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Prompts That Pay This Week

A plain-English AI playbook for real estate agents. Tap Copy on any prompt, paste it into your AI app, and fill in the [blanks].

Download the PDF guide

First, the basics

  • AI here means a chat window. You type a request and it writes back. ChatGPT, Gemini, Claude and Copilot all work the same way. The free versions are fine.
  • A prompt is the request you type. The prompts below are already written. Copy one, fill in the blanks and paste it in.
  • Blanks look like [this]. Replace the brackets and the words inside them with your own information.
  • What it writes is a draft. Read everything before it goes to a client.
  • Talk to it like an assistant. "Shorter," "friendlier," "try again," or "I'm not sure, what do you think?"

Get set up

  • Pick your app. Use the one your brokerage approves. If nothing is approved, use the one tied to the email you already use: Gemini for Gmail, Copilot for Outlook. Start free.
  • Turn on privacy. In Settings, look for Data controls or Privacy and turn off training on your chats. Use a temporary chat for anything sensitive.
  • Use your voice. In the phone app, tap the microphone to dictate, or the voice button to talk it through. Review before you send, once you're parked.

Let the AI coach you

Your AI can't see this guide unless you give it to it. Download the PDF, attach it to a new chat (or add it to a ChatGPT or Claude Project, or a Gemini Gem), then paste this:

Coach prompt
I'm a real estate agent and I'm brand new to AI. I attached a guide called "Prompts That Pay This Week." Be my coach.

Walk me through it one step at a time, starting with Step 1. Ask me one question at a time and wait for my answer. Use plain words and no tech terms. Don't move to the next step until I type "next."

When we get to the prompts, help me pick the one that will save me the most time this week, then help me fill in the blanks.

Step 1: Teach your AI who you are

One time, about 20 minutes. The AI interviews you, one question at a time, then writes a one-page AI Profile that tells it who you are, how you sound and how comfortable you are with AI.

The interview
I'm a real estate agent and I want you to get to know me so you can help me better. Interview me.

Rules for the interview:
- Ask one question at a time and wait for my answer.
- Keep questions short and in plain words. If I seem unsure, explain with an example.
- If I type "skip," move on.
- Cover these five areas, in this order:

1. Me and my business: my name, brokerage, the area I work, years in real estate, my typical clients, price range, where most of my business comes from, my goals for the next 12 months, and the tasks that eat most of my time.

2. How I work: the tools I use (phone, email, CRM, MLS, social media), when I work, and whether I have a team or assistant.

3. How I sound: my tone, words I like, words I'd never use, and how I sign off. Ask me to paste 2 or 3 real texts or emails I've sent.

4. My AI comfort level: how often I've used AI, what I've used it for, how confident I feel, and how I like things explained. Place me at Level 1, 2, 3 or 4 (1 = brand new, 4 = uses it daily). Tell me which level you picked and why, and let me correct you.

5. My rules: confirm these with me and ask if I want to add any.
- Don't make up facts, numbers or market data. Ask me instead.
- Follow Fair Housing. Describe homes, not the people who should live in them.
- Don't promise rates, payments, values or outcomes.
- Follow my brokerage's advertising rules.
- Never ask for private client information like Social Security or account numbers.

When we're done, write "My AI Profile" with these headings: About me, My clients and market, My goals, How I work, How I sound (include my sample messages), My AI level and how to work with me, My rules.

Under "My AI level and how to work with me," write specific instructions for yourself that fit my level. Include: how much to explain, how many steps at a time, whether to give me choices or just your best answer, and one new AI skill to teach me next. Add this line: "When I seem ready, suggest moving me up a level."

Keep the profile to one page. Then ask me if anything is wrong.

The four AI levels

1. Brand newOne step at a time. No tech words. Explains why.
2. Getting startedShort steps. Explains new terms once. One new trick a week.
3. ComfortableSkips the basics. Full drafts. Shows where to save more time.
4. ConfidentBrief answers. Pushes back on your ideas. Suggests shortcuts.

Save it and test it

Paste your profile into your app's Settings under Personalization or Custom instructions, or into a Project or Gem. Keep a copy in Google Drive. Then open a new chat and ask: "What do you know about me, and how should you work with me?" If it can't tell you, the profile didn't save.

Monthly tune-up

Monthly tune-up
Here is my current AI Profile:
[paste your profile]

Ask me 5 short questions, one at a time, about what's changed in my business, my goals, and how I'm using AI now. Then:
1. Tell me if I should move up a level, and why.
2. Give me the updated profile.
3. Suggest one new way AI could save me time next month.

Step 2: Pick one job and try it

Start with one. When it feels easy, add another.

Answer a new lead in 5 minutes

Use it when a new inquiry comes in.

Answer a new lead in 5 minutes
A new lead just came in. Here's what I have:
[paste their message, name, where they found me, and the home or area they asked about]

Write me:
1. A text I can send right now. Under 300 characters. Answer their question, ask one easy question back, no pressure.
2. A short email with the same information plus one helpful detail.
3. Three questions to ask when I call, to learn their timeline, how they're paying, and why they're moving.

Before you send: make sure the details about the home are correct.

Check in with past clients

Use it once a week. Ten personal texts in about 15 minutes.

Check in with past clients
Here are [10] past clients and friends, with what I know about each one:
[Name - how I know them - when we last talked - something personal they've shared, like kids, a new job or a home project]

Write a short, personal text to each one. No sales pitch. Mention what I know about them and end with a question they'd enjoy answering. Make each one sound different. Two sentences max.

Before you send: only use things people told you themselves.

Market a new listing

Use it when you take a new listing.

Market a new listing
Here are my notes on a new listing:
[area, bedrooms, bathrooms, square feet, lot size, year built, upgrades, best features, HOA, what the sellers love most]

Write:
1. An MLS description under [character limit] characters. Start with the best feature.
2. Five social media captions: just listed, open house, feature spotlight, neighborhood, last chance.
3. An open house invitation email.
4. Six bullet points for a flyer.

When you're done, check everything and point out any words that describe people instead of the home.

Before you send: every feature is real, and your ads follow your brokerage's advertising rules.

Turn your notes into a follow-up

Use it right after a showing or appointment. Paste the text from a one-minute voice memo.

Turn your notes into a follow-up
Here are my notes from a [showing / listing appointment / buyer meeting] with [first name]:
[paste your notes]

Give me:
1. A thank-you message to send today with the next step and a date.
2. A to-do list for me.
3. Anything personal they mentioned that I should remember.
4. Anything I promised them.

Before you send: the next step and date are ones you can keep.

Keep clients updated after contract

Use it once a deal is under contract.

Keep clients updated after contract
I have a home under contract. Here are the key dates (first names only):
[contract date, due diligence end, financing deadline, appraisal, inspection, closing date, lender, closing attorney]

1. Make a simple timeline for my [buyer / seller] showing what happens when and what they need to do.
2. Write a short weekly update email I can reuse, with blanks for what changed.
3. Make me a list of what to check 3 days before each deadline.

Before you send: check every date against the signed contract.

Practice a hard conversation

Use it before a listing appointment or buyer meeting.

Practice a hard conversation
I have a [listing appointment / buyer meeting] coming up. Here's the situation:
[their goals, timeline, worries, and the pushback I expect, like price, commission or signing a buyer agreement]

1. List the 5 objections I'm most likely to hear.
2. Give me a short, honest answer to each one in my voice. No pressure tactics.
3. Then pretend to be the client and push back on me so I can practice. When I type "done," tell me where I was weak.

Before you send: run any wording about commission or buyer agreements past your broker.

Send a monthly market update

Use it once a month, with numbers you pulled from the MLS.

Send a monthly market update
Here are this month's numbers for [neighborhood or zip code] from the MLS:
[median price, homes sold, average days on market, homes for sale, and the same numbers from last month or last year]

Write:
1. A 4-sentence update in plain English: what this means for buyers and what it means for sellers.
2. A short social media version.
3. One question to end with that gets people to reply.

Only use the numbers I gave you. Don't add any.

Before you send: every number matches what you pulled.

When it goes wrong

It made up a fact"Where did that come from? Only use what I gave you. Mark anything you're not sure of."
It's too long"Cut this in half. Keep it short enough to read on a phone."
It sounds like a robot"Rewrite this to sound like my sample messages. Plain words, no fancy phrases."
It ignored my rules"Re-read my profile and rules, then try again."
It's going in circlesStart a new chat and paste your request again.

Five rules to stay safe

  1. Keep private info out. No Social Security numbers, account numbers, credit details or full contracts. Ask your broker which AI tools are approved.
  2. Fair Housing still applies to anything AI writes for you.
  3. Your brokerage's advertising rules still apply.
  4. Check facts. Verify numbers, dates and features every time.
  5. You press send. Never let an AI tool message a client on its own.

The Copy buttons put the prompt on your device's clipboard. Nothing is sent to us or anyone else.