# Plan a source-aware property research workflow

Plan property research and preparation workflows around authorised information, with source coverage and review points visible.

Canonical: https://aroai.com/industries/real-estate/

## Prepare research before the conversation

Organise available property details and supporting documents into a brief. Keep each input's source and coverage visible so a team member can see what needs more investigation.

## Understand the businesses involved

Add business context for counterparties, suppliers or commercial tenants where a relevant source supports it. Keep entity identity and missing fields explicit.

## Create a repeatable preparation process

Use the relevant workflow guidance to sequence research and produce a consistent hand-off. Adapt the recipe for a transaction or client job without losing the review steps.

## Featured workflow: property research brief

Begin with an authorised property reference and approved supporting material. Gather the supported context, organise the facts and return questions for a person to resolve.

1. **Confirm the permitted sources** Check each source's access, licence and coverage for the intended purpose.
2. **Gather the property context** Collect only the approved source details and supporting documents.
3. **Draft a source-labelled brief** Keep returned facts distinct from supplied material and interpretation.
4. **Review coverage and open questions** Make unavailable data and follow-up research visible to the reviewer.

## What is available today

These are published workflow guides, not complete live industry tool packs. Today's MCP catalog includes New Zealand business-register and national calendar tools. Australia source tools and sector-specific data or system connections are coming soon. Use the guides to plan a workflow around approved inputs while current coverage is verified.

- [NZBN business search](https://aroai.com/tools/nzbn_search): The live public company research tool.
- [NZ public calendar](https://aroai.com/tools/nz_public_holidays): The live New Zealand national holiday and working-day tools.