Client Scope Change for Real Estate
Manages requests to modify the scope of an active client engagement, including impact assessment and formal approval.
Supports Real Estate Institute compliance, trust account management requirements, and state property legislation documentation.
Workflow Stages
Change Request Submission
Contract the proposed scope change with clear description of what is being added, modified, or removed.
Inputs
- Change request from client or team
- Current scope of work contract
- Change request template
Outputs
- Formal change request contract
- Change request logged in system
- Impact assessment initiated
Impact Assessment
Analyze the change request impact on timeline, budget, resources, and deliverables.
Inputs
- Change request contract
- Current listing plan
- Resource allocation data
Outputs
- Impact assessment report
- Revised timeline estimate
- Cost impact analysis
Decision Points
- • Does the change require additional budget?
- • Does the change affect the listing critical path?
Internal Approval
Review the impact assessment internally and decide whether to proceed with the client approval process.
Inputs
- Impact assessment report
- Profit margin analysis
- Resource availability
Outputs
- Internal approval decision
- Revised proposal for client
- Risk mitigation recommendations
Decision Points
- • Is the change feasible and commercially viable?
Client Approval
Present the scope change impact and revised terms to the client for their formal approval.
Inputs
- Revised proposal
- Impact summary for client
- Updated contract terms if needed
Outputs
- Client approval or rejection
- Signed change offer
- Updated contract amendment if applicable
Decision Points
- • Does the client accept the revised terms?
Implementation and Plan Update
Incorporate the approved change into the listing plan and communicate updates to all stakeholders.
Inputs
- Signed change offer
- Current listing plan
- Stakeholder communication list
Outputs
- Updated listing plan
- Revised milestone schedule
- Stakeholder notifications sent
Frequently Asked Questions
How are scope changes tracked over the life of a listing?
All scope changes are logged in a change register that provides a complete audit trail of every modification, its impact, and approval status.
What happens if a scope change is rejected?
The requestor is informed of the rejection reason. Alternative approaches may be proposed to address the underlying need without a formal scope change.
Who can submit a scope change request?
Either the client or any member of the listing team can submit a scope change request. All requests go through the same assessment and approval process.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.