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Templates / Proposal

Free Real Estate Proposal Template

A real estate proposal covers the scope of brokerage support, verification steps, fees, booking and payment terms, and what happens at signing and handover.

Real Estate Proposal template preview

Language:

en

Category:

Last updated:

October 2026

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Deposits and key money can move fast, but the risk hangs around for months if the registry, liens, or landlord terms don’t match what got promised. A real estate proposal gives the deal a paper trail before anything gets signed, so the buyer knows what will be checked, what gets written down, and what has to be confirmed before money moves. The document reads like a checklist in patina green and seal-label rose under Space Grotesk headings and Roboto body text, so the terms feel like documentation, not sales copy.

The Summary and Our approach explain how the search, comparisons, registry checks, and handover notes get handled, and in what order decisions get approved. The middle of the proposal introduces the people doing the work and shows the kind of engagements the team runs, so a client can see how negotiations, access, and viewing schedules stay coordinated instead of living in chat messages. The back half answers the questions that usually cause last-minute hesitation, like what counts as completion, what happens when the search changes, and which parts depend on landlords, sellers, banks, or building management.

  • Summary Opens with the risks a buyer is trying to avoid and describes the checks and approvals that happen before any deposit moves.
  • Who you are working with Introduces the brokerage and the roles involved, so the client knows who handles negotiation, comparisons, and scheduling.
  • The team Confirms the client deals with the same people throughout the engagement and doesn’t get handed off mid-process.
  • Team Names the individuals and explains what each person owns, from shortlist and comps through to contract review and key handover.
  • Recent projects Signals the kind of engagements included, with an emphasis on clarity before commitment and clean handovers after signing.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a real estate proposal

PartWhat it covers

Summary

Opens with the risks a buyer is trying to avoid and describes the checks and approvals that happen before any deposit moves.

Who you are working with

Introduces the brokerage and the roles involved, so the client knows who handles negotiation, comparisons, and scheduling.

The team

Confirms the client deals with the same people throughout the engagement and doesn’t get handed off mid-process.

Team

Names the individuals and explains what each person owns, from shortlist and comps through to contract review and key handover.

Recent projects

Signals the kind of engagements included, with an emphasis on clarity before commitment and clean handovers after signing.

Portfolio

Gives examples of outcomes, including registry checks, negotiated terms, and the move-in condition log at the keys.

Our approach

Explains the workflow from requirements and shortlist through viewings, comparisons, and contract points, so the client knows what gets verified and when.

Fees

Prices Purchase support and gives the client a single required choice, leaving you to replace the template pricing with your own.

Next steps

Carries a signature and a fee summary, so the client accepts online and the booking terms are confirmed.

Booking and payment

Covers the 50% upfront and 50% on completion, the 14-day payment window, what counts as completion, and how scope changes get written back before more viewings are booked.

Third party decisions

Explains what depends on landlords, sellers, banks, insurers, and listing availability, and how move-in day issues get captured in writing in the handover notes.

Who it is for

Brokerages handling rentals or purchases, buyer representation agents, and commercial brokerage teams who need the scope, verification work, and payment terms agreed before deposits move.

The proposal in full

Summary

You sign with the numbers, terms, and risks written down in one place, and you move in with the condition and handover notes agreed at the keys, not argued later.

We’ll shortlist units, run a like-for-like price check, verify the registry and liens, and walk you through the lease or purchase terms before anything is signed. Next up: we’ll confirm your requirements and book a viewing day.

We run this work document-first. Before you pay anything, we match the listing details to the building registry, check for liens and other flags, and write down the terms that matter in plain language. You approve each step: shortlist, viewing plan, contract points, then the move-in and key handover checklist.

Who you are working with

We’re a three-person brokerage team in Busan, and most of our week is rentals, jeonse/wolse, and small commercial leases with a deadline attached. Park Minseo leads negotiations and contract meetings. Lee Junho runs the search, comps, and building-by-building comparisons. Choi Hyejin coordinates listings, access, and viewing schedules so you are not chasing keys and messages.

People pick us when they want fewer unknowns. We do not ask you to rely on verbal promises from a landlord or an agent chat message. We put the terms in writing, we pull the registry before money moves, and we keep a running checklist of what is confirmed, what is still missing, and who is responsible for each item.

The team

You’ll deal with the same three people throughout, and you’ll always know who is handling the next call and the next document.

Team

Park Minseo, Broker. Park Minseo is your Broker. He handles negotiation, the contract review meeting, and the final sign-off on what must be verified before you pay.

Lee Junho, Leasing agent. Lee Junho is your Leasing agent. He builds the shortlist, checks comparable pricing nearby, and flags terms that change the real monthly cost.

Choi Hyejin, Listings and viewings coordinator. Choi Hyejin coordinates listings and viewings. She books access, confirms what is included on site, and runs the key handover and condition checklist.

Recent projects

Here are three recent brokerage engagements where the work was about clarity before commitment, and clean handovers after signing.

Portfolio

Jeonse near transit. Sourced and screened 12 units against deposit range and commute, then narrowed to 4 for one viewing day. Registry checks removed 2 options early. Client signed on day 10 with move-in aligned to their start date.

Wolse apartment move-in. Compared 9 similar units to confirm the deposit and rent were in line, then negotiated included items and move-out conditions into the written terms. Move-in day included a condition log signed at the keys.

Small retail lease. Reviewed a market-street retail lease for key money risk points, repair responsibility, and renewal language. Negotiated two clauses into clearer wording before signing so the tenant’s obligations matched their fit-out plan.

“They didn’t rush us. Every term and document was checked first.”

Relocating tenant, moving for a new job

Our approach

We keep this simple: you tell us the constraints, we verify what matters on paper, and you only move forward when the next step is clear and agreed.

1. Shortlist and plan Days 1-3 We confirm your must-haves and your hard limits in writing, including deposit range, monthly budget, commute, and building rules that matter to you. Then we build a shortlist with a viewing route that fits access windows and key pickup times. 2. Viewings and comps Days 4-7 We run the viewing day with a checklist so each unit is compared the same way. After viewings, we do a like-for-like price check on nearby units and call out what is included and what will be extra so the monthly total is not a surprise. 3. Contract meeting Week 2 We meet at our office to go through the contract line by line. Before you transfer a deposit, we pull the building registry and check for liens and other items that must be understood in writing. You choose what to accept, change, or walk away from. 4. Move-in and handover Weeks 2-4 We coordinate the deposit and move-in schedule with the landlord and any building office requirements. On key day, we do a condition check with photos and notes, record what needs fixing, and confirm what gets put in writing if something is wrong.

Fees

Choose the level that matches how wide your search is and how many decisions you want us to verify in writing before any money moves.

Priced items

Next steps

If you want us to hold time for your shortlist and viewing day, the next steps are simple.

1. Sign this proposal to book the engagement. 2. Pay the first 50% to start the search and scheduling. 3. Send your requirements checklist so we can build the first shortlist.

Signature

Fee summary

Booking and payment

To book the work, we invoice 50% when you sign. We invoice the remaining 50% when the engagement is complete. Each invoice is payable within 14 days of its date.

What completion means. The engagement is complete when a contract is signed and the move in or handover steps in our plan are finished, or when you tell us in writing to stop.

Scope changes. If your search changes, we will write the updated scope back to you first, in a checklist, before we schedule more viewings or book a contract meeting.

What we need from you. We need your target move date, budget and deposit range, and any building rules you cannot accept. We also need replies to viewing and contract times within one business day.

Before any money moves. Before you pay a deposit or key money, we will show you the documents we can obtain for the property and point out what they do and do not confirm in writing.

Third party decisions

Landlords, sellers, building management, banks, and insurers make their own decisions and timelines. We will coordinate and follow up, but we cannot guarantee approvals, repairs, or release dates.

Listings and availability. Online listings can change fast. A unit can be taken, prices can move, and viewing access can be refused. When that happens, we will send the next options from the shortlist.

Handover condition notes. On keys day, we will walk through with you and write condition notes and photos into a handover checklist. If something is wrong, we will help you put it in writing the same day.

Who owns the work. You own the notes and checklists we write for your deal once invoices are paid. Photos and listing materials we create for marketing stay with the listing they were made for.

Questions about this proposal template

What should a real estate proposal include?

A real estate proposal usually covers the scope of support, the verification steps that happen before signing, the fee, and the booking and payment terms. This proposal also spells out what counts as completion and what depends on third parties like landlords, sellers, banks, or building management.

Does a real estate proposal need a signature?

A signature isn’t required by default, but a signed proposal makes the scope, fee, and next steps hard to dispute later. This template includes a signature section in Next steps so the engagement can be confirmed in writing.

How do you write payment terms for real estate support?

Payment terms need the timing, what triggers the second payment, and when payment is due after invoicing. This proposal states 50% on signing, 50% on completion, and invoices due within 14 days.

How do you address liens and registry checks in a real estate proposal?

A proposal should say what gets checked, when it gets checked, and what happens if something doesn’t match the listing. This template describes registry and lien checks before money moves and ties progress to step-by-step approval.

What happens if the listing disappears or the landlord won’t allow a viewing?

A real estate proposal should acknowledge that availability and access can change quickly and that third parties control their own timelines. This template explains that units can be taken or access refused, and the next options come from the shortlist.

What should be documented on move-in day or at key handover?

Move-in day documentation usually means condition notes and photos recorded at the handover, plus a written record of anything wrong. This template says the handover walk-through gets written into a checklist the same day so issues can be raised in writing immediately.

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