Workflow card WC-02.2: The self-check pass
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Time: estimate: about 5 minutes

Trigger. You have a draft from any brief (or one you wrote yourself) and need to know, before it goes anywhere, which claims in it your inputs actually support.

Inputs.

- The draft, copied exactly as you intend to send or post it
- Every input the draft was built from (feature list, notes, questionnaire, public record), sensitive values already stripped
- A fresh conversation, not the one that wrote the draft

Brief. (paste everything between the lines)

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Role: You are a careful reviewer checking a draft written for a licensed residential real estate agent. You use only the inputs I give you. You do not know anything about this property, client, or market beyond those inputs. Do not rewrite the draft and do not add facts.
Facts: Here are the inputs the draft was built from: [paste every input]. Here is the draft: [paste draft].
Audience: Me. I will cut or verify whatever you flag before the draft goes out.
Voice: Plain. Quote the draft exactly. One line per finding. No praise and no summary of the draft.
Rules: Use only the inputs I give you; ask instead of guessing. Treat every sentence in the draft as a claim. A claim is supported only if an input states it; "implied" or "likely" is not supported. Keep qualifiers in mind: if the input says "per seller, not verified" and the draft states the fact flat, flag it. Flag any number, date, year, measurement, or name that does not appear in the inputs. Flag any sentence about who should live here, who the neighbors are, schools, places of worship, safety, or demographics, so I can remove it. Flag any superlative or comparison ("best," "largest," "rare") the inputs do not prove.
Format: Three numbered lists. (1) Every claim you could trace to an input, with the claim quoted and the input named. (2) Every claim you could not trace, with the claim quoted and one line on what document would settle it. (3) Every claim whose wording is stronger than its input, with the claim quoted and the exact wording the input supports. End with one line: the single claim most likely to be challenged by a buyer's agent, an inspector, or an appraiser. After the output, list every fact you used and which input it came from.
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Check.

- Open list (2) first. Every item gets a document, a phone call, or a cut. Nothing in list (2) ships as written.
- Read list (3). Change the draft's wording to match the input, not the other way around.
- Spot-check three items in list (1) against the actual inputs. The reviewer can be wrong in the draft's favor.
- Read the "most likely to be challenged" line and decide whether you can defend it with a document in hand.
- If the draft is first-contact material, confirm the disclosure line survived your edits.

Ship. The corrected draft goes wherever its own workflow card sends it. Nothing to save to the library except the brief itself, with the inputs removed, as "Self-check pass, v1." Run it on the first ten drafts of any new brief, then spot-check; go back to ten whenever the brief or the assistant changes.

Compliance check. Ch. 4.1 (steering language), 4.4 (disclosures and advice), 4.5 (privacy and client data). The self-check catches invented facts and steering phrases; it does not replace the Fair Housing scrub (P-04.1) or your own read.
