Publication date : 02/16/2026
Course : Drafting of sales mandates, search mandates and preliminary sales agreements
Practical course - 1d
- 7h00 - Ref. IMD
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 | Identify the different types of mandates (sales and research) |
| Draft a mandate that complies with the legal and regulatory framework |
| Ensuring the legal security of a mandate through appropriate clauses |
| Understanding the structure and legal scope of a sales agreement |
| Draw up a clear, complete and secure sales agreement |
| Identify and avoid common errors in these documents |
Intended audience
Real estate agents, sales representatives, salaried and self-employed real estate professionals
Prerequisites
Connaissances de base en transaction immobilière
Notions juridiques générales (vente, parties, biens)
Notions juridiques générales (vente, parties, biens)
Practical details
Hands-on work
études de cas réels
atelier de rédaction
échanges d'expériences
Teaching methods
active
Course schedule
1 The legal framework for real estate mandates
- Understanding the definition and role of the mandate
- Learn about the Hoguet and Solidarité et Renouvellement Urbain laws (SRU)
- Drawing up a written mandate with obligations and sanctions
- Master the different types of mandate: simple, exclusive and semi-exclusive
Hands-on work
interactive presentation, discussion
2 Drafting of sales and search mandates
- Knowing the obligatory terms of the sales mandate and the search mandate
- Identify the different parties involved (principal, agent) in the sales mandate
- Draw up the property designation, price and fees, term of mandate, and master specific clauses.
- Be aware of certain recurring situations and classic points of vigilance in the search mandate.
Hands-on work
analysis and drafting of sales and search mandates
3 The preliminary sales agreement: general principles
- Understanding the definition and legal value of a compromise agreement
- Identify the difference between a compromise and a unilateral promise
- Master the conditions of validity
- Knowing the obligations of the parties
Demonstration
presentation + Q&A
PARTICIPANTS
Real estate agents, sales representatives, salaried and self-employed real estate professionals
PREREQUISITES
Connaissances de base en transaction immobilière
Notions juridiques générales (vente, parties, biens)
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Real estate agents, sales representatives, salaried and self-employed real estate professionals
PREREQUISITES
Connaissances de base en transaction immobilière
Notions juridiques générales (vente, parties, biens)
TRAINER QUALIFICATIONS
The experts leading the training are specialists in the covered subjects. They have been approved by our instructional teams for both their professional knowledge and their teaching ability, for each course they teach. They have at least five to ten years of experience in their field and hold (or have held) decision-making positions in companies.
ASSESSMENT TERMS
The trainer evaluates each participant’s academic progress throughout the training using multiple choice, scenarios, hands-on work and more.
Participants also complete a placement test before and after the course to measure the skills they’ve developed.
TEACHING AIDS AND TECHNICAL RESOURCES
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
• The main teaching aids and instructional methods used in the training are audiovisual aids, documentation and course material, hands-on application exercises and corrected exercises for practical training courses, case studies and coverage of real cases for training seminars.
• At the end of each course or seminar, ORSYS provides participants with a course evaluation questionnaire that is analysed by our instructional teams.
• A check-in sheet for each half-day of attendance is provided at the end of the training, along with a course completion certificate if the trainee attended the entire session.
TERMS AND DEADLINES
Registration must be completed 24 hours before the start of the training.
ACCESSIBILITY FOR PEOPLE WITH DISABILITIES
Do you need special accessibility accommodations? Contact Mrs. Fosse, Disability Manager, at psh-accueil@orsys.fr to review your request and its feasibility.
Dates and locations
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Remote class
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Guaranteed date, in person or remotely
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