Change Management for Real Estate
Controls the introduction of changes to systems, processes, or infrastructure through a structured review and approval process.
Supports Real Estate Institute compliance, trust account management requirements, and state property legislation documentation.
Workflow Stages
Change Request Submission
Submit a change request with a description of the change, rationale, risk assessment, and implementation plan.
Inputs
- Change request form
- Technical specification
- Risk assessment template
Outputs
- Submitted change request
- Initial risk score assigned
- Request logged in change management system
Impact Assessment
Evaluate the potential impact of the change on systems, processes, and stakeholders.
Inputs
- Change request details
- System dependency map
- Stakeholder impact matrix
Outputs
- Impact assessment report
- Affected systems and teams identified
- Risk mitigation recommendations
Decision Points
- • Is the change low-risk (standard) or high-risk (requiring board approval)?
Change Advisory Board Review
Present the change to the advisory board for review, discussion, and approval decision.
Inputs
- Impact assessment
- Implementation plan
- Rollback plan
Outputs
- Board decision (approved, deferred, or rejected)
- Conditions for approval if any
- Scheduled implementation window
Decision Points
- • Is the change approved for implementation?
Implementation
Execute the change during the approved window following the implementation plan.
Inputs
- Approved change request
- Implementation plan
- Rollback plan
Outputs
- Change implemented
- Implementation notes
- Verification testing results
Post-Implementation Review
Verify the change is working as expected and close the change request.
Inputs
- Verification results
- Stakeholder feedback
- Monitoring data
Outputs
- Post-implementation review report
- Change record closed
- Lessons learned documented
Decision Points
- • Is the change functioning as expected?
- • Is a rollback required?
Frequently Asked Questions
Are there emergency changes that bypass the normal process?
Yes, emergency changes that address active incidents can be implemented with expedited approval from the change manager and a post-implementation review within 48 hours.
What happens if a change causes an issue?
The rollback plan is executed immediately, the change is reverted, and a post-mortem is conducted. The change request is returned to planning for revision.
What qualifies as a change requiring this process?
Any modification to production systems, infrastructure, processes, or configurations that could impact service settlement or other teams must go through the change management process.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.