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Real estate agency marketing checklist

36 checks covering listing launch, profiles, ad account, content production, monthly review, and compliance.

36 items6 groups10 minOctober 15, 2026

  • checklist
  • listings
  • compliance

Preview

3 items open, 36 items in total. Members see the rest.

Run through this list when a new listing goes live, when a new agent starts, and at the end of every month. Anything you can't check off becomes the first job of the following week.

Before a listing goes live

7 items
  • A written listing agreement is signed with the owner and its end date is in the CRM.
  • Title record, occupancy permit, unpaid building fees, and tenant status are checked.
  • Square meters are listed separately as net and gross.

4 items more in this group for members.

33 items more for members

This item has 36 items in total. With a membership you see all of it and copy any line in one click.

  1. Profiles and visibility6 items
  2. Ad account and tracking6 items
  3. Content production6 items
  4. Monthly review6 items
  5. Compliance and personal data5 items

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Real estate page
  • Copy template15 min

    15 copy and message templates for agencies

    Portal listing description

    {NEIGHBORHOOD}, {DISTRICT}: {ROOM_COUNT}, {NET_SQM} m² net / {GROSS_SQM} m² gross, floor {FLOOR}, {ASPECT}-facing. Apartment: {SHORT_DESCRIPTION} Building: {BUILDING_AGE} years old, {HEATING}, elevator {ELEVATOR}, parking {PARKING}. Building fees: {FEES}. Title status: {TITLE_STATUS}. Occupancy permit: {OCCUPANCY_PERMIT}. Transport: {TRANSPORT}. Viewings by appointment. {AGENCY} | Authorization certificate no.: {LICENSE_NO}

    15 templates · 4 groupsMembers only

  • Script18 min

    9 short video and call scripts for real estate

    0–3sHome tour (40s)

    Open on the home's strongest spot. On screen: "{NEIGHBORHOOD} · {ROOM_COUNT} · {NET_SQM} m² net". Say: "This is the best spot in the apartment."

    9 scripts · 2 groupsMembers only

  • Message template20 min

    WhatsApp and DM replies

    First reply to a portal inquiry

    Hi {NAME}, this is {AGENT} from {AGENCY}. You messaged on {PORTAL} about the {ROOM_COUNT} in {NEIGHBORHOOD}, and it's still available. Quick details: {NET_SQM} m² net, floor {FLOOR}, building fees {FEES}, price {PRICE}. So I can give you the right information, two questions: when are you hoping to move, and are you planning to pay cash or use a mortgage?

    20 templates · 5 groupsMembers only

  • Hook bank12 min

    Reels and short-video openers

    I open the door, and the first thing you see is the view, not the hallway.

    50 hooks · 5 groupsMembers only