25 AI Workflows for Real Estate Agents

You are a listing agent writing to a homeowner whose listing just expired. Be respectful, specific, and brief. Never criticize the previous agent by name.

Property facts:
- Address: [ADDRESS]
- List price history: [ORIGINAL PRICE, REDUCTIONS, FINAL PRICE]
- Days on market: [DOM]
- Recent comparable sales nearby (address, price, DOM): [PASTE 3-5 COMPS]
- What I noticed in the listing (photos, description, price, showing access): [YOUR NOTES]

My info: [NAME], [TEAM], [BROKERAGE], [PHONE]

Write:
1. A one-page letter (under 220 words) that: acknowledges the frustration, gives 2 specific, factual observations about why it may not have sold (based only on the data above), offers a free 15-minute "what I would change" review, and ends with one clear call to action.
2. A 30-second phone opener plus answers to the 3 most likely objections ("I'm taking it off the market", "I'm relisting with my agent", "Agents have been calling all day").
3. A 2-sentence text version.

Rules: no guarantees about price or timeline, no pressure language, no claims you cannot back up with the data I gave you.

Act as a helpful local agent reaching out to a For Sale By Owner seller. The goal is to be useful first, not to pitch.

FSBO details: [ADDRESS], asking [PRICE], [BEDS/BATHS/SQFT], listed on [SITE] for [DAYS] days.
Local norms: typical buyer agent compensation discussions, title company fees, and transfer costs in [STATE/COUNTY]: [WHAT YOU KNOW, OR WRITE 'leave placeholders'].

Create:
1. A short intro message (under 120 words) offering a free estimated net sheet and a "FSBO paperwork checklist" with no obligation.
2. The FSBO paperwork checklist for [STATE]: disclosures, contract forms, earnest money handling, title and closing steps. Mark anything state-specific with "[verify with title company or attorney]".
3. A simple net sheet template with line items and placeholders (no invented fee amounts).
4. A 3-touch follow-up plan over 14 days, each touch adding new value.

Tone: friendly, plain English, no scare tactics.

I am uploading a CSV export from my CRM with columns: [LIST COLUMNS, e.g. name, last contact date, how we met, closed transaction date, notes].

1. Segment contacts into: Past clients (closed with me), Warm sphere (contacted in last 12 months), Cold sphere (12+ months), Unknown. Show a count per segment.
2. For the top 30 contacts by relationship strength (closed deals first, then most recent contact), write a personal 1-2 sentence text for each that references something specific from their notes. If notes are empty, write a simple genuine check-in, no real estate pitch.
3. Output as a table: Name | Segment | Draft text | Suggested follow-up date.
4. List any contacts with missing phone or email so I can clean them up.

Rules: Do not invent details that are not in the notes. No sales language in the first message. Keep each text under 280 characters.

I am hosting an open house.
Property: [ADDRESS], [PRICE], [KEY FEATURES: e.g. renovated kitchen, 0.3 acre lot, finished basement]
Date/time: [DATE, TIME]
My info: [NAME], [TEAM], [BROKERAGE], [PHONE]

Write:
1. A neighbor door-knock script (30 seconds) and a matching door hanger (under 70 words) inviting neighbors to a private preview 30 minutes before the public open. Angle: "You may know someone who wants to live near you" and "See what your home could be worth."
2. A sign-in follow-up text for visitors, sent within 2 hours, in 3 versions: (a) visitor already working with an agent, (b) visitor not working with an agent, (c) neighbor.
3. A next-day email to non-agented visitors with 3 similar listings placeholders and one helpful question.

Rules: describe the property only. Do not describe the neighborhood's residents or say who the home is ideal for.

You are an SEO and answer-engine optimization writer for a real estate agent in [CITY/COUNTY, STATE].

1. List 20 specific questions buyers and sellers in [AREA] actually ask (process, costs, timelines, property taxes, local permits, how to choose an agent, how offers work). Avoid any question about the demographics, safety, or 'type of people' in a neighborhood.
2. For the 10 best questions, write a 120-180 word answer each: direct answer in the first sentence, then specifics. Where you need a local fact (tax rate, transfer tax, permit office), insert [VERIFY: source] instead of guessing.
3. Output FAQPage JSON-LD schema for those 10 Q&As.
4. Suggest a page title (under 60 characters) and meta description (under 155 characters).

Author line at bottom: [NAME], [TEAM], [BROKERAGE], [LICENSE STATE].

Write listing copy for this property.

Facts (only use these, do not invent): [ADDRESS OR AREA], [PRICE], [BEDS/BATHS/SQFT/LOT], [YEAR BUILT], [UPDATES WITH YEARS], [STANDOUT FEATURES], [HOA/FEES], [MLS CHARACTER LIMIT]

Write:
1. MLS public remarks within [CHARACTER LIMIT] characters. Lead with the strongest feature. Specific nouns over adjectives.
2. A 50-word version for portals and email.
3. A 3-line social caption with 1 call to action.
4. 5 headline options under 60 characters.

Hard rules:
- Describe the property, not people. Do not use phrases like "perfect for families", "great for young professionals", "bachelor pad", "walking distance to church", "exclusive", "safe neighborhood", or any reference to protected classes.
- Use "primary bedroom" not "master".
- No unverifiable claims ("best", "won't last") and no school quality claims.
- End every version with: Listed by [NAME], [BROKERAGE].
After writing, list any phrase you were unsure about so I can review it.

I am preparing a listing presentation. Subject property: [ADDRESS, BEDS/BATHS/SQFT, CONDITION, UPDATES].

Comps (sold in last 6 months): [PASTE: address, sold price, sqft, beds/baths, DOM, concessions, condition notes]
Active and pending competition: [PASTE]
Seller's hoped-for price: [PRICE]

1. Build a comp table with price per square foot and a one-line note on how each compares (superior, similar, inferior, and why).
2. Recommend a pricing range with reasoning in plain English. Show your math.
3. Write a 1-page "pricing story" for the seller: what buyers will compare their home to, what happens at each price point (above range, in range, below), and expected showing activity.
4. Write 3 honest talking points if the seller's hoped-for price is above the range.

Do not invent data. If a comp is missing a field, say so. State that this is a market analysis, not an appraisal.

Here is a transcript of my walkthrough voice memo of a new listing: [PASTE TRANSCRIPT]

Create:
1. Photographer shot list in shooting order, with the 5 must-have hero shots marked, and notes on twilight or drone if I mentioned them.
2. A one-page feature sheet: room by room, with the specific upgrades, materials, and years I mentioned. Mark any item I was unsure about with [CONFIRM WITH SELLER].
3. A seller prep checklist grouped by: Before photos, Before first showing, Ongoing. Keep it practical (declutter, bulbs, etc.).
4. Questions I still need to ask the seller (utilities, HOA, warranties, age of systems).

Only use details from the transcript. Do not describe neighbors or who would enjoy the home.

I just signed a listing agreement. Build a 14-day launch plan.
Property: [ADDRESS], [PRICE], [KEY FEATURES]
Go-live date in MLS: [DATE]
Marketing channels I use: [e.g. Instagram, Facebook, email list of X, YouTube, door hangers, KW Command]
MLS: [MLS NAME]; my MLS's coming soon and office-exclusive rules: [PASTE OR WRITE 'unknown'].

Output a table: Day | Task | Owner (me, assistant, photographer, seller) | Copy or asset needed.
Then write the actual copy for: coming soon post (only if allowed by my MLS rules above), just listed email, just listed social post, open house invite, and a day-7 seller update email with showing and online view stats placeholders.

Rules: if my MLS rules are unknown, add a task to confirm them before any public marketing. Every public piece ends with my name and [BROKERAGE]. Describe the property only.

I am uploading a fully executed residential purchase contract and addenda for [STATE]. Effective/acceptance date: [DATE].

1. Extract every date and deadline: earnest money delivery, inspection period, inspection response, appraisal, financing/loan approval, title commitment and objections, HOA documents, survey, walkthrough, closing, possession. Include the paragraph or section number for each.
2. Calculate actual calendar dates from the effective date. Show how you counted (calendar vs business days) and quote the contract language that defines it. If unclear, flag it.
3. Output: a table (Deadline | Date | Responsible party | Contract section | Notes), then the same list in .ics calendar format I can import.
4. List anything that looks blank, contradictory, or unusual so I can review it with my broker.

You are an assistant, not a lawyer. Do not interpret legal effect; just extract and flag.

I represent the seller. Here are the offers: [PASTE FOR EACH: price, earnest money, financing type, down payment, appraisal terms, inspection terms, concessions, closing date, possession, contingencies, escalation clause, lender pre-approval details]
Seller's estimated costs: [PAYOFF, COMMISSION/COMPENSATION TERMS, TITLE/CLOSING ESTIMATE].
Seller priorities: [e.g. highest net, certainty, closing by Jan 15, rent-back].

1. Build a side-by-side table of all terms.
2. Estimate net to seller for each, showing math. Use only numbers I gave you.
3. For each offer, list risk factors in neutral language (financing, appraisal gap, contingencies, timeline).
4. Write a 1-page plain-English summary for the seller ranked by their stated priorities, ending with "Questions to discuss" rather than a decision.

Do not mention or infer anything about buyers' personal characteristics. Evaluate terms only.

I represent the buyer. Uploading the home inspection report for [ADDRESS].

1. Summarize findings into 3 groups: Safety and major systems (roof, structure, electrical, HVAC, plumbing, water intrusion, radon, mold), Moderate repairs, and Minor/maintenance items. Include the report page number for each.
2. For each Safety/major item, note what kind of licensed professional typically evaluates it.
3. Draft a repair request with only the items my buyer selects: [LIST OR WRITE 'all safety/major items'], written in neutral, specific language. Include an alternative 'credit in lieu of repairs' version with [AMOUNT] placeholders.
4. List questions to ask the inspector before we submit.

Do not estimate repair costs unless I give you bids. Do not tell the buyer what to do; present options.

Uploading a draft purchase offer and addenda for [STATE]. Check it like a careful transaction coordinator.

Compare against these intended terms: [PRICE, EARNEST MONEY, FINANCING, CLOSING DATE, POSSESSION, INCLUDED/EXCLUDED ITEMS, CONCESSIONS, CONTINGENCIES, BUYER NAMES AS ON PRE-APPROVAL].

Report:
1. Any blank required field.
2. Any term that does not match my intended terms.
3. Any internal inconsistency (dates that conflict, numbers written in words vs digits that differ, addenda that contradict the main form).
4. Signature and initial spots that are missing.
5. Anything unusual to raise with my broker.

Output as a checklist with page/section references. Do not rewrite the contract.

New lead details: [NAME], source [PORTAL/AD/WEBSITE], property or search they inquired about: [ADDRESS OR CRITERIA], their message: [MESSAGE IF ANY], time received [TIME].
My info: [NAME], [TEAM], [BROKERAGE].

Write:
1. A first text (under 300 characters) that references the specific property, offers 2 showing times, and asks 1 easy question.
2. A first email with the property details placeholder and 2 similar listing placeholders.
3. A 20-second call opener and 4 discovery questions (timeline, financing status, must-haves for the home, whether they are working with an agent).
4. A day 1, 3, 7 follow-up text if they do not reply, each with a new reason to respond.

Rules: ask about the home they want, never about who will live there. No pressure. Short sentences.

My client closed on [DATE] at [ADDRESS OR AREA]. Home details: [YEAR BUILT, KEY SYSTEMS AND AGES IF KNOWN]. Client notes: [INTERESTS, PREFERRED CHANNEL].

Build a 12-month care plan with 12-15 touches: day 3, week 2, day 30, then monthly, plus the 1-year home anniversary.
Mix: seasonal maintenance reminders specific to [CLIMATE/REGION], property tax and homestead or assessment reminders for [COUNTY, STATE] marked [VERIFY], a review request at week 2, a local event or vendor recommendation, and a home value check at month 6 and 12.

For each touch output: Date | Channel | Message (ready to send) | Why it matters.
Rules: no more than 3 touches ask for anything (review, referral). The rest just give value.

Lead: [NAME], timeline: [e.g. 6-12 months], reason for waiting: [e.g. saving down payment, lease ends in August, rates], area of interest: [AREA], price range: [RANGE].

Write a 6-touch nurture sequence over [TIMELINE] (email and text mix). Each touch:
- Solves one real step on their path (budget, credit basics, down payment assistance programs in [STATE] marked [VERIFY], what pre-approval involves, how offers work locally, what to look for at showings).
- Ends with one low-effort question.
- Is under 150 words.
Include a 'ready to talk?' trigger touch I can send when they reply positively.

No urgency language about rates or prices. Do not predict the market.

Client: [NAME], closed [DATE], buyer or seller: [SIDE]. Highlights of the transaction: [e.g. won in multiple offers, sold in 4 days, tough inspection negotiation].
Review links: [GOOGLE], [ZILLOW], [OTHER].

Write:
1. A personal thank-you text (no ask).
2. A review request text sent 3 days later that reminds them of 1-2 specific moments so writing the review is easy, with one link.
3. A short email version with all review links.
4. A referral ask for 30 days later that is specific ("if a coworker or neighbor mentions moving...") and offers to help them, not sell to them.
5. A thank-you message for when they leave a review.

Warm, short, sounds like a text from a person.

Listing facts: [PRICE], [BEDS/BATHS/SQFT], [AREA], [TOP 5 FEATURES], [UNIQUE DETAIL]. Platform: [Instagram/TikTok/Facebook/YouTube Shorts].

1. A 30-second reel script: hook (first 2 seconds), 5 shots with on-screen text and voiceover, closing call to action. Include shot directions.
2. A 7-slide carousel: slide-by-slide headline and 1 line of supporting text.
3. Caption under 150 words with 5 relevant, non-spammy hashtags.

Rules: describe the home, not the people who should buy it. No "perfect for families", "great for retirees", "safe area", or similar. Final slide and caption must include: [NAME], [BROKERAGE]. Use "primary bedroom".

I am a real estate agent in [MARKET]. My niche or focus: [e.g. first-time buyers, relocation, acreage, move-up sellers]. Platforms: [LIST]. Posting days per week: [N]. Things coming up this month: [LISTINGS, EVENTS, HOLIDAYS, MARKET REPORT DATE].

Create a 30-day calendar as a table: Date | Platform | Format (reel, carousel, story, text) | Topic | Hook | Call to action.
Content mix: 40% education (process, costs, myths), 25% local (businesses, events, projects), 20% listings/sold, 15% personal/behind the scenes.
Then write the full copy for the first 7 posts.

Rules: local content is about places, events, and businesses, never about the people who live in an area. No predictions or guarantees about prices.

The stat: [e.g. "Median days on market in Clay County was 18 in October, up from 11 last October"]. Source: [MLS/REPORT NAME AND DATE].

Write posts for:
1. Instagram carousel (5 slides).
2. Facebook post (conversational, ends with a question).
3. LinkedIn post (professional angle for relocation and HR contacts).
4. X post (under 280 characters).
5. A 20-second talking-head video script.

Each: explain what the stat means for buyers and for sellers in 1 sentence each, cite the source, no predictions, no hype. Include [NAME], [BROKERAGE] where the platform allows.

Business: [NAME], [TYPE], [AREA]. What I like about it: [YOUR NOTES]. Their handle: [@HANDLE]. Owner name if known: [NAME].

Write:
1. A DM or email asking the owner for a 10-minute visit to film a short spotlight (what's in it for them: free exposure, tag, copy of the video).
2. 5 interview questions about the business itself (history, what to order, what's new).
3. A 30-second video script and caption that spotlights the business.
4. A follow-up thank-you message after posting.

Rules: talk about the business and the place, not the people who live in the area or who "belongs" there. Caption ends with [NAME], [BROKERAGE].

Here are this month's MLS stats for [AREA] with last month and same month last year: [PASTE: median price, closed sales, new listings, active inventory, months of supply, median DOM, % of list price received]. Source: [MLS NAME, DATE PULLED].

Write a market update email:
1. Subject line options (5), under 50 characters.
2. 3-sentence summary at top.
3. A simple table of the stats with month-over-month and year-over-year change calculated (show math check below the email).
4. "What this means if you're buying" and "What this means if you're selling": 2 bullets each.
5. One call to action (free home value report or buyer consult).
6. Footer: source citation, [NAME], [TEAM], [BROKERAGE], unsubscribe placeholder.

Under 300 words. No predictions. Plain English for people who are not in real estate.

Homeowner: [NAME], property: [ADDRESS, BEDS/BATHS/SQFT, YEAR BUILT, PURCHASE YEAR/PRICE IF KNOWN].
ZIP/subdivision stats (last 12 months): [PASTE: sales, median price, median price per sqft, DOM, list-to-sale ratio].
3 recent nearby sales: [PASTE].

Create a one-page snapshot:
1. Headline: their estimated value range based on the data (show method, label as an estimate, not an appraisal).
2. What sold nearby (table).
3. 3 market facts in plain English.
4. "If you sold in the next 90 days" vs "If you wait": neutral, factual tradeoffs, no predictions.
5. One call to action for a full CMA walkthrough.

Do not include anything about schools, crime, or demographics of the area. Footer: data source, [NAME], [BROKERAGE].

This week's average 30-year fixed rate: [RATE] (source: [Freddie Mac PMMS or lender], date). Last month: [RATE]. Typical local purchase price: [PRICE]. Typical down payment scenarios: [e.g. 3.5%, 5%, 20%].

1. Calculate principal and interest for each down payment scenario at both rates. Show the formula and results. Note that taxes, insurance, HOA, and mortgage insurance are not included.
2. Write a 150-word explainer: what changed, what it means per month, and 3 questions a buyer should ask a lender.
3. A 3-line text version for my buyer list.
4. A note for my lender partner to review the numbers before sending.

No predictions about where rates are going. Not financial advice.

Every [Monday at 7am], research the [CITY/COUNTY, STATE] residential real estate market from the past 7 days and draft a briefing for my team.

Search for: local news on housing, new construction and zoning decisions, large employer announcements, infrastructure projects, property tax or assessment changes, mortgage rate movement (Freddie Mac PMMS), and any changes to state real estate law or forms.

Output:
1. Top 5 items, each with a 2-sentence summary, why it matters to buyers or sellers, and the source link.
2. 3 talking points for client conversations this week.
3. 2 social post ideas based on the news.
4. A 'needs verification' list for anything from a single or non-official source.

Rules: link every claim. No speculation. Do not comment on the people or demographics of any area. Keep the whole briefing under 500 words.