AI 101 Prompts

Turn training off

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 with memory turned on. Talk instead of type if you can, and check the summary before it saves. Do it at lunch or after class.

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 by saying "Remember that..." or "Forget that." Look again every month or so.

What do you remember about me?

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 before you use it.

Write a listing description for the MLS from my walkthrough notes below.
- Keep it under [number] characters. That's my MLS limit.
- Open with the best feature, not "Welcome home."
- Make sure it mentions [features you want in it].
- If I give you an opening line, keep it as written.
- Use only facts from my notes. Don't add features or upgrades I didn't list.
- Use plain, specific words. No hype like "stunning," "nestled," "boasts" or "luxurious."
- Describe the home, not who should live there. No "perfect for families" or "great schools."
Give me 2 versions. 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. Always check the original for fees, special assessments, rental restrictions, and pet and fence rules.

Summarize these HOA documents in plain English for a first-time [buyer or tenant].

After the summary:
- List the most important things they need to know, starting with anything that costs money or limits what they can do with the property.
- Give the page number for every point you pull, so I can check it in the original.
- If something I'd expect isn't in the documents, like pet rules or rental limits, say it's missing instead of guessing.

Add this 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?

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

Import your contacts from the MLS

1. Export your contacts from the MLS as a CSV.
2. Match the columns to your CRM sheet.
3. Import, then spot-check a few rows.

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.