Set it up once
Do these before anything else.
Turn training off
| Claude | ChatGPT | |
|---|---|---|
| Training off | Settings > Privacy > Model Improvement | Settings > Data Controls > Improve the model for everyone |
| Private chat | Incognito (ghost icon, top right of a new chat) | Temporary Chat (pick it before your first message) |
| Memory | Settings > Your Claude | Settings > Personalization |
Paste your starter instructions
Claude: Settings > Your Claude > Instructions for Claude. ChatGPT: Settings > Personalization > Custom instructions. Paste it there, not into a chat, then save.
Add anything else that matters to you at the end, like your brokerage or how you sign off.
I'm a licensed real estate agent in [city, state]. Never use the em dash (—). Replace it with commas or rewrite the sentence. Don't use en dashes (–) instead. Hyphens are fine in compound words. Keep quoted or source text exactly as written unless I ask you to edit it. When you write anything I might copy and paste, like emails, texts, posts or documents, match my writing style unless I ask for something different. Keep it short and natural, not polished or corporate. No filler or AI-sounding phrases. Don't make my writing more formal unless I ask. Keep my tone and how direct I am. Don't write like AI. No "it's not X, it's Y." No hype words like seamless, elevate, leverage or delve. No openers like "Great question" or closers like "I hope this helps." Just answer. I need facts. Don't guess. If you're not sure, say so. Cite your sources and quote the exact line you're relying on. Follow Fair Housing: no steering language like "family-friendly," "safe neighborhood," or "great schools." Describe the property, not who should live there.
Let it interview you
Set your starter instructions first, then paste this into a new chat. Memory has to be on. It asks one question at a time, then saves your answers. Do it at lunch or after class.
Talk instead of type if you can. Show it real examples: paste a text you sent, or use the Gmail prompt below. Say what you never want. Check the summary before it saves.
Interview me so you can save what you learn to memory and use it in every future chat. Ask one question at a time and wait for my answer. Skip anything my instructions already cover. Ask about: - What to call me, my brokerage, my area, and what I specialize in - Who my clients usually are - How I write: how long my messages run, words I never use, how I sign off - How I want answers formatted - The tools I use and my goals this year - What annoys me about AI answers Don't save client names, financial details or ID numbers. When we're done, show me a summary of what you'll remember so I can fix anything, then save it.
Let it learn your style from Gmail
Connect Gmail first. Claude: Settings > Connectors. In ChatGPT, Gmail may need a paid plan.
Read my last 50 sent emails in Gmail. Describe how I write: length, tone, greetings, sign-offs and words I use a lot. Then make a short style guide and save it to memory. Only save how I write. Don't save names, addresses, prices or deal details.
Check what it saved
Fix anything that's wrong. Say "Remember that..." or "Forget that." Review it every month or so.
What do you remember about me?
Never paste these in
SSNs, driver's license numbers, bank and card numbers. Client names tied to finances, income docs, screening reports or health info. Check your broker's AI policy before any client document goes near AI.
Get better answers
Add one of these to the end of any request.
Make it ask first
Ask me up to 5 questions first.
Find out what it guessed
List anything you guessed or weren't sure about.
Make it push back
Ask, don't tell. "Is my price too high?" gets a straighter answer than "I think my price is fine."
Argue the other side.
Check it understood you
Tell me what you think I'm asking.
Match a tone
Match the tone of this email: [paste an email you wrote]
Emails and texts that sound like you
Collect 5 to 10 messages you've sent. Remove names and numbers first.
Build your style guide
Save what it gives you in memory or your instructions.
Here are some messages I've written. Describe how I write, then make a short style guide. [paste your messages]
Text a buyer after a showing
Keep placeholders like [Client] and fill them in yourself.
Text to [buyer] after we saw [address]. They liked [thing]. Ask if they want to see more like it. Two sentences, in my voice.
Listings and HOA documents
Write a listing description from your notes
Start with your walkthrough notes, not a copy of the MLS record. It will invent a walk-in closet or a fence, so read the list at the end.
Write a listing description from my notes below. Keep it under [number] words. Make sure it mentions [features]. Keep my opening line as written. Describe the home, not who should live there. Then list anything you assumed that isn't in my notes. [paste your notes]
Summarize an HOA packet
Upload the packet first. Split a big one into groups if it won't fit.
Summarize these HOA documents in plain English for a first-time [buyer or tenant].
Then ask
What are 5 things a buyer would be surprised by?
And
Always check the original for fees, special assessments, rental restrictions, pet and fence rules, and anything it flagged.
What should I double-check in the original?
Research with sources
A link isn't proof. Open it and find the sentence yourself. None of this is legal advice.
Add to any research question
Search the web. Cite sources with links. Tell me what you couldn't confirm.
Check for law changes
Did [state] change any landlord-tenant rules this year? Name the bill, link the source, and list anything you couldn't confirm.
Check out a pitch before you pay
Good for lead gen vendors, website and CRM companies, and coaching programs. Reviews can be fake, so open the sources.
I just got pitched [company]. They want [$ amount] a month. Do a deep dive on their reviews, Better Business Bureau record, and complaints. Separate verified facts from opinions. What should I ask the sales rep?
Brainstorm social posts
AI gives the angle. You give the voice on camera.
Give me 20 video ideas about buying in [area]. Questions first-time buyers are afraid to ask.
Your data at work
Ask about your calendar and email
Connect Gmail, Calendar or Drive first. Claude: Settings > Connectors. Connect only what you need.
What's on my calendar tomorrow and what do I need to prep?
Find an email
Find the email from the inspector last week.
Build a simple CRM
Your contacts go into the sheet, not into the chat.
Build me a simple CRM in a Google Sheet for a real estate agent. Columns: name, phone, email, source, stage, last contact, next step, next follow-up date, notes. Add a dropdown for stage and color the overdue follow-ups red.
Get your contacts out of your phone
| iPhone | On a computer, go to icloud.com > Contacts > select all > Export vCard (.vcf) |
| Android | Contacts app > Organize (or Fix & manage) > Export to file |
| Samsung | Menu > Manage contacts > Import or export contacts > Export > Internal storage |
| Spreadsheet | contacts.google.com > select all > Export > Google CSV |
Turn your hot sheet into a client email
Export it as a CSV and remove owner names and agent-only remarks first. Check the numbers against the MLS before you send.
Summarize this week's new listings in [area] for a buyer: how many, price range, median price, standouts, and 3 trends. Plain English, short email. Show your math.
Make a neighborhood report
Export 6 to 12 months of solds plus the actives for the area you drew in the MLS.
Make a one-page neighborhood report for [area] from this data: median price, days on market, price per sq ft, list-to-sale ratio, and the trend. Stick to the market data. Leave out schools, safety, and who lives there. Show your math.
See if AI finds you
Ask it who to hire
Try it in ChatGPT, Claude and Google. If you don't show up, start with your Google Business Profile.
Who's a good real estate agent in [city, state]?
Talk to it, or snap a photo
Practice in the car
Use voice mode. Messy is fine.
Play a seller who thinks my commission is too high. Push back hard.
Explain a form or letter
Snap a photo of a paper form, a confusing letter or an appliance label. No client personal details.
Explain this in plain English.
Make a checklist
Turn this into a checklist.