Real Estate Agent (solo / small firm bundle)

1. Overview

Solo-agent and small-firm persona bundle. Single-install deployable for individual real estate agents covering lead capture and contact relationships (CRM-LEAD-MGT, CRM-ACCT-MGT), listing creation and MLS syndication, tour scheduling, transaction execution, disclosure handling (RE-BROK-AGENT-OPS), and contract reference (CLM-REPOSITORY). One module to install; larger brokerages deploy the underlying full modules and skip the starter.

2. Entity summary

Name	data_object	Description
Contacts	crm_contacts	People at customer or prospect organizations, carrying title, contact details, decision-maker flag, preferred channel, and opt-in state.
Contracts	legal_contracts	Contracts with counterparties or suppliers, covering type, value, key dates, governing law, and lifecycle from draft to terminated.
Disclosure Documents	disclosure_documents	State-mandated and brokerage-policy disclosure forms attached to transactions, such as agency, property condition, lead paint, and HOA documents.
Leads	crm_leads	Prospects captured before qualification, tracking source, score, status, assigned rep, and the contact and account they would convert into.
Real Estate Listings	real_estate_listings	Properties offered for sale or rent, with pricing, photos, descriptions, agent representation, and status from active to sold.
Real Estate Transactions	real_estate_transactions	Real estate deals from accepted offer through close, with parties, terms, contingencies, escrow timeline, and document compliance.
Tour Appointments	tour_appointments	Scheduled property showings with lock-box codes, access windows, agent attendance, and follow-up tracking.
Users	users	Platform users referenced as assignees, authors, approvers, and creators across records.

flowchart TD
  classDef embedded_master fill:#fff4cc,stroke:#c79100,color:#5b4500;
  classDef consumer fill:#e8def8,stroke:#7b1fa2,color:#3a155d;
  legal_contracts["Contracts"]
  crm_leads["Leads"]
  crm_contacts["Contacts"]
  real_estate_listings["Real Estate Listings"]
  tour_appointments["Tour Appointments"]
  real_estate_transactions["Real Estate Transactions"]
  disclosure_documents["Disclosure Documents"]
  users["Users"]
  real_estate_listings -->|"generates"| real_estate_transactions
  real_estate_listings -->|"has tours"| tour_appointments
  real_estate_listings -->|"has listing agent"| users
  tour_appointments -->|"has showing agent"| users
  real_estate_transactions -->|"has listing-side agent"| users
  real_estate_transactions -->|"has buyer-side agent"| users
  disclosure_documents -->|"has preparer"| users
  real_estate_transactions -->|"requires disclosures"| disclosure_documents
  users -->|"owns"| legal_contracts
  users -->|"approved"| legal_contracts
  users -->|"drafted"| legal_contracts
  crm_contacts -->|"converted_from_lead"| crm_leads
  users -->|"owns"| crm_leads
  users -->|"owns"| crm_contacts
  class legal_contracts embedded_master;
  class crm_leads embedded_master;
  class crm_contacts embedded_master;
  class real_estate_listings embedded_master;
  class tour_appointments embedded_master;
  class real_estate_transactions embedded_master;
  class disclosure_documents embedded_master;
  class users consumer;

3. Entities catalog

#	data_object	canonical code	singular	plural	role	mastered in	mastered label	necessity	personal_content	entity_type	write tier	notes
1	crm_contacts	crm_contacts	Contact	Contacts	embedded_master	crm-acct-mgt	Account and Contact Management	required	yes	operational_record	:manage	-
2	legal_contracts	legal_contracts	Contract	Contracts	embedded_master	clm-repository	Contract Repository	required	yes	operational_workflow	:manage	-
3	disclosure_documents	disclosure_documents	Disclosure Document	Disclosure Documents	embedded_master	re-brok-agent-ops	Real Estate Agent Operations	required	yes	operational_workflow	:manage	-
4	crm_leads	crm_leads	Lead	Leads	embedded_master	crm-lead-mgt	Lead Capture and Qualification	required	yes	operational_workflow	:manage	-
5	real_estate_listings	real_estate_listings	Real Estate Listing	Real Estate Listings	embedded_master	re-brok-agent-ops	Real Estate Agent Operations	required	yes	operational_workflow	:manage	-
6	real_estate_transactions	real_estate_transactions	Real Estate Transaction	Real Estate Transactions	embedded_master	re-brok-agent-ops	Real Estate Agent Operations	required	yes	operational_workflow	:manage	-
7	tour_appointments	tour_appointments	Tour Appointment	Tour Appointments	embedded_master	re-brok-agent-ops	Real Estate Agent Operations	required	yes	operational_workflow	:manage	-
8	users	users	User	Users	consumer	(platform built-in)	(platform built-in)	required	-	operational_record	:manage	-

4. Aliases and industry synonyms

data_object	alias	alias_type	preferred?	industry	notes
real_estate_transactions	Closing	industry_term	-	Real Estate	-
real_estate_transactions	Escrow	industry_term	-	Real Estate	-
real_estate_listings	MLS Listing	industry_term	-	Real Estate	-
tour_appointments	Open House Appointment	industry_term	-	Real Estate	-
disclosure_documents	Seller Disclosures	industry_term	-	Real Estate	-
tour_appointments	Showing	industry_term	-	Real Estate	-
disclosure_documents	TDS	industry_term	-	Real Estate	-

5. Relationships

5.1 Intra-scope edges

from	verb	to	cardinality	kind	necessity	owner_side	delete_mode	fk_format	notes
real_estate_listings	generates	real_estate_transactions	one_to_many	reference	required	target	restrict	reference	-
real_estate_listings	has tours	tour_appointments	one_to_many	reference	required	target	restrict	reference	-
real_estate_transactions	requires disclosures	disclosure_documents	one_to_many	composition	required	source	cascade	parent	-
crm_contacts	converted_from_lead	crm_leads	one_to_many	reference	optional	source	clear	reference	-

5.2 Built-in edges (users and other platform built-ins)

from	verb	to	cardinality	necessity	owner_side	delete_mode	fk_format	notes
real_estate_listings	has listing agent	users	many_to_many	required	source	restrict	reference	-
tour_appointments	has showing agent	users	many_to_many	required	source	restrict	reference	-
real_estate_transactions	has listing-side agent	users	many_to_many	required	source	restrict	reference	-
real_estate_transactions	has buyer-side agent	users	many_to_many	optional	source	clear	reference	-
disclosure_documents	has preparer	users	many_to_many	required	source	restrict	reference	-
users	owns	legal_contracts	one_to_many	optional	source	clear	reference	-
users	approved	legal_contracts	one_to_many	optional	source	clear	reference	-
users	drafted	legal_contracts	one_to_many	optional	source	clear	reference	-
users	owns	crm_leads	one_to_many	required	source	restrict	reference	-
users	owns	crm_contacts	one_to_many	optional	source	clear	reference	-

5.3 Cross-scope edges

5.3a Outbound from this scope’s masters and contributors

Edges this scope drives: the in-scope endpoint has role of master or contributor.

(none: no outbound cross-scope edges from this scope’s masters or contributors)

5.3b Context edges on embedded shells and consumed entities

Edges the canonical owner drives, shown for context: the in-scope endpoint has role of embedded_master, consumer, or derived.

from	verb	to	cardinality	necessity	delete_mode	fk_format	notes
in_house_legal_matters	references	legal_contracts	many_to_many	optional	none	n/a	-
legal_contracts	governs	customer_entitlements	one_to_many	optional	none	n/a	-
legal_contracts	backs	customer_subscriptions	one_to_many	optional	none	n/a	-
real_estate_transactions	produces commission splits	commission_splits	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
contract_templates	seeds	legal_contracts	one_to_many	optional	none	n/a	-
legal_contracts	contains	contract_clauses	one_to_many	optional	none	n/a	-
legal_contracts	imposes	contract_obligations	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
legal_contracts	witnessed_by	signature_records	one_to_many	required	⚠ audit: required composed child out of scope	n/a	-
legal_contracts	activates	saas_subscriptions	one_to_many	optional	none	n/a	-
legal_contracts	activates	software_licenses	one_to_many	optional	none	n/a	-
sourcing_events	originates	legal_contracts	one_to_many	optional	none	n/a	-
legal_contracts	triggers_creation_of	purchase_orders	one_to_many	optional	none	n/a	-
legal_contracts	triggers_review_in	purchase_requisitions	one_to_many	optional	none	n/a	-
legal_contracts	propagates_terms_to	invoice_matches	one_to_many	optional	none	n/a	-
legal_contracts	feeds_revrec_in	revenue_recognition_records	one_to_many	optional	none	n/a	-
legal_contracts	seeds	service_projects	one_to_many	optional	none	n/a	-
legal_contracts	renewal_warns	crm_opportunities	one_to_many	optional	none	n/a	-
legal_contracts	renewal_warns	saas_subscriptions	one_to_many	optional	none	n/a	-
legal_contracts	renewed_into	customer_subscriptions	one_to_many	optional	none	n/a	-
legal_contracts	seeds	agency_jobs	one_to_many	optional	none	n/a	-
crm_opportunities	drafts	legal_contracts	one_to_many	optional	none	n/a	-
sales_quotes	drafts	legal_contracts	one_to_many	optional	none	n/a	-
contract_drafts	drafts	legal_contracts	one_to_many	optional	none	n/a	-
quote_discounts	flows into	legal_contracts	one_to_many	optional	none	n/a	-
commercial_leases	flows into	legal_contracts	one_to_many	optional	none	n/a	-
engagement_letters	flows into	legal_contracts	one_to_many	optional	none	n/a	-
customers	has_contacts	crm_contacts	one_to_many	optional	none	n/a	-
customers	converted_from_lead	crm_leads	one_to_many	optional	none	n/a	-
crm_opportunities	converted_from_lead	crm_leads	one_to_many	optional	none	n/a	-
crm_opportunities	involves_contacts	crm_contacts	many_to_many	optional	none	n/a	-
crm_contacts	has_activities	sales_activities	one_to_many	optional	none	n/a	-
crm_leads	has_activities	sales_activities	one_to_many	optional	none	n/a	-
contact_records	enriches	crm_contacts	one_to_many	optional	none	n/a	-
legal_contracts	is amended by	contract_amendments	one_to_many	optional	none	n/a	-
legal_contracts	is renewed by	contract_renewal_records	one_to_many	optional	none	n/a	-
legal_contracts	is assessed by	contract_risk_assessments	one_to_many	optional	none	n/a	-
contract_counterparties	is party to	legal_contracts	one_to_many	optional	none	n/a	-
legal_contracts	has milestone	contract_milestones	one_to_many	optional	none	n/a	-
legal_contracts	has data protection addendum	data_protection_addenda	one_to_many	optional	none	n/a	-
legal_contracts	is negotiated in	contract_negotiation_threads	one_to_many	optional	none	n/a	-

6. Cross-domain context

6.1 Master consumers (other modules / domains that embed this scope’s masters)

(none: no other module embeds this scope’s masters; the canonical owners do.)

6.2 Outbound handoffs (events this scope publishes)

source module	target domain	target module	trigger_event	transition	payload	integration	friction	description
RE-BROK-AGENT-OPS	GRC	(domain-level)	real_estate_transaction.closed	pending → closed (lifecycle)	disclosure_documents	batch_sync	low	Disclosure-document completeness per closed transaction feeds brokerage-compliance audit and state-real-estate-commission requirements.
CLM-REPOSITORY	CLM	CLM-OBLIGATION-MGMT	legal_contract.signed	signed (lifecycle)	legal_contracts	lifecycle_progression	low	-
CLM-REPOSITORY	CLM	CLM-RENEWAL	legal_contract.active	(state_change)	legal_contracts	lifecycle_progression	low	-
CLM-REPOSITORY	S2P	(domain-level)	legal_contract.expired	active → expired (lifecycle)	legal_contracts	batch_sync	medium	Expired contracts trigger procurement renewal-decision workflow. Failure modes: auto-renewal clauses missed; silent expiry of long-tail contracts.
CLM-REPOSITORY	AP-AUTO	(domain-level)	legal_contract.amended	amended (state_change)	legal_contracts	api_call	medium	Contract amendments propagate to AP-AUTO: updated payment terms, discount schedule, GL coding. Failure modes: retroactive amendments require recalculating already-paid invoices.
CLM-REPOSITORY	FIN	(domain-level)	legal_contract.signed	signed (lifecycle)	legal_contracts	api_call	medium	Signed contract feeds ERP-FIN payment terms and rev-rec rules. Friction in extracting structured terms from contract text.
CLM-REPOSITORY	PSA	PSA-PROJECT-DELIVERY	legal_contract.signed	signed (lifecycle)	legal_contracts	api_call	medium	Signed SOW seeds PSA project scope, billing terms, and milestone schedule. Deviations between contract terms and operational project structure require manual reconciliation.
CRM-LEAD-MGT	CRM	CRM-ACTIVITY	crm_lead.qualified	(state_change)	crm_leads	lifecycle_progression	low	-
CRM-ACCT-MGT	MA	MA-CAMPAIGN-AUTHORING	crm_contact.synced	synced (signal)	crm_contacts	batch_sync	medium	Contact updates in CRM (new contact, status change, opt-in change, account ownership) sync to MA so audience lists and campaigns stay current. Batch-sync is the typical pattern - real-time would be ideal but most stacks accept hourly or daily latency here.
CRM-LEAD-MGT	SALES-ENG	(domain-level)	crm_lead.scored_above_threshold	(threshold)	crm_leads	event_stream	medium	A lead’s predictive score has crossed the qualified-handoff threshold; SALES-ENG picks up for cadence enrollment. Failure modes: noisy scoring causes cadence whiplash; threshold tuned per segment but not surfaced.
CLM-REPOSITORY	SUB-MGMT	(domain-level)	legal_contract.signed	signed (lifecycle)	legal_contracts	api_call	medium	Signed contract triggers SUB-MGMT to activate the subscription record.
RE-BROK-AGENT-OPS	RE-BROKERAGE	RE-BROK-BROKERAGE-OPS	real_estate_transaction.contingencies_cleared	(state_change)	real_estate_transactions	lifecycle_progression	low	Agent-side has cleared inspection, financing, and appraisal contingencies; broker oversight takes the transaction into compliance review before authorizing closing.
RE-BROK-AGENT-OPS	RE-PROP-MGMT	(domain-level)	real_estate_transaction.closed	pending → closed (lifecycle)	real_estate_transactions	manual_handoff	high	Closed sale of a rental property results in a new landlord-of-record; the new owner’s property-management platform must be configured (often manual handoff via email; the buyer’s PM and the seller’s brokerage are different vendors).
RE-BROK-AGENT-OPS	RE-CRE	(domain-level)	listing.sold	(lifecycle)	real_estate_listings	batch_sync	medium	Closed sale triggers commercial lease setup if multi-tenant.
RE-BROK-AGENT-OPS	RE-CRE	(domain-level)	real_estate_transaction.closed	pending → closed (lifecycle)	real_estate_transactions	manual_handoff	high	Closed sale of a CRE asset transfers operations to the new owner’s CRE platform; rent-roll, leases, and CAM history must be carried over (typically manual).
RE-BROK-AGENT-OPS	RE-INVEST	RE-INVEST-PORTFOLIO-VAL	listing.sold	(lifecycle)	real_estate_listings	manual_handoff	high	Sale closing triggers fund NAV and LP-reporting recalculation.

6.3 Inbound handoffs (events this scope reacts to)

target module	source domain	source module	trigger_event	transition	payload	integration	friction	description
CLM-REPOSITORY	CLM	CLM-NEGOTIATION	legal_contract.approved	(state_change)	legal_contracts	lifecycle_progression	low	-
CLM-REPOSITORY	CLM	CLM-RENEWAL	legal_contract.renewed	(state_change)	legal_contracts	lifecycle_progression	low	-
CLM-REPOSITORY	S2P	(domain-level)	sourcing.contract_drafted	(state_change)	legal_contracts	api_call	medium	Sourcing decision in S2P hands off to CLM to author the contract. Friction sits in clause selection, redline coordination with the counterparty, and the legal-review loop with LSD.
CLM-REPOSITORY	CPQ	CPQ-QUOTE-BUILDER	quote.accepted	accepted (state_change)	legal_contracts	api_call	medium	Accepted quote hands off to CLM for contract authoring - pulls in clause language, populates the agreed terms, routes for signature.
CLM-REPOSITORY	SMP	SMP-RENEWAL-VENDOR	renewal.30_day_warning	(threshold)	legal_contracts	api_call	low	SMP’s renewal-watch surfaces a 30-day expiry warning to CLM so the contract document workflow (amendment, renegotiation) can start in time.
CLM-REPOSITORY	AGENCY-MGMT	AGENCY-MGMT-JOB-TRAFFIC	estimate.approved	pending → approved (lifecycle)	legal_contracts	api_call	medium	Client-approved estimate must be converted into a signed SOW in CLM before delivery can start. Includes line-item scope, billing terms, deliverable schedule, and approval routing.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	crm_lead.qualified	(state_change)	crm_leads	event_stream	medium	MA-driven scoring crosses the MQL threshold; the lead routes to CRM with a recommended owner. Friction comes from definition drift - what counts as MQL, who owns routing, what happens to disqualified leads - and from the lead-to-contact-to-opportunity conversion chain inside CRM.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	crm_lead.scored_above_threshold	(threshold)	crm_leads	event_stream	low	Qualified leads routed to CRM for sales pickup. Tight integration on all major MA platforms.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	nurture.completed	completed (state_change)	crm_leads	api_call	low	Nurture journey completion (whether successful conversion or exit) updates lead status in CRM. Low friction in same-vendor all-in-one stacks; medium when MA and CRM are separate.
CRM-LEAD-MGT	MA	MA-LEAD-SCORING	nurture_journey.completed	(lifecycle)	crm_leads	api_call	low	Completed nurture without conversion returns the lead to CRM for re-routing or recycle.
CRM-LEAD-MGT	PRM	(domain-level)	partner_referral.qualified	qualified (state_change)	crm_leads	api_call	medium	Partner-sourced referrals flow into CRM lead-routing. Failure modes: dedup against existing prospects; partner-attribution edge cases.
CRM-LEAD-MGT	SMM	(domain-level)	social_lead.captured	captured (state_change)	crm_leads	api_call	medium	Social interaction with explicit intent, DM asking pricing, click-through on a lead-gen form, message-ad reply, converts into a CRM-mastered lead with handle, captured form data, and source attribution. Failure modes: handle-to-existing-contact reconciliation produces duplicate leads; form-data quality from social lead-gen ads is inconsistent across networks.
RE-BROK-AGENT-OPS	RE-BROKERAGE	RE-BROK-BROKERAGE-OPS	real_estate_transaction.cleared_to_close	(state_change)	real_estate_transactions	lifecycle_progression	low	Broker compliance review approved; transaction returns to agent-side for closing coordination.

6.4 Master providers (modules / domains that own masters this scope embeds)

data_object	role here	necessity	canonical owner(s)	slice notes
crm_contacts	embedded_master	required	CRM-ACCT-MGT (CRM)	-
crm_leads	embedded_master	required	CRM-LEAD-MGT (CRM)	-
disclosure_documents	embedded_master	required	RE-BROK-AGENT-OPS (RE-BROKERAGE)	-
legal_contracts	embedded_master	required	CLM-REPOSITORY (CLM)	-
real_estate_listings	embedded_master	required	RE-BROK-AGENT-OPS (RE-BROKERAGE)	-
real_estate_transactions	embedded_master	required	RE-BROK-AGENT-OPS (RE-BROKERAGE)	-
tour_appointments	embedded_master	required	RE-BROK-AGENT-OPS (RE-BROKERAGE)	-
users	consumer	required	(platform built-in)	-

7. Lifecycle states

crm_contacts (Contact)

This scope holds crm_contacts as embedded_master; the canonical state machine is owned by CRM-ACCT-MGT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	active	✓	-	-	-	Contact is current and reachable.
2	inactive	-	-	-	-	Contact is no longer engaged but record retained.
3	unsubscribed	-	✓	-	-	Contact has opted out of all channels.

crm_leads (Lead)

This scope holds crm_leads as embedded_master; the canonical state machine is owned by CRM-LEAD-MGT.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	new	✓	-	-	-	Freshly captured lead awaiting triage.
2	working	-	-	-	-	Sales rep is actively engaging the lead.
3	qualified	-	-	-	-	Lead meets qualification criteria and is ready to convert.
4	converted	-	✓	✓	real-estate-agent:convert_lead	Lead has been converted into a contact, account, and opportunity.
5	disqualified	-	✓	-	-	Lead does not meet criteria; closed without conversion.

disclosure_documents (Disclosure Document)

This scope holds disclosure_documents as embedded_master; the canonical state machine is owned by RE-BROK-AGENT-OPS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	drafted	✓	-	-	-	Disclosure generated from a state-specific template (agency disclosure, lead-paint, natural-hazards, transfer disclosure). Not yet delivered.
2	delivered	-	-	✓	real-estate-agent:deliver_disclosure	Disclosure sent to recipient (buyer or seller); recipient acknowledgment pending.
3	acknowledged	-	✓	✓	real-estate-agent:acknowledge_disclosure	Recipient signed acknowledgment recorded (typically via eSign callback). Disclosure satisfies the compliance requirement on the transaction.
4	rejected	-	✓	-	-	Recipient refused to acknowledge or signed under dispute. Typically requires the transaction to address the rejection before progressing.

legal_contracts (Contract)

This scope holds legal_contracts as embedded_master; the canonical state machine is owned by CLM-REPOSITORY.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
10	draft	✓	-	-	-	Initial draft created in CLM-AUTHORING from a template, or received via inbound handoff from CPQ/sourcing.
20	in_review	-	-	-	-	Draft has been routed for internal review prior to counterparty exchange.
30	in_negotiation	-	-	-	-	Active counterparty negotiation with track-changes / redline exchange.
40	approved	-	-	✓	real-estate-agent:approve_legal_contract	Final negotiated text approved by all internal stakeholders; ready for signature.
50	out_for_signature	-	-	-	-	Signature envelope dispatched to all required signers.
60	signed	-	-	✓	real-estate-agent:execute_legal_contract	All signers have signed; contract is fully executed.
70	active	-	-	-	-	Effective date has passed; contract is in force. Default post-signature state.
75	amended	-	-	✓	real-estate-agent:amend_legal_contract	An amendment has been executed against this contract. Amendment is a separate record; this contract row reflects the amended terms going forward.
80	expired	-	✓	-	-	End date passed without renewal or termination. Terminal state.
90	terminated	-	✓	✓	real-estate-agent:terminate_legal_contract	Contract terminated before end date (by mutual consent, breach, or for-cause). Terminal state.
100	renewed	-	✓	✓	real-estate-agent:renew_legal_contract	Renewed via a new contract record (or extended via amendment). The renewal is a separate record; this row is terminal.

real_estate_listings (Real Estate Listing)

This scope holds real_estate_listings as embedded_master; the canonical state machine is owned by RE-BROK-AGENT-OPS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	draft	✓	-	-	-	Listing is being prepared (photos, copy, pricing); not yet published to MLS.
2	active	-	-	✓	real-estate-agent:activate_listing	Listing is published to the MLS and accepting offers.
3	under_contract	-	-	✓	real-estate-agent:mark_under_contract	Offer accepted; a real_estate_transaction has been opened. Listing remains visible on MLS as ‘pending’ but not accepting new offers.
4	sold	-	✓	✓	real-estate-agent:close_listing	Transaction closed; listing terminated as a sale. Triggers downstream events to property-management, CRE, and investment systems.
5	withdrawn	-	✓	✓	real-estate-agent:withdraw_listing	Listing pulled from the market without a sale (seller decision, expired listing agreement before contract, market reasons).
6	expired	-	✓	-	-	Listing agreement reached its end date without a sale or active renewal. No explicit user action; system marks at expiration.

real_estate_transactions (Real Estate Transaction)

This scope holds real_estate_transactions as embedded_master; the canonical state machine is owned by RE-BROK-AGENT-OPS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	opened	✓	-	-	-	Accepted offer created the transaction; buyer/seller, listing reference, offer price, escrow agent, target close date captured.
2	inspection	-	-	✓	real-estate-agent:schedule_inspection	Inspection period active; structural / pest / specialty inspections scheduled or in progress.
3	financing	-	-	✓	real-estate-agent:submit_financing	Buyer’s loan application in underwriting; appraisal pending; financing contingency open.
4	contingencies_cleared	-	-	✓	real-estate-agent:clear_contingencies	All contingencies (inspection, financing, appraisal, title) satisfied or waived. Transaction ready for broker compliance review.
5	compliance_review	-	-	✓	real-estate-agent:submit_for_compliance_review	Broker / transaction coordinator reviewing transaction file for compliance (disclosure completeness, signature audit, trust-account accounting). Only realized when BROKERAGE-OPS module is deployed.
6	cleared_to_close	-	-	✓	real-estate-agent:approve_for_closing	Broker signed off; closing date and location confirmed. Only realized when BROKERAGE-OPS module is deployed.
7	closed	-	✓	✓	real-estate-agent:close_transaction	Deed recorded, funds disbursed via escrow; transaction complete. Commission splits become payable; downstream domains notified.
8	canceled	-	✓	✓	real-estate-agent:cancel_transaction	Transaction fell through (failed inspection beyond repair, financing denied, mutual cancellation, contingency invocation). Listing typically returns to active.

tour_appointments (Tour Appointment)

This scope holds tour_appointments as embedded_master; the canonical state machine is owned by RE-BROK-AGENT-OPS.

order	state_name	initial?	terminal?	requires_permission?	derived gate	description
1	scheduled	✓	-	-	-	Tour booked with prospect; access arrangements (lockbox code, listing-agent attendance) pending confirmation.
2	confirmed	-	-	✓	real-estate-agent:confirm_tour	Prospect confirmed attendance; access arrangements finalized.
3	completed	-	✓	✓	real-estate-agent:complete_tour	Tour took place; agent recorded notes and any buyer-feedback signals.
4	canceled	-	✓	✓	real-estate-agent:cancel_tour	Tour canceled by either party before it took place.
5	no_show	-	✓	-	-	Prospect did not appear at the scheduled time. No explicit cancellation; agent marks after the fact.

8. Permissions and business rules (derived)

8.1 Permissions

permission	tier	description	included in :admin?
real-estate-agent:read	baseline-read	Read access to every entity in the module	✓
real-estate-agent:manage	baseline-manage	Edit operational records	✓
real-estate-agent:admin	baseline-admin	Edit reference data and inherit every workflow gate below	-
real-estate-agent:approve_legal_contract	workflow-gate (lifecycle)	Transition legal_contracts into state approved	✓
real-estate-agent:execute_legal_contract	workflow-gate (lifecycle)	Transition legal_contracts into state signed	✓
real-estate-agent:amend_legal_contract	workflow-gate (lifecycle)	Transition legal_contracts into state amended	✓
real-estate-agent:terminate_legal_contract	workflow-gate (lifecycle)	Transition legal_contracts into state terminated	✓
real-estate-agent:renew_legal_contract	workflow-gate (lifecycle)	Transition legal_contracts into state renewed	✓
real-estate-agent:convert_lead	workflow-gate (lifecycle)	Transition crm_leads into state converted	✓
real-estate-agent:activate_listing	workflow-gate (lifecycle)	Transition real_estate_listings into state active	✓
real-estate-agent:mark_under_contract	workflow-gate (lifecycle)	Transition real_estate_listings into state under_contract	✓
real-estate-agent:close_listing	workflow-gate (lifecycle)	Transition real_estate_listings into state sold	✓
real-estate-agent:withdraw_listing	workflow-gate (lifecycle)	Transition real_estate_listings into state withdrawn	✓
real-estate-agent:schedule_inspection	workflow-gate (lifecycle)	Transition real_estate_transactions into state inspection	✓
real-estate-agent:submit_financing	workflow-gate (lifecycle)	Transition real_estate_transactions into state financing	✓
real-estate-agent:clear_contingencies	workflow-gate (lifecycle)	Transition real_estate_transactions into state contingencies_cleared	✓
real-estate-agent:submit_for_compliance_review	workflow-gate (lifecycle)	Transition real_estate_transactions into state compliance_review	✓
real-estate-agent:approve_for_closing	workflow-gate (lifecycle)	Transition real_estate_transactions into state cleared_to_close	✓
real-estate-agent:close_transaction	workflow-gate (lifecycle)	Transition real_estate_transactions into state closed	✓
real-estate-agent:cancel_transaction	workflow-gate (lifecycle)	Transition real_estate_transactions into state canceled	✓
real-estate-agent:confirm_tour	workflow-gate (lifecycle)	Transition tour_appointments into state confirmed	✓
real-estate-agent:complete_tour	workflow-gate (lifecycle)	Transition tour_appointments into state completed	✓
real-estate-agent:cancel_tour	workflow-gate (lifecycle)	Transition tour_appointments into state canceled	✓
real-estate-agent:deliver_disclosure	workflow-gate (lifecycle)	Transition disclosure_documents into state delivered	✓
real-estate-agent:acknowledge_disclosure	workflow-gate (lifecycle)	Transition disclosure_documents into state acknowledged	✓
real-estate-agent:view_all_contracts	override (personal_content)	View all legal_contracts rows beyond row-scope	✓
real-estate-agent:manage_all_contracts	override (personal_content)	Manage all legal_contracts rows beyond row-scope	✓
real-estate-agent:view_all_leads	override (personal_content)	View all crm_leads rows beyond row-scope	✓
real-estate-agent:manage_all_leads	override (personal_content)	Manage all crm_leads rows beyond row-scope	✓
real-estate-agent:view_all_contacts	override (personal_content)	View all crm_contacts rows beyond row-scope	✓
real-estate-agent:manage_all_contacts	override (personal_content)	Manage all crm_contacts rows beyond row-scope	✓
real-estate-agent:view_all_real_estate_listings	override (personal_content)	View all real_estate_listings rows beyond row-scope	✓
real-estate-agent:manage_all_real_estate_listings	override (personal_content)	Manage all real_estate_listings rows beyond row-scope	✓
real-estate-agent:view_all_tour_appointments	override (personal_content)	View all tour_appointments rows beyond row-scope	✓
real-estate-agent:manage_all_tour_appointments	override (personal_content)	Manage all tour_appointments rows beyond row-scope	✓
real-estate-agent:view_all_real_estate_transactions	override (personal_content)	View all real_estate_transactions rows beyond row-scope	✓
real-estate-agent:manage_all_real_estate_transactions	override (personal_content)	Manage all real_estate_transactions rows beyond row-scope	✓
real-estate-agent:view_all_disclosure_documents	override (personal_content)	View all disclosure_documents rows beyond row-scope	✓
real-estate-agent:manage_all_disclosure_documents	override (personal_content)	Manage all disclosure_documents rows beyond row-scope	✓

8.2 Business rules

rule_name	data_object	source flag	intent
contract_edit_scope	legal_contracts	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_contracts / real-estate-agent:manage_all_contracts
lead_edit_scope	crm_leads	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_leads / real-estate-agent:manage_all_leads
contact_edit_scope	crm_contacts	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_contacts / real-estate-agent:manage_all_contacts
real_estate_listing_edit_scope	real_estate_listings	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_real_estate_listings / real-estate-agent:manage_all_real_estate_listings
tour_appointment_edit_scope	tour_appointments	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_tour_appointments / real-estate-agent:manage_all_tour_appointments
real_estate_transaction_edit_scope	real_estate_transactions	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_real_estate_transactions / real-estate-agent:manage_all_real_estate_transactions
disclosure_document_edit_scope	disclosure_documents	has_personal_content	Row-scope by default; override via real-estate-agent:view_all_disclosure_documents / real-estate-agent:manage_all_disclosure_documents

9. Roles, RACI, and responsibilities (derived)

Baseline roles, the permission hierarchy, and RACI realization are DERIVED from this scope’s entity-type write tiers + process_raci; none of it is stored in the catalog (the deployer provisions it from this blueprint).

9.1 REAL-ESTATE-AGENT

Baseline roles:

role	baseline grant
real-estate-agent_viewer	real-estate-agent:read
real-estate-agent_manager	real-estate-agent:manage

Permission hierarchy:

permission	includes
real-estate-agent:admin	real-estate-agent:manage
real-estate-agent:manage	real-estate-agent:read
real-estate-agent:admin	real-estate-agent:approve_legal_contract
real-estate-agent:admin	real-estate-agent:execute_legal_contract
real-estate-agent:admin	real-estate-agent:amend_legal_contract
real-estate-agent:admin	real-estate-agent:terminate_legal_contract
real-estate-agent:admin	real-estate-agent:renew_legal_contract
real-estate-agent:admin	real-estate-agent:convert_lead
real-estate-agent:admin	real-estate-agent:activate_listing
real-estate-agent:admin	real-estate-agent:mark_under_contract
real-estate-agent:admin	real-estate-agent:close_listing
real-estate-agent:admin	real-estate-agent:withdraw_listing
real-estate-agent:admin	real-estate-agent:schedule_inspection
real-estate-agent:admin	real-estate-agent:submit_financing
real-estate-agent:admin	real-estate-agent:clear_contingencies
real-estate-agent:admin	real-estate-agent:submit_for_compliance_review
real-estate-agent:admin	real-estate-agent:approve_for_closing
real-estate-agent:admin	real-estate-agent:close_transaction
real-estate-agent:admin	real-estate-agent:cancel_transaction
real-estate-agent:admin	real-estate-agent:confirm_tour
real-estate-agent:admin	real-estate-agent:complete_tour
real-estate-agent:admin	real-estate-agent:cancel_tour
real-estate-agent:admin	real-estate-agent:deliver_disclosure
real-estate-agent:admin	real-estate-agent:acknowledge_disclosure
real-estate-agent:admin	real-estate-agent:view_all_contracts
real-estate-agent:admin	real-estate-agent:manage_all_contracts
real-estate-agent:admin	real-estate-agent:view_all_leads
real-estate-agent:admin	real-estate-agent:manage_all_leads
real-estate-agent:admin	real-estate-agent:view_all_contacts
real-estate-agent:admin	real-estate-agent:manage_all_contacts
real-estate-agent:admin	real-estate-agent:view_all_real_estate_listings
real-estate-agent:admin	real-estate-agent:manage_all_real_estate_listings
real-estate-agent:admin	real-estate-agent:view_all_tour_appointments
real-estate-agent:admin	real-estate-agent:manage_all_tour_appointments
real-estate-agent:admin	real-estate-agent:view_all_real_estate_transactions
real-estate-agent:admin	real-estate-agent:manage_all_real_estate_transactions
real-estate-agent:admin	real-estate-agent:view_all_disclosure_documents
real-estate-agent:admin	real-estate-agent:manage_all_disclosure_documents

Processes wired:

process_key	process_name	PCF code	PCF ID	level	description
negotiate_document_agreements	Negotiate and document agreements/contracts	12.4.9	11052	3	Negotiating terms to reach a final draft of a contract that is acceptable to all parties.
manage_contracts	Manage contracts	4.2.3.4	10291	4	Keeping contracts up-to-date with routine evaluation. Maintain order and discipline with the contracts in order to avoid any loss of information and mishaps.

RACI realization:

actor	kind	raci	process_key	realization
LEGAL-COUNSEL	persona	responsible	negotiate_document_agreements	grant gates [real-estate-agent:approve_legal_contract] + the gated entities’ write tier
CONTRACT-OPS-MANAGER	persona	accountable	negotiate_document_agreements	approval gate
PROCUREMENT-CONTRACT-LIAISON	persona	consulted	negotiate_document_agreements	advisory read grant
CONTRACT-OPS-SPECIALIST	persona	informed	negotiate_document_agreements	notification side effect (trigger_event / webhook_receiver)
CONTRACT-OPS-SPECIALIST	persona	responsible	manage_contracts	grant gates [real-estate-agent:execute_legal_contract, real-estate-agent:terminate_legal_contract, real-estate-agent:renew_legal_contract] + the gated entities’ write tier
CONTRACT-OPS-MANAGER	persona	accountable	manage_contracts	approval gate
LEGAL-COUNSEL	persona	consulted	manage_contracts	advisory read grant

9.2 Functional ownership and default grants

(none: no business_function_domains rows for this scope’s domain)