Browse Real Estate Professionals SECTION 8: Fair Housing, Disclosure & Compliance

The Brokerage Policy Drafter

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The Brokerage Policy Drafter

Draft an AI use policy for a real estate brokerage.

Brokerage size and type: [DESCRIBE]
Jurisdiction: [DESCRIBE]
Current agent AI use: [DESCRIBE HONESTLY — it is happening whether
sanctioned or not]

Structure:
1. Scope — who and what this covers
2. Permitted uses with examples
3. Prohibited uses with examples
4. The mandatory fair housing review requirement, and what it
   consists of
5. The prohibition on AI-generated facts and figures
6. Image generation and alteration: what is permitted and what
   must be disclosed
7. Client information handling
8. Who reviews and approves marketing before publication
9. Record retention for AI-assisted marketing
10. Training requirement before agents may use AI on brokerage
    business
11. Consequences of breach
12. Review cycle

Rules:
- Written for agents to actually read — short, concrete, examples
  not principles
- Mark every jurisdiction-specific point as [BROKER AND COUNSEL
  DECISION REQUIRED]
- Include a one-page agent quick-reference card

Note: this is a draft for review by the broker of record and legal
counsel, not a compliant policy.

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