Template T-15.3: Quarterly AI review: keep, fix, drop
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Thirty minutes, once a quarter, on the calendar. Three inputs, one decision per workflow. Start by reading last quarter's copy of this page. This is the loop in Figure 15.3.

Quarter: ____________   Review date: ____________   Name: ____________________   Last review read: [ ] yes

Input 1. Time log. Fill in a fresh copy of T-15.2 for the quarter (same ten tasks plus any added) and run WC-15.1.

Weekly total last review: ______ min   Weekly total this review: ______ min   Change: ______

Input 2. Compliance incidents this quarter. Count by workflow. Include scrub flags you agreed with, dates the verification table caught, automation outputs pulled back, and anything a client, broker, or MLS raised.

Workflow or automation | Catches | What caught it (scrub, table, read-through, someone else)
 |  | 
 |  | 
 |  | 
 |  | 

Any incident where the catch came from someone other than you or your check step: ______________________________________________

Input 3. Tool and rule changes this quarter. From the places listed in Chapter 14.5, Appendix E, your MLS bulletin, and the current edition of this book.

- Assistant or tool changes (features, data terms, price, account controls): ______________________________________________
- MLS, state, or brokerage rule changes: ______________________________________________
- Dated boxes in this book that have expired: ______________________________________________

Decision, one line per workflow. Keep: the number holds and nothing broke. Fix: the number holds but the brief, the check, or the tool needs a named change. Drop: it is not earning its minutes.

Workflow or automation | Keep / Fix / Drop | If fix: what changes, and in which part of the brief
 |  | 
 |  | 
 |  | 
 |  | 
 |  | 
 |  | 
 |  | 
 |  | 

Standing items, every quarter

[ ] Voice file pruned against your last five sent drafts (Chapter 3.6)
[ ] Standing instructions re-read; Check your state and MLS answers still current (Appendix G)
[ ] Monthly automation health check (T-12.2) has run three times; any failure signal written above
[ ] Tool scorecard (T-14.1) re-run on any tool whose terms or price changed
[ ] Teams only: team policy (T-15.4) re-signed by anyone new; approval inbox owner confirmed

Next quarter's build. One workflow or automation, from this book, with the reason:

________________________________________________________________________

Signed: ____________________   Next review date: ____________
