Each month, Advantage Inspection delivers AI education, training, and practical strategies. Most agents know AI is important, but few are actually using it to win more business. The ones who have a clear edge. They move faster, communicate better, and stay top of mind without adding more to their plate. This page is designed to give you simple, practical AI tools you can start using right away, no matter your experience level.
AT ADVANTAGE, we provide training on the use of AI for brokerages, teams, and individuals. Just give us a call. 919.850.2526 and ask for Nicole. She will schedule a time that works for everyone!
🚀 Newbie’s start Here (Takes 5 Minutes)
1. Set up ChatGPT
2. Run the “Train AI to Understand Your Business” prompt
3. Use the Follow-Up prompt today
If you only do these 3, you’ll already be ahead of most agents.
4. Bookmark this page. We’ll continue adding new prompts and tools.
Below are prompts that align with different levels of use and experience. AI is a great tool, but the bottom line is…
Better Prompts = Better Results!
Understanding the Main AI Tools
There are a few different AI tools out there, but most agents will get the most value from three: ChatGPT, Claude, and Perplexity. They all do similar things on the surface, but each has its own strengths. Think of them less like competitors and more like different tools in your toolbox.
ChatGPT is the most widely used and the easiest place to start. It’s great for writing, brainstorming, marketing ideas, client communication, and general day-to-day tasks. If you’re only going to use one tool at the beginning, this is the one. It’s fast, flexible, and works well for most real estate use cases.
Claude tends to be a little more thoughtful and structured in its responses. It’s especially good when you’re working with longer content like contracts, emails, reports, or when you want something explained clearly. Many people prefer it for deeper thinking tasks or when they want more detailed, organized output.
Perplexity is best when you need real-time information or research. It pulls from the web and shows sources, which makes it useful for things like market trends, local insights, or answering specific questions where accuracy matters. Think of it more like a smarter search engine than a writing assistant.
Last Thing…
What Is a Prompt?
A prompt is simply the instruction you give to an AI tool. It’s what you type in to tell it what you want. The quality of your results depends heavily on how clear and specific your prompt is.
Think of it like giving directions to an assistant. If you say, “write something about real estate,” you’ll get a generic answer. But if you say, “write a short, friendly follow-up text to a buyer I showed homes to this weekend,” you’ll get something much more useful. The more context you give, the better the output.
The good news is you don’t need to be technical or overthink it. Just be clear about what you want, who it’s for, and how you want it to sound. AI responds best when you treat it like a smart assistant that needs direction, not like a search engine.
🟢Beginner |🟡Intermediate | 🔴Advanced
🟢 Train AI to Understand Your Business
What this does:
Turns ChatGPT (or Claude, Perplexity) into a smarter assistant by giving it context about you, your business, and how you work.
Why this matters:
Most people use AI cold every time. This turns it into something that actually understands your business, which makes every future response better.
Pro tip:
Once you answer the questions, say:
“Save this as context for future conversations.”
Now you’ve basically built your own assistant.
Start here:
My name is [YOUR NAME], and I am a full-time real estate agent in [CITY, STATE].
I want you to act as my business assistant and help me with marketing, client communication, and day-to-day real estate tasks.
Before we start, ask me 20–25 questions that will help you better understand:
– how I run my business
– who my ideal clients are
– how I communicate
– what makes me different
– what my goals are
Ask one question at a time so I can answer clearly.
Next: Answer the questions and enter them into the AI system.
Now write:
You have my answers to the questions generated. Please ask me 20 more questions to better understand my business, my goals, and my profession.
Next: Answer the questions and enter them into the AI system.
Now write:
Save this as context and a baseline for our future conversations.
🟢 Set Up ChatGPT and
Write Your First Good Prompt
What this does:
Helps you get comfortable using ChatGPT the right way, so you get useful answers instead of generic ones.
Why this matters:
ChatGPT works best when you tell it who it is helping, what you need, who the audience is, and how you want it to sound.
Pro tip:
The more specific you are, the better the answer. ChatGPT is not magic. It is more like a really fast assistant that needs clear instructions.
Start here:
Go to ChatGPT.
Create an account or log in.
Start a new chat.
Instead of asking a vague question, give ChatGPT context, a role, and a clear task.
Bad prompt:
Write a real estate post.
Better prompt:
1. You are a real estate marketing assistant for a local realtor.
2. I want to write a short social media post for buyers in [CITY, STATE].
3. The post should explain why getting pre-approved before shopping for homes is important.
4. Keep the tone friendly, helpful, and not too salesy.
5. End with a simple call to action.
Simple prompt formula:
1. You are a [ROLE].
2. I need help with [TASK].
3. My audience is [AUDIENCE].
4. The goal is [GOAL].
5. Use a [TONE] tone.
6. Please give me [FORMAT]
Example for agents:
1. You are a real estate marketing assistant.
2. I need help writing an email to past clients.
3. My audience is homeowners who may be thinking about selling in the next year.
4. The goal is to stay top of mind without sounding pushy.
5. Use a friendly, helpful tone.
6. Please give me a short email with a subject line.
🟢 Write a Follow-Up That Actually Gets a Response
What this does:
Helps you stay in touch with clients naturally so you don’t lose deals due to a lack of follow-up.
Why this matters:
Most deals don’t fall apart because of pricing or inventory. They fall apart because of poor follow-up. This helps you stay consistent without overthinking every message.
Pro tip
If it sounds too formal, tell AI:
“Make this sound more casual, like I’m texting a friend.”
Copy and Paste this into ChatGPT, Claude or Perplexity:
You are a real estate agent who is great at building relationships and following up without being pushy.
I need help writing a follow-up message.
Here is the situation:
– Who I’m following up with: [buyer / seller / past client / open house lead]
– Context: [showed homes, had a call, met at open house, etc.]
– Time since last contact: [2 days, 1 week, etc.]
– My goal: [schedule a showing, check interest, stay in touch, etc.]
Write a short follow-up message that feels natural, friendly, and not salesy.
Give me 2 versions:
1. Text message
2. Email
Keep it simple and conversational.
🟡 See How You Stack Up Against Competitors in AI Search
What this does:
Shows you how your business compares to local competitors in AI results and gives you a clear plan to improve.
Why this matters:
Most agents are guessing when it comes to AI and search. This shows you exactly where you stand and what to fix.
Pro tip:
Run this once with your own info, then run it again as if you’re a buyer or seller searching in your market. The differences are where the opportunity is.
Paste this into ChatGPT, Claude, or Perplexity:
You are an AI search and “AI engine optimization” expert for local real estate agents and teams.
I want to know how well my business shows up and is recommended in AI answers compared to my key local competitors.
Here is my info:
– My business name: [MY BRAND NAME]
– My website: [MY DOMAIN]
– Main services: [buyer representation, listing homes, relocation, etc.]
– Main service areas: [City, State + nearby cities]
– Competitor 1: [NAME – DOMAIN]
– Competitor 2: [NAME – DOMAIN]
– Competitor 3: [NAME – DOMAIN]
Please:
1. Give me 8–10 real-world questions buyers and sellers in my area would ask AI tools when they need an agent (mix of urgency, research, and “best agent near me” type questions).
2. For each of the 4 websites above, quickly rate (1–5) how likely AI is to trust and recommend them based on: clear services, local focus, reviews, and helpful content. Put this in a small table.
3. Tell me, in plain English, where my business is losing to these competitors in AI’s eyes, and where I already look strong.
4. Give me a simple 30- to 60-day action list (no more than 8–10 items) that would most improve how often AI tools recommend my business instead of theirs.
Keep everything concise and owner-friendly, no jargon
🟡 AI Systems Audit
What this does:
Identifies your top 3 time drains that AI can take off your plate, recommends the right tool for each, and provides one clear first step.
Why this matters:
Most agents are guessing when it comes to AI and search. This shows you exactly where you stand and what to fix.
Pro tip:
Run this once with your own info, then run it again as if you’re a buyer or seller searching in your market. The differences are where the opportunity is.
Paste this into ChatGPT or Claude:
You are an operations and AI systems expert for real estate agents and small real estate teams.
I want to figure out where AI can save me the most time and which tool is the right fit for each task.
Here is my info:
– Business type: [solo agent / buyer’s agent / listing agent / small team / brokerage]
– Team size: [just me / me + assistant / me + transaction coordinator / team of 2–5]
– Current tools: [CRM, MLS tools, email platform, transaction software, scheduling tools, etc.]
– My biggest time drains right now: [list 3–5 things that eat your week]
– Tasks I hate or always put off: [list 2–3]
Please:
1. Pick the top 3 time drains that are the best candidates for AI or automation based on what I shared.
2. For each one, tell me the best tool for the job and exactly how I would use it.
Options: Claude chat for quick thinking and writing tasks, Claude Cowork for file and desktop tasks, Claude in Chrome for research while browsing, Perplexity for real-time research.
3. Give me one clear first action for each so I know exactly where to start.
Keep it to those 3. I don’t need a master plan. I need somewhere to start.
🟡 Turn One Listing Into a
Week of Content
What this does:
Takes one listing (or just listed/sold property) and turns it into multiple posts, emails, and touchpoints so you stay visible without constantly creating new content..
Why this matters:
Most agents struggle with consistency. This turns one property into multiple touchpoints so you stay in front of clients without extra work.
Pro tip:
Save your best-performing outputs and reuse the structure. You’re not just creating content, you’re building a repeatable system.
Paste this into ChatGPT or Claude or Perplexity:
You are a real estate marketing expert who helps agents stay consistent without spending a lot of time on content.
I want to turn one listing into multiple pieces of content I can use throughout the week.
Here is my listing:
– Property details: [beds, baths, location, standout features]
– Target buyer: [first-time buyer, move-up buyer, investor, etc.]
– Tone: [professional, casual, luxury, etc.]
Please:
1. Write 2 versions of a listing description (one standard, one more engaging).
2. Create 3 short social media posts (mix of Instagram, Facebook, or LinkedIn style).
3. Write 1 short email I can send to my database about the property.
4. Give me 2 quick video ideas I could record on my phone to promote this listing.
5. Include simple calls to action for each.
Keep everything concise, natural, and not overly salesy.
🔴Service Page Gap Audit
What this does:
Shows you what’s missing from your website pages that may cause AI tools to recommend another agent instead of you, with specific fixes and quick wins.
Why this matters:
AI tools are looking for clear, trustworthy, locally relevant content. This helps agents tighten the pages that should be earning them visibility and referrals.
Pro tip:
Run this on your homepage, your “about” page, and your strongest neighborhood page. The best agents will win AI search by being the clearest, most helpful local resource.
Paste this into ChatGPT or Claude or Perplexity:
You are an AI search visibility expert for local real estate agents and teams.
I want to know what is actually missing from my website page that would cause AI tools to recommend a competitor instead of me.
Here is my info:
– Business name: [MY BRAND NAME]
– Page to audit: [paste the URL or the page copy directly]
– Main focus of the page: [buyer representation / listing homes / relocation / luxury homes / first-time buyers / neighborhood guide]
– Market area: [City, State + nearby cities or neighborhoods]
Please:
1. Give me the top 3 gaps on this page that are hurting my AI visibility most.
2. For each gap, tell me exactly what to add or change, not just that something is missing.
3. Flag any quick wins I can knock out in under an hour.
Three gaps, three fixes, quick wins. Don’t overwhelm me.
🔴Build an Internal SOP
What this does:
Takes a process you’re currently doing from memory and turns it into a clean, numbered SOP your assistant, transaction coordinator, team member, or future hire can follow without you.
Why this matters:
Most agents have important systems trapped in their head. This helps turn those repeatable tasks into a process someone else can actually follow, which saves time and makes growth easier.
Pro tip:
Start with one process you repeat every week, like listing prep, buyer onboarding, or post-inspection follow-up. Don’t try to document your whole business at once.
Paste this into Claude:
You are an expert at turning messy, brain-dump processes into clean, usable SOPs for real estate agents and small real estate teams.
I want to document something I currently do in my head so my team or a future hire can do it without me.
Here is the process:
– What it is: [describe the task in plain language, such as preparing a listing, following up after showings, onboarding a buyer, coordinating inspections, or managing contract deadlines]
– How I currently do it: [walk through your steps, even if messy]
– Who needs to be able to follow this: [assistant / transaction coordinator / VA / buyer’s agent / new hire]
– What done right looks like: [describe the end result]
Please:
1. Turn this into a clean numbered SOP a new hire could follow on day one.
2. Flag any steps that require judgment calls so I know where to add more detail or stay involved.
3. Note anything I left out that would cause this to break down in real use.
Keep it simple. If it needs a decision tree, tell me, but don’t build one unless I ask.
🔴Build a Reusable Claude Skill
What this does:
Turns a task you do repeatedly into a reusable Claude prompt you can save and open anytime, without re-explaining yourself every time.
Why this matters:
If you use AI for the same task more than twice, you shouldn’t have to start from scratch every time. A reusable skill helps Claude remember the structure, tone, and outcome you want so you can move faster.
Pro tip:
Start with one high-value task you do every week, like writing listing copy, creating seller follow-ups, or turning market data into a client-friendly update.
Paste this into Claude:
You are an expert at writing reusable Claude skills and system prompts for real estate agents and small real estate teams.
I want to turn a task I do repeatedly into a Claude skill I can open and reuse anytime without re-explaining myself.
Here is the task:
– What I’m trying to do: [describe the task, such as writing listing descriptions, follow-up emails, market updates, client texts, social posts, or SOPs]
– The context Claude always needs: [my name, brokerage, market area, tone, ideal clients, services, brand style, etc.]
– What a great output looks like: [describe the result I want every time]
– What I want to be able to change each time I use it: [client name, property address, neighborhood, buyer/seller situation, tone, platform, etc.]
Please write me a reusable Claude skill prompt I can save and use again.
The prompt should include:
1. My standing context.
2. Clear instructions for what to produce.
3. A simple fill-in section for the details that change each time.
4. A reminder to ask me clarifying questions if anything important is missing.
Then tell me in one sentence where to save it so I can actually find it later.
We built this resource to help our agents stay ahead in a changing market. If you ever need a trusted partner on the home inspection side, Advantage Inspection is here to support you and your clients every step of the way.
