Course : Drafting of sales mandates, search mandates and preliminary sales agreements

Practical course - 1d - 7h00 - Ref. IMD
Price : 830 € E.T.

Drafting of sales mandates, search mandates and preliminary sales agreements



New course

When it comes to real estate transactions, the drafting of preparatory documents is a decisive step, both legally and commercially. These essential documents define the relationship between the parties, secure the transaction and determine its validity.


INTER
IN-HOUSE
CUSTOM

Practical course in person or remote class
Disponible en anglais, à la demande

Ref. IMD
  1d - 7h00
830 € E.T.




When it comes to real estate transactions, the drafting of preparatory documents is a decisive step, both legally and commercially. These essential documents define the relationship between the parties, secure the transaction and determine its validity.


Teaching objectives
At the end of the training, the participant will be able to:
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)


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


Publication date : 02/16/2026



This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.

Dates and locations
Select your location or opt for the remote class then choose your date.
Remote class

Dernières places
Date garantie en présentiel ou à distance
Session garantie

REMOTE CLASS
2026 : 2 Dec.

2027 : 22 Jan., 22 Jan., 4 May, 4 May, 14 Sep., 14 Sep., 15 Nov., 15 Nov.

PARIS LA DÉFENSE
2026 : 25 Nov.

2027 : 22 Jan., 4 May, 14 Sep., 15 Nov.



This programme is an original creation, developed by the teaching teams at ORSYS Formation. Any reproduction, representation, adaptation or use, in whole or in part, without the prior written authorisation of ORSYS, is strictly prohibited. ORSYS reserves the right to take any action necessary to protect its intellectual property rights.