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The practical AI and systems stack that actually cuts down daily real estate admin
In real estate, adopting AI often starts with collecting dozens of listing description prompts and watching system tutorials. The real challenge, however, isn't finding clever prompts—it's connecting those tools directly to daily transaction checklists, lead follow-ups, and listing coordination without adding extra friction. When client communication, transaction steps, and AI tools are scattered across separate browser tabs, administrative tasks can quickly eat into active selling time. The streamlined workflow setup that helps keep daily agent operations organized and focused on execution: - Claude / ChatGPT – Drafting MLS property descriptions, structuring localized neighborhood market insights, and refining client email copy from raw bullet points. - Floment – A workspace and community hub combining project cards, daily to-dos, and built-in AI assistance so transaction checklists and client pipeline tasks actually get executed in one spot. - Notion – Housing standard operating procedures, listing presentation templates, vendor directories, and compliance playbooks for quick team access. - Loom – Recording short async video updates to walk buyers through contract terms or explain inspection summaries without scheduling lengthy calls. - Follow Up Boss / Core CRM – Managing database lead routing, automated text drip sequences, and active call lists. Tying practical AI tools directly into a centralized execution workspace makes managing active transactions significantly smoother and prevents operational burnout. For agents actively building out their systems, what does your core tech stack look like right now? Which tool has saved you the most administrative hours this month?
The GOAT
I love Dan Martell! If you haven't jumped into Open Residency, it's my new favorite podcast. I thought this community would enjoy this one! https://www.youtube.com/watch?v=_24HzGNv-3A I've attached the playbook as well!
CRIT™, an AI prompt by Geoff Woods
Have you guys experimented with CRIT? It's the AI prompt developed by Geoff Woods that I've been using. I'm curious about your experience with it. What works well? What doesn't work so well? For what applications have you used it? Here's what I do: ... CONTEXT [add as much as I see fit about the situation that I want AI to know about] ROLE [tell AI what its role is in this project] INTERVIEW Interview me. Ask me one question at a time, up to [3, 5, whatever I want] questions to better understand my context. TASK [tell AI the goal: a plan, an image, a list of non-obvious solutions to my problem, etc.] ... And I have this saved to my clipboard for easy access. Let me know if you've used it and how!
Claude Cowork
I have started playing with Claude CoWork and it looks good. My favorite thing to ask - what do I have to do today. Since it has synced my Google Calendar and Gmail - it has access and context. Just be careful. Depending on the model you use - it can really use up data fast.
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Ai can create music with a prompt....with SUNO :)
My new guilty pleasure is SUNO.com. - create music with a prompt! I am actually a musician and have a degree in music. I am using Suno to help me finish my music. However, even non musicians can create a song with a Prompt. Attached is an example of a song about my dog Mango (in the style of Kpop) :). https://suno.com/invite/@jimmychickey Use this link - create 10 songs and get 250 more credits. As with all things, start with the FREE version to check it out. :)
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