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Property portfolio teams · Portfolios with numerous listings

AI System for Comparing Property Listings with Source Documents

We design a system that compares listing fields with source documents without deciding the property's status, valuation or sale. The workflow checks the listing draft, authoritative property document, portfolio form, image and version against their sources, then prepares a listing-to-document consistency report. No record or operation changes until a qualified estate adviser has completed the review.

Representative portfolio data control panel with a work queue, checks and an audit trail: listing and document consistency queue
Listing and document consistency queue Representative interface — contains no real data. Address and owner fields are masked. Listings are not published without adviser verification.

The problem

Conflicting information may be published when details are copied from source records during day-to-day operations. When listing drafts, authoritative property documents, portfolio forms, images and versions are scattered across different screens, documents or team records, issues do not become visible in time.

This fragmented data delays preparation of the listing-to-document consistency report and requires staff to search for supporting records again by hand. Before making a decision, the qualified estate adviser has to complete missing fields and verify conflicts one by one.

A common exception is that gross, net and marketing area may be defined differently. If an incomplete or incorrect workflow runs without checking this context, a misleading listing may be published or correct information removed; the output therefore cannot be applied directly.

What we set out to improve

  • Number of corrected listing-to-document discrepancies
  • Rate of outputs corrected or rejected by the qualified estate adviser
  • Time between the source record and the review output

How the system works

  1. 01 Define the review scope and the qualified estate adviser role
  2. 02 Receive the inputs: listing draft, authoritative property document, portfolio form, image and version
  3. 03 Check source identity, date, version and data freshness
  4. 04 Extract the listing field and source reference
  5. 05 Compare area, floor and use
  6. 06 Check the exception: gross, net and marketing area may be defined differently
  7. 07 Place low-confidence or conflicting records in a separate human review queue
  8. 08 Write the source identity, rule, output and time to the audit trail
  9. 09 Have the qualified estate adviser approve, correct, defer or reject the report

Methods we used

  • Source-field matching and a discrepancy report
  • Source, format, version and required-field checks for the listing draft, authoritative property document, portfolio form, image and version
  • A missing-data warning instead of a prediction when inputs are absent or conflicting
  • A separate check for the exception outside the main rule
  • Joint storage of the source identity, rule result, listing-to-document consistency report and human decision

Where people stay involved

The system stops after preparing the listing-to-document consistency report. The qualified estate adviser reviews the sources and the exception, then approves, corrects or rejects the report. Direct implementation is disabled because a misleading listing could otherwise be published or correct information removed; the system does not replace the specialist's judgement.

Data and security

Access to listing drafts, authoritative property documents, portfolio forms, images and versions is restricted to the minimum permissions required for each role. Identifiers and sensitive fields are masked where possible, and only the necessary section of a file is sent to the model rather than the complete raw file. Access, output and the qualified estate adviser's decision are logged; production use does not begin until the organisation has approved the retention period and data location.

Who this suits

A good fit

  • Portfolios based on source documents

Not a good fit

  • Teams expecting decisions about property status or valuation

Frequently asked questions

Which inputs are used?

The system uses the listing draft, authoritative property document, portfolio form, image and version. If a required field is missing, it does not produce a definitive result and presents the missing source to the qualified estate adviser for review.

At what point does a person make the decision?

The workflow stops when the listing-to-document consistency report is ready and waits for the qualified estate adviser's approval. The specialist can correct, defer or reject the output with a reason.

Can the output be audited?

The source identity, applied rule, exception, output and human decision are designed to be stored together. This makes it possible to review later how particular data led to a suggestion.

Project led by:DijitalPi

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