2026 Edition
Field-Ready Prompts, Step-by-Step Workflows, and Simple Automations for Listings, Leads, and Follow-Up, With Fair Housing and MLS Compliance Built In
The rule behind every workflow in the book. The assistant drafts. You supply the facts, and you sign.
Each card lists its inputs. Verified facts only: your notes, public record, and the seller's answers checked against documents.
Every square bracket is a fact only you can supply. The assistant drafts from those and nothing else.
Run the card's checks and the compliance step. Nothing goes out under your license until you have read every word.
Some things never go into an AI tool at all: account numbers, offer terms, lockbox codes, anything about a minor. Print the never-paste card.
From Chapter 2. Same assistant, same evening. Only the request changed.
What Dana typed
Write a listing description for a 3 bed 2 bath in Torrance.
What came back
Welcome home to this charming 3 bedroom, 2 bath gem in highly desirable Torrance! This stunning property boasts an updated kitchen, spacious living areas, and a bonus ADU. Enjoy the serene backyard oasis and endless possibilities. Schedule your private showing today!
Could describe any house. Nothing a buyer can check.
What Dana typed
ROLE: Helping a licensed agent write MLS remarks. Use only facts I give you; ask instead of guessing. FACTS: [verified feature list: three bedrooms, two baths, single level; oak hardwood under the carpet in three bedrooms; gas range; tile counters; roof replaced per seller invoice; detached garage converted to a studio ADU, permit finaled; fenced yard; lemon tree] AUDIENCE: Buyers and buyer's agents in this price band who have seen many listings this week. VOICE: [three of my past descriptions, pasted] RULES: No adjective without a fact. Nothing about who should live here. Square footage per public record only. Under [N] characters. FORMAT: MLS remarks, no line breaks. Then list every fact used and its source.
What came back
Three bedrooms and two baths on a single level. Original oak hardwood under the carpet in all three bedrooms (seen at the closet corners; hall not checked). Gas range and tile counters. Roof replaced per the seller's contractor invoice, available on request. Detached garage converted to a studio ADU under a city permit, finaled; copy in the disclosure package. Fenced yard with a mature lemon tree. Square footage per public record; buyer to verify.
Every sentence traceable to an input. Nothing to walk back.
Assistants learned to write listings from decades of listings, steering phrases included. Every card in the book ends with a compliance check.
Draft
Perfect for young families! A charming single-level home in an established neighborhood, walking distance to St. Mark's, on a safe, quiet neighborhood street. Original oak hardwood, a gas range, and a permitted studio ADU.
Three bedrooms and a fenced yard on a single level. Built 1952 per assessor records. Original oak hardwood, a gas range, and a permitted studio ADU.
Phrases, reasons and rewrites are from Appendix B. A rewrite is only usable if it is true of the property; the clean copy cuts where it isn't. The scrub is a second reader, not a signature.
1 “Perfect for young families”
Expresses a preference about who should buy. Familial status is protected, and "young" adds age in California.
Book rewrite: Three bedrooms, fenced backyard, laundry room
2 “Established neighborhood”
Reads as "the people here have been here a long time," which is a statement about the residents, not the house.
Book rewrite: Homes on this block date from the 1950s per assessor records
3 “Walking distance to St. Mark's”
Names a church. A reader can take it as a signal about religion whether or not you meant one.
Book rewrite: Cut. Describe the property, not the institution.
4 “Safe, quiet neighborhood”
"Safe" invites the reader to guess who makes it safe, and the guess is usually about race or class.
Book rewrite: Cul-de-sac lot, no through traffic
The work that eats an agent's week, by part. Open a card to see when you'd use it.
The method, the brief, your assistant's memory of how you work, and the rules that keep you licensed.
When: You are starting this book, or starting a new quarter, and you need a ranked list of the ten tasks that eat your week before you decide what to automate, what to draft with AI, and what to keep.
When: A request you typed into the assistant came back generic, wrong, or not in your voice, and you want to rebuild it so it works next time instead of trying different words.
When: You have a draft from any brief (or one you wrote yourself) and need to know, before it goes anywhere, which claims in it your inputs actually support.
When: You have never written down how you write, and every draft the assistant produces sounds like someone else.
When: You have filled in the standing instructions block (T-03.1) and the voice file (WC-03.1) and need to prove they work before you rely on them.
When: You have a listing description, flyer, post, or email that is already public (or about to be), and it has not been through a Fair Housing scrub by you.
When: A listing photo was virtually staged, decluttered, or otherwise changed by editing software or AI, and it is going to the MLS, a portal, a flyer, or social media.
Listing copy in your voice, pricing conversations, and the listing launch.
When: You have walked the property, recorded a voice memo, received the seller questionnaire, and pulled the public record and permit history, and you need one feature list with a source on every line.
When: You have a verified feature list for a listing and need MLS remarks, portal copy, a one-page flyer, and a social post, all saying the same true things in your voice.
When: The price changed, a repair or improvement was completed, new photos were shot, or the listing has been on market long enough that the copy is working against it, and you need a rewrite that leads with what is different now.
When: The public remarks are done and you need the member-only agent remarks (also called private or confidential remarks) with showing logistics and nothing that could be used against your seller.
When: You have chosen and adjusted your comps for a listing appointment and need a one-page narrative a seller can follow: headline number, three comps explained, two risks, recommendation.
When: You have just left a listing appointment and want a follow-up email in the seller's inbox within two hours that references what the seller actually said.
When: A listing has been active for your review interval (thirty days is the book's default) without an acceptable offer, and you need a review email and a conversation script built from showing data.
When: You have a go-live date, a verified feature list, and captioned photos, and you need a day-by-day plan for the first two weeks: what posts, where, and who approves it.
When: The open house just ended, you have a sign-in sheet with names, numbers, and a "why did you come today" answer, and you want every visitor to hear from you before six, plus a feedback summary for the seller tonight.
When: It is your seller-update day, you have this week's activity numbers and showing feedback in front of you, and you want a four-paragraph email the seller can read in one minute that is honest about where the listing stands.
When: The photo set is back, you have decided which images are edited and how (Figure 7.1), and every altered image needs a correct label on every channel before a single photo is uploaded.
Buyer work, speed to lead, follow-up that happens, and the content that keeps your sphere warm.
When: A buyer has returned your intake form and you have a consultation booked; you need an agenda, the open questions the form left, and a plain-English explanation of the written buyer agreement.
When: You have a tour scheduled and want one page per property, same layout every time, built from listing facts you have checked, printed before you leave.
When: A buyer has received an HOA package, an inspection report, or a preliminary title report, the contingency clock is running, and you need a first-pass summary and the questions to send to the right professional.
When: You are the listing agent, more than one offer has arrived by the deadline, and the seller needs a side-by-side summary of terms before the review call.
When: You want a first-response template for each lead source, in your voice, ready to be filled in and sent within minutes of a lead arriving.
When: You want a year-long follow-up sequence for new leads, written once, where every touch has a stated reason to exist and the facts that change per lead are left as fill-in fields.
When: You have a list of contacts who went quiet and want twenty personalized reactivation messages, each with a real reason to reach out, drafted at once and read by you before any goes out.
When: It is Friday and you want to know which leads waited too long this week, which contacts have had no touch in your window, and which replies you never answered, with one draft ready for each.
When: It is the first of the month, you have pulled your MLS statistics report, and you need a plain-English market update in your voice that uses only your numbers.
When: You have a checked market update (WC-10.1) and need the same facts as a newsletter section, a social post, a short video script, an email to past clients, and a text.
When: Your monthly farm mailing is due and you have one useful, verifiable fact about the neighborhood (a permit, a recorded sale, a city notice, the month's numbers for those streets).
When: A transaction closed a few days ago and the client has keys, or a closing hit the 90-day mark and the relationship can carry a referral ask.
Transactions without dropped balls, the first five automations, bots with adult supervision, and a dated map of the tools.
When: An offer was accepted and you need every contract deadline in one table, with the clause behind each one, before the end of day 1.
When: An escrow is about to reach one of the eight milestones and the client is due an update: what happened, what is next, what you need, and when they will hear from you again.
When: The file has recorded, the keys are delivered, and you want the next twelve months of contact scheduled before you forget this client's name.
When: A new lead record is created in your CRM or a new lead email lands from a portal, at any hour.
When: A new row appears on the open house sign-in sheet (a form, a tablet app, or a spreadsheet you fill from the paper sheet after the event).
When: A closing date is entered or updated on a deal record in your CRM (or on your transaction sheet).
When: A deal is marked closed in your CRM, and a set number of days has passed (this book suggests about two weeks, so the client has moved in or moved on).
When: A schedule: every Monday at a set hour, for every listing marked active in your CRM or listing sheet.
When: Your broker has said yes in writing, you have a verified fact sheet for every listing the bot may discuss, and you need an inbound script in the format your voice platform accepts.
When: The receptionist script from WC-13.1 is loaded on a private test number, and nobody outside your office has called it yet.
When: You pay for more than one AI-related tool and are not sure which earn their keep, or a new pitch has landed and you want to decide with evidence.
The thirty-day rollout and the time log that proves it worked.
When: It is day 30 (or the end of a quarter), the second time audit worksheet is filled in, and you need an honest comparison with the Chapter 1 baseline and a decision about what to build next.
Free, no signup
Everything in the pack is printed in the book: 42 workflow cards, 34 templates, and 14 prompts. The pack exists because a paperback does not copy and paste.
Pre-publish checklist
The never-paste card
When a rule changes or a product renames a feature, the pack is updated here and its version date changes. Compare it with the version date on the first page of your copy of the pack.