Turn rough notes into an email
Seller updates, showing recaps, buyer follow-up, and vendor coordination.
A practical field guide for real estate agents
This guide was built for real estate agents who do not want another tech course. Start with one real task and let AI give you a better first draft.
Choose a starting point
Pick the option that feels most like you. You can change it anytime.
Built by a real estate professional
Start with one real task — a listing caption, seller update, client email, market note, or follow-up — and get a better first draft.
No jargon. No replacing agents. Draft with AI. Decide like a professional.Try it now
Choose one action, paste your real notes or facts, and check the draft before using it.
APG Pro tools
The free guide stays focused on learning and prompts. The Pro tools are for agents, assistants, and operations managers who want faster checks, reusable voice rules, and a practical assistant setup.
Build stronger prompts or clean up an AI answer before it reaches a client, agent, or public post.
Included in Starter, Pro, and Business AI-credit plans. 02 Voice Profile BuilderTurn approved writing examples into a reusable style profile for captions, emails, seller updates, and broker posts.
Included in Pro and Business. 03 APG Assistant BuilderCreate a saved operating prompt for listing prep, seller updates, follow-up, research notes, and team task requests.
Included in Pro and Business.Self-serve plans: Starter $19.99/mo, Pro $39.99/mo, Business $79.99/mo. Each plan includes monthly AI credits so usage is useful but controlled. For agents who want help implementing this into their business, Anthony can assess the workflow, build the AI setup, and manage access as a monthly service.
Preview the assistant builderDraft with AI. Decide like a professional.
If you never disagree with AI, you are probably being fooled by its confidence. AI can organize the blank page, summarize notes, and draft faster, but it can also sound correct when it is wrong, incomplete, biased, too generic, or missing real-world context.
Good agents do not accept the first answer. They ask what might be wrong, what facts need verification, what could create fair-housing or compliance risk, and whether the draft protects the client. Your judgment is the point.
AI Copy Scanner
Check prompts, emails, captions, and listing copy for private client information, access details, Fair Housing risk, unsupported claims, and copy that sounds like everyone else.
Plain-English feedback. Cleaner rewrite included.
Open the Safety ScannerWhen you are ready for more
Use this path to learn the basics and organize simple messages. When you want the full prompt library, daily tasks, and tool recommendations, choose I use AI sometimes.
A useful division of labor
Give it the repetitive work. Keep decisions, compliance, local knowledge, and client trust with the agent.
Seller updates, showing recaps, buyer follow-up, and vendor coordination.
MLS remarks, brochure copy, website copy, and social captions.
Open house visitors, old leads, past clients, and buyer check-ins.
Inspection notes, showing feedback, market articles, and meetings.
Listing launch, pre-photo, rental prep, and open house checklists.
Hooks, captions, shot lists, talking points, and reel scripts.
Market statistics, neighborhood notes, comparable sales, and sources.
Keep the agent in control
Start with something you need today
Use ChatGPT, Gemini, Claude, or another AI chatbot. The ChatGPT button opens with editable starter text already in the message box, so you can fill in your notes before pressing send.
Hi Susan showing went well they liked kitchen worried about bedroom size second showing tomorrow will call after and photographer confirmed for Thursday
Hi Susan, today’s showing went well. The buyers liked the kitchen but had some concern about the bedroom size. We have a second showing tomorrow, and I’ll call you afterward with an update. The photographer is also confirmed for Thursday.
You are still the agent
AI can draft language. It cannot replace your read of the client, pricing judgment, negotiation strategy, relationships, local knowledge, compliance responsibilities, or trust. The point is to get a cleaner starting point so your experience can show up faster.
Daily AI habits for agents
Advanced path
You already know how to ask AI for a draft. Now make the process consistent, reviewable, and easier to repeat.
Keep your voice, brokerage rules, preferred formats, and approved examples in one reusable workspace.
Build the saved setupCreate listing copy, email, captions, video notes, and checklists from the same source of truth.
Open the launch promptLet connected tools find approved files and prepare the email. You inspect the attachment and press send.
See the advanced assistantNot familiar
No automation. No jargon. Learn the idea, try one task, and check the result.
The simple idea
Most agents open ChatGPT, type one vague sentence, get average output, and decide AI is overrated. Better agents give AI the market, client, property, tone, format, constraints, and examples. This site exists to make that easy.
Choose one job
Start with the business result. We will show you the tools, prompt, and checks.
Create the copy, video plan, email, and social launch.
Open workflow 02Shoot once and build the fast and slow edits.
Open workflow 03Turn notes into useful follow-up or seller updates.
Open workflow 04Find current information and keep every claim sourced.
Open workflowNew to AI?
Learn what a model can do, where it fails, and what information should stay out of the chat.
Learn how AI worksSave your voice, market, rules, and approved examples once.
Build the setupUse an active listing or client task, then review every fact before publishing.
Choose a workflowSearch the field guide
Optional advanced assistant
Codex can work across Gmail, Mac apps, and approved local files after you connect them.
Advanced workspace
It feels more personal, premium, and operational than a generic tech graphic.
The honest version
Codex sees nothing automatically. Authorize Gmail or Computer Use, share the smallest folder, and keep final sending under human control.
Say or type this
“Find the floor plan requested in Jamie’s email. Search the approved Dropbox listing folder, verify the address, attach the correct PDF to a Gmail draft, and write a short reply in my voice. Do not send.”
Speak with macOS Dictation or type. Dropbox must be synced to an approved local folder. Codex prepares the Gmail draft; you verify it and press Send.
Guided walkthrough
This uses sample names and files. It demonstrates the verified process without exposing a real inbox or client document.
Press play to see the safe workflow.
Find the thread and prepare the reply.
Draft only.Search an approved local listing folder.
Verify the address and version.Move the verified file into the Gmail draft.
You press Send.Starter instruction
Act as my real estate operations assistant.
Review the request from [person] in [Gmail or Messages]. If they asked for a floor plan, brochure, disclosure, or property website:
1. Identify the property and requested item from the conversation.
2. Search only [approved listing folder / synced Dropbox folder / Google Drive].
3. Verify the address, filename, version, and link before using it.
4. If anything is unclear or missing, stop and ask me. Do not guess.
5. Draft a concise reply in my saved voice and include the verified attachment or link.
6. Show me the recipient, draft, asset, and source location.
7. Do not send until I approve the exact final message.
Receipts
AI Basics
It learned patterns during training. Your prompt, current conversation, uploaded files, saved instructions, and connected tools can shape the answer. None of that guarantees the answer is true.
Plain English first
The visual system should remind agents this is about their desk, clients, files, and decisions.
A language model predicts useful language from patterns learned before your conversation. It is not a property database or MLS.
The prompt, chat history, files, and saved instructions tell it what matters for this task.
Search and connected apps can supply fresh information, but AI can still misunderstand a source or choose the wrong file.
Use verified property facts, then check every claim before the work reaches a client or the public.
A language model generates a response from patterns learned during training plus the context available in the current interaction. It does not automatically retrieve a verified record for every statement.
Agent implicationGive it the property facts. Do not ask it to remember or infer them.
A useful prompt defines the task, relevant context, allowed evidence, output format, and what failure looks like. More words are not inherently better; clearer boundaries are.
Agent implicationSpecify the audience, facts, tone, length, exclusions, and final check.
The active chat, uploaded files, saved instructions, and retrieved sources can shape the answer. Context is finite, can conflict, and may contain outdated material.
Agent implicationKeep one property per chat and replace obsolete briefs instead of stacking versions.
AI can produce a confident sentence that is unsupported. NIST treats false or misleading generated content as a core generative-AI risk.
Agent implicationVerify every price, measurement, date, school, market statistic, legal statement, and property feature.
Research tools can retrieve current sources and attach citations. A citation can still be stale, misread, or irrelevant to the sentence beside it.
Agent implicationOpen the original source, check its date and definition, then decide whether the claim is safe to publish.
An AI agent combines instructions, context, tools, and multiple steps toward a goal. More autonomy also creates more places for errors, privacy failures, or unintended actions.
Agent implicationStart with draft-only automations and require human approval before anything reaches a client.
Privacy before convenience
Before uploading client or transaction information, check your brokerage policy, the product’s data controls, retention settings, and whether the account is approved for business use.
Now try it yourself
In ChatGPT, Gemini, Claude, or another AI chatbot, put your notes at the top and the organizer prompt directly below them. The ChatGPT button opens with that structure ready to edit, then you review it before pressing send.
Daily tasks
Start with what you need to get done. The app comes later.
Work from one brief
This is the feeling we want on task pages: premium, organized, and practical.
MLS remarks, email, captions, and video hooks.
Open the promptThe reel attracts attention. The tour explains the property.
Open the promptWarm, professional, and useful without sounding like a public ad.
Open the promptNo source means no published claim.
Open the promptNo generic “just checking in” language.
Open the promptYour prompt library
Saved prompts stay on this device.
Recommended stack
Choose by task
Use the red accent here to make the tools page feel less like a directory and more like a working setup.
Affiliate disclosure: Some links on this page are affiliate links. If you sign up through one, Agent AI Field Guide may earn a commission at no extra cost to you. Affiliate links are labeled beside the tool.
A practical first stop for listing copy, follow-up sequences, seller scripts, email campaigns, SOPs, and brainstorming.
Agent use:Feed it property facts, audience, local context, brand voice, and the exact output format.
Strong for polishing longer content, rewriting listing presentations, summarizing client notes, and making copy sound natural.
Agent use:Give it examples of your past writing and ask it to match structure without copying wording.
Useful for research, planning, Google-friendly workflows, local business research, and alternate drafts.
Agent use:Ask it to compare options, summarize research, and convert findings into client-safe language.
Good for finding sources, checking market claims, and building educational content with references.
Agent use:Use it before publishing market commentary, rate explanations, or neighborhood guides.
A practical design hub for social posts, listing flyers, carousels, presentations, and reusable brand templates.
Agent use:Create templates once, then reuse AI-assisted layouts for listings, testimonials, and market updates.
Strong option for generative fill, cleanup, background extension, and high-quality visual edits.
Agent use:Use for marketing polish, not misrepresentation. Keep permanent property features accurate.
Do not force one video to win attention and explain the entire home. Shoot once, create both cuts, and publish them back to back.
Use sharp edits, a strong opening, movement, personality, and influencer-style pacing. Its job is to stop the scroll and put the property in front of more people.
Let rooms breathe. Show layout, transitions, finishes, light, and the details a serious buyer needs to understand the home. Its job is clarity, not raw views.
Post the two edits back to back. In the fast video's caption, point to the full tour; in the full tour's caption, point to the short edit. The quick cut brings the eyeballs. The slower cut brings the buyer.
Blackmagic Camera gets more from an iPhone by exposing film-style controls for frame rate, shutter angle, white balance, ISO, focus, monitoring, and supported ProRes recording instead of leaving every choice to auto mode.
Agent use:Modern iPhones can capture high-quality footage when exposure, movement, lighting, and audio are controlled. The app exposes those controls; it does not replace good production decisions.
Fast mobile-friendly editor for reels, captions, talking-head videos, listing clips, and short market updates.
Agent use:Record one clean clip, then use captions, cuts, and templates to create several platform-ready versions.
Useful for editing videos like documents, removing filler words, cleaning audio, and repurposing long content.
Agent use:Turn a 10-minute market update into clips, captions, and an email summary.
More advanced creative tool for AI-assisted video generation, image motion, and polished campaign visuals.
Agent use:Use for brand videos and creative marketing assets, not for changing factual property conditions.
Turns longer video into short social clips with hooks, captions, and platform-friendly cuts.
Agent use:Use after webinars, listing tours, market updates, and client education videos.
Strong for premium brand visuals, campaign concepts, lifestyle imagery, and polished creative direction.
Agent use:Use for brand marketing and educational visuals. Do not use it to create fake listing photos.
Helpful when you need AI-generated images that include cleaner poster-style text or graphic concepts.
Agent use:Use for social graphics, event promos, and campaign concepts before finalizing in Canva.
Real-estate-focused visual marketing service for virtual staging, image enhancement, floor plans, and renders.
Agent use:Use when listing visuals need a professional real estate production workflow.
Helpful for style concepts, room inspiration, landscaping ideas, and visualizing design direction.
Agent use:Use as an inspiration tool for buyers and sellers. Label concepts clearly when sharing.
Mobile tool for creating floor plans, room measurements, reports, and property documentation.
Agent use:Use for listing prep, renovation conversations, investor walk-throughs, and buyer visualization.
AI voice tool for polished narration, listing-video voiceovers, educational clips, and multilingual audio.
Agent use:Use consent and transparency if cloning a real voice. Keep listing claims accurate.
Fast AI presentation builder for seller decks, buyer guides, market explainers, and training material.
Agent use:Draft the structure with AI, then add your comps, local proof, screenshots, and brokerage branding.
Records and summarizes video calls so consultation notes, next steps, and follow-ups do not disappear.
Agent use:Use for seller consults, team meetings, vendor calls, and post-call recap emails.
Useful for organizing SOPs, prompt libraries, content calendars, checklists, and internal training.
Agent use:Build a private agent wiki with your best prompts, templates, vendor lists, and repeatable workflows.
Connects apps and automates repetitive work across forms, CRMs, email, spreadsheets, and notifications.
Agent use:Send new leads to your CRM, notify your team, draft follow-ups, and log tasks without manual copying.
More visual automation builder for multi-step workflows that move information between tools.
Agent use:Useful for agents or teams that want repeatable marketing and operations systems.
How AI is actually steered
Do not flatter the AI or ask it to “be amazing.” Control what it can use, show it what good sounds like, define failure, and make it check its own draft before you see it.
Paste 3-5 pieces you actually wrote. Ask AI to identify your sentence length, warmth, formality, detail level, and habits before it drafts anything.
Put approved details inside a clearly labeled facts section. Tell the model that anything outside it is unavailable, not an invitation to guess.
Name the phrases, claims, tone, and formatting you do not want. “Professional” is vague; “no hype, no invented amenities, 100 words” is testable.
Set the audience, purpose, word count, structure, call to action, and number of options. The model can only hit a target that exists.
Tell AI to compare its draft with your facts, samples, and success criteria, repair every miss, and return only the corrected version.
Your prompt library
Use verified information and review the result.
Save your voice and business rules once. For each new property, paste the verified facts once into its own chat. After that, ask for captions, emails, and updates in the same chat so the work stays consistent.
Set it up onceOne test, shown plainly
Fictional test property: two bedrooms, two bathrooms, 1,180 square feet, balcony, one parking space, open Sunday 1–3 PM. No renovation date or neighborhood claims were supplied.
Write an exciting Instagram caption for my new listing.
Step into luxury in this beautifully renovated gem in one of the city’s most sought-after neighborhoods. This one won’t last—schedule your private tour today!
Two bedrooms, two baths, and 1,180 square feet—with a private balcony and one parking space included. Join us Sunday from 1–3 PM for a closer look at the layout and details.
What this is for Cleaning up a message you already need to send.
When to use it For a client, agent, vendor, or colleague.
What to paste in Your rough message, even if it is messy.
My rough message: [PASTE YOUR NOTES HERE]
Organize my rough message into a clear, professional [text or email] for [who it is going to]. Keep my meaning and natural tone. Make it concise and easy to read. Do not add facts, promises, recommendations, or deadlines. If something important is unclear, put it under “Check before sending” instead of guessing.
Confirm every fact, name, date, promise, and next step. Edit anything that does not sound like you.
What this is for Turning a listing brief into an organized preparation list.
When to use it Before photography, marketing, or launch day.
What to paste in Property status, launch date, approved marketing plan, vendors, and completed work.
Build a practical listing launch checklist from the information below. Group it into: property preparation, documents and verified facts, photography and video, marketing materials, launch day, and follow-up. Mark anything not provided as “Confirm with agent.” Do not invent requirements, dates, vendors, or property details. Put tasks in a sensible order and identify which items depend on another task.
Listing information: [paste verified details, dates, approved plan, vendors, and completed work]
Confirm deadlines, brokerage requirements, vendors, responsibilities, and every property detail.
# Role
You are a forensic copy editor. Analyze how I naturally communicate; do not imitate a public figure or copy a distinctive phrase.
# My writing samples
<samples>
1. [paste something you wrote]
2. [paste something you wrote]
3. [paste something you wrote]
</samples>
# Task
Create a reusable Voice Fingerprint covering:
- sentence length and rhythm
- warmth and formality
- point of view
- amount of detail
- openings, transitions, and calls to action
- words or habits I repeat
- phrases and tones that would sound unlike me
Quote no more than 5 words from any sample. Separate strong evidence from uncertain inference. End with a 10-rule voice checklist I can paste into future prompts.
# Role
You are a senior real estate copy editor. Match the observable habits in my samples without copying phrases or pretending to be me.
# Voice reference
<samples>
[paste 3-5 captions you wrote]
</samples>
# Verified property facts
<facts>
[address, status, price, beds, baths, size, features, location, amenities]
</facts>
Anything not in <facts> is unknown. Do not invent or “improve” it.
# Goal
[just listed / sold / open house / buyer represented]
Audience: [who should care]
Call to action: [exact action]
# Success criteria
- [80-120] words in 2-3 short paragraphs
- local, assured, useful, and natural
- no clichés, unsupported claims, fair-housing risk, or fake urgency
- avoid these phrases: [your blacklist]
- end with [6-8] relevant hashtags
Silently profile the samples, draft, fact-check against <facts>, and revise every failed criterion. Return only the final caption.
# Role
Act as an MLS copy editor. Accuracy outranks persuasion.
# Verified facts
<facts>
[paste only seller-approved and verified property details]
</facts>
# Audience and positioning
Likely buyer need: [space / convenience / renovation / privacy / value]
Market context I have verified: [optional]
# Output
Write [150-220] words. Lead with the clearest buyer benefit, move through the home in a logical order, and close with location or community value.
# Hard rules
- Use only <facts>.
- Never infer condition, quality, view, walkability, schools, safety, or renovation dates.
- Avoid protected-class language, coded buyer descriptions, hype, and fake urgency.
- Flag contradictions or missing essentials instead of filling gaps.
Audit every sentence against <facts>. Return the remarks, then a separate VERIFY list only if something needs my review.
# Research question
[exact market, date range, property type, and question]
# Source rules
- Search current information; do not rely on memory.
- Prefer government records, local MLS reports, central banks, and original research.
- Cite a direct link beside every number or time-sensitive claim.
- State the publication date and the period the data describes.
- If sources disagree, show the disagreement. If a claim cannot be verified, omit it.
# Deliverable
1. Five verified findings
2. What changed and what did not
3. What this may mean for [buyers / sellers], clearly labeled as interpretation
4. A 150-word client email in plain English
5. A claim-check table: claim | source | date | confidence
Do not use “the market is crashing,” “now is the perfect time,” or any guaranteed prediction.
# Source of truth
<facts>[verified property details]</facts>
<voice>[paste your Voice Fingerprint]</voice>
Campaign goal: [goal]
Audience: [audience]
# Work in this order
1. Normalize the facts into a table and mark missing fields.
2. Identify 3 defensible marketing angles using only <facts>.
3. Wait for me to choose an angle.
4. After I choose, create:
- MLS remarks
- portal description
- 3 captions with different hooks
- 3 reel scripts under 30 seconds
- open-house email and SMS
# Guardrails
Keep every asset consistent with <voice> and <facts>. Do not add features, market claims, demographics, or urgency. End each asset with a FACT CHECK line listing the facts it used.
What this is for A professional peer-to-peer note when you want other agents to know about a listing, buyer need, off-market conversation, open house, or useful property update.
When to use it For Top Agent Network, office groups, brokerage loops, and trusted agent circles.
What to paste in Only verified details, what you are hoping agents can help with, and the best next step.
# Role
Write a polished but human agent-to-agent post. It should sound like an experienced real estate professional sharing something useful with peers, not like public advertising copy.
# Context
Audience: [Top Agent Network / internal brokerage loop / trusted agent group]
Purpose: [share a listing / find a buyer match / announce open house / ask for agent feedback / share buyer need]
# Verified facts
<facts>
[paste only verified property details, timing, showing notes, approved materials, buyer criteria, or relevant context]
</facts>
# Tone
Restrained, professional, and peer-to-peer. Start with “Hi all,” unless a more formal group requires “Dear [Group].” Sound like you are sharing useful information with agents you know, not advertising to the public.
# Rules
- Use only the verified facts above.
- Do not invent property details, motivation, urgency, buyer type, safety, school, neighborhood ranking, or investment claims.
- Do not sound like an MLS description or Instagram caption.
- Keep it useful for another agent who may have a real client need.
- Lead with the property identity and main facts.
- Use restrained positive language only when supported.
- Do not repeat the same fact in multiple sentences.
- Include one clear next step, such as “please reach out if this may fit someone you are working with,” “happy to send the approved materials,” or “happy to coordinate a showing.”
# Output
Return one ready-to-post version under 170 words. If something needs review, add a short VERIFY line.
# Known context
Lead source: [source]
What they did: [action]
What they said: [exact notes]
Known timing/area/budget: [facts or unknown]
My relationship to them: [none / met once / referral / past client]
# Task
Write one SMS that makes the next step easy.
# Rules
- 35-55 words
- use only known context
- sound observant and helpful, not automated
- ask one low-effort question
- no “just checking in,” “touching base,” guilt, false scarcity, or meeting request unless the context supports it
- never pretend we spoke before if we did not
Return 3 versions: direct, warm, and advisory. Under each, explain in one sentence why a person might reply.
# Role
Turn my notes into a calm, candid seller update. Do not soften bad news or overstate weak signals.
# My voice
<voice>[paste Voice Fingerprint]</voice>
# Raw notes
<notes>[showings, feedback, inquiries, online activity, comparable activity, next steps]</notes>
# Output
Subject line + email with these sections:
1. What happened
2. What the feedback suggests
3. What it does not prove yet
4. My recommendation and why
5. Decision needed from the seller
# Rules
Separate fact from interpretation. Use exact numbers when provided. Do not invent buyer sentiment or claim a trend from one comment. Keep it under [250] words and end with one clear decision question.
# Evidence
<voice>[paste Voice Fingerprint or 3 writing samples]</voice>
<facts>[verified facts the draft is allowed to use]</facts>
<draft>[paste the bad output]</draft>
# Audit first
Create a private checklist for:
- facts added, changed, or exaggerated
- generic AI phrases and clichés
- mismatch with <voice>
- weak opening, repetition, and unclear call to action
- fair-housing or compliance risk
# Rewrite
Preserve every accurate fact and the intended message. Remove unsupported language. Match the observable traits in <voice> without copying its wording. Shorten by [20-30%].
Return only:
1. REVISED VERSION
2. VERIFY BEFORE PUBLISHING: only claims that still need human confirmation
Short requests leave the AI guessing. The extra context controls facts, tone, length, and what it must not invent. You save the permanent parts once; only the property facts change.
Beginner guardrails
AI prepares drafts. You remain responsible for the facts, advice, tone, and final message.
The rule
AI does not replace the agent, experience, compliance, local market knowledge, or client trust. It helps with the basics, the repetitive work, the blank page, organization, and follow-up. Before anything reaches a client, another agent, or the public, challenge the answer and make the final decision yourself.
Never let AI fill a gap in property details. If you do not know, say it is unknown.
Do not paste private client information unless your brokerage policy and the tool settings allow it.
Check facts, sources, tone, fair housing language, and brokerage requirements before publishing.
Do not target, prefer, discourage, or exclude protected groups.
AI should not decide pricing, negotiation strategy, or legal, tax, lending, and compliance questions.
Your brokerage rules and professional obligations come before an AI answer.
Ask AI what might be wrong, unsupported, too generic, or risky before you decide what is actually useful.
Remove unnecessary private information and make sure the final message serves the client, not just the task.
AI Prompt + Response Scanner
Use this two ways: first, clean up the prompt you are about to paste into ChatGPT, Gemini, or another AI tool. Then paste the AI response back here to make it sound more human, more specific, and safer before anyone sees it.
This is a prompt-generation and response-review tool. It flags potential issues and style problems; it is not legal advice, brokerage approval, or a compliance guarantee. AI can make mistakes. Remove anything AI invented or that you cannot verify, then review every fact, claim, tone choice, and compliance risk before sending or publishing.Prompt checks and response de-slopping run locally with a real-estate rule set. No OpenAI key is required and scanner use does not create OpenAI usage charges.
Before using any output: delete unsupported AI-generated content, verify property facts, and make sure the final version sounds like you.
Free scans used
You get 5 free scans for Prompt Builder and 5 free scans for Response De-Slopper. Paid plans unlock monthly AI credits for the premium tools once OpenAI is connected.
Extract useful facts, spot what is missing, and create sharper starting points.
Paste a prompt before using AI, or paste the AI response after it answers, to get a cleaner version and review notes.
After scanning, this will explain what the prompt may cause AI to assume, or why the AI response sounds generic, risky, or unsupported.
Scanner proof
This benchmark checks whether the scanner catches private details, access codes, Fair Housing risk, unsupported claims, and generic AI wording, then returns cleaner local draft options. It is a rule-based scanner benchmark, not a claim that the tool was trained on private or proprietary agent data.
Unique local test cases run
Risk cases flagged
Local repeatability stress replays
Generic AI wording reduced
500 Prompt Builder tests and 500 Response De-Slopper tests covering listing captions, MLS copy, seller updates, open house follow-up, client emails, property facts, confidential seller motivation, school/safety language, access codes, unsupported investment claims, and common AI phrases such as “stunning,” “nestled,” “boasts,” and “won’t last.”
Evidence standard: the scanner must identify the issue category, explain the risk, preserve allowed property facts such as addresses, remove risky access details, and produce cleaner local draft options that tell the agent what to verify before use. The July 13 local benchmark returned 100% pass rate across 1,000 structured cases and 0 failures across 1,000,000 synthetic stress replays.
Voice Profile Builder
Built for real estate assistants, operations managers, and marketing coordinators who write for a principal, team lead, or agent. Paste approved writing samples, add the new property or client facts, and get a reusable voice profile plus a copy-ready prompt.
This is for authorized writing support, not impersonation. Use samples you have permission to use, verify every fact, and keep the final approver in control. Best use: reduce revision rounds on captions, emails, listing descriptions, broker posts, seller updates, and private-placement outreach. Do not use it to send messages without review.Paste two or three approved examples from the person you support. The tool pulls out style rules you can reuse in ChatGPT, Gemini, Claude, or your saved AI workspace.
This tool builds a style profile and prompt. It should not create facts, pricing advice, legal advice, or a message that goes out without the agent or principal reviewing it.
Save this in a ChatGPT Project, Gemini Gem, Claude Project, or the team’s internal style guide.
Paste this into ChatGPT, Gemini, Claude, or your saved AI workspace after the new facts. It tells AI how to draft closer to the approver’s style.
Inspired by brand voice tools
Popular AI writing platforms use brand voice profiles, sample-based tone analysis, and reusable style instructions. This version turns that concept into a practical assistant workflow for real estate: approved examples in, verified facts in, reviewed draft out.
Paste approved examples
Build reusable voice rules
Draft from verified facts
Approver reviews before use
Openings the person actually uses, sentence length, formality level, warmth, restraint, phrases to avoid, usual calls to action, brokerage/compliance rules, preferred formats, and examples of approved drafts. Do not save private client information, passwords, access codes, seller motivation, or confidential negotiation details.
APG Assistant Builder
Create a saved operating prompt for listing prep, seller updates, broker outreach, open house follow-up, research notes, vendor coordination, and marketing requests. The assistant prepares the draft or checklist; the agent still approves what goes out.
This tool builds instructions for ChatGPT, Gemini, Claude, or a saved AI workspace. It does not connect to your inbox, files, Dropbox, or CRM by itself. Use approved facts only. Do not include passwords, access codes, private client details, seller motivation, or negotiation strategy unless your brokerage policy and tool settings allow it.Give it your role, common tasks, approved sources, and review rules. The output becomes your reusable setup prompt.
These are the repeatable jobs your assistant can help prepare.
Add your business context or use the sample to build the task menu.
Save this as the instructions for your AI workspace.
This is the first thing you can ask after the assistant is saved.
Pricing direction
APG keeps the free education free, then uses paid AI-credit plans for scanner checks, voice profiles, and assistant systems. Credits reset monthly and prevent unlimited usage from running up backend costs.
Starter: 500 monthly AI credits
Pro: 1,500 monthly AI credits
Business: 3,500 monthly AI credits
Annual option discount when Stripe links are created
This builder creates instructions and task flows. Connected actions such as drafting an email from Gmail, finding a Dropbox file, attaching a PDF, or sending a message require separate integrations, permissions, and human approval. Do not market it as an automatic inbox or file assistant until that backend is built and tested.
Done-with-you service
This is for agents or teams who do not just want tools. Anthony gets on a call, studies how the business actually works, identifies where AI belongs, builds the practical workflows, and manages access so the setup stays usable.
Business workflow review, AI opportunity map, tool recommendations, risk notes, and a practical 30-day action plan.
Best for agents who want to know where AI is worth using before committing to a monthly service.Includes APG Pro Suite access, monthly workflow review, prompt and assistant updates, tool-access management, and implementation support.
Annual option: $5,090/year, equal to $424/mo with the 15% annual discount.For small teams that need shared workflows, assistant rules, role-based access, team training, and recurring AI process improvements.
Annual option: $10,190/year, equal to $849/mo with the 15% annual discount.APG tool access, AI workflow setup, monthly refinement, saved prompt maintenance, business-specific assistant instructions, and practical guidance on where AI should and should not be used. Third-party AI subscriptions, brokerage systems, and paid automation tools may still have their own costs.
Ask about implementationAbout this guide
Agent AI Field Guide was created by Anthony DiMare to help agents use AI on practical daily work without giving up judgment, trust, or accountability.
The guide focuses on client-ready emails, verified listing facts, repeatable checklists, and review before sending. Tool recommendations are optional; the task always comes first.
Email AnthonyBuild your saved AI workspace
The goal is not to paste your biography and voice rules every morning. Save your durable business context once, then give the AI one verified brief for each new property.
Your AI is not secretly retraining itself on your business. It becomes more useful by reusing saved instructions, files, conversations, examples, and corrections. Save approved work; do not teach it from drafts you disliked.
Projects can use their chats, instructions, and uploaded files as continuing context. A custom GPT is useful for fixed instructions, but it does not use saved memory or previous conversations.
Official ChatGPT Projects guideGems save instructions and knowledge files, but Gemini's past-chat Memory is not currently available inside Gems. The dependable memory is the Gem setup, its files, and the active property chat.
Official Gemini Gems guide# Role
You are helping me build a persistent real estate marketing workspace. Interview me one question at a time. Do not draft marketing content yet.
# Learn these durable facts
1. My business, role, markets, specialties, and audiences
2. My voice: sentence rhythm, warmth, formality, detail level, openings, calls to action, and phrases I avoid
3. My brokerage and compliance rules
4. My preferred formats for MLS remarks, captions, emails, texts, reels, and seller updates
5. My source hierarchy and facts that always require verification
6. Examples I approve and examples I reject, including why
# After the interview
Create:
- PERMANENT INSTRUCTIONS: concise rules for this Project or Gem
- BRAND BRAIN: a clean reference document containing my durable business and voice context
- PROPERTY BRIEF: a fill-once template for each new listing
- APPROVAL LOG: a simple format for recording only corrections and examples I explicitly approve
# Operating rules
- Keep permanent business rules separate from property-specific facts.
- Never carry an address, price, feature, client detail, or status from one property into another.
- Treat drafts as unapproved until I say “Approved—save this pattern.”
- When I approve a pattern, explain the reusable lesson in one sentence and add it to the Approval Log.
- When information conflicts, ask me which version is current.
- Never invent property, market, school, demographic, legal, financial, or brokerage claims.
Save permanent instructions and your Brand Brain.
Paste verified facts into one dedicated property chat.
Run the prompts above without re-entering the property.
Save only the patterns and corrections you want repeated.
How to get better output
Market, audience, property facts, client motivation, and tone should come before the request.
Tell AI exactly what to return: bullets, email, script, checklist, captions, table, or campaign plan.
“Sound premium” means almost nothing. Three examples of your real writing give the model a pattern it can inspect and reproduce.
Verify prices, rates, square footage, school info, local claims, and anything that affects client decisions.
Editing should improve presentation, not mislead buyers. Label virtual staging and conceptual visuals clearly.
Build a small library for listings, buyers, sellers, past clients, open houses, and market updates.
Useful links