PROPERTY DISCOVERY · Workflow idea
For a property professional with permission to use current listing data, query homes against a renter or buyer’s stated location, price, and physical features and prepare a private report. Listings can be stale, and database filters must not use protected characteristics or proxies. Verify listing status and prices, use fair-housing-compliant criteria, disclose how contact details are used, protect the person’s inquiry, and require an agent to review results before making claims or arranging a viewing.
01 / The starting point
A voluntary property request, current authorized listings, and fair property-related search criteria
“Prepare relevant options without filtering by protected traits or guaranteeing availability.”
02 / The work
Accepts property criteria, searches a permitted listing database, and prepares a results report for review.
Use only a file or record that the requester is authorized to handle.
Verify the target row, file, or entity before proposing a change.
Correct extraction errors and mark estimates, gaps, or ambiguous matches.
Minimize saved details and limit access to the intended team.
Have the record owner confirm the exact fields, values, and destination.
03 / The result
A private source-linked property shortlist with listing dates and agent review status.
Reviews & approvals · Example outcome
A private source-linked property shortlist with listing dates and agent review status.
A match is not a guarantee that a listing is current or suitable. Verify price and availability, follow fair-housing rules, and confirm the report’s recipient before sending.
04 / Make it yours
A few choices shape the work around your team.
Keep training data separate from live customer, employee, or operational records.
Use unique identifiers and minimum required access for every update.
Test validation and error handling before using production data.
Keep live changes paused until the exact update is reviewed.