AI for Realtors

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AI is like an intern. It’s smart, but it doesn’t know you until you teach it about yourself. The better your instructions, the better the output.

Use our AI Training Worksheet for Real Estate Agents to identify the most important things that an AI system needs to know about you and your business.

Download the PDF or Word version of this survey, or copy the text below and paste it into a Word document or Google doc.

Fill in your answers, then upload your survey into your preferred AI system to get more personalized, targeted results.

 

AI Training Worksheet for Realtors

ABOUT ME

My name is

My title is

My brokerage is

My markets are

My specialties are

My mission statement is

My strengths as a real estate agent are

I want my clients to know this about working with me

Other information I’d like you to know about me

MY STYLE & VOICE

I want to use the following tone(s) in my marketing (ie. professional, fun, friendly, luxury, humorous, educational, etc.)

I’m different from other real estate agents because

Words/phrases I like to use

Words/phrases I don’t like to use

CONTENT PREFERENCES

Platforms I focus on (Facebook, Instagram, TikTok, LinkedIn, X, YouTube)

Types of content I want to focus on (listings, tips, behind the scenes, personal branding, community highlights, etc.)

I would like to post  ______ times per (day/week/month)

MARKETING OBJECTIVES

My goals are

I want to accomplish the following with my marketing efforts

AI Tips & Tricks for Realtors

  • Always Proofread

    AI saves time, but you’re the expert. Double-check details, tone, and compliance.

  • Be Specific

    The clearer your prompt, the better your results.

  • Correct & Refine

    If AI gets it wrong, tell it and teach it. Example: “That’s too formal, make it more conversational.” or “That information isn’t accurate, it should say…”

  • Feed It Context

    Share details about your markets, style, and specialties so results sound like you.

  • Test Variations

    Ask for 3–5 versions of a post, then pick or edit your favorite.

  • Stay Authentic

    AI is a helper, not a replacement. Add your personality and local expertise.

  • Keep Compliance in Mind

    Make sure posts follow fair housing and brokerage branding rules.

  • Use It for Ideas, Too

    Create content calendars, hashtags, video hooks, or ad copy brainstorming.

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