AI Governance for Real Estate
Executive Assessment for Brokerages Using AI in Daily Operations
The Reality
Your agents are using AI today — with or without policy. They're drafting listings, summarizing documents, generating marketing copy, analyzing data, and storing notes inside AI tools. AI adoption is already embedded in daily workflows.
The question is not whether AI is being used.
The question is whether it is governed.
Why Governance Matters
Brokerages are responsible for safeguarding client data, preventing misleading or inaccurate representations, and demonstrating documented compliance. AI does not reduce that responsibility — it increases the need for clear guardrails.
Without defined policy, documented training, and structured oversight, exposure expands — even when agents act in good faith.
Interactive AI Risk Diagnostic
Answer each question honestly. Your results are calculated instantly and are completely private — nothing is stored or shared.
Do you have a written policy outlining what client information may and may not be entered into AI tools?
Are agents explicitly prohibited from uploading unredacted leases, identification, financial documents, or inspection reports into public AI systems?
Have you clarified whether personal AI accounts may be used for brokerage-related work?
Have you reviewed the data storage and retention practices of AI tools used within your brokerage?
Is AI-generated marketing or listing content reviewed by a human prior to publication?
Are agents trained to verify AI-generated statistics, comparables, or summaries before sharing with clients?
Is there a documented process requiring human validation of AI-assisted analyses?
Have you defined disclosure expectations when AI contributes to client-facing materials?
Do you have a formal AI Acceptable Use Policy?
Is AI-related training documented annually?
Have agents acknowledged AI usage guidelines in writing?
Is there a defined reporting pathway for AI-related errors or misuse?
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