#Automation Governance

Build a Transaction Version Log Before AI Summarizes Deals

AI can summarize transaction status only after the team identifies the current agreement, superseded addenda, approved facts, and document changes it is allowed to use.

Build an Accommodation Request Desk Before AI Schedules Showings

AI can help real estate teams coordinate showing logistics, but accommodation requests need a documented intake, review, and approval path before automation sends instructions.

The Exception Queue Is the AI Agent Interface

AI agents should not make every judgment inside the workflow. Real estate teams need exception queues that route risk, capture evidence, and turn edge cases into better operating rules.

Give Every AI Agent a Kill Switch

Real estate teams should add pause rules, escalation paths, rollout limits, and audit logs before scaling AI agents into client-facing work.