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Real estate

Agents, brokers and transaction coordinators taking a deal to close.

A record here is built from things like a completion that went through as agreed, confirmed by somebody other than the person who did it.

What gets recorded

Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.

Transaction closed

Kept its word

A property transaction closed as agreed.

Who confirms it
The closing/title/escrow agent (an independent third party)Independent authority
How they confirm
Confirmed from the closing recorded by the independent title/escrow agent.
Due
the contract closing date
Done
the date the transaction actually closed

Client engagement delivered

Kept its word

The agreed representation (listing sold, buyer placed) was delivered and accepted by the client.

Who confirms it
The client (buyer or seller)Customer or client
How they confirm
Confirmed by the client via a confirmation link.
Due
the end of the listing or representation period
Done
the date the engagement completed

Client reference confirmed

Kept its word

A past client confirmed the agent handled their transaction reliably.

Who confirms it
The past clientCustomer or client
How they confirm
Requested via a reference link the client responds to.
Due
the end of the transaction being confirmed
Done
the date the reference was given

Commission / representation disputed

Fell short

A client disputed the representation or the commission owed.

Who confirms it
The clientCustomer or client
How they confirm
Raised by the client; resolution follows the dispute flow.
Due
the contract date the dispute relates to
Done
Nothing was delivered, so there is no completion time to compare against.

Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.

Who counts as a witness here

2 kinds of third party confirm work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.

Independent authority
A body with no stake in the job: a code inspector or authority having jurisdiction, a title or escrow agent, a state-mandated visit verification record, a safety inspector, a certifying board. The hardest witness for either party to influence.
Customer or client
The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.

What is not recorded against the person

A client who did not attend, work the business itself pulled or rescheduled, conditions nobody controls, time off taken with notice, and an opinion about the person. None of it belongs on the record of whoever showed up to do the work.

The full list is on the index, and it is the same list for every trade.

How a confirmed outcome reaches a score

A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.

The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.

Also under professional and office work