Performance Review Templates

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Real Estate Agency

Performance Review Examples in 2024

You’re a busy manager running your business, and researching the best performance review questions you can use to grow your team is time-consuming. So, we took the liberty of doing this legwork for you.

These example templates can help you create a better review experience by asking the right questions for each role.

We've curated the best questions by researching industry standard practices, pulling examples from our most successful teams, and by incorporating other other subjective parameters that we think would contribute best to growth. We hope this will help you save time in your own performance management process.

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Real Estate Agency

Performance Review Examples

A real estate agency is a professional organization specializing in real estate services, including buying, selling, renting, and managing properties. It acts as a vital intermediary in the real estate market, helping individuals and businesses navigate property transactions with expertise and efficiency. Real estate agencies employ licensed real estate agents who provide valuable insights, market analysis, and negotiation skills to ensure clients make informed decisions and achieve their property-related goals.
Real Estate Broker
Real Estate Appraiser
Real Estate Sales Agent
Real Estate Property Manager
Real Estate Investment Analyst
Real Estate Marketing Specialist
Real Estate Marketing Coordinator
Real Estate Transaction Coordinator
Real Estate Digital Marketing Specialist
Administrative Assistant Real Estate

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Real Estate Agency

Real Estate Broker

Job Description:
Holds a broker's license and manages a team of real estate agents. Responsibilities include overseeing real estate transactions, providing guidance to agents, and ensuring compliance with real estate laws and regulations.
Performance Areas:
Transaction Oversight and Quality Control
  1. How effectively does the employee oversee real estate transactions conducted by agents and team members?
  2. Does the employee ensure that transactions meet quality standards, legal requirements, and ethical guidelines?
  3. Does the employee review contracts, agreements, and closing documents for accuracy and compliance?
Agent Training and Development
  1. How well does the employee provide guidance and training to real estate agents and team members?
  2. Does the employee mentor and support agents in achieving their professional goals and improving their skills?
  3. Does the employee facilitate ongoing education and training opportunities for the team?
Market Analysis and Strategy
  1. How does the employee analyze local real estate markets and develop sales and marketing strategies?
  2. Does the employee provide market insights, pricing recommendations, and property marketing strategies to agents?
  3. Does the employee contribute to the development of effective marketing campaigns and lead generation initiatives?
Legal Compliance and Risk Management
  1. How effectively does the employee ensure that real estate activities comply with laws and regulations?
  2. Does the employee stay updated on changes in real estate laws and ethical standards?
  3. Does the employee implement risk management practices to minimize legal liabilities?
Team Leadership and Collaboration
  1. How well does the employee lead and collaborate with real estate agents and team members?
  2. Does the employee foster a positive team culture and facilitate effective communication within the team?
  3. Does the employee contribute to the team's success and growth by setting clear goals and expectations?
Client and Business Development
  1. How does the employee contribute to client acquisition and business growth?
  2. Does the employee establish and maintain relationships with clients, property owners, and investors?
  3. Does the employee explore new business opportunities and expand the agency's client base?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Appraiser

Job Description:
Specializes in property appraisal and valuation services for real estate transactions. Responsibilities include conducting property inspections, analyzing market data, and preparing appraisal reports.
Performance Areas:
Property Inspection and Evaluation
  1. How effectively does the employee conduct property inspections and evaluations?
  2. Does the employee assess property condition, features, and relevant factors accurately?
  3. Does the employee follow appraisal standards and guidelines during property assessments?
Market Data Analysis
  1. How well does the employee analyze local real estate market data and property comparables?
  2. Does the employee research and gather relevant market information to determine property values?
  3. Does the employee consider market trends and conditions when assessing property values?
Appraisal Report Preparation
  1. How does the employee prepare appraisal reports for clients and stakeholders?
  2. Does the employee document property assessments, valuation methodologies, and findings clearly and comprehensively?
  3. Does the employee ensure that appraisal reports are accurate, well-organized, and compliant with industry standards?
Client Interaction and Communication
  1. How effectively does the employee interact with clients and communicate appraisal results?
  2. Does the employee maintain professional and responsive communication with clients throughout the appraisal process?
  3. Does the employee address client inquiries, concerns, and requests promptly and professionally?
Compliance with Appraisal Standards
  1. How well does the employee adhere to appraisal standards and regulations?
  2. Does the employee conduct appraisals in compliance with industry standards, legal requirements, and ethical guidelines?
  3. Does the employee stay updated on changes in appraisal laws and regulations?
Problem Solving and Accuracy
  1. How effectively does the employee troubleshoot appraisal challenges and ensure accuracy in assessments?
  2. Does the employee find solutions to appraisal issues with attention to detail and a proactive approach?
  3. Does the employee contribute to accurate property valuation, minimizing discrepancies?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Sales Agent

Job Description:
Works as a licensed real estate professional responsible for representing clients in buying or selling residential and commercial properties. Responsibilities include property market analysis, client consultation, property listing, and negotiation.
Performance Areas:
Property Market Analysis
  1. How effectively does the employee analyze local real estate markets and property trends?
  2. Does the employee provide clients with accurate market data and property valuation assessments?
  3. Does the employee stay informed about changes in real estate regulations and market conditions?
Client Consultation and Needs Assessment
  1. How well does the employee consult with clients to understand their real estate needs and preferences?
  2. Does the employee actively listen to client requirements and preferences when selecting properties?
  3. Does the employee provide insightful recommendations based on client needs?
Property Listing and Promotion
  1. How does the employee manage property listings and promotional activities?
  2. Does the employee create compelling property listings with detailed descriptions and high-quality images?
  3. Does the employee effectively market properties through various channels, such as websites, social media, and real estate networks?
Negotiation and Transaction Management
  1. How effectively does the employee handle negotiations and property transactions?
  2. Does the employee negotiate property prices, terms, and conditions on behalf of clients professionally and ethically?
  3. Does the employee manage transaction documentation, contracts, and closing processes efficiently?
Client Communication and Relationship Building
  1. How well does the employee communicate with clients and build lasting relationships?
  2. Does the employee maintain clear and timely communication with clients throughout the buying or selling process?
  3. Does the employee provide excellent customer service and address client inquiries and concerns?
Networking and Lead Generation
  1. How effectively does the employee build and expand their professional network in the real estate industry?
  2. Does the employee engage in lead generation activities and actively seek out potential clients and properties?
  3. Does the employee attend industry events and maintain relationships with other real estate professionals?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Property Manager

Job Description:
Manages residential and commercial rental properties on behalf of property owners and investors. Responsibilities include tenant relations, lease administration, property maintenance, and financial management.
Performance Areas:
Tenant Relations and Communication
  1. How effectively does the employee manage tenant relations and maintain open communication?
  2. Does the employee respond to tenant inquiries, concerns, and requests professionally and promptly?
  3. Does the employee foster positive tenant relationships to enhance tenant satisfaction and retention?
Lease Administration and Compliance
  1. How well does the employee administer leases and ensure compliance with lease terms and regulations?
  2. Does the employee handle lease agreements, renewals, and lease-related documentation accurately?
  3. Does the employee stay updated on relevant laws and regulations to maintain compliance?
Property Maintenance and Inspections
  1. How does the employee manage property maintenance and inspections?
  2. Does the employee coordinate regular property inspections and maintenance tasks efficiently?
  3. Does the employee address maintenance requests, repairs, and emergencies promptly and satisfactorily?
Financial Management and Reporting
  1. How effectively does the employee manage property finances and financial reporting?
  2. Does the employee oversee rent collection, budgeting, and expense tracking for rental properties?
  3. Does the employee provide property owners with accurate and transparent financial reports and statements?
Vendor and Contractor Management
  1. How well does the employee handle vendor and contractor relationships for property maintenance?
  2. Does the employee select and manage vendors, contractors, and service providers effectively?
  3. Does the employee ensure that maintenance work meets quality standards and budgetary constraints?
Property Marketing and Vacancy Management
  1. How does the employee market vacant rental properties and minimize vacancies?
  2. Does the employee create appealing property listings and marketing materials to attract potential tenants?
  3. Does the employee implement effective tenant screening processes to minimize vacancy periods?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Investment Analyst

Job Description:
Analyzes real estate investment opportunities and provides insights to investors and property management teams. Responsibilities include financial modeling, market research, and investment strategy development.
Performance Areas:
Financial Modeling and Analysis
  1. How effectively does the employee perform financial modeling for real estate investment opportunities?
  2. Does the employee create detailed financial projections, including cash flow analysis and return on investment calculations?
  3. Does the employee use financial models to assess investment risk and potential returns?
Market Research and Due Diligence
  1. How well does the employee conduct market research and due diligence for real estate investments?
  2. Does the employee analyze market trends, property performance, and economic factors influencing investment decisions?
  3. Does the employee verify property information and potential risks through thorough due diligence processes?
Investment Strategy Development
  1. How does the employee contribute to the development of real estate investment strategies?
  2. Does the employee provide recommendations on property acquisition, disposition, and portfolio optimization?
  3. Does the employee align investment strategies with investor goals and risk tolerance?
Investment Performance Tracking
  1. How effectively does the employee track and report on investment performance?
  2. Does the employee monitor property and portfolio performance against financial projections and benchmarks?
  3. Does the employee provide regular investment performance reports to stakeholders?
Risk Assessment and Mitigation
  1. How does the employee assess and mitigate investment risks in real estate portfolios?
  2. Does the employee identify potential risks, such as market volatility or property-specific issues, and propose risk mitigation strategies?
  3. Does the employee proactively manage and address risks to protect investor interests?
Investor Communication
  1. How well does the employee communicate with investors regarding investment opportunities and performance?
  2. Does the employee provide clear and timely updates to investors, addressing inquiries and concerns?
  3. Does the employee maintain transparency and build trust with investors through effective communication?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Marketing Specialist

Job Description:
Focuses on marketing and promoting real estate listings and properties to attract potential buyers and renters. Responsibilities include creating marketing strategies, managing online listings, and utilizing digital marketing tools.
Performance Areas:
Marketing Strategy Development
  1. How effectively does the employee develop marketing strategies for real estate listings and properties?
  2. Does the employee create comprehensive marketing plans that align with property goals and target audiences?
  3. Does the employee stay updated on real estate market trends to adjust marketing strategies accordingly?
Online Listing Management
  1. How well does the employee manage online property listings and advertisements?
  2. Does the employee optimize property listings on real estate websites, social media, and online platforms?
  3. Does the employee use compelling visuals and descriptions to attract potential buyers or renters?
Digital Marketing and Advertising
  1. How does the employee utilize digital marketing tools and advertising platforms for real estate promotion?
  2. Does the employee effectively run online advertising campaigns to reach a wider audience?
  3. Does the employee analyze the performance of digital marketing efforts and adjust strategies for better results?
Content Creation and Visual Marketing
  1. How effectively does the employee create content and visuals for property marketing?
  2. Does the employee produce high-quality photos, videos, and virtual tours to showcase properties?
  3. Does the employee write compelling property descriptions and marketing copy?
Lead Generation and Conversion
  1. How does the employee generate and convert leads for real estate listings?
  2. Does the employee use lead generation techniques, such as email marketing and lead capture forms, to attract potential clients?
  3. Does the employee nurture leads and guide them through the property inquiry and viewing process?
Marketing Analytics and Reporting
  1. How well does the employee analyze marketing data and report on marketing campaign performance?
  2. Does the employee use analytics tools to track website traffic, social media engagement, and lead generation?
  3. Does the employee provide insights and recommendations for improving marketing strategies based on data analysis?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Marketing Coordinator

Job Description:
Supports marketing efforts for real estate properties and listings. Responsibilities include creating marketing materials, coordinating property promotions, and managing digital marketing campaigns.
Performance Areas:
Marketing Material Creation
  1. How effectively does the employee create marketing materials for real estate properties and listings?
  2. Does the employee produce high-quality brochures, flyers, and promotional content to showcase properties?
  3. Does the employee ensure that marketing materials accurately represent the features and benefits of properties?
Property Promotion and Advertising
  1. How well does the employee coordinate property promotions and advertising campaigns?
  2. Does the employee plan and execute marketing strategies to attract potential buyers or renters?
  3. Does the employee use various advertising channels, such as online listings and social media, to reach a wider audience?
Digital Marketing Management
  1. How does the employee manage digital marketing campaigns for real estate listings?
  2. Does the employee optimize online listings, websites, and social media profiles to increase property visibility?
  3. Does the employee analyze digital marketing performance and make data-driven improvements to marketing strategies?
Photography and Visual Content
  1. How effectively does the employee manage property photography and visual content?
  2. Does the employee arrange professional property photography sessions and ensure high-quality images?
  3. Does the employee edit and enhance visual content to present properties in the best possible light?
Client Communication and Support
  1. How well does the employee communicate with clients and provide marketing support?
  2. Does the employee keep clients informed about marketing activities and updates on property promotions?
  3. Does the employee address client inquiries, concerns, and requests related to marketing materials and strategies?
Event Planning and Open Houses
  1. How does the employee plan and coordinate real estate events and open houses?
  2. Does the employee organize successful open house events to showcase properties to potential buyers or renters?
  3. Does the employee ensure that events are well-attended and professionally managed?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Transaction Coordinator

Job Description:
Manages the administrative aspects of real estate transactions, ensuring that paperwork, contracts, and communication are organized and compliant. Responsibilities include coordinating closing processes, liaising with clients, and supporting agents.
Performance Areas:
Transaction Coordination
  1. How effectively does the employee coordinate real estate transactions and ensure smooth processes?
  2. Does the employee manage transaction timelines, deadlines, and documentation efficiently?
  3. Does the employee follow established protocols to minimize errors and ensure compliance with regulations?
Client Relations and Communication
  1. How well does the employee communicate and interact with clients during transactions?
  2. Does the employee provide clients with updates on transaction progress, timelines, and next steps?
  3. Does the employee address client inquiries and concerns promptly and professionally?
Contract Management
  1. How does the employee manage contracts and agreements within real estate transactions?
  2. Does the employee review and organize contracts, addendums, and disclosures for accuracy and completeness?
  3. Does the employee ensure that contracts meet legal requirements and transaction terms are clear to all parties?
Compliance and Legal Requirements
  1. How effectively does the employee ensure compliance with real estate laws and regulations?
  2. Does the employee stay informed about changes in real estate regulations and update processes accordingly?
  3. Does the employee implement procedures to mitigate legal risks within transactions?
Closing Process Support
  1. How does the employee support the closing process of real estate transactions?
  2. Does the employee coordinate with title companies, lenders, and other parties to schedule and facilitate closings?
  3. Does the employee prepare closing statements, distribute funds, and handle post-closing tasks accurately?
Documentation and Recordkeeping
  1. How well does the employee handle documentation and recordkeeping for transactions?
  2. Does the employee maintain organized transaction files and databases, including document tracking and archiving?
  3. Does the employee ensure that all required documents are collected, signed, and filed appropriately?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Real Estate Digital Marketing Specialist

Job Description:
Specializes in digital marketing strategies and campaigns for real estate properties, utilizing online channels to reach potential buyers and promote listings. Responsibilities include SEO optimization, paid advertising, and lead generation.
Performance Areas:
Digital Marketing Strategy
  1. How effectively does the employee develop digital marketing strategies for real estate properties?
  2. Does the employee create comprehensive plans for online promotion, including target audience identification and channel selection?
  3. Does the employee align digital marketing strategies with property goals and market trends?
Search Engine Optimization (SEO)
  1. How well does the employee optimize real estate listings for search engines and online visibility?
  2. Does the employee conduct keyword research and on-page SEO to improve search rankings and organic traffic?
  3. Does the employee implement SEO best practices to enhance the discoverability of property listings?
Paid Advertising Management
  1. How does the employee manage paid advertising campaigns for real estate properties?
  2. Does the employee set up and optimize online advertising, including pay-per-click (PPC) and social media ads?
  3. Does the employee monitor advertising budgets, performance metrics, and return on investment (ROI)?
Lead Generation
  1. How effectively does the employee generate leads for real estate properties through digital marketing efforts?
  2. Does the employee implement lead capture strategies on websites and landing pages?
  3. Does the employee use online forms, call-to-action buttons, and lead magnets to attract potential buyers?
Content Marketing
  1. How well does the employee create and manage content marketing initiatives for real estate?
  2. Does the employee produce informative blog posts, articles, or videos related to property buying, selling, and investment?
  3. Does the employee distribute content through online channels to engage and educate the audience?
Social Media Marketing
  1. How does the employee utilize social media platforms for real estate marketing?
  2. Does the employee manage social media profiles, create engaging content, and interact with followers to build an online presence?
  3. Does the employee employ social media advertising and targeting to reach specific demographics and audiences?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
Real Estate Agency

Administrative Assistant Real Estate

Job Description:
Provides administrative support to real estate agents and brokers, assisting with office tasks, client communications, and document management.
Performance Areas:
Client Communication and Assistance
  1. How effectively does the employee assist clients and manage client communications?
  2. Does the employee respond to client inquiries and requests in a professional and timely manner?
  3. Does the employee provide clients with relevant information and assistance throughout the real estate process?
Document Management and Organization
  1. How well does the employee manage real estate documents and paperwork?
  2. Does the employee maintain organized and accurate client files, contracts, and transaction documentation?
  3. Does the employee ensure that all documents comply with legal and regulatory requirements?
Appointment Scheduling and Coordination
  1. How does the employee handle appointment scheduling and coordination for real estate professionals?
  2. Does the employee schedule property showings, client meetings, and other appointments efficiently?
  3. Does the employee coordinate schedules and ensure that appointments run smoothly?
Data Entry and Recordkeeping
  1. How effectively does the employee handle data entry and recordkeeping tasks?
  2. Does the employee input property details, client information, and transaction data accurately into databases or software systems?
  3. Does the employee maintain up-to-date records and databases for real estate activities?
Office Management and Support
  1. How does the employee manage office tasks and provide support to real estate professionals?
  2. Does the employee assist with administrative tasks such as filing, photocopying, and office organization?
  3. Does the employee ensure that office supplies and equipment are well-maintained and stocked?
Client Follow-Up and Satisfaction
  1. How well does the employee follow up with clients and ensure their satisfaction with real estate services?
  2. Does the employee check in with clients after transactions to gather feedback and address any concerns?
  3. Does the employee contribute to positive client relationships and referrals?
Overall Performance:
  • Summarize the employee's performance during the review period.
  • Highlight key strengths and areas for improvement.
Goals and Development:
  • Discuss performance goals for the next review period, structured as SMART goals (Specific, Measurable, Achievable, Relevant, Time-Bound).
  • Identify areas for professional development and training opportunities.
Additional Comments:
  • Provide any additional comments or feedback about the employee's performance.
View
We know that choosing the right performance review questions can be daunting. These are the best options we found during our research, and we hope they're helpful for your team.

If you think there's an excellent addition that should be made, drop an email to our team at hello@workstory.team. Until then, happy growing!

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