REAL ESTATE BOSS
TECHNOLOGY DECISION FRAMEWORK

Use this framework to decide whether a new tool deserves a place in your brokerage operating system.

1. THE WORKFLOW
- Which recurring workflow has friction today?
- Where does time, information, or ownership get lost?
- What decision or client experience should improve?

2. THE TOOL
- What specific job will the tool perform?
- What existing tool or manual step will it replace or simplify?
- Who will use it most often?

3. ADOPTION REQUIREMENTS
- What training, documentation, and support does the team need?
- What must be true for the workflow to be easier rather than more complex?
- Who owns adoption and feedback?

4. PILOT MEASURES
Choose one or two:
- Time saved
- Completeness of records
- Fewer missed handoffs
- Faster client response
- Fewer corrections or duplicate steps

5. DECISION
Pilot owner:
Start date:
Review date:
Keep, revise, or retire:
Reason: