RE Pro Ops manages 5 data types including marketing kits. Helps you organize, track, and share your work in 1 place for teams and solo users.

Real Estate Operations Audit

Pre-Audit Questionnaire

Your real estate business should be easier to run. This short questionnaire helps me understand how your business operates today so we can spend your audit identifying opportunities to simplify — not collecting basic information.

Don't worry about having perfect answers. I'm interested in how things actually work today, including the spreadsheets, workarounds, manual steps, and systems you'd eventually love to replace.

Estimated completion time: 5–7 minutes.

Step 1 of 8About Your Business

About Your Business

Your Name *

Email *

Phone Number

Optional, but helpful if you'd prefer that I contact you by phone or text.

Business / Team / Brokerage Name *

Which best describes your business? *

What is your role? *

Approximately how many people are involved in your operation? *

Include agents, leadership, operations, administrative staff, transaction coordinators, and other people involved in running the business.

Approximately how many transactions does your business handle per year?

What are you trying to accomplish over the next 12–24 months?

Increase Transaction VolumeGrow Our TeamRecruit More AgentsAdd Administrative / Operations SupportAvoid Needing to Hire Additional StaffReduce Administrative WorkImprove the Client ExperienceImprove the Agent ExperienceImprove Visibility Into the BusinessStandardize Our ProcessesReplace or Consolidate SoftwareAutomate More of the BusinessReduce Operating CostsGet Organized Before GrowingOther