Real estate proposal checklist: what you should be including

A well-constructed, modern sales proposal offers two primary benefits. First, it provides confidence to stakeholders, making them more likely to endorse your sales and marketing concepts and support your initiatives and your business. Second, it helps you stand out from the pack, obtain more leads and close them more often.

But what should you include in a sales proposal to generate support internally as well as with clients, buyers or investors? Here’s a quick checklist of considerations that could take your proposal to a whole new level.


While it holds true that your choice of words is imperative in effectively communicating with your target audience, this is real estate and numbers speak volumes. You don’t want to drown your prospects in figures, but giving them a taste of achievements, local area info, previous sales data and emerging trends will add serious weight to your proposal.

Curating and formatting data for prospects is made infinitely easier on a digital platform, and it can be as easy as drag and drop or integrating with your CRM and data capture processes. This gives prospects benchmarks and a performance lens through which they can evaluate your proposal and identify the advantages of engaging a no-nonsense agent who puts up consistent numbers.


Many potential vendors, buyers and investors are hesitant to trust agents based on lip service, regardless of how slick your verbal game is. To give your vendors confidence that you can help them achieve their desired sale price and make the entire process easier on them, it is always best to have evidence.

In the Yelp and Google Reviews age, opinions are freely available and genuinely valued by savvy consumers. Including case studies on a ProposalPoint document is easy, with the system allowing you to bank case studies so you can select from a library of options, or easily identify which case studies will have the most cut-through with each client.


A great way to show prospective clients that you understand their needs and are looking out for their best interests is to tailor sales proposals so they resonate more deeply and hold specific relevance for them as individuals.

This is not as time consuming as it sounds when you use a digital platform like ProposalPoint that allows you to customise an interactive layout, images, look, feel and style in minutes. The bonus here is that proposals are then accessible on any device at any time in just one click.


Most marketing and sales documents include a call to action. The concept is nothing new, but providing your prospect with the ability to respond to your call to action in real time via an easy to use interface will be for many agents.

With a ProposalPoint proposal, you have the power to:

  • Encourage vendors to take action in order to capitalise on any favourable market conditions, trends or prospective buyers that you may have who are ready and raring to go ahead with a purchase
  • Give yourself a call to action by knowing when your proposal is being read so you can proactively follow up
  • Provide prospects with the ability to sign at any time they feel inspired by your call to action

Preparing your proposals with these factors in mind will allow you to convert more leads and close more sales without breaking the bank or adding heavily to labour intensive tasks. Plus, at the end of the day, anything that can help your business run more smoothly or be more successful is well worth checking out.