Commit to Client Data Minimization
Commit to a client-data minimization rule for AI prompts in real estate workflows.
client-note minimization before AI prompting buyer intake notes, seller motivation notes, inspection negotiations, lender concerns, relocation details, open-house sign-ins, or CRM nurture notes Before I paste client notes into AI for [workflow], I will remove names, private motivations, protected-class details, negotiation bottom lines, and sensitive financial or family details unless the task truly requires them. I will replace them with neutral placeholders and task-relevant constraints. In 2 days, check whether one AI prompt used placeholders or generalized constraints instead of raw client details. A buyer intake summary that includes lender anxiety, family logistics, and exact salary. A seller pricing note…
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