Gary Meek, (916) 995-9385 (GM2 )

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Richard L. McKinney P.A.
Atlantic Shores Realty Expertise - Port St Lucie, FL
For Results that MOVE you on the Treasure Coast!

If you google real estate office policies you can get some ideas of what other brokers are doing and go from there. 

Dec 29, 2015 02:42 AM
Barbara Todaro
RE/MAX Executive Realty - Happily Retired - Franklin, MA
Previously Affiliated with The Todaro Team

I also think you should follow Richard's lead on this one....

Dec 29, 2015 02:51 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

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.

Mar 07, 2019 10:40 PM
Michael Setunsky
Woodbridge, VA
Your Commercial Real Estate Link to Northern VA

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.

Dec 29, 2015 07:31 AM
William Feela
Realtor, Whispering Pines Realty 651-674-5999 No.

I started with limited and revised from there

Dec 29, 2015 04:45 AM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

Sorry, Gary, we don't have a policy manual for our small 5 person brokerage.

Dec 29, 2015 03:48 AM
Liz Wallace
Century 21 Sherlock Homes - Rockville Centre, NY
Broker C21 Sherlock Homes, Rockville Centre, LI, N

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.

Dec 29, 2015 03:05 AM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy


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

Dec 29, 2015 02:48 AM
Ryan Huggins - Thousand Oaks, CA - Thousand Oaks, CA
Residential Real Estate and Investment Properties

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.

Dec 30, 2015 12:51 AM
Richard Weeks
Dallas, TX
REALTOR®, Broker

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.

Dec 29, 2015 11:47 PM
Tammy Lankford,
Lane Realty Eatonton, GA Lake Sinclair, Milledgeville, 706-485-9668 - Eatonton, GA
Broker GA Lake Sinclair/Eatonton/Milledgeville

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.

Dec 29, 2015 02:05 PM
Lise Howe
Keller Williams Capital Properties - Washington, DC
Assoc. Broker in DC, MD, VA and attorney in DC

go with Richard L. McKinney P.A. 

Dec 29, 2015 12:43 PM
Amelia Robinette
NoVa House and Home - Frankly Realty - Falls Church, VA
Education, Innovation, Service

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.

Dec 29, 2015 08:29 AM
Scott Godzyk
Godzyk Real Estate Services - Manchester, NH
One of the Manchester NH's area Leading Agents

It is important to have one, there are severa if you google it and then can change to adapt to your type of office

Dec 29, 2015 08:00 AM
Joan Dickie
Keller Williams Premier Realty - La Crosse, WI
Keller Williams Premier Realty

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.

Dec 29, 2015 07:52 AM
Patricia Kennedy
RLAH Real Estate - Washington, DC
Home in the Capital

Sounds like Google and NAR are great places to begin.

Dec 29, 2015 06:33 AM
Stefan Winter
Real Estate in IL & NV | Owner of Real Estate Web Tech | Daily Vlogger - Las Vegas, NV
Owner - Winter Group & Real Estate Web Tech

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.

Dec 29, 2015 05:00 AM
Val Evans
Scottsdale, AZ

You're a member of NAR... right? There are numerous FREE sources available to you regarding establishing office policies and procedures.

Here's a good start.

Dec 29, 2015 03:33 AM
Roy Kelley
Retired - Gaithersburg, MD

Do some networking with the outstanding brokers in your area and ask for copies of their policies. Policies do not usually require original thinking. 

Dec 29, 2015 03:08 AM