Compliance and policy hub

AI Compliance and Policy Hub for NZ Real Estate Agents

Practical REA-aware workflow support for reviewing AI-generated listing copy, client communication, property management messages, and office AI use. This is general workflow support, not legal advice or REA decision-making guidance.

REA-Aware Listing Copy Checker AI Policy Template

Quick review checklist

  • Verify property facts against source records or agency-approved notes.
  • Separate facts from opinion or interpretation.
  • Avoid guarantees about price, sale timing, rental return, or future outcomes.
  • Avoid unsupported school zone, zoning, rental, development, floor area, land area, or price claims.
  • Do not hide material facts or unresolved verification questions.
  • Recommend independent advice where legal, building, council, finance, tax, or due diligence matters arise.
  • Review before sending to clients or publishing on Trade Me, realestate.co.nz, social media, email, or print.

Wording review

Risky wording examples

Use these as prompts for human review. The safer direction still needs to match verified property information and office process.

Risky wording
Why it may be risky
Safer wording direction
Unsupported return claim
Suggests an outcome that may not be verified or controllable.
Describe verified rental information or yield assumptions, then recommend independent advice.
Best buy
A broad superiority claim can be subjective and hard to substantiate.
Explain the specific features or buyer fit using factual wording.
Development approved
Can mislead if consent, zoning, or approval status has not been checked.
State only verified approval details and suggest council or professional review.
In zone for... without verification
School zone claims can change and need a current source.
Say school zones should be verified with the relevant official source before relying on them.
Will sell quickly
Predicts future buyer behaviour or campaign result.
Refer to current interest, comparable activity, or campaign plan only when verified.
No issues
May hide uncertainty if LIM, title, building report, vendor records, or disclosures have not been checked.
State what has been reviewed and list any items that need independent professional advice.

Office guidance

What an office AI policy should cover

  • Approved AI use cases, such as first drafts, summaries, checklists, and brainstorming.
  • Restricted use cases, including legal advice, property value advice, hidden defects, or unsupported claims.
  • Confidential information rules for client, vendor, buyer, tenant, landlord, property, and transaction details.
  • Human review process for public, client-facing, or property-specific output.
  • Brand voice expectations and wording standards.
  • Data privacy expectations and approved tool settings.
  • Final approval before publishing or sending important communication.
Build an AI policy prompt

Privacy and confidential information

Keep sensitive details out of public AI tools

Do not enter sensitive client, vendor, buyer, tenant, landlord, financial, property, or transaction information into third-party AI tools without appropriate authority and safeguards.

Avoid unnecessary names, addresses, financial details, buyer notes, tenancy details, and transaction details in public AI tools. Use internal references where a full identity is not needed.

Review office policy before using AI with confidential information, meeting notes, appraisal material, tenancy records, or unlisted-property details.

Start with the right workflow

Related workflows

Browse all workflows

REA-Aware Listing Copy Checker

Check listing copy for unsupported, exaggerated, or risky wording before publishing.

AI Policy Template

Draft office AI use rules, review steps, privacy expectations, and approval process.

Weekly Vendor Report Builder

Turn verified campaign metrics and feedback into a vendor update prompt.

Open Home Buyer Follow-up Generator

Create buyer follow-up prompts using verified questions, comments, and next steps.

Property Management AI Email Generator NZ

Draft landlord, tenant, and contractor email prompts with review reminders.

Property Listing Marketing Pack Builder

Build a complete listing marketing pack prompt with fact-checking and review-before-publishing reminders.

Property Marketing Campaign Builder

Plan campaign positioning, channels, and marketing angles from verified property or project facts.

Property Management AI Hub

Browse property management email workflows, privacy notes, and review checklists.

FAQ

Is this legal or REA decision-making guidance?

No. This hub provides general workflow support for AI-assisted real estate content. It is not legal advice and is not REA decision-making guidance.

Can AI-generated listing copy be used without review?

No. AI-generated listing copy should be checked by the responsible licensed agent before use. Verify property facts, avoid unsupported claims, and follow office process.

What should an office AI policy include?

A practical office policy should cover approved use cases, restricted use cases, confidential information rules, human review steps, brand voice, privacy expectations, and final approval before publishing.

Can agents put client information into AI tools?

Avoid entering client, vendor, buyer, tenant, landlord, financial, property, or transaction details into third-party AI tools unless the office has appropriate authority, privacy review, safeguards, and process in place.

What does REA-aware mean?

REA-aware means the workflow includes practical reminders about careful wording, fact checking, human review, and professional boundaries. It does not mean official approval.

Can AI help with LIM, title, building report, or legal matters?

AI can help organise questions or draft a plain-English communication outline, but it should not provide legal, building, council, valuation, insurance, or due diligence advice. Seek independent professional advice where appropriate.