Real Estate Compliance Management Template

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Ensure your real estate company stays compliant with industry standards and regulations with this comprehensive compliance management template. From updating checklists and training materials to conducting regular audits and creating detailed reports, this template covers all essential tasks.

By following this template, HR consultants can efficiently manage compliance-related tasks, helping the company avoid penalties and legal issues while maintaining high standards of operation.

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Real Estate Compliance Management for Priority Matrix

Real Estate Compliance Management in Priority Matrix

Track and manage compliance tasks to ensure your real estate company meets industry standards and regulations.

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Proposed Tasks

Critical & Immediate

  • Task 19: Conduct Final Compliance Audit - due in 13 months
    ☐ Prepare audit materials ☐ Conduct audit ☐ Report findings
  • Task 1: Update Compliance Checklist - due in 1 day
    ☐ Review current compliance checklist ☐ Research latest industry standards ☐ Update checklist with any new standards
  • Task 3: Set a Schedule for Regular Compliance Audits - due in 2 weeks
    ☐ Determine frequency of audits ☐ Set dates for audits ☐ Communicate schedule to team
  • Task 5: Conduct First Compliance Audit - due in 1 month
    ☐ Prepare audit materials ☐ Conduct audit ☐ Report findings
  • Task 7: Conduct Compliance Training - due in 6 weeks
    ☐ Prepare training materials ☐ Conduct training ☐ Collect feedback
  • Task 9: Conduct Second Compliance Audit - due in 3 months
    ☐ Prepare audit materials ☐ Conduct audit ☐ Report findings
  • Task 10: Update Compliance Checklist - due in 4 months
    ☐ Review current compliance checklist ☐ Research latest industry standards ☐ Update checklist with any new standards
  • Task 12: Conduct Third Compliance Audit - due in 6 months
    ☐ Prepare audit materials ☐ Conduct audit ☐ Report findings
  • Task 14: Conduct Compliance Training - due in 8 months
    ☐ Prepare training materials ☐ Conduct training ☐ Collect feedback
  • Task 16: Conduct Fourth Compliance Audit - due in 10 months
    ☐ Prepare audit materials ☐ Conduct audit ☐ Report findings
  • Task 17: Update Compliance Checklist - due in 11 months
    ☐ Review current compliance checklist ☐ Research latest industry standards ☐ Update checklist with any new standards

Critical & Not Immediate

  • Task 2: Review Employee Compliance Training - due in 1 week
    ☐ Review current training materials ☐ Identify areas for improvement ☐ Update training materials
  • Task 4: Update Compliance Policies - due in 3 weeks
    ☐ Review current policies ☐ Identify areas for improvement ☐ Update policies
  • Task 8: Review and Update Emergency Procedures - due in 2 months
    ☐ Review current procedures ☐ Identify areas for improvement ☐ Update procedures
  • Task 11: Review Employee Compliance Training - due in 5 months
    ☐ Review current training materials ☐ Identify areas for improvement ☐ Update training materials
  • Task 13: Update Compliance Policies - due in 7 months
    ☐ Review current policies ☐ Identify areas for improvement ☐ Update policies
  • Task 15: Review and Update Emergency Procedures - due in 9 months
    ☐ Review current procedures ☐ Identify areas for improvement ☐ Update procedures
  • Task 18: Review Employee Compliance Training - due in 12 months
    ☐ Review current training materials ☐ Identify areas for improvement ☐ Update training materials

Not Critical & Immediate

  • Task 20: Create End-of-Year Compliance Report - due in 14 months
    ☐ Gather compliance data ☐ Analyze data ☐ Write report
  • Task 6: Create Compliance Report - due in 1 month
    ☐ Gather compliance data ☐ Analyze data ☐ Write report