Direct answer: A reviewed owner and referral follow-up queue that preserves agency, exclusivity, confidentiality, relationship history, and deal-specific ownership.
Who this workflow is for
Commercial real estate brokers, Tenant and landlord representation teams, CRE relationship managers. Use it when relationship context is spread across approved records, communication, meetings, and documents, but the final judgment still belongs to a person.
Execution mode and prerequisites
Reviewed brokerage-operations recipe. Finta can organize accessible relationship evidence and prepare drafts, while licensed professionals and firm policy control representation, disclosure, conflicts, property facts, and communication.
- Defined client, customer, prospect, and referral roles
- Permissioned relationship and opportunity records
- Current agency, exclusivity, confidentiality, and conflict information
- A named broker or relationship owner for each next action
Inputs, review boundary, and outcome
| Input | What a person verifies | Reviewed output |
|---|---|---|
| Relationship records | Party role, owner, source, consent, and current representation | Permissioned relationship set |
| Opportunity context | Property or requirement, stage, confidentiality, and conflicts | Deal-specific review boundary |
| Communication evidence | Latest verified interaction, commitment, and timing | Source-linked next action |
Run the workflow
- Define the market, opportunity set, party roles, and review window.
- Reconcile owner, occupier, buyer, seller, tenant, landlord, and referral records without merging distinct roles.
- Check agency, exclusivity, conflicts, confidentiality, representation, and communication preferences.
- Identify documented commitments, unanswered requests, referral handoffs, and responsible owners.
- Prepare the next action or message as a draft using only verified, authorized facts.
- Have the responsible professional approve, defer, dismiss, or complete each item and record the outcome.
Human approval boundary
The responsible licensed professional confirms agency, exclusivity, conflicts, disclosure duties, confidentiality, and the intended next action. Finta organizes context but does not provide brokerage, valuation, or legal advice.
Worked example
A tenant representative receives a referral to an owner contact for a requirement in another market. The broker confirms the referrer's permission, checks the owner's current representation and the firm's conflicts, and prepares a concise introduction using only the approved requirement. The receiving broker approves the outreach and the referral outcome is recorded without exposing confidential deal terms.
Expected review receipt
- Party roles, representation, and relationship owners are explicit
- Agency, exclusivity, conflict, and confidentiality checks are recorded
- The source for property and timing facts is visible
- The approved action and referral outcome are attributable
Decision checklist
- Each party's role and representation status are current
- Exclusive relationships and conflicts are respected
- Confidential property and offer information stays within scope
- Property and timing facts come from a recognized source
- The licensed relationship owner approves external communication
Failure states and safe stops
- Party roles or representation status are ambiguous
- An exclusive relationship or conflict is unresolved
- Confidential property, offer, or client information could be exposed
- The property or market fact is stale or unsupported
Where Finta helps
In a supported, permissioned setup, Finta can organize the relevant CRM record, relationship history, connected or user-provided evidence, documents, and next-action workspace. Aurora can prepare a recommendation, summary, or draft. A person remains responsible for checking the evidence and approving consequential changes or communication.
Relevant Finta products: CRM, Networks, Aurora, Tasks. Relevant integrations: Gmail, Outlook, Google Calendar.
What this workflow does not do
- Finta is not a listing service, property database, transaction-management system, or valuation tool.
- The workflow does not establish agency, authority, or entitlement to a referral fee.
- Applicable law, licensing rules, contracts, and firm policy control the transaction.
Sources and review notes
The 2026 NAR Code of Ethics addresses duties to clients, honesty, confidentiality, cooperation, exclusivity, and professional competence. It is linked as a professional reference, not as legal advice or a claim that every user is a REALTOR.
- 2026 NAR Code of Ethics and Standards of Practice
- NAR principles for data privacy and security
- Finta CRM
- Finta Networks
Research reviewed: September 1, 2026. Recheck product behavior, permissions, professional standards, and the human approval boundary before publication and after any material workflow change.