and deals do not slip through the cracks and every office follows the same process.
FAQ
What standard operating procedures should my Dubai brokerage document first?
Start with lead handling, property listing intake, viewings, offer handling, and deal closing. Then add SOPs for document checks, RERA forms, and landlord onboarding.
How can a real estate CRM help enforce our SOPs?
Turn each SOP into tasks, stages, and checklists in the CRM. Use required fields, approval steps, and automatic reminders so agents follow the same steps every time.
What should be in an SOP for new lead handling in Dubai?
Define response time, qualification questions, budget and area, buyer vs tenant, and next steps. Include when to send RERA forms, viewing rules, and how to log all calls and messages.
How do we standardize property listing intake for Dubai?
Create a form in the CRM with required fields: title deed copy, owner ID, RERA form, location, price, fees, and commission. Add a checklist for photos, description, and portal publishing.
What SOPs are needed for viewings and property access?
Set rules for booking viewings, confirming with owner and client, key handling, access codes, and safety. Include how to log feedback and next steps in the CRM after each viewing.
How do we manage offers and negotiations in a CRM SOP?
Define how to register each offer, proof of funds or pre‑approval, time limits, and counteroffers. Use CRM stages for offer received, under negotiation, accepted, or rejected.
What should a deal closing SOP include for Dubai?
List all required documents, RERA forms, NOC, and payment steps. Define who checks each item, when to book transfer, and how to record commissions and payouts in the CRM.
How often should we review and update our SOPs in the CRM?
Review them on a set schedule, for example every 6–12 months. Also update after law changes, RERA updates, or recurring issues, and adjust CRM workflows to match.