A meaningful divide is forming in real estate. (And nearly every other industry, but that's not our forte.)
On one side are agents who are integrating AI into their daily operations. On the other are agents who are ignoring it or worse, dismissing it as a trend.
The difference between the two is becoming visible in speed, organization, consistency, and market presence.
This is not about replacing relationships or negotiation skills; those are two requirements that we believe will survive the coming changes. It's about how efficiently you prepare, brainstorm, communicate, and execute. The agents who are using these tools well are not necessarily smarter or more experienced. They are operating with better support systems.
If you have experimented with AI, there is a good chance you have only used it to rewrite listing remarks or draft a social media caption. That is a very small use case.
AI becomes useful when it supports how you think, organize, and communicate. It should strengthen your decision-making and reduce repetitive mental work. When used well, it becomes part of your operating structure.
Here is how to begin integrating it in a practical, beginner-friendly way.
Where To Begin
Start by choosing one platform and committing to learning it properly. Do not treat it as a novelty. Treat it as a system you are evaluating for long-term integration.
There are several strong options. Each has a slightly different strength.
ChatGPT (Our reccomendation)
Strong in structured thinking, workflow design, pricing analysis support, drafting communication, and building repeatable systems. It works well as a strategic assistant when you give it detailed context.
Claude
Strong for long-form writing, document review, and analyzing large amounts of text such as contracts, policies, or detailed market reports. It handles nuance and tone very well.
Perplexity
Strong for research and sourcing. Useful when you need quick summaries of market data, regulatory changes, or industry trends with citations.
Microsoft Copilot
Strong inside Microsoft tools. Helpful if your business runs heavily on Outlook, Excel, and Word, and you want AI embedded into those workflows.
You do not need all of them. Choose one and build familiarity.
Remember: AI systems are not perfect, infallible, or always correct. They are prone to "hallucinating" (creating information when overloaded), relying on possibly incorrect sources, and telling you what you want to hear. Always double-check important work and use caution.
Step One: Have It Interview You
Your first move is not to ask it to write something. Your first move is to give it context.
Ask the platform to interview you about your business. Let it gather structured information before offering advice.
Here is a prompt you can use. Copy and paste this in:
I am a real estate agent, and I want to begin integrating AI into my business in a serious way. Before giving me recommendations, I want you to interview me. Ask me detailed questions about:
• My market and price points
• My current production level
• My business model and lead sources
• My weekly workflow
• My biggest time drains
• Where I feel disorganized or inconsistent
• My strongest skills
• My growth goals over the next 12 to 24 months
After gathering that information, summarize what you see as operational gaps and suggest three specific ways I can begin using AI to improve structure, efficiency, and decision-making.
Ask one question at a time and wait for my response before moving to the next.
Answer carefully. The quality of output will depend on the clarity of your answers.
Once the platform understands how you operate, you can begin building repeatable systems around listings, buyers, marketing, and internal operations. This is when AI shifts from being something you use occasionally to something that supports how you run your business.
Good. We’ll simplify this into one foundational starting point.
Start by Building the Structure Your Business Is Missing
Before you try to optimize anything, use AI to audit your fundamentals. Many agents are operating without clearly documented positioning, presentation materials, or processes. They are experienced, but their business lives in their head.
AI can help you extract and organize what is missing. Begin by asking it to evaluate three areas at once:
Your professional bio
Your listing appointment presentation
Your buyer process
Paste your current bio. Describe what you bring to listing appointments (or another aspect of what your business may be missing). Outline how you currently work with buyers from the first conversation to closing.
Then use a prompt like this:
I want to strengthen the foundation of my business through the materials I have. I am going to provide:
• My current professional bio
• What I currently use at listing appointments
• A description of my buyer process
After reviewing, I want you to:
Identify what feels generic, unclear, or weak from a client perspective. Point out structural gaps in my listing presentation and buyer process. Suggest how to formalize each into a clearer, more professional system. Recommend what materials I should create to improve positioning and conversion.
Use AI to Clarify Your Niche and Positioning
Many agents say they work with “buyers and sellers in my area.” That is not positioning or a niche. That is availability. If you do not define who you are best suited for, the market will define you by default.
AI can help you step back and analyze patterns in your actual business.
You can input:
Your last 10 to 20 transactions
Average price point
Client types
Referral sources
Geographic concentration
Deals that felt smooth
Deals that felt draining
Then ask it to identify themes.
Here is a prompt you can use:
I am going to provide details from my recent transactions, including client type, price point, and how each deal felt operationally.
After reviewing, I want you to:
Identify patterns in who I work best with. Highlight where I appear strongest strategically. Point out which types of clients or deals may not align well with my strengths. Suggest how I could refine my positioning to attract more of the right clients.
AI is not a shortcut. It is a tool for strengthening structure, developing operations, and putting you ahead of the pack.
The agents who benefit from it are not using it to appear modern. They are using it to think more clearly, document their processes, and remove friction from their operations.
If your business feels busy but undefined, start there. Use AI to help you formalize your positioning, presentations, and workflows. Build the foundation first. From that point forward, every improvement becomes easier to implement and easier to scale.
