Real Estate Agency: digital workflow guide

Start digitalizing Real Estate Agency by making clear which record passes from whom to whom. Link property to owner authorization, listing approval, viewing, offer, and contract; do not publish without authority.

Workflow boundaries

Record fields and ownership

For Real Estate Agency, link property/owner, authorization, and viewing/offer records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Link property to owner authorization, listing approval, viewing, offer, and contract; do not publish without authority. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.