Document pack
AI Workflow Kit for Real Estate Agents: 13 Ready-to-Run Workflows With Fair-Housing Wording Checks
Listing copy, seller updates and lead replies in a third of the time, with a fair-housing check built into every ad workflow.
$19 one time · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Real estate agents and small teams who use, or want to start using, an AI chat assistant for everyday writing.
Not the right fit if
You aren't a real estate agent, or you want AI to send things for you without a human check: every workflow here assumes you read the draft first.
Why it is different
- Every ad workflow asks the AI to flag wording about people, with HUD and New Jersey sources.
- Each workflow has a check list for facts, numbers, names and tone, and a privacy rule.
- Works with any chat assistant; no vendor is named or ranked.
What is inside
- Every workflow in this kit. Listing description with a fair-housing wording check; Second-pass fair-housing wording review of any ad; First reply to a new online lead; Showing feedback summary for sellers; Weekly seller update email; Open house promotion posts; Monthly market update from your own numbers; Area overview for buyers from sources you choose; Contract-to-close timeline email for clients; Replies to online reviews; Review requests to every closed client; Home anniversary and past-client check-ins; Agent bio and profile rewrite.
- Start with these three. Listing description with a fair-housing wording check: Turns your walk-through notes into an MLS-length description and a short social version, then lists any words that describe people instead of the property. Second-pass fair-housing wording review of any ad: Gives any ad, post, flyer or email blast a second read for wording that describes people instead of the property, before it goes out. Weekly seller update email: Writes the Friday update from your activity numbers so sellers hear from you every week, even in a quiet week.
- Also included. A one-page safety card, a 30-day rollout plan and an Excel tracker of the hours each workflow saves you as an agent.
A look inside
The first pages, as you will get them
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AI Workflow Kit for Real Estate Agents
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Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. AI drafts can be wrong; check every one before it goes out. General information, not legal, tax or financial advice. Check your state and local rules. Not affiliated with any AI provider. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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Membership
$29 a month
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The AI Workflow Kit for Real Estate Agents comes as a zip with four documents, each as an editable Word file and a printable PDF: Start Here, Workflow Book, AI Safety Rules Card, and 30 Day Rollout Plan, plus an Excel workbook (Time Saved Tracker). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not legal, tax or financial advice. Check your state and local rules.
Is it the right fit for me?
It is made for real estate agents and small teams who use, or want to start using, an AI chat assistant for everyday writing. Skip it if you aren't a real estate agent, or you want AI to send things for you without a human check: every workflow here assumes you read the draft first.
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