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If you google real estate office policies you can get some ideas of what other brokers are doing and go from there.
Ryan Huggins - Thousan...
Thousand Oaks, CA
Pacific Palisades, CA
Rockville Centre, NY
I also think you should follow Richard's lead on this one....
Rockville Centre, NY
We used to have one but were advised to either dedicate time and resources to keep it up to date or get rid of it.
Gary Meek A generic manual from the NAR will get you started, but make sure you abide and comply with your Sate laws. I tis also important to keep it updated with current laws.
I started with limited and revised from there
Sorry, Gary, we don't have a policy manual for our small 5 person brokerage.
We have our policy manual in writing (very important) and have adjusted it when necessary but always informing the Agents first and editing the manual.
We like to tailor our ways to the people we work with. Our team is made up of self starters. They don't need policies or manuals. I think that Richard L. McKinney P.A. has given you a great idea. A
Richard L. McKinney P.A. has your best answer. That's exactly what I did at Guitar Center and Musician's Friend when I developed their enterprise wide infosec policies.
Our state real estate commission has rules which specify what must be included in a policy manual. The Texas Association of Realtors® developed a manual which cover what is required plus additional sound policies. They sold the manual for about $200. We purchased it and that is what we use.
I bought an existing company, and used those. Of course over the last 21 years I've adapted them to keep up with the times. No internet involved 21 years ago.
go with Richard L. McKinney P.A.
Policies are good tools to get everyone on the team heading in the same direction.
Make sure you train people on them and ask that everyone sign off on receiving them, keep them somewhere accessible so they can be easily referenced. Don't just email them out and hope they get read. The signoffs also protect you as a broker if any violations arise.
It is important to have one, there are severa if you google it and then can change to adapt to your type of office
Does your state realtors association have any boiler plate? What ever you come up with yourselves, get it vetted by an attorney so you don't violate any state laws.
Sounds like Google and NAR are great places to begin.
We were big on documenting from the start and built our own manuals. Best is to get everone involved and really make it a team thing, that way everyone is happy and feels part of it as opposed to just giving them a book to follow later.
You're a member of NAR... right? There are numerous FREE sources available to you regarding establishing office policies and procedures.
Do some networking with the outstanding brokers in your area and ask for copies of their policies. Policies do not usually require original thinking.