Proposal control

Human Review for an AI Real Estate Proposal

Use a repeatable final review for sources, calculations, permissions, disclosures and next steps in an AI-assisted proposal.

Direct answer: this checklist is for teams introducing generated drafts into buyer, seller, investor or commercial workflows. The useful output is a versioned, approved document where sources and assumptions remain visible and corrections can be traced.

Required inputs

  • Final draft and all cited source records
  • Calculation sheet and scenario assumptions
  • Required licensing, privacy and disclosure rules
  • Named accountable agent or specialist

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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