# The Realtor AI Skills Library 59 ready-to-run AI skills for real estate agents — each with the value it captures and a compliance-baked prompt. Free, from **RealtyBoss** (realtybossai.com). Wire the placeholders to your own agent + client data and drop each prompt into your AI of choice. > **Not legal advice.** These are marketing/production templates with compliance guardrails built in — you (and your broker) are responsible for reviewing every output and confirming your state's rules. RealtyBoss runs these skills for you, with a Fair Housing + advertising compliance gate on every public-facing output. ## How to use 1. **Prompts are the skill.** Prepend the global preamble, then the skill's prompt. 2. **Fill the placeholders** from your agent profile + the client/record at hand. 3. **Compliance is state-parameterized** — the `{{state}}`, `{{license_authority}}`, `{{license_label}}`, `{{avm_disclaimer_rule}}`, and `{{protected_classes}}` placeholders adapt each prompt to your state. Federal Fair Housing classes are universal; your state may add more. 4. **Chain the validators** — the Fair Housing, advertising, and RESPA checkers run on the output of any content skill before it's client-ready. ### Placeholder legend `{{agent_name}}` · `{{brokerage}}` · `{{license_label}}` / `{{license_number}}` · `{{market}}` · `{{state}}` · `{{license_authority}}` · `{{language}}` · `{{brand_voice}}` · `{{protected_classes}}` · `{{avm_disclaimer_rule}}` — plus per-skill inputs like `{{address}}`, `{{client_name}}`, `{{mls_data}}`, `{{topic}}`. ### Global preamble (prepend to every skill) ``` You are the AI engine behind {{agent_name}}, {{brokerage}} ({{license_label}}{{license_number}}), a top producer in {{market}} ({{state}}). Never invent addresses, comps, prices, or stats — if an input is missing, ask for it. Never use language referencing or coded to protected classes: {{protected_classes}} (Fair Housing). Apply {{state}} advertising & disclosure rules and {{license_authority}} requirements; flag anything uncertain for broker review. Output in {{language}}. Match {{brand_voice}}. ``` --- ## Lead Generation & Prospecting ### 1. Lead Magnet Builder *Assistant: Sales Assistant* **Value:** Turns one topic into a branded, downloadable asset that captures contacts on autopilot — fills the top of funnel without ad spend. **Prompt:** ``` Create a {{topic}} lead magnet (e.g., "First-Time Buyer Guide") for {{market}}. Audience: {{audience}}. Produce: title + subtitle, 5–7 value-packed sections, a soft CTA to contact {{agent_name}}, and a landing-page headline + 3 bullet promises. Fact-check any stat and cite source + date. Keep language inclusive — no protected-class references. Brand footer: {{agent_name}}, {{brokerage}}, {{license_label}}{{license_number}}. ``` ### 2. Geographic Farm Campaign *Assistant: Marketing Assistant* **Value:** Positions the agent as the neighborhood expert; consistent farm touches are the #1 predictor of listing dominance. **Prompt:** ``` Build a Just Listed/Just Sold farm campaign for {{farm_area}}. Inputs: {{recent_solds}}. Produce 3 mailer variants (Just Listed, Just Sold, Market Share) each with headline, body, and market stat. Use ONLY verifiable stats from the provided data with source + date. Include a neighborhood-expert CTA and {{license_authority}} disclosure. Suggest a 6-touch annual cadence. ``` ### 3. Expired / FSBO / Cancelled Outreach *Assistant: Sales Assistant* **Value:** Attacks the highest-intent seller pool most agents ignore — motivated sellers, warm timing, low competition. **Prompt:** ``` For this {{listing_history}}, write: (a) a 60-second call script that acknowledges their prior experience without insulting the last agent, (b) a 5-touch text/email follow-up sequence. Lead with what went wrong and how I'd fix it. FLAG at the top: confirm the number is DNC-scrubbed and consent exists before dialing/texting (TCPA). No pressure tactics; fiduciary tone. ``` ### 4. Circle Prospecting Engine *Assistant: Sales Assistant* **Value:** Converts one transaction into multiple neighbor conversations — free listing leads off work you've already done. **Prompt:** ``` A home just {{sold_or_listed}} at {{address}}. Write circle-prospecting scripts (call + door + text) to neighbors within {{radius}}: "your neighborhood is active, curious what your home is worth?" Include a value offer (free CMA). DNC/TCPA note at top. No equity-mining or fear framing. ``` ### 5. Open House System *Assistant: Marketing Assistant* **Value:** Converts foot traffic into a pipeline instead of a one-day event — most agents leave these leads on the table. **Prompt:** ``` For the open house at {{address}} on {{date}}, produce: (a) pre-event promo (social + email + neighbor invite), (b) a sign-in script that captures timeline + financing + consent to follow up, (c) a same-day and day-3 follow-up message. Fair Housing clean. {{license_authority}} disclosure on public assets. ``` ### 6. Social Content Engine *Assistant: Marketing Assistant* **Value:** Keeps the agent top-of-mind and generates inbound — brand equity compounds while they sleep. **Prompt:** ``` Create {{count}} social posts for {{platform}} about {{listing_or_topic}}. Each: hook, caption, CTA, hashtags. Vary formats (reel script, carousel, single). No protected-class or "perfect for families/safe area" coding. Ensure profile carries {{brokerage}} + {{license_label}}{{license_number}} for ad compliance. ``` ### 7. Portal Lead Speed-to-Lead Responder *Assistant: Receptionist* **Value:** Speed wins the lead — responding in under 5 minutes multiplies contact rates several-fold. **Prompt:** ``` Inbound portal lead: {{lead_details}}. Write an instant first response (text + email variants) that (a) answers their property question, (b) asks 2–3 qualifying questions (timeline, financing, are they working with an agent), (c) proposes a next step. Warm, human, not salesy. Consent-to-continue built in. ``` ### 8. SOI Reactivation *Assistant: Sales Assistant* **Value:** The cheapest business is repeat + referral — this re-warms a dormant database into deals. **Prompt:** ``` From this {{crm_export}} with last-contact dates, segment contacts (hot/warm/cold, past client/SOI). For each segment write a re-engagement message that adds value (market update, check-in) not a hard ask. CAN-SPAM unsubscribe on emails. Suggest a re-touch cadence. ``` --- ## Lead Nurture & Database ### 9. Lead Qualification & Scoring *Assistant: Receptionist* **Value:** Focuses the agent's hours on deals that will actually close — leverage on the scarcest asset, time. **Prompt:** ``` Score this lead {{lead_data}} 1–100 on likelihood-to-transact using timeline, financing readiness, motivation, and engagement ONLY. Do NOT use demographic/protected-class signals. Output: score, reasoning, recommended track (fast-close / nurture / long-term), and next action. ``` ### 10. Nurture / Drip Writer *Assistant: Sales Assistant* **Value:** Automated value-touches convert the 80% of leads who aren't ready today into closings later. **Prompt:** ``` Write a {{length}}-touch nurture sequence for a {{segment}} lead with a {{timeline}} horizon. Alternate value (market data, tips) with light CTAs. Consistent {{brand_voice}}. CAN-SPAM compliant. Space touches sensibly; note channel per touch. ``` ### 11. Follow-Up Cadence Manager *Assistant: Sales Assistant* **Value:** "The fortune is in the follow-up" — systematized cadence stops leads leaking out of the pipeline. **Prompt:** ``` Given lead stage {{stage}} and last-contact {{date}}, output the next 3 follow-up actions with timing, channel, and a drafted message each. Respect any opt-out flags. Escalate to a call if engagement signals are high. ``` ### 12. Referral & Review Generator *Assistant: Sales Assistant* **Value:** Turns happy closings into reviews and referrals — the flywheel behind every top producer's business. **Prompt:** ``` Client {{client_name}} just closed. Write: (a) a timed referral-ask script, (b) a review request with a fill-in prompt to make it easy, (c) a drafted sample review they can edit. No incentive language (compliance). Warm and specific to their transaction. ``` --- ## Valuation & Financial Analysis ### 13. CMA Generator *Assistant: Sales Assistant* **Value:** Wins listings — a data-backed value range positions the agent as the expert and anchors the price conversation. **Prompt:** ``` Generate a CMA for {{address}} using comps {{mls_data}}. Include: subject summary, 3–6 comps with adjustments and rationale, a defensible value range, and pricing recommendation. Output client-ready in {{language}}. Add an estimate disclaimer ({{avm_disclaimer_rule}}): this is a broker opinion, not an appraisal. Show comp-selection logic. ``` ### 14. List-Price Strategy *Assistant: Sales Assistant* **Value:** The right price sells faster and nets more — directly protects the seller's proceeds and the agent's DOM stats. **Prompt:** ``` Given {{cma}}, current inventory {{inventory}}, and seller goal {{goal}} (speed vs. top dollar), recommend a list price with 3 scenarios (aggressive/market/premium) and expected DOM + risk for each. Label all assumptions. State a range, not a guarantee. ``` ### 15. Rental / Investment ROI *Assistant: Accountant* **Value:** Wins and serves investor clients — quantified returns turn a browsing investor into a buyer. **Prompt:** ``` Analyze {{address}} as an investment: price {{price}}, projected rent {{rent}}, expenses {{expenses}}, financing {{terms}}. Output cap rate, cash-on-cash, DSCR, monthly cash flow, and 5-yr projection. Itemize EVERY assumption. Numbers must reconcile. {{language}}. Label as estimate. ``` ### 16. Seller Net Sheet *Assistant: Accountant* **Value:** Removes the #1 seller anxiety ("what do I actually walk away with?") and builds trust with transparency. **Prompt:** ``` Build a seller net sheet: sale price {{price}}, loan payoff {{payoff}}, commission {{commission}}, closing costs {{costs}}. Show gross → deductions → net proceeds, reconciled to the dollar. Label "estimate — final figures from escrow." {{language}}. ``` ### 17. Buyer Affordability / Mortgage Scenarios *Assistant: Accountant* **Value:** Sets realistic expectations early — stops wasted showings and heartbreak, speeds buyers to action. **Prompt:** ``` Given income {{income}}, debts {{debts}}, down payment {{down}}, rate {{rate}}, estimate affordable price range, monthly payment (PITI), and DTI. Show 3 rate scenarios. NOT a lending decision — recommend lender pre-approval. No APR claims. ``` ### 18. Market / Absorption Report *Assistant: Marketing Assistant* **Value:** Backs every price and offer conversation with authority — data beats opinion in negotiations. **Prompt:** ``` Produce a market report for {{area}}, period {{period}}: active/pending/sold, median price, DOM, months of supply, YoY trend. Timestamp and source every figure. Neutral framing — no cherry-picking. End with a one-line "what this means for buyers/sellers." ``` ### 19. Property / Neighborhood Deep-Dive *Assistant: Sales Assistant* **Value:** Positions the agent as the local authority and arms buyers with real facts for confident decisions. **Prompt:** ``` Create a dossier for {{address}}: property facts, recent comps, price trend, amenities, and school data (factual: names, ratings as published, source). Do NOT characterize the area as "good/bad/safe" or reference who it "suits" (Fair Housing). {{language}}. ``` --- ## Listing / Seller Representation ### 20. Pre-Listing / Listing Presentation *Assistant: Marketing Assistant* **Value:** Wins the signature — a professional, CMA-backed presentation converts appointments into listings. **Prompt:** ``` Build a listing presentation for {{seller_name}} / {{address}}. Sections: market overview, CMA-backed pricing, my marketing plan, why-me proof, timeline, next steps. Every claim substantiated. {{brand_voice}}, {{language}}. {{license_authority}} disclosure. ``` ### 21. MLS / Listing Description Writer *Assistant: Marketing Assistant* **Value:** A compelling, compliant description drives showings and syndicates cleanly — and keeps the agent out of a Fair Housing complaint. **Prompt:** ``` Write MLS remarks + feature bullets for {{property_facts}}. Sell the lifestyle and features. HARD RULE: no references or coded language to family status, religion, race, "safe," "walking distance to church/school," "perfect for" — describe the PROPERTY, not the buyer. Original copy only (no copied listing text). Provide a 250-char portal version. ``` ### 22. Listing Marketing Plan *Assistant: Marketing Assistant* **Value:** A visible, tiered plan justifies the commission and gets the seller bought-in from day one. **Prompt:** ``` Create a marketing plan for {{address}} at {{price_point}}: channels, timeline (pre-launch → launch → live), photography/staging, open houses, digital ads, budget. Tier for {{luxury_or_standard}}. Respect Clear Cooperation timing. Deliverable seller-facing. ``` ### 23. Prep / Staging Advisor *Assistant: Marketing Assistant* **Value:** Small pre-list fixes return outsized price gains — this maximizes the seller's net and the sale speed. **Prompt:** ``` From {{condition_notes_or_photos}}, produce a prioritized prep list: item, why it matters, rough cost (directional), and expected ROI/impact. Separate must-do from nice-to-have. Practical and budget-aware. ``` ### 24. Just Listed / Just Sold Assets *Assistant: Marketing Assistant* **Value:** Announces momentum, feeds the farm, and generates the next listing off the current one. **Prompt:** ``` Create a Just {{Listed_or_Sold}} kit for {{address}}: postcard, 3 social posts, email blast. Accurate terms only. Fair Housing clean. {{license_label}}{{license_number}} + {{brokerage}} on public assets. ``` ### 25. Seller Status Update *Assistant: Marketing Assistant* **Value:** Proactive weekly updates prevent seller anxiety and make price-reduction conversations land with data, not conflict. **Prompt:** ``` From this week's {{activity_log}} (showings, feedback, views), write a seller update: activity summary, market context, honest interpretation, and a recommendation. If a price adjustment is warranted, frame it with data, not blame. {{language}}. ``` ### 59. Price-Reduction Recommendation & Campaign *Assistant: Marketing Assistant* **Value:** A data-backed, well-communicated price drop re-ignites a stale listing without damaging the seller relationship. **Prompt:** ``` For {{address}} at {{days_on_market}} DOM with {{activity}} (showings/feedback/views) and market data {{market_data}}, recommend whether and how much to adjust: the data case, the seller-facing conversation script (data not blame), and a re-launch asset set ("price improvement" social + email + fresh remarks). Frame as a strategic move, not a failure. {{language}}. ``` --- ## Buyer Representation ### 26. Buyer Consultation & Needs Analysis *Assistant: Sales Assistant* **Value:** Sets the relationship up right — captures true criteria AND secures the buyer-broker agreement now required before showings. **Prompt:** ``` Prepare a buyer consultation packet + intake for {{client_name}}: needs/wants/dealbreakers capture, financing readiness, timeline. Include a plain-language explanation of the buyer-broker agreement and how my compensation works (post-NAR-settlement), with a script to walk them through it. {{language}}. ``` ### 27. Property Match & Shortlist Ranking *Assistant: Sales Assistant* **Value:** Saves buyers hours and builds trust by surfacing the true best-fits, not just the newest listings. **Prompt:** ``` Rank {{candidate_listings}} against buyer criteria {{criteria}}. Score each on stated criteria ONLY (not demographics/area "desirability"). Output ranked shortlist with a one-line why per home and any tradeoffs. Recommend top 3 to tour. ``` ### 28. Showing Tour Builder *Assistant: Sales Assistant* **Value:** A tight, logical tour respects everyone's time and keeps buyers focused and decisive. **Prompt:** ``` Build a showing itinerary for {{selected_homes}} on {{date}}: optimal route/order, arrival windows, and a 3-line brief per home (highlights, watch-outs, questions to ask). Confirm showing instructions/access per listing. ``` ### 29. Property Comparison Matrix *Assistant: Sales Assistant* **Value:** Cuts through buyer indecision with a clear, objective side-by-side — accelerates the offer decision. **Prompt:** ``` Compare {{properties}} in a matrix: price, $/sqft, beds/baths, lot, condition, HOA, commute, schools (factual), pros/cons. Objective criteria only. End with a decision framework — the choice stays with the buyer. ``` ### 30. Offer Strategy Advisor *Assistant: Sales Assistant* **Value:** Wins the home without overpaying — strategic offers are where buyer's agents earn their fee. **Prompt:** ``` Given comps {{comps}}, competition level {{competition}}, and buyer position {{position}}, recommend an offer strategy: price, terms, contingencies, escalation, and non-price levers. Explain the reasoning and risks. NOTE: agent reviews and approves before submission; no guaranteed outcomes. ``` ### 54. Buyer-Broker / NAR-Settlement Objection Handling *Assistant: Sales Assistant* **Value:** Post-settlement, buyers question the agreement and the fee — handling this well is the difference between signing the buyer and losing them. **Prompt:** ``` Give me scripts for buyer-broker-agreement objections (e.g., "why do I have to sign this," "why should I pay you," "can't I just go to the listing agent") in the post-NAR-settlement context. For each: the empathy line, the plain-language explanation of what my representation and fee cover, and how compensation can be structured. Honest, transparent, fiduciary — no scare tactics. {{language}}. ``` --- ## Negotiation & Transaction Management ### 31. Counter-Offer / Negotiation Strategist *Assistant: Sales Assistant* **Value:** Protects thousands in every deal — structured negotiation beats winging it and defends the client's interests. **Prompt:** ``` Offer terms {{terms}}, other party motivations {{motivations}}. Produce a negotiation plan: opening position, concession ladder, walk-away, and talking points for each likely counter. Fiduciary framing — advocate hard, never misrepresent. ``` ### 32. Contract-to-Close Timeline *Assistant: Transaction Assistant* **Value:** Nothing falls through the cracks — missed deadlines kill deals and create liability; this prevents both. **Prompt:** ``` From accepted contract dates {{contract_dates}}, build a milestone timeline: EMD, inspection, appraisal, loan contingency, final walkthrough, closing. Flag each hard deadline for agent review. Output as a tracker with alert lead-times. ``` ### 33. Contingency & Deadline Manager *Assistant: Transaction Assistant* **Value:** Keeps contingency periods airtight — protects the client's earnest money and the agent from E&O exposure. **Prompt:** ``` Track contingencies for {{contract}}: list each, its deadline, status, and the action needed. NEVER auto-waive anything — surface upcoming deadlines to the agent for decision. Daily digest format. ``` ### 34. Disclosure & Document Explainer *Assistant: Transaction Assistant* **Value:** Demystifies scary paperwork for clients (especially in-language) — builds trust and reduces fall-through. **Prompt:** ``` Explain {{disclosure_doc}} in plain {{language}}: what it is, what it means for the client, and 3 questions they should ask. This EXPLAINS only — it is not legal advice; recommend an attorney for legal questions. Flag anything unusual. ``` ### 35. Inspection Response / Repair Negotiation *Assistant: Sales Assistant* **Value:** Turns an inspection report into a strategic ask — recovers real dollars without blowing up the deal. **Prompt:** ``` From {{inspection_report}}, draft a repair-request strategy: separate material/safety items from cosmetic, recommend ask (repair vs. credit vs. accept), and draft the request. Scope to what matters. Agent approves before sending. ``` ### 36. Closing / Final Walkthrough Checklist *Assistant: Transaction Assistant* **Value:** A clean close — catches problems before they become post-closing disputes. **Prompt:** ``` Produce a pre-close + final-walkthrough checklist for {{transaction}}, verified against contract terms (agreed repairs, inclusions, condition). Flag any discrepancy to resolve before signing. ``` ### 55. Multiple-Offer Management (Listing Side) *Assistant: Sales Assistant* **Value:** Running a clean multiple-offer process nets the seller more and keeps the agent out of a fairness complaint. **Prompt:** ``` Given offers {{offers}} on {{address}} and seller goal {{goal}}, build a listing-side multiple-offer plan: an objective offer-comparison matrix (price, terms, contingencies, financing strength, net-to-seller), a highest-and-best or counter strategy, and a fair, consistent communication script to all buyer agents. Treat all offers even-handedly (Fair Housing / fairness). Seller decides; agent advises. ``` --- ## Compliance & Risk ### 37. Fair Housing Copy Checker *Assistant: Boss Assistant · compliance validator* **Value:** Prevents the lawsuit — one bad phrase in an ad can mean a HUD complaint; this is cheap insurance on every asset. **Prompt:** ``` Scan {{draft_text}} for Fair Housing issues: references or coded language to any protected class ({{protected_classes}}), plus phrases like "safe," "exclusive," "perfect for [group]," "walking distance to [church/school]." Output: PASS or FLAGGED items with compliant rewrites. ``` ### 38. Advertising Compliance Checker *Assistant: Boss Assistant · compliance validator* **Value:** Keeps every ad license-clean — avoids fines and license risk on marketing at scale. **Prompt:** ``` Check {{marketing_asset}} for {{state}} advertising compliance: required license {{license_label}}{{license_number}}, {{brokerage}} name, team-name rules, and an AVM disclaimer if a value estimate appears ({{avm_disclaimer_rule}}). Output PASS/FLAG with fixes. ``` ### 39. Disclosure Completeness Checker *Assistant: Boss Assistant · compliance validator* **Value:** Ensures a defensible file — missing disclosures are the top source of post-closing litigation. **Prompt:** ``` Given transaction type {{type}} in {{state}}, list the required disclosure set and check {{file_contents}} for what's present vs. missing. Checklist output — not legal sign-off; recommend broker/attorney review for gaps. ``` ### 40. RESPA / Referral Guardrail *Assistant: Boss Assistant · compliance validator* **Value:** Keeps vendor relationships clean — RESPA §8 violations carry serious penalties. **Prompt:** ``` Review this vendor/referral context {{context}} for RESPA §8 issues (no thing-of-value for referrals). Rewrite any non-compliant phrasing and add required relationship disclosure if applicable. ``` ### 52. Wire-Fraud Warning to Client *Assistant: Transaction Assistant* **Value:** Wire fraud is the #1 real-estate cyber threat — a clear, timed warning protects the client's funds and the agent from a catastrophic claim. **Prompt:** ``` Draft a wire-fraud warning for {{client_name}} at {{transaction_stage}}: never wire funds based on emailed instructions, always call the escrow/title officer at an independently-verified number before sending, and how to spot spoofed emails/last-minute changes. Calm and clear, not alarming. {{language}}. Include: verify by phone, we will never email you wiring changes. ``` ### 58. Virtual-Staging & Photo-Edit Disclosure *Assistant: Marketing Assistant* **Value:** Undisclosed virtual staging / heavy photo edits are a fast-growing complaint and MLS-violation source — a clear disclosure label is cheap protection. **Prompt:** ``` For listing media on {{address}} that uses {{edit_type}} (virtual staging / sky replacement / item removal / rendering), produce the required disclosure label + placement (per MLS rules and {{state}} advertising rules), and confirm the copy never misrepresents the property's actual condition. Output the exact caption/watermark text and where it must appear. ``` --- ## Communication & Content ### 41. Situation-Aware Message Drafter *Assistant: Receptionist* **Value:** Fast, on-tone client comms in seconds — saves hours and keeps the agent responsive (which clients equate with competence). **Prompt:** ``` Draft a {{channel}} message for this situation: {{situation}}, to {{recipient}}. Match {{brand_voice}} and the emotional register of the moment. Provide 2 variants (warm / concise). Consent- and channel-appropriate. {{language}}. ``` ### 42. Objection & Difficult-Conversation Scripts *Assistant: Sales Assistant* **Value:** Converts the moments that lose deals — commission pushback, price reductions, lost offers — into retained trust. **Prompt:** ``` Give me scripts for {{scenario}} (e.g., "your commission is too high," "why isn't it selling," multiple-offer loss). For each: the reframe, the empathy line, and the value/data response. Honest and fiduciary — no manipulation. ``` ### 43. Bilingual Translation & Localization *Assistant: Marketing Assistant* **Value:** Unlocks the EN–ZH market others can't serve — the clearest competitive moat and referral engine. **Prompt:** ``` Localize {{source_text}} between English and Chinese. Use correct real-estate terminology (escrow=託管, contingency=附加條件, etc.), preserve intent and tone, and adapt culturally — this is localization, not literal translation. Flag any term with no clean equivalent. ``` ### 44. Call / Meeting Summarizer *Assistant: Receptionist* **Value:** Nothing gets forgotten — every commitment captured and pushed to the CRM, protecting the relationship and the agent. **Prompt:** ``` From {{transcript_or_notes}}, produce: summary, decisions, action items (owner + due date), and a clean CRM note. Do NOT invent commitments — if unclear, mark "to confirm." Flag follow-ups. ``` ### 53. Listing & Agent Video Scripts *Assistant: Marketing Assistant* **Value:** Video is the highest-engagement format in real estate — scripts turn a listing or the agent into shareable, on-brand video without a copywriter. **Prompt:** ``` Write video scripts for {{video_type}} (listing tour / neighborhood / agent intro / just-sold) about {{subject}}. Produce: a 30–60s script with shot notes, an on-screen-text overlay list, and a caption + hashtags. Sell the property/lifestyle, never the buyer. Fair Housing clean. {{brand_voice}}, {{language}}. {{license_label}}{{license_number}} on public assets. ``` --- ## Business Operations & Growth ### 45. GCI Goal & Activity Planner *Assistant: Accountant* **Value:** Makes income a math problem, not a hope — the single planning exercise most correlated with production. **Prompt:** ``` Reverse-engineer a plan for {{income_goal}} GCI. Inputs: avg commission {{avg_commission}}, lead→appt {{r1}}, appt→client {{r2}}, client→close {{r3}}. Output: deals needed, appointments needed, leads needed, then daily/weekly activity targets. Math must reconcile to the goal. ``` ### 46. Time-Block / Daily Planner *Assistant: Accountant* **Value:** Protects the lead-gen hours that actually produce income — beats reactive, admin-driven days. **Prompt:** ``` From {{calendar}} and {{priorities}}, build a time-blocked day that PROTECTS a prospecting block first, then appointments, then admin. Batch similar tasks. Output an hour-by-hour schedule. ``` ### 47. Pipeline & Commission Tracker *Assistant: Accountant* **Value:** Clear sightline on future income — enables confident hiring, spending, and forecasting. **Prompt:** ``` From {{deal_list}} (stage, price, side, close date), build a pipeline view with projected GCI by month and a weighted forecast by stage-probability. Label projections as estimates. Flag at-risk deals. ``` ### 48. Vendor / Partner Directory *Assistant: Transaction Assistant* **Value:** A trusted referral network makes the agent a one-stop concierge — deepens loyalty and referrals. **Prompt:** ``` For need {{need}} in {{area}}, recommend vetted vendor types and draft a warm intro. Add required relationship disclosure. NO pay-for-referral language (RESPA §8). ``` ### 49. Market Update Newsletter *Assistant: Marketing Assistant* **Value:** Recurring authority touch to the whole database — the low-effort habit that keeps referrals flowing. **Prompt:** ``` Write a {{period}} market newsletter for {{market}}: headline stat, 3 trends (sourced + dated), one lifestyle/local item, and a soft CTA. {{brand_voice}}, {{language}}. CAN-SPAM unsubscribe. {{license_authority}} disclosure. ``` ### 50. Case Study / Testimonial Builder *Assistant: Marketing Assistant* **Value:** Converts wins into marketing proof that closes the next client — social proof is the highest-converting asset. **Prompt:** ``` Turn this closed deal {{transaction_summary}} + {{client_quote}} into a case study: challenge → strategy → result (with accurate numbers). Get/confirm client consent. Produce a long version and a social-caption version. ``` ### 51. Team Recruiting Kit *Assistant: Boss Assistant* **Value:** Scales the business beyond the founder's own hours — the leverage that builds a real enterprise. **Prompt:** ``` Build a recruiting kit for {{target_agent_profile}} using team stats {{team_stats}}: value proposition, recruiting scripts (call + DM), and a 30-day onboarding outline. Accurate splits/support only — NO income guarantees. ``` ### 56. Review Response Writer *Assistant: Marketing Assistant* **Value:** How you respond to reviews — especially negative — shapes reputation more than the review itself. **Prompt:** ``` Write a response to this {{review}} ({{sentiment}}). For positive: gracious, specific, on-brand. For negative: professional, non-defensive, acknowledge + offer to take it offline, NEVER disclose confidential client/transaction details or violate privacy. {{brand_voice}}, {{language}}. Provide one short and one longer variant. ``` ### 57. Agent-to-Agent / Relocation Referral *Assistant: Sales Assistant* **Value:** Out-of-area and relocation clients are pure referral income (RESPA-clean, unlike vendor referrals) — a real moat for the EN–ZH / overseas-buyer market. **Prompt:** ``` A client is {{relocating_from_or_to}} {{location}}. Draft: (a) a referral outreach to a qualified agent in that market (what the client needs, referral-fee terms), (b) a client-facing message explaining the handoff and that they're in good hands. Note: agent-to-agent referral fees between licensees are permitted; this is NOT a RESPA vendor referral. {{language}}. ``` --- ## Want the AI to run these for you? RealtyBoss gives you an AI real estate team that runs this whole library — assigned to a Receptionist, Sales, Marketing, Transaction, and Accounting assistant, with a Boss Assistant that runs the compliance gate on every output. Just ask, and the right assistant does it. Start free at **realtybossai.com**.