35 ChatGPT Prompts That Help Real Estate Agents Close More Deals
Copy-paste prompts for listing descriptions, buyer communication, market analyses, social media content, negotiation strategies, and lead follow-up. Write in minutes what used to take hours.
Listing Descriptions & Property Marketing
Write a Compelling Listing Description
Write a listing description for this property: Address/area: [location] Price: [price] Property type: [single family/condo/townhouse/etc.] Bed/bath: [number] Square footage: [size] Key features: [list standout features: renovated kitchen, pool, view, location perks] Target buyer: [first-time buyers/families/investors/downsizers/luxury buyers] Neighborhood highlights: [schools, parks, restaurants, commute] Write a description that: opens with the most compelling feature (not the address), paints a lifestyle picture (not just a feature list), uses sensory language sparingly (what it feels like to live there), highlights the 3 features that justify the price, addresses the target buyer's priorities, flows naturally from exterior to interior to lifestyle, and ends with urgency without being pushy. Keep it under 250 words. Write 2 versions: MLS formal and social media casual.
Creates listing descriptions that sell the lifestyle, not just the square footage. The two versions save you from rewriting for different platforms.
Pro tip: Lead with what makes this property different from every other listing in the price range. If it's "updated kitchen, hardwood floors" — so are 50 other listings. Find the unique angle.
Create Social Media Posts for a Listing
Create a week of social media content to promote this listing: Property: [brief description with key features] Price: [price] Photos available: [describe what you have: exterior, kitchen, master, backyard, etc.] Target audience: [who you want to attract] Platforms: [Instagram/Facebook/LinkedIn/TikTok] Create 7 posts: Day 1: "Just Listed" announcement (create excitement), Day 2: Feature spotlight (one standout feature with story), Day 3: Neighborhood guide (why this location), Day 4: Video walkthrough script (30-60 seconds), Day 5: Lifestyle post (who would love this home), Day 6: Open house promotion, Day 7: Price/value comparison (why this is a great deal). For each: caption text, hashtag suggestions, best time to post, and photo/video guidance. Include a story/reel concept for each post.
Creates a complete social media campaign for each listing instead of one "just listed" post. Seven touchpoints gives potential buyers multiple reasons to engage.
Pro tip: The neighborhood post often gets the most engagement because it's useful even for people not buying. It positions you as the local expert and attracts future leads.
Write a Property Brochure
Write copy for a property brochure/flyer for: [Include all property details: address, price, bed/bath, sqft, features, lot size, year built, HOA, taxes] The brochure needs: a headline that stops people from flipping past, a compelling opening paragraph (lifestyle-focused), feature highlights organized by room/area, neighborhood and location benefits, financial highlights (taxes, HOA, potential rental income if applicable), and a clear call-to-action with contact info. Write for print format: scannable, visual-friendly, concise. Include section headers that work as standalone selling points. Keep total copy under 400 words — brochures are visual, not novels.
Creates brochure copy that's optimized for how people actually read print materials — scanning headers and bullets, not reading paragraphs.
Pro tip: The headline and the first bullet point do 80% of the work. If those two elements don't stop someone, the rest of the copy doesn't matter.
Create a Virtual Tour Script
Write a virtual tour/video walkthrough script for this property: [Property details with features by room] Target buyer: [who] Video length: [2-3 minutes] Tone: [professional/warm/energetic/luxury] Create a script that: opens with curb appeal and first impression, flows naturally room to room (logical walking path), highlights features a camera can show (not just stats), includes transitional phrases between spaces, calls out lifestyle moments ("imagine hosting dinner here"), addresses objections naturally ("the third bedroom works perfectly as a home office"), and ends with a compelling close and CTA. Include: camera direction notes (wide shot, detail shot, pan), where to pause for emphasis, and what NOT to say on camera (listing price, exact address for safety).
Creates a walkthrough script that tells a story instead of reading the listing sheet on camera. The camera direction notes make your videographer's job easier.
Pro tip: Film in the direction of natural light. Walk toward windows, not away from them. This single technique makes every room look bigger and brighter on camera.
Write Listing Descriptions for Different Price Points
I need listing description frameworks for different price tiers in my market: Market: [city/region] Price tiers: starter homes ($[X]-$[Y]), mid-range ($[X]-$[Y]), luxury ($[X]+) For each tier: create a description template with fill-in-the-blank sections, identify which features matter most to that buyer segment, provide tone and vocabulary guidance (luxury buyers expect different language), list words/phrases to use and avoid for each tier, and include 3 example opening lines. Also explain: how description length varies by price point, what information to emphasize vs downplay, and platform-specific adjustments (MLS vs Zillow vs social media).
Creates tier-specific description frameworks you can reuse for every listing. A starter home and a luxury property need fundamentally different copywriting approaches.
Pro tip: Luxury listings sell exclusivity and lifestyle. Starter homes sell value and potential. Mid-range sells the "sweet spot." Matching your language to the buyer's mindset is more important than the features you list.
Write Neighborhood Guides for Your Farm Area
Write a neighborhood guide for [neighborhood name] that positions me as the local expert. Neighborhood: [name and city] Characteristics: [describe — family-friendly, urban, up-and-coming, established, etc.] Target audience: [who's moving here] Create a guide covering: neighborhood overview and vibe (what it FEELS like to live here), housing stock (typical homes, price range, architectural styles), schools with ratings and reputation, dining and entertainment highlights, parks, recreation, and outdoor activities, commute information (to major employment centers), recent developments and what's coming, and the "insider secret" that only locals know. Write it as a blog post/guide (800-1000 words) I can publish on my website. Include SEO-optimized title and meta description. This should be useful enough that someone would save and share it.
Creates evergreen content that drives organic search traffic and positions you as the local authority. People searching for neighborhoods are active buyers — this captures them early.
Pro tip: Publish guides for every neighborhood in your farm area. These pages rank in Google for "[neighborhood name] guide" and bring you buyer leads for months or years.
Client Communication
Write Buyer Follow-Up Emails
Write follow-up emails for these buyer situations: 1. After a showing where they seemed interested 2. After a showing where they seemed lukewarm 3. After they went silent for 2 weeks 4. After sending listings with no response 5. After they lost a bidding war 6. After their offer was accepted For each: write the subject line, email body (under 150 words), clear next step/CTA, and the tone (enthusiastic, empathetic, professional, reassuring). The emails should feel personal, not templated. Include [PERSONALIZATION] markers where I should add specific details from our interaction. Don't be pushy — build the relationship.
Creates a complete email follow-up system for every buyer scenario. The personalization markers remind you to add the details that make templated emails feel genuine.
Pro tip: The "after they went silent" email should add value, not ask for commitment. Share a new listing that matches their criteria or a market update. Give them a reason to re-engage.
Prepare a Listing Presentation Script
Help me prepare for a listing presentation with a seller. Property: [brief description] Seller situation: [why they're selling: upgrading, relocating, downsizing, divorce, estate] Competition: [other agents they're interviewing, if known] My differentiator: [what I offer that others don't] Create a presentation script covering: opening (build rapport, show you've done homework on their home), market analysis presentation (how to present comps without overwhelming), my marketing plan (specific to their property), pricing strategy conversation (how to discuss price sensitively), my value proposition (why me over other agents), objection handling for: "we want to price it higher," "your commission is too much," "we might try FSBO first," "another agent said they could sell it faster," and a closing that asks for the business confidently. Include transition phrases between sections.
Prepares you for the listing presentation conversation, including the tough objections. The objection responses maintain your position without being confrontational.
Pro tip: The seller decided to call you based on marketing. They decide to hire you based on the listing presentation. Prepare for it like a performance — rehearse until the transitions feel natural.
Write a Market Update for Your Database
Write a monthly market update email for my real estate database. Market: [city/area] Current conditions: [seller's market/buyer's market/balanced] Key stats: [median price, DOM, inventory, YoY change, interest rates] Notable trends: [anything interesting happening] My audience: [mix of past clients, prospects, sphere of influence] Write an email that: opens with one surprising or relevant data point, explains what the numbers mean for buyers AND sellers, avoids jargon (no "months of inventory" without explanation), includes a local insight that shows I'm paying attention, provides actionable takeaway ("if you're thinking about selling, here's what this means for you"), and ends with a soft CTA (not "call me to buy/sell" — something helpful). Keep it under 300 words. Subject line options: 3 choices that get opened.
Creates market updates that people actually read instead of instantly deleting. The "one surprising data point" opener and jargon-free language make it accessible.
Pro tip: Send market updates consistently on the same day each month. Over time, your database expects and looks forward to your insights. Consistency builds the "go-to agent" perception.
Handle Difficult Client Conversations
Help me prepare for this difficult client conversation: Situation: [describe — price reduction needed, deal falling through, inspection issues, unrealistic expectations, lowball offer received, appraisal came in low, etc.] Client emotion: [how they're likely feeling] My recommendation: [what I think they should do] Their likely resistance: [what they'll push back on] Create a conversation script that: opens with empathy (acknowledge their feelings before presenting facts), delivers the information clearly and honestly, presents data that supports my recommendation, offers options (not just "you have to do this"), handles their likely objections with patience, and maintains the relationship regardless of their decision. Include: phrases to avoid (dismissive, condescending, or that create liability), phrases that build trust, and a follow-up plan after the conversation.
Prepares you for the conversations that make or break client relationships. The empathy-first approach prevents defensive reactions that derail the conversation.
Pro tip: Deliver bad news in person or by phone, never by email or text. Tone and empathy don't translate in writing. A 5-minute phone call prevents days of email misunderstandings.
Write Testimonial Request Messages
Write testimonial request messages for clients I've recently helped. Scenarios: 1. Seller whose home sold quickly and at/above asking 2. Buyer who found their dream home in a competitive market 3. First-time buyer who needed a lot of guidance 4. Client who had a complicated transaction (short sale, relocation, etc.) For each: write a text/email requesting a review, include specific prompts that help them write a useful testimonial (not just "she was great"), suggest where to post (Google, Zillow, Realtor.com, Facebook), and provide a follow-up message if they don't respond within a week. Make the request feel natural, not transactional. Include timing guidance — when is the best moment to ask after closing?
Creates testimonial requests that guide clients to write specific, useful reviews instead of generic "great agent" testimonials.
Pro tip: Ask within 48 hours of closing while the positive emotions are fresh. The longer you wait, the lower the response rate. Make it easy — send the direct link to your Google Business profile.
Create a Seller Communication Timeline
Create a communication plan for a seller from listing to closing. Property type: [residential] Expected timeline: [listing to close, typically 60-90 days] Design a touchpoint schedule: pre-listing (what to communicate and when), first week on market (showing feedback, interest level), weekly updates during active listing (what to include), offer received (how to present and discuss), under contract milestones (inspection, appraisal, financing), and closing preparation and day-of communication. For each touchpoint: recommended channel (call, text, email), key information to share, how to handle "no news" (still communicate!), and template messages. Include: how to manage expectations for a slow market, and how to escalate communication if the property isn't getting showings.
Creates a structured communication plan that keeps sellers informed and confident throughout the process. Proactive communication prevents the "my agent never calls me" complaint.
Pro tip: The most important communication is when there's nothing to report. "No showings this week, here's what I'm doing about it" builds more trust than silence. Sellers fear being forgotten.
Market Analysis & Pricing
Create a Comparative Market Analysis Narrative
Help me write the narrative section of a CMA for: Subject property: [address, bed/bath, sqft, condition, features] Comparable sales: [list 3-5 comps with: address, sale price, bed/bath, sqft, condition, days on market, date sold] Active listings: [current competition] Market conditions: [buyer's/seller's/balanced] Write a narrative that: explains why each comp was selected, adjusts for differences between comps and subject property, accounts for market trends (prices rising/falling), addresses active competition and how it affects pricing, recommends a listing price with clear reasoning, provides a price range (aggressive, recommended, conservative) with the trade-offs of each, and includes a timeline projection (expected days on market at each price point). Write for a seller audience — clear, jargon-free, confident.
Creates the story behind the numbers that convinces sellers your pricing recommendation is sound. Data without narrative is unconvincing — narrative without data is untrustworthy.
Pro tip: Present the conservative price as an option but recommend the price you believe in. Sellers respect agents who have a clear opinion backed by data, not agents who say "whatever you want."
Analyze an Investment Property
Analyze this property as an investment: Purchase price: [price] Property type: [SFR/multi-family/condo] Rental market: [area and typical rents for similar properties] Estimated rent: [monthly] HOA: [if applicable] Property taxes: [annual] Insurance estimate: [annual] Maintenance reserve: [typically 1% of value per year] Financing: [down payment %, interest rate, loan term] Calculate: monthly cash flow (income minus all expenses including mortgage), cap rate, cash-on-cash return, gross rent multiplier, break-even occupancy rate, and 5-year projection (with [X]% annual appreciation and [X]% rent increase). Also analyze: the biggest risks for this investment, what could go wrong (vacancy, repairs, rate increases), and comparison to alternative investments (is this a good use of capital?). Present in a format suitable for sharing with an investor client.
Creates a comprehensive investment analysis with all the metrics investors care about. The risk analysis and alternative comparison show investment sophistication.
Pro tip: Be conservative with your assumptions. Investors trust agents who present realistic projections, not agents who make every property look like a winner. Under-promise, over-deliver.
Write a Price Reduction Recommendation
I need to recommend a price reduction to my seller. Original list price: [price] Days on market: [DOM] Showings: [number] Feedback from agents/buyers: [common themes] Comparable recent sales: [comps that support the reduction] Current competition: [active listings in the area] Recommended new price: [target] Write a price reduction recommendation that: acknowledges the seller's situation empathetically, presents the market data objectively, explains what the data is telling us (not just showing numbers), frames the reduction as a strategic decision (not a failure), shows the cost of waiting vs reducing now (additional carrying costs, stigma of high DOM), presents the recommended price with reasoning, and includes what I'll do differently with the new price (refreshed marketing, new photos, etc.). Write as an email I can send as a follow-up to a phone conversation.
Delivers a price reduction recommendation that's data-driven and empathetic. The "cost of waiting" analysis often convinces sellers who resist emotional arguments.
Pro tip: Present the price reduction as your professional recommendation, not as a request or question. "Based on the data, I recommend reducing to $X" is stronger than "would you consider lowering the price?"
Create a Market Report for a Neighborhood
Create a market report for [neighborhood/zip code] covering the last [3/6/12] months. Data points to include: [List available data: median price, sales volume, DOM, inventory, price per sqft, list-to-sale ratio] Write a report that: presents the key statistics in a readable format (not a data dump), explains what each metric means for buyers and sellers, identifies trends (getting hotter, cooling, stable), compares to the broader city/metro market, highlights notable sales (highest, fastest, most over-asking), and provides a forward-looking outlook (what I expect for the next 3-6 months). Include: 3 key takeaways for sellers and 3 for buyers. Format for: email newsletter distribution AND social media snippets.
Creates a market report that's informative for consumers, not just agents. The buyer and seller takeaways make it actionable for your database.
Pro tip: Publish neighborhood market reports quarterly and share them on social media. Agents who provide consistent market intelligence become the perceived experts in their area.
Prepare for a Pricing Objection from a Seller
A seller wants to list their property at [seller's desired price], but the market data supports [your recommended price]. The gap is [amount]. Seller's reasoning: [why they think their price is justified — Zillow estimate, renovation costs, emotional attachment, neighbor sold for X] Market data: [comps and data that support your price] Help me prepare a response that: acknowledges their perspective without agreeing with the inflated price, addresses their specific reasoning point by point, explains why [Zillow estimates / renovation costs / neighbor's sale] don't directly translate to their price, presents the risk of overpricing (fewer showings, stale listing, eventual reduction below market value), offers a compromise strategy if appropriate (list high with agreed-upon reduction timeline), and preserves the relationship whether they agree or not.
Prepares data-backed responses for the most common pricing objections. The "list high with reduction timeline" compromise is a practical middle ground when sellers won't budge.
Pro tip: If a seller insists on a price significantly above market, consider whether taking the listing serves you or them. An overpriced listing that expires hurts both your reputation and their equity.
Lead Generation & Prospecting
Create a Lead Nurture Email Sequence
Create a 6-email lead nurture sequence for [lead type: website inquiries, open house visitors, referrals, expired listings, FSBOs]. My market: [area] My niche/specialty: [if any] The sequence should: progressively build trust and demonstrate expertise, provide genuine value in every email (not just "checking in"), space emails appropriately (don't spam), move from general value to specific CTA, include a mix of market info, helpful content, and personal connection, and have natural "reply triggers" (questions that invite conversation). For each email: subject line, body (under 200 words), timing (days after previous email), goal of this email, and what a positive response looks like. Include: when to switch from email to phone, and when to stop the sequence (they're not interested).
Creates a nurture sequence that builds relationships through value, not persistence. Each email gives the lead a reason to keep reading and eventually respond.
Pro tip: The best email in any sequence is the one that helps without asking. A market update for their neighborhood or a tip for homeowners builds trust that eventually converts to business.
Write Scripts for Cold Calling Expired Listings
Write phone scripts for calling expired listing homeowners. My market: [area] My value proposition: [what I do differently] Common reasons listings expire in my area: [overpricing, poor marketing, wrong agent, market conditions] Create 3 script versions: opening script (first 30 seconds — how to not get hung up on), conversation framework (questions to ask, how to listen, when to present), and closing for an appointment. Include: the exact opening line (warm, not salesy), responses to common objections ("we're taking it off the market," "we're going with another agent," "we're trying FSBO," "we got burned by the last agent"), how to handle anger or frustration, and transition phrases from objection to value proposition. The scripts should feel conversational, not robotic. Include a follow-up plan for those who don't convert on the first call.
Creates expired listing scripts that acknowledge the homeowner's frustration before pitching. The objection responses are the most valuable part — expired owners are guarded.
Pro tip: Lead with empathy, not your stats. "I imagine that's frustrating — the market has been challenging" opens a conversation. "I sell 97% of my listings" closes the door.
Create Content for Open House Follow-Up
I hosted an open house at [property description] and collected [number] sign-ins. Help me follow up effectively. Property: [brief description, status] Attendees: [general profile — mostly neighbors, serious buyers, browsers] Sign-in info collected: [name, email, phone, buying timeline] Create a follow-up system: Day 0 (same day): text message template, Day 1: email with property details and next steps, Day 3: follow-up based on their interest level, Day 7: value-add email (not about this listing), and Day 14: final check-in. Create separate tracks for: serious buyers (ready now), early-stage buyers (just looking), sellers researching agents, and neighbors (future referral sources). Each message should reference the open house specifically — not a generic template.
Creates tiered follow-up for different open house visitors. Treating neighbors differently from active buyers shows professionalism and maximizes each contact.
Pro tip: Follow up the same day via text. Open house visitors see 3-5 homes in a day — by tomorrow they've blurred together. Same-day contact while the memory is fresh dramatically increases conversion.
Build a Social Media Content Calendar
Create a 30-day social media content calendar for a real estate agent. My market: [area] Specialty: [buyer agent/listing agent/luxury/first-time buyers/investors] Platforms: [Instagram/Facebook/LinkedIn/TikTok] Current following: [approximate] Create a content calendar with themes: Monday: market Monday (stats, trends), Tuesday: tips and education, Wednesday: listing spotlight or neighborhood feature, Thursday: behind the scenes / day in the life, Friday: fun/personal (humanize the brand), Saturday: open house / weekend activity, Sunday: home inspiration or lifestyle. For each post: content idea, caption template, hashtag suggestions, and the engagement goal (comments, saves, shares, DMs). Include: 4 reel/video concepts per month, 2 carousel/infographic concepts, and 1 "controversial opinion" post that sparks engagement.
Creates a balanced content calendar that mixes professional expertise with personal brand building. The theme days create consistency without requiring daily brainstorming.
Pro tip: The posts that generate the most leads aren't listings — they're educational content and personal stories. "3 things your home inspector won't tell you" outperforms "Just Listed" every time.
Write a Geographic Farming Strategy
Help me create a geographic farming strategy for [target neighborhood/area]. Area details: [number of homes, turnover rate, average price, demographics] Competition: [who currently dominates this area] My budget: [monthly] My current presence: [none/some/established] Create a farming plan with: direct mail strategy (frequency, content, design direction), door-knocking script and approach, digital marketing targeting this area, community involvement opportunities, local business partnerships, neighborhood event ideas, and timeline with milestones. Include: a 12-month content plan for farm mailings, how to track ROI, realistic timeline for results (farming is a long game), and the "minimum effective dose" (smallest investment that produces results). Calculate: cost per touch, expected response rate, and projected listings from the farm.
Creates a comprehensive farming strategy that combines offline and online tactics. The realistic timeline prevents the common mistake of quitting after 3 months when farming takes 6-12.
Pro tip: Consistency is everything in geographic farming. A mediocre mailer sent every month for 12 months beats a beautiful brochure sent once. The goal is name recognition, which requires repetition.
Negotiation & Transaction Management
Prepare a Negotiation Strategy
Help me prepare a negotiation strategy for this deal: Situation: [buyer/seller side] List price: [price] Offer/counter: [current numbers] Days on market: [DOM] Competition: [multiple offers? no other interest?] Seller motivation: [why they're selling, timeline] Buyer motivation: [why they want this home, alternatives] Deal breakers: [for your client] Flexibility: [where your client can give] Create a strategy that: assesses the leverage each side holds, recommends an offer/counter strategy with specific numbers, identifies negotiation points beyond price (closing date, repairs, contingencies, inclusions), prepares responses for likely counteroffers, includes an escalation plan if initial approach doesn't work, defines a walk-away point, and scripts the key conversations. Also: anticipate the other agent's likely strategy and prepare accordingly.
Creates a comprehensive negotiation plan that considers all leverage points, not just price. The "beyond price" negotiation points often close deals that seem stuck on numbers.
Pro tip: Know your client's walk-away point BEFORE negotiations begin. Emotions escalate during negotiations — having a clear line prevents regretted decisions.
Write an Offer Cover Letter
Write a buyer's offer letter to accompany our offer on [property]. Buyer: [brief description — family, first-time buyer, relocating, etc.] Property: [what they love about it] Offer details: [price, terms, any special considerations] Seller situation: [what we know about why they're selling] Write a letter that: connects emotionally without being manipulative, specifically references features of the home they love, subtly addresses any concerns the seller might have about our offer (financing, timeline), and is warm but professional. Keep it under 250 words. Note: be aware that in some markets, personal letters raise fair housing concerns — include a disclaimer about checking local regulations.
Creates a personal touch that can differentiate your offer in a competitive situation. The fair housing awareness note is critical for compliance.
Pro tip: Check your state and local regulations on buyer love letters. Some areas have restricted them due to fair housing concerns. When in doubt, focus on financial strength and flexibility, not personal details.
Handle Post-Inspection Negotiation
The home inspection came back with issues. Help me negotiate repairs/credits. I represent the: [buyer/seller] Inspection findings: [List major issues with estimated repair costs] Property: [price, age, condition as-sold] Deal context: [how competitive was the offer? multiple offers? buyer really wants it?] Create a negotiation strategy: categorize issues (safety/structural vs cosmetic vs maintenance), determine which items to negotiate on (safety issues are reasonable; cosmetic issues in an as-is market are not), recommend a specific ask (repair credits, seller repairs, or price reduction), script the conversation with the other agent, prepare for pushback ("the home was priced accordingly," "we had other offers"), and define the walk-away threshold for my client. Include: how to present the findings to my client with proper context (not everything is a deal-breaker).
Creates an inspection negotiation strategy that prioritizes the right issues and maintains deal momentum. Categorizing issues by type prevents over-asking that kills deals.
Pro tip: Focus on safety and structural items — those are universally reasonable requests. Asking for a long list of minor repairs signals inexperience and can offend sellers enough to counter-refuse.
Manage Multiple Offer Situations
I have multiple offers on my listing. Help me manage this professionally. Listing: [property and price] Offers received: [number] Offer details: [For each: price, financing type, contingencies, closing timeline, escalation clauses, buyer agent info] Seller priorities: [highest price? quickest close? fewest contingencies? specific close date?] Create a multiple-offer management plan: analysis matrix comparing all offers on key terms, recommendation for seller with reasoning, counter-offer strategy (counter one, counter all, or best-and-final?), scripts for communicating with buyer agents, ethical and legal guidelines (treat all offers fairly), and documentation checklist. If recommending "best and final": write the communication to all buyer agents. If recommending counter to one: prepare the seller for the risk of losing other offers.
Creates a systematic approach to multiple offers that maximizes seller outcome while maintaining professionalism with all buyer agents.
Pro tip: Document everything in a multiple offer situation. Communicate the same information to all buyer agents at the same time. Ethical handling of multiple offers protects you and your seller.
Write Transaction Updates for All Parties
Create template transaction updates for key milestones: 1. Offer accepted (to buyer, seller, and cooperating agent) 2. Inspection scheduled 3. Inspection complete (results summary for client) 4. Appraisal ordered 5. Appraisal complete (for both over and under-value scenarios) 6. Loan approval received 7. Clear to close 8. Closing day confirmation For each milestone: email template for the relevant parties, key information to include, next steps and timeline, potential issues to flag, and a call vs email recommendation. Make the templates professional but warm — this is an exciting process for clients. Include: how to communicate delays or issues at each stage without causing panic.
Creates a complete transaction communication system that keeps all parties informed and reduces "what's happening?" calls. Proactive updates build referral-worthy trust.
Pro tip: Over-communicate during the transaction. A quick "everything is on track, nothing needed from you" message is more valuable than silence. Clients interpret silence as something being wrong.
Business Development & Branding
Create Your Real Estate Agent Bio
Write my real estate agent bio for [website/MLS/social media]. About me: [years in business, transactions closed, areas served] Specialty: [niche — luxury, first-time buyers, investment, etc.] Background: [previous career, education, community involvement] Personal: [family, hobbies, why you live where you live] Unique approach: [what you do differently] Awards/designations: [if any] Write 3 versions: full bio (250-300 words for website), short bio (100 words for MLS/profiles), and social media bio (160 characters). The bio should: lead with value to the client (not "I've been in real estate for 20 years"), show personality (not just credentials), and make it clear why someone should choose me. Write in first person and third person versions. Avoid clichés: "passionate about real estate," "goes above and beyond," "dedicated to clients."
Creates agent bios that focus on client value instead of self-congratulation. The multi-length versions cover every platform you need.
Pro tip: Your bio should answer one question: "Why should I hire you instead of the other 10 agents I found?" If your bio could be copy-pasted for any agent, it's not specific enough.
Develop a Client Referral Strategy
Help me build a systematic referral program to generate more business from past clients and sphere of influence. Current database: [size, mix of past clients/sphere/leads] Current referral rate: [percentage of business from referrals] Goal: [target percentage or number of referrals] Budget: [what you can invest] Create a referral strategy with: a touchpoint calendar (how often to contact each segment and with what), referral request scripts for different situations (after closing, annual check-in, pop-by), a referral reward/thank you system, content that keeps you top of mind (monthly, quarterly), an event strategy (client appreciation, educational workshops), and partnership opportunities (lenders, inspectors, contractors — mutual referrals). Include: how to ask for referrals without being awkward, the best timing to ask, and how to track and measure referral sources.
Creates a systematic referral program instead of hoping past clients remember you. The touchpoint calendar ensures no relationship goes cold.
Pro tip: The best time to ask for referrals is at closing when satisfaction is highest. The second best time is after delivering unexpected value (market update on their home, helpful recommendation, etc.).
Write a Real Estate Newsletter
Write a monthly newsletter for my real estate database. This month's theme: [seasonal/topical theme] Market conditions: [brief summary] My recent activity: [new listings, closings, awards] Local event: [something happening in the community] Create a newsletter with: an engaging subject line (not "Monthly Newsletter from [Name]"), a personal opening (1-2 sentences connecting to the season or current events), a market update section (3-4 key stats with plain-English explanation), a featured listing or sold property, a helpful homeowner tip (maintenance, decor, tax, etc.), a local spotlight (restaurant, business, event), and a soft CTA that invites engagement. Keep total length under 500 words. Write in a friendly, non-salesy voice. Include a P.S. line (most-read part of any email).
Creates newsletters people actually open and read. The format mixes value (market data, tips) with personality (local spotlight, personal note) so it never feels like a sales pitch.
Pro tip: The P.S. is the second most-read part of any email after the subject line. Use it for your most important message — a referral request, a new listing, or a personal note.
Create a Google Business Profile Optimization Plan
Help me optimize my Google Business Profile (formerly Google My Business) for real estate. Current state: [claimed? reviews? posts? photos?] Service area: [neighborhoods/cities] Specialty: [niche] Current reviews: [number and average rating] Create an optimization plan: profile completion checklist (every field that should be filled), keyword-optimized business description, category selection strategy, photo strategy (what types to upload, how often), Google Posts plan (weekly content ideas), review generation system (how to consistently get reviews), Q&A section optimization (add your own FAQs), and local SEO tips specific to real estate agents. Include: 12 weeks of Google Posts topics and how to respond to both positive and negative reviews.
Optimizes your Google presence for local search — where many buyers start their agent search. The review generation system is the highest-ROI activity on the list.
Pro tip: Google reviews are the #1 factor in local search ranking for real estate agents. Make asking for reviews a standard part of your closing process. Even 10 five-star reviews dramatically improve your visibility.
Plan Your Annual Business Strategy
Help me create my annual real estate business plan. Last year: [transactions, volume, GCI, lead sources] This year's goal: [transactions, volume, GCI] Team: [solo/team, admin support] Budget: [marketing and business development] Market outlook: [your assessment of the year ahead] Biggest challenge: [what's holding you back] Create a business plan with: income goal broken into monthly and quarterly targets, transactions needed (at average commission), leads needed (based on conversion rates), marketing budget allocation by channel, lead generation plan by source (referrals, online, prospecting, farming), listing vs buyer side goal split, skills or systems to develop this year, and quarterly review checkpoints. Include a "one-page business plan" summary I can post on my wall. Be realistic about the effort required to hit these numbers.
Creates an actionable business plan with math-backed targets instead of aspirational goals. The lead-to-transaction math makes the goal tangible.
Pro tip: Plan your year but review your plan quarterly. Markets shift, personal circumstances change, and strategies that work in spring may not work in fall. The plan is a compass, not a contract.
Frequently Asked Questions
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