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Industries/Real Estate
Real Estate  ·  AI Governance Policies

Fair lending and data privacy don't stop at your origination system.

AI agents in property management, transactions, and valuation access tenant PII, financial records, and protected class data. AutoPIL enforces access policy at the data layer — keeping Fair Housing Act compliance intact as AI takes on more of the workflow.

AI Agent Policies — Real Estate

10 policies across property management, transaction processing, and valuation compliance — isolating tenant PII from financial records, and separating appraisal data from sales transaction details.

property_management.yaml4 roles
transactions.yaml3 roles
valuation_compliance.yaml3 roles
All 10 agent roles
lease_management_agentmaintenance_dispatch_agenttenant_screening_agentrent_collection_agenttransaction_processing_agenttitle_search_agentescrow_management_agentappraisal_agentmarket_analysis_agentre_compliance_agent
policies/real_estate/property_management.yaml
policies:
  # Lease management agent — lease and occupancy data; blocked from financial ledgers and appraisal reports
  - name: lease_management_agent_policy
    agent_role: lease_management_agent
    allowed_sources:
      - lease_agreements
      - occupancy_records
      - tenant_contact_info
      - unit_inventory
    denied_sources:
      - financial_ledgers
      - appraisal_reports
      - transaction_records
    allowed_tasks:
      - lease_renewal
      - occupancy_reporting
      - notice_generation
    denied_tasks:
      - valuation_decision
      - financial_reporting
    max_sensitivity: high
Applicable Regulations — Real Estate
Where AI governance breaks down in Real Estate
Fair lending AI exposure
Appraisal and underwriting AI with unconstrained access to protected class data creates ECOA and FHA liability. AutoPIL enforces source-level boundaries automatically.
Tenant PII in AI pipelines
Property management AI routinely accesses lease agreements, payment history, and background checks. AutoPIL enforces access at the data layer — before PII enters any agent context.
Appraiser independence violations
USPAP requires that appraisers be shielded from lender instructions. AutoPIL enforces data isolation between valuation and transaction agents at the retrieval layer.
How to use

One path.
Your industry loaded.

Point policy_path at your industry directory. AutoPIL loads every YAML file recursively — roles, sensitivity rules, and process groups wired up automatically from the directory structure. No additional config needed.

Policies are hot-reloaded at runtime. Extend or override any pre-built policy via the REST API without redeploying your agents or restarting services.

setup.py 
from autopil import ContextGuard

# Point at your industry — only those policies load
guard = ContextGuard(
    policy_path="policies/real_estate/",
    audit_db="autopil.db",
)

# policies/real_estate/ — loads recursively
# Switch verticals by changing the path — nothing else changes.

Start with Real Estate.
Extend from there.

Pre-built policies for real estate are included in every AutoPIL trial. Extend or override any rule via the REST API without redeploying.

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