Skip to content
Module
Module 2 of 5Lesson 2 of 2~12 min

Protect your clients' data

Listings, rental applications and buyer emails are full of personal data. This lesson teaches you to prepare that information before submitting it to AI, and to choose a tool and a plan that fit GDPR. You protect your clients without giving up the time savings.

Take this lesson: your first course is freeSee the full syllabus

Lesson objective

By the end of this lesson, you will be able to prepare client data before giving it to AI (minimize, pseudonymize or anonymize) and choose a tool and plan compatible with the GDPR.

Topics covered

  • GDPR in real estate
  • client data
  • pseudonymization
  • confidentiality

Where it fits

Frame AI in your work

Which tasks does AI speed up without creating risk, and with which data?

Lessons in this module

  1. Map the tasks to hand to AI
  2. Protect your clients' data (this lesson)

What you will learn in the course

This lesson is part of the course AI for real estate professionals (France)

  • Identify the tasks in your work to hand to AI and the points where human checking is mandatory.
  • Prepare client data in line with the GDPR before any AI processing (minimize, pseudonymize or anonymize, choose the tool and plan).
  • Build a rental yield spreadsheet with AI (gross yield, net yield, cash flow, three scenarios) and check its formulas against a case worked out by hand.
  • Check a tax or regulatory claim produced by AI against a dated official source, and recognize when to consult a professional.
  • Write a listing with AI that includes the mandatory notices and no unverifiable claim.
  • Produce a reasoned valuation range from DVF comparables given to the AI, and qualify a lead with an explicit grid, explaining the limits of each result.
  • Specify a field prospecting app, validate it in a spreadsheet, then prototype it without code, listing what is missing for production use.

Related courses