Proptech AISource: Inman
From read to commit: where AI in your CRM should stop and a human signs off
Original headline: “AI is ready to act. Brokerages need to decide where it stops” — Inman, Oct 15, 2026
In an October 15 Inman contributor column, Ryan Persad, founder and CEO of Brokurz, writes that AI is moving into CRMs, transaction files, document workflows and back-office systems, and argues brokerages should decide what authority software gets in each workflow using five levels: read, recommend, draft, execute and commit. He cites Inman Intel's April 2026 survey, in which 75 percent of respondents primarily used AI through standard chat interfaces and 9 percent primarily worked in agentic or integrated environments, and notes California DRE guidance from March 2026 warning that using AI for licensed activity can raise issues similar to delegating to an unlicensed assistant. Before automating a workflow, he says a brokerage should know what the AI can touch, change, send or finalize, what sends the file back to a person, and whether the decision can be reconstructed.
Our take (opinion & analysis, not reporting)
For agents turning on AI features in their CRM: sort each automation into those five buckets and keep anything that sends to a client, changes a deal or moves money at draft-and-approve until your broker says otherwise. Before you connect ChatGPT or Claude to your CRM, ask your broker which workflows are allowed to execute on their own and how exceptions get kicked back to a person. If you are comparing CRMs, ask vendors whether they log what the AI changed and let you require approval before sends.
Online discussion: no notable public discussion found yet (checked Oct 19, 2026).