Reviewing public business research for a real estate demo

The decision to make first

A dynamic demonstration may find information about a similarly named brokerage, a former agent or a stale listing page instead of the intended team. Show discovered public facts and their sources for visitor review before using them as the business-specific demo context.

What the handoff should contain

Separate submitted identity, researched facts, uncertain matches, approved corrections and the listing information allowed in the temporary profile.

Suggested wording to approve

Example wording: “Please confirm that this is your intended business and review the public facts found for the demonstration. Ava should use only the profile you approve.”

Test the difficult case

Test similar business names, an outdated website and conflicting public phone numbers, checking that uncertainty is visible before the demo begins. Do not silently treat a directory snippet or an old agent page as the current team identity or an authoritative listing instruction.

Worked example

Fictional example: Public research finds an old agent page and a current brokerage page with different contact details. The visitor should see the conflict before Ava uses the profile. Their correction selects temporary demonstration context; it should not silently change a live business account or certify that the visitor controls the company represented by the page.

Review it in operation

Review corrections visitors make and improve source selection without turning unverified research into permanent customer-account information.

Check before you launch

• Show discovered public facts and their sources for visitor review before using them as the business-specific demo context.
• Separate submitted identity, researched facts, uncertain matches, approved corrections and the listing information allowed in the temporary profile.
• Test similar business names, an outdated website and conflicting public phone numbers, checking that uncertainty is visible before the demo begins.
• Review corrections visitors make and improve source selection without turning unverified research into permanent customer-account information.

Related guides