| Operational assessment | Review of current real estate admin workflows, systems, volumes, handoffs, risks and bottlenecks | Assessment report and workflow map | Discovery and baseline review | Process notes, platform access, sample files and stakeholder input |
| Back-office scope plan | Defined task categories, service boundaries, approval rules, roles, escalation paths and exclusions | Scope document and responsibility matrix | Scope definition | Business priorities, risk tolerance and decision-maker approval |
| Standard operating procedures | Step-by-step instructions for recurring listing, CRM, document, lead and transaction support tasks | SOP library and checklists | Setup | Current templates, policies and preferred work methods |
| Task queue and workflow board | Work intake categories, priority rules, status stages, owners, due dates and exception flags | Project-management board or tracker | Setup and production | Tool access, service levels and work routing rules |
| Listing support pack | Listing data sheet, asset folder structure, missing-information log and update tracker | Shared documents and portal-ready tracker | Production | Approved property details, media assets and listing instructions |
| Transaction support tracker | Milestones, document status, stakeholder follow-ups, due dates, approvals and exception notes | Transaction checklist and status report | Production | Transaction documents, timeline rules and authorised contacts |
| CRM hygiene report | Duplicate checks, missing fields, lead routing status, stage updates and activity log review | CRM report and cleanup log | Production and reporting | CRM access, field definitions and routing rules |
| Property management admin pack | Tenant records, vendor list, work-order updates, lease file organisation and exception register | Operational tracker and document folders | Production | PMS access, approved templates and escalation rules |
| Quality assurance checklist | Review criteria for data accuracy, file completeness, naming, approvals, access and exceptions | QA checklist and sampling log | Quality review | Quality standards and authorised reviewer |
| Management reporting dashboard | Work volumes, turnaround, backlog, errors, escalations, SLA adherence and recurring issues | Dashboard or recurring report | Ongoing support | Baseline data, reporting cadence and KPI definitions |
| Handover and training pack | Process documentation, access notes, ownership rules, review cadence and support instructions | Training session and documentation | Handover or ongoing optimisation | Attendance by relevant team members and process owners |