REAL ESTATE BOSS
AI WORKFLOW GOVERNANCE CHECKLIST

Use this checklist before a brokerage team adopts or standardizes an AI-assisted workflow.

1. DEFINE THE WORK
- What recurring job is this workflow intended to improve?
- Who uses the output, and what action should it support?
- What would success look like in practical terms?

2. SET INPUT BOUNDARIES
- List the approved source material.
- Identify information that must not be entered without explicit approval.
- Confirm whether examples can be anonymized.

3. NAME THE REVIEWER
- Who is accountable for checking the output?
- What facts, policy requirements, and client commitments must be verified?
- At what point does the reviewer approve, revise, or escalate the work?

4. RUN A SHORT PILOT
- Use the workflow with one team or use case.
- Record time saved, corrections required, and missed risks.
- Gather feedback from the people doing and reviewing the work.

5. DECIDE THE STANDARD
- Standardize only the use cases that create a clear operating gain.
- Document the approved prompt, inputs, reviewer, and decision point.
- Set a recurring date to review the workflow and retire what no longer helps.

WORKFLOW RECORD
Use case:
Owner:
Reviewer:
Approved inputs:
Output and intended action:
Success measure:
Next review date: