Real Estate employment contract

Estate Agency Secretarial Support Contract UK

Set precise branch support around controlled correspondence, confidential transaction files and dependable diary and deadline management.

Watercolour illustration showing Secretarial Support (Real Estate) at work in Real Estate on a pale sage background
This contract includes Prepare and issue approved correspondence. Manage diaries meetings and callbacks. Maintain property and client files. Preview before payment PDF and editable DOCX files after checkoutBuilt for UK employers

Looking for a Secretarial Support (Real Estate) employment contract? This page takes you straight into the role-specific builder, with preview before payment and both PDF and DOCX files included after checkout.

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Reviewed for straightforward UK employer use

This page is maintained for UK employers creating secretarial support (real estate) contracts for real estate. HRHeaven uses a legally validated and solicitor-approved self-service contract framework, with wording for role duties, confidentiality, notice, holiday, probation and practical workplace expectations. It does not replace individual legal advice for complex or disputed circumstances.

Last updated
19 June 2026
Content owner
HRHeaven employment documentation team
Review standard
UK employer template review, versioned clause logic and preview before payment

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What's included in your contract

Job description

Clear role overview and key responsibilities.

Probation period

Clear probation terms for the selected arrangement.

Role-specific duties

Maintained responsibilities, records and authority boundaries for the selected role.

Working hours

Standard and flexible working arrangements.

Holiday entitlement

Holiday terms explained for the selected arrangement.

Confidentiality

Client and company confidentiality.

Disciplinary process

Clear process and employee rights.

Notice periods

Notice terms explained for both parties.

You’ll receive your contract in both PDF & DOCX formats

Download a polished PDF ready to issue and an editable DOCX copy for future updates.

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DOCXFully editable

Before you create it

Use this Secretarial Support (Real Estate) contract with confidence

Practical checks to help an employer choose the right starting point and prepare the information the document needs.

When to use this contract

Produce accurate controlled branch correspondence, maintain well-managed diaries and transaction files, and deliver reliable confidential message handling.

Workplace context: Office, client premises, remote systems or assigned work locations.

What makes this role different

Follow the Employer's documented arrangements covering branch team hours and support scope. Follow the Employer's documented arrangements covering diaries calls correspondence and templates. Follow the Employer's documented arrangements covering files offers documents keys and data. Follow the Employer's documented arrangements covering deadlines meetings expenses and handover. Follow the Employer's documented arrangements covering company policies.

Not a fit / obtain specialist advice

Recheck the role or obtain appropriate advice if the work would exceed these maintained authority boundaries: The secretary cannot give property or legal advice, negotiate without authority, release keys informally, amend evidence or disclose confidential motivations. Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

What to prepare before you issue it

  • the supported roles and business services
  • the correspondence and approval rules
  • the diary file and key systems
  • the client-verification and escalation process
  • the branch manager negotiator and compliance contacts

Day-to-day operating brief

What Secretarial Support (Real Estate) work looks like in practice

A Real Estate Secretary supports negotiators, managers or surveyors through correspondence, diary management, file preparation, calls and meeting records. Terms should cover approved templates, dictation, offer messages, identity documents, property keys, client confidentiality and authority to communicate. The secretary should not present draft advice as final, confirm a transaction commitment without instruction or disclose seller, buyer, landlord or tenant circumstances casually. Dictated correspondence should preserve the responsible author's approval and the attachments actually issued, especially where a deadline or negotiation position matters. Calendar management should include travel, access confirmation and preparation time, avoiding overlapping appointments that pressure colleagues to rush property or client checks. Original certificates, signed forms and identity copies should be logged separately from routine correspondence. Courier or post dispatch must match the file's required security and deadline evidence.

Responsibilities reflected in the contract

  • Prepare and issue approved correspondence.
  • Manage diaries meetings and callbacks.
  • Maintain property and client files.
  • Record messages offers and instructions.
  • Support document and key controls.

A realistic working scenario

A buyer asks whether the seller will accept a lower amount, so the secretary records the message for the negotiator rather than speculating.

Outputs to agree

  • accurate controlled branch correspondence
  • well-managed diaries and transaction files
  • reliable confidential message handling

Records and evidence

  • Letter template approver and issue.
  • Appointment attendee purpose and change.
  • Message caller verification and route.
  • Document key receipt and handover.
  • Work records.
  • Handover notes.

Reporting relationship

Typically reports to Line Manager or Department Manager. Confirm the employer's actual reporting structure in the builder.

Authority and escalation

  • The secretary cannot give property or legal advice, negotiate without authority, release keys informally, amend evidence or disclose confidential motivations.
  • Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Tools and systems

  • Property management systems.
  • Inspection tools.

Workplace context

  • Office, client premises, remote systems or assigned work locations.

Contract priorities

  • branch team hours and support scope
  • diaries calls correspondence and templates
  • files offers documents keys and data
  • deadlines meetings expenses and handover

Information the employer should prepare

  • the supported roles and business services
  • the correspondence and approval rules
  • the diary file and key systems
  • the client-verification and escalation process
  • the branch manager negotiator and compliance contacts

Individually written and reviewed against the maintained role record.

Maintained role evidence

The facts this Secretarial Support (Real Estate) contract is built around

These role-pack details give an employer something concrete to check before using the contract for real estate work.

Work setting

Office, client premises, remote systems or assigned work locations.

Primary duties

  • Prepare and issue approved correspondence.
  • Manage diaries meetings and callbacks.
  • Maintain property and client files.
  • Record messages offers and instructions.

Tools and training to confirm

  • Property management systems.
  • Inspection tools.

Governance focus

Employer procedures and role controls. Follow the Employer's documented arrangements covering branch team hours and support scope. Follow the Employer's documented arrangements covering diaries calls correspondence and templates. Follow the Employer's documented arrangements covering files offers documents keys and data.

Contract builder output

Secretarial Support (Real Estate) clauses and builder inputs

HRHeaven builds the contract from the employer's answers, the selected industry, and the role-specific wording for this job.

Role wording

Secretarial Support (Real Estate) duties

Produce accurate controlled branch correspondence, maintain well-managed diaries and transaction files, and deliver reliable confidential message handling.

Prepare and issue approved correspondence. Manage diaries meetings and callbacks. Maintain property and client files. Record messages offers and instructions. Support document and key controls.

Builder answers

What the contract builder captures

Employer and employee details Role title and reporting line Pay, hours and working pattern Holiday, probation and notice Workplace and site rules Company branding and e-sign

Preview before purchase

Complete the builder, check the document output, then pay only when you are ready to download.

Specific clauses

What is added to the finished contract

The secretary cannot give property or legal advice, negotiate without authority, release keys informally, amend evidence or disclose confidential motivations.

Obtain approval before committing expenditure, changing contractual commitments or making regulated or staffing decisions outside the assigned role.

Follow the Employer's documented arrangements covering branch team hours and support scope.

Follow the Employer's documented arrangements covering diaries calls correspondence and templates.

£19.99 one-off contractPreview before payment, then download the branded PDF and send for signature.

Employee handbook bundle

Secretarial Support (Real Estate) Contract + Employee Handbook Bundle

Pair the contract with a fully customisable employee handbook and keep the role wording, workplace rules, branding and policies aligned from day one.

Industry-specific policies Contract and handbook generated together UK-focused policy content Easy to edit and maintain

After the contract

Run the employee lifecycle with HR Actions

Once the Secretarial Support (Real Estate) contract is created, HR Actions help real estate employers manage the next HR steps: recruitment, probation, performance, absence, disciplinary, grievance and offboarding.

Choose the right level of support

Single HR Action or Unlimited

Buy one HR Action for one employee process, or use HR Actions Unlimited when you expect recurring HR work.

Keep the context together

AI Workspace support

HRHeaven can pre-fill known employee, role, timeline and document facts, then asks the employer to confirm the missing details.

Stay ready for the next step

Timeline, reminders and audit

Each workflow keeps the case history, source context, reminders, documents and completion summary together.

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Launch eligible HR Actions across your organisation without paying per employee case.

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£20.00/year

Optional yearly document maintenance, compliance reminders and update notifications.

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Frequently asked questions

Can the secretary negotiate offers?

Only if expressly authorised and trained.

Who approves outgoing letters?

Use role and document-specific approval.

Can seller motivations be disclosed?

No, unless authorised and relevant.

Are property keys included?

Define secure issue and return.

Can draft advice be sent?

Not before the responsible professional approves it.

How are callers verified?

Use the branch identity process before sharing file details.

Are meeting minutes covered?

State accuracy, approval and storage.

What is handed over?

Diaries, messages, files, keys, correspondence and deadlines.

View all FAQs

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