AI Governance & Assessment Services for Real Estate

An AI governance assessment is a review of whether an AI system, built in-house or bought from a vendor, is safe, accurate and affordable to run on your firm’s data. It checks what goes into the AI, who can see what, how often it’s right and what it costs, and ends in a go, wait or fix roadmap.

Yes. Slatt Capital, privately held commercial real estate capital advisory firm and correspondent lender, connected Claude to its Salesforce CRM with Ascendix. We built the connection, two Claude skills, and an AI Audit Log that records whether a person or Claude changed each record.

A stalled security review needs evidence of what the AI will expose and to whom. An Ascendix AI readiness assessment gives real estate firms that evidence. We map what goes into the AI, compare who can see each document today with who could see it once the AI is live, and list the questions your lawyers need to answer. Your security team gets findings and a go, wait or fix roadmap.

Start by finding out which documents the AI would expose to new people, then fix the permissions it relies on. Ascendix compares who can open each document today with who could see it through the AI, identifies gaps around material such as NDA documents, client pricing, and litigation, and corrects the permissions so the AI shows people only what they’re already allowed to see.

The assessment needs to see how your content and permissions are set up, and your firm stays in control of that access throughout. Together we agree which systems and content are in scope, and your team decides what Ascendix sees. Nothing leaves your control beyond what you choose to share. On the readiness call, we walk through how this works for your setup before any work begins.

AI accuracy can be measured by testing the AI against questions with known correct answers. Ascendix agrees with your team on which questions the AI should answer and what counts as correct, then measures how often it gets them right. We also check whether the AI holds the information it should. Testing can continue after launch to track accuracy as your data changes.

No. An Ascendix AI risk assessment delivers findings and a roadmap. We identify the questions your firm’s lawyers need to answer, such as client confidentiality and personal data, and explain the system facts behind each one. Your counsel answers them. Your firm chooses its own vendors, and certification and penetration testing stay with specialist firms.

A wait-or-fix verdict comes with a roadmap that shows what has to change before the AI can safely go live, in what order, and what it will cost to run once it does. Your team can carry out the fixes, work with your current partner, or ask the Ascendix development team to deliver them.

Yes. An Ascendix AI readiness assessment covers any AI that works on your firm’s data, including tools built in-house or by a partner, vendor products, AI in your CRM, Microsoft Copilot, assistants, and agents.