Who it is for
Agents who write their own listings, meet people at open houses and events, and want a steady social feed without giving up evenings.
Skip this if
- You want a bot that posts listings or messages leads on its own. This team only drafts.
- You need fair housing or legal advice. Your broker and your compliance checklist still make the final call on listing copy.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
One listing description is drafted for broker review, recent contacts are in a follow-up tracker, and a week of post drafts is waiting. Nothing posted or sent.
Install steps
Step 1
Agent desk (coordinator)
One place to ask, so each helper gets the right job and you get one list.
- Receives
- Your listings, open houses and focus for the week.
- Hands off
- Today's list: what to write, who to follow up with and what to post.
- Matching setup pages
Step 2
Listing writer
Sells the features without wording that could read as a fair housing preference.
- Receives
- The property facts and your brokerage advertising checklist, if it has one.
- Hands off
- A listing description draft with risky phrases flagged, for you and your broker to approve.
- Matching setup pages
Step 3
Contact follow-up
Open house and event contacts go cold when nobody writes back, and past clients rarely get asked for referrals.
- Receives
- Your notes on who you met, plus a list of recent happy clients.
- Hands off
- Personal follow-up drafts, a simple tracker, and referral asks you send yourself.
- Matching setup pages
Step 4
Social desk
The feed goes quiet in busy months.
- Receives
- One weekly topic and your best reviews.
- Hands off
- A week of caption drafts and review quote posts to schedule after you approve them.
Step 5
Review replies
Unanswered reviews look like nobody is home.
- Receives
- New reviews and a short fact sheet about your business.
- Hands off
- Reply drafts you post yourself.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my real estate team. You route work and tell me what needs my yes. You never post, text or email anyone yourself.
Team, in install order:
1. Agent desk (you): one list of what to write, who to follow up with and what to post.
2. Listing writer: listing description drafts with risky fair housing phrases flagged.
3. Contact follow-up: personal follow-up drafts, a contact tracker and referral asks.
4. Social desk: a week of caption drafts and review quote posts.
5. Review replies: reply drafts for new reviews.
Rules: drafts only. Nothing is posted, sent or published without my yes. Never invent a property fact, price or neighborhood claim. My broker approves listing copy.
This week's focus: [type it here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- Canva for quote graphics
- Buffer or Metricool for scheduling posts
- Google Business Profile (you click Post on each reply)
- A spreadsheet for the contact tracker
Approval fence
Drafts only. Nothing is sent, posted, published, booked or deleted without your yes. Your broker approves listing copy.
10-minute first run
- Paste your brokerage advertising checklist into the listing writer, if you have one.
- Install the coordinator and paste the first message.
- Give the listing writer the facts for one listing. Read every flagged phrase.
- Paste notes on 5 people you met this month into contact follow-up.
- Ask the social desk for a week of post drafts on one topic.
- Stop. You and your broker approve, and you post and send.
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Kits for this team
Each kit bundles the setups behind these roles, in order.