flagship course · Brazil
Eight modules take you from the first customer to a running, measured service in real estate.
about this course
Plan, start and run real estate in São Paulo: serve an owner, buyer or tenant, deliver a property sale, lease or management service, keep records, and show a working month of numbers.
About 8 weeks part-time. Own phone or computer, real customers or a real practice site, a peer and a mentor for the final review. Local rules and licences checked against official sources.
Every module standard is met; all claims are true and backed by records; peers and a mentor mark the evidence 'Meets' or better.
Who it is for: students, graduates, career changers, owners, workers and returners. Requirements: none. Materials: lesson text, templates, tracker, rubric, check with answers.
lesson by lesson
Every sound business in real estate begins with one clear customer and one clear problem. In São Paulo and the wider state, demand is real but crowded, so a small, well-described customer group wins before a broad one.
Activity. Write the one-sentence customer, a five-row rival table and eight interview records. Share them with a peer for a challenge round.
Standard to meet. Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.
Brazil asks every trader to be visible and accountable. Know which register, tax regime and sector rules apply before the first sale, and check each against the current official text.
Activity. Build your own six-line compliance table for your first location. Mark what is done, what is pending and who confirms it.
Standard to meet. Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.
An offer states what the customer gets, how well, by when and at what price. For a property sale, lease or management service, the offer must make the quality visible and the next step easy.
Longer notes. Define the service as a closed deal: the property type, the area of Sao Paulo, the commission agreed with the owner and the steps from listing to signature. Write what the agency does at each step: photographs, valuation, visits, negotiation and document checking. List the cost that belongs to one closed deal, such as photographs, copies of certificates and travel to visits. Keep rent, portal listings and salaries as fixed cost. Check the owner's title and the property's debts before you list it. Before you advertise, confirm the broker registration the agency needs and what a sale contract must state.
Activity. Write the offer card, the proof list and the terms sheet. Test them with three customers and note every point where they hesitated.
Standard to meet. Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.
Good operations make results repeatable. For real estate, write each step so a new person could follow it on their first day, and measure each step.
Activity. Draw the process map and write procedures for the two riskiest stages. Run each once and time it.
Standard to meet. Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.
The most serious risk in this field is a defective title or a wrong valuation. A calm, written risk routine protects people first and the business second.
Activity. Build a ten-row risk register and a one-page emergency plan. Run a ten-minute drill with a peer and note two improvements.
Standard to meet. Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.
People deliver the promise. Define roles, train to a standard and give feedback in the open.
Longer notes. Plan the agents' time from the visits that one deal needs. Record for each listing the visits made, the offers received and the days from listing to signature. Train new agents to check the owner's identity, the title and the property's debts, and to write a visit report the same day. Agree who answers calls in the evening. Keep each client file closed to people outside the deal. Give an assistant access to client papers only after confirming broker registration and the personal-data rules. Hold a short weekly meeting to review stuck files and agree the next visits.
Activity. Write two role cards and a training plan for one new hire. Role-play a hard customer conversation twice and review.
Standard to meet. Write role cards with measurable standards, show the sign-off steps in training, and write the service rules in plain words.
A business lives or dies on a few numbers. Know your contribution per unit, your fixed costs and the volume you need.
Activity. Build your own table: price, variable cost, contribution, fixed cost, break-even and a downside case at 75% of sales. Show it to a peer or mentor.
Standard to meet. Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.
Growth should follow proof. Measure, learn, then add; and keep returning to the customer.
Longer notes. Grow by improving the path from listing to closed deal. For every listing record the source, the number of visits, the offers and the final result, then compare sources by the share that close. Ask each client who recommended the agency. Keep a list of past clients and call each once a year. Review a listing that has had no offer after thirty days and change its price or photographs with the owner. Avoid promising a sale date, and keep every advert within the property-advertising rules. Keep the results in one table and compare each month with the last.
Activity. Write a 90-day plan with one target, three actions and a review date. Present it in five minutes and take questions.
Standard to meet. Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.
case study
Situation. A small agency in Sao Paulo closes about 6 deals a month, each paying a commission of R$ 4.500. The plan counts R$ 900 of cost per closed deal and R$ 12.000 of fixed cost, so the planned result is R$ 9.600. This month the owner finds that nine buyers signed a proposal but only six deals closed. Three fell through after weeks of work because a certificate or a document of the owner was missing, and the agency had already paid for photographs, copies and travel. An employee must study the nine files, find at which step each one stopped and propose a checklist. The owner wants a table of days per step and a written procedure that can be used by every agent.
Task. Say what you would do first, next and last, and what record you would keep.
Model answer. First, build a table of the nine files (a worked-example set, not market data) with the step reached, the days spent and the missing document. Suppose the three failed files each used the usual R$ 900 of cost, so the wasted cost is 3 x R$ 900 = R$ 2.700. The month then ends at 6 x R$ 3.600 - R$ 12.000 - R$ 2.700 = R$ 6.900 instead of R$ 9.600. Next, write a document checklist and ask for the owner's papers before the first visit, not after the proposal. Record the days from listing to signature for every file. Saving two of the three failed files would add 2 x R$ 3.600 = R$ 7.200 of contribution, and asking for the owner's papers before the first visit is what makes that possible. Check the registry certificate at the first visit, since a missing certificate stopped these files.
assessment
Evidence: customer file, compliance table, offer card, procedures, risk register, role cards, money table, 90-day plan. Mentor and peers mark it with this rubric. Pass: no criterion at 'Not yet'.
| Criterion | Not yet | Meets | Exceeds |
|---|---|---|---|
| Customer and market | Everyone is the customer | One segment with interviews | Segment, interviews and a counted market |
| Rules and records | Unaware of duties | Table with sources | Table kept current, owner and dates |
| Offer and operations | No written standard | Offer card and procedures | Procedures measured weekly |
| Safety and risk | No register | Ranked register | Register, drill and incident log |
| Money | No numbers | Break-even correct | Break-even, cash plan and downside case |
Model answer: It makes the offer, the price and the message specific; you can test it with real people. (Covered in module 1: Know your customer and market. To pass that module: Define a specific customer, build a rival table with prices, and trace every claim to an interview or a source.)
Model answer: MEI for micro-entrepreneurs whose activity is on the official list, or a company with a CNPJ (check current limits; regulated activities need sector authorisation first). (Covered in module 2: Rules, registration and data duties in Brazil. To pass that module: Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.)
Model answer: LGPD, the general data protection law. (Covered in module 2: Rules, registration and data duties in Brazil. To pass that module: Cite an official source for every line, assume nothing, and date every pending item. Local law always wins over this course.)
Model answer: What is delivered, to what standard and by when, and at what price, with proof. (Covered in module 3: Design the offer. To pass that module: Check that promise, proof and price are consistent, fit the terms on one page, and record three customer reactions.)
Model answer: So any trained person can repeat it and so each stage can be measured. (Covered in module 4: Run the work step by step. To pass that module: Write procedures a stranger can follow, record weekly numbers for each measure, and trace one defect to a root cause.)
Model answer: A defective title or a wrong valuation. Start by removing or reducing its cause; where that is not possible, add guards, training and protection, and record each control in the risk register. (Covered in module 5: Safety, quality and risk. To pass that module: Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.)
Model answer: Remove, replace, guard, train, protect with gear. (Covered in module 5: Safety, quality and risk. To pass that module: Rank controls by preference for the top risks, run the drill, and start the log. Where a regulation applies, follow the official rule.)
Model answer: Price minus variable cost per unit. (Covered in module 7: Money: cost, price and break-even. To pass that module: Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.)
Model answer: 4 closed deals a month (fixed R$ 12.000 / contribution R$ 3.600, rounded up). (Covered in module 7: Money: cost, price and break-even. To pass that module: Calculate correctly, give every figure a source or mark it as an assumption, and show a downside case.)
Model answer: So you can tell which change caused the result. (Covered in module 8: Grow, measure and renew. To pass that module: Set a measurable, dated target, break the actions down small enough to start this week, and put the review date in the calendar.)
levels L1 to L7
Seven levels, one slide each. Read the slide, then read the speaker notes under it. Credits stack and you can step in and out; this course is L4.
jobs this leads to
Generic roles, from entry to senior. Each opens the pathways page; use the Career Launch course for the job-search method.
ten locations and global
Local rules change licences, taxes, data duties and customer rights. This course is written for São Paulo. Check the current official text for your own place.
Language: English, Hindi, Kannada. Currency: INR. Registration: Udyam (small business) or company registration with the Ministry of Corporate Affairs. Data rule for what you publish: Digital Personal Data Protection Act 2023. Skills frame to cite: National Skills Qualifications Framework (NSQF) and the national credit framework.
Language: Dutch, English. Currency: EUR. Registration: registration with the Chamber of Commerce (KvK). Data rule for what you publish: EU GDPR (Dutch: AVG), supervised by the Autoriteit Persoonsgegevens. Skills frame to cite: the Dutch qualification framework (NLQF) linked to the European Qualifications Framework.
Language: Arabic, English. Currency: AED. Registration: a trade licence from the emirate economic department or a free-zone licence. Data rule for what you publish: Federal Decree-Law No. 45 of 2021 (personal data protection). Skills frame to cite: the emirate education and training regulators (for example KHDA in Dubai) and the national qualifications framework.
Language: Portuguese (Spanish and English support). Currency: BRL. Registration: CNPJ registration, or MEI for micro-entrepreneurs. Data rule for what you publish: LGPD (Lei Geral de Protecao de Dados). Skills frame to cite: the national technical-education catalogue and the national S-system training bodies.
Language: English, French. Currency: CAD. Registration: federal or Ontario business registration. Data rule for what you publish: PIPEDA, with provincial rules where they apply. Skills frame to cite: the provincial colleges framework and the national credential-recognition guidance.
Language: English, Spanish. Currency: USD. Registration: state registration (Secretary of State) and a federal tax ID. Data rule for what you publish: state privacy laws (for example California), and COPPA for children under 13. Skills frame to cite: state and community-college credit systems.
Language: English, Mandarin, Malay, Tamil. Currency: SGD. Registration: registration with ACRA. Data rule for what you publish: Personal Data Protection Act (PDPA). Skills frame to cite: the Singapore national skills frameworks and the national credit system.
Language: English. Currency: AUD. Registration: an ABN and, for companies, ASIC registration. Data rule for what you publish: the Privacy Act 1988 and the Australian Privacy Principles. Skills frame to cite: the Australian Qualifications Framework (AQF) levels.
Language: Chinese (Cantonese, Mandarin), English. Currency: HKD. Registration: a business registration and, for companies, the Companies Registry. Data rule for what you publish: the Personal Data (Privacy) Ordinance. Skills frame to cite: the Hong Kong Qualifications Framework.
Language: Georgian, Hebrew, Arabic, English. Currency: GEL or ILS. Registration: local business registration in the country where you work. Data rule for what you publish: the personal data law of the country where the learner lives. Skills frame to cite: the national qualifications framework of that country.
Language: English. Currency: KYD. Registration: a trade and business licence or company registration. Data rule for what you publish: the Data Protection Act. Skills frame to cite: the local education and training framework.
Language: Spanish, English. Currency: MXN. Registration: tax registration (RFC) and company or sole-trader registration. Data rule for what you publish: the federal law on personal data held by private parties. Skills frame to cite: the national competency certification system and the education ministry levels.
The global version uses plain English, metric units, and your own currency. Machine translation is available in every language; the English text is the official text. Before you act for real, check your local rules with an adviser.
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Draft flagship. Own wording; teaching figures are examples, not forecasts. Not live.