Proposal control

Comparable Sales Source Check for AI Proposals

Keep comparable-sale evidence traceable when AI helps summarize a pricing or acquisition proposal.

Direct answer: this checklist is for agents and analysts presenting comparable properties. The useful output is a comparison table with citations, dates, selection rationale and reviewer-owned adjustments.

Required inputs

  • Authoritative record identifier and source
  • Sale date, status, price and property attributes
  • Distance and market-area rationale
  • Documented adjustments and excluded candidates

Review sequence

  1. Confirm the audience, scope and decision owner.
  2. Attach approved sources and their review dates.
  3. Generate or assemble the draft without filling evidence gaps.
  4. Check every fact, calculation, permission and disclosure.
  5. Approve, version and record unresolved questions.

Release checklist

Traceable

Can each factual statement be traced to a named current source?

Reviewable

Are assumptions, calculations and generated language clearly separated?

Owned

Has the accountable agent or specialist approved the complete output?

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