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AI for Real Estate

Foundations for Real Estate

Where AI Fits in a Real Estate Business

Where AI Fits in a Real Estate Business — Quick Check

Compliance, Disclosure & Fair Housing Guardrails

Compliance, Disclosure & Fair Housing Guardrails — Quick Check

Setting Up Claude for Your Workflow

Setting Up Claude for Your Workflow — Quick Check

Data Privacy & Client Confidentiality Basics

Data Privacy & Client Confidentiality Basics — Quick Check

Listings & Marketing

Writing Listing Descriptions That Sell

Writing Listing Descriptions That Sell — Quick Check

Social & Marketing Content for Listings

Social & Marketing Content for Listings — Quick Check

Market Comparison Summaries (CMA Support)

Market Comparison Summaries (CMA Support) — Quick Check

Content Briefs for Photos & Video

Content Briefs for Photos & Video — Quick Check

Clients & Transactions

Buyer & Seller Intake and Qualification

Buyer & Seller Intake and Qualification — Quick Check

Client Communication & Follow-Up Sequences

Client Communication & Follow-Up Sequences — Quick Check

Contract & Document Review Support

Contract & Document Review Support — Quick Check

Capstone: Your Listing-to-Close AI Workflow

Capstone: Your Listing-to-Close AI Workflow — Quick Check

Buyer & Seller Intake and Qualification — Quick Check

AI for Real Estate
Clients & Transactions
Buyer & Seller Intake and Qualification
Buyer & Seller Intake and Qualification — Quick Check

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Question 1 of 3

1. Question

Which intake question would raise a fair housing concern?

"What's your maximum budget and are you pre-approved?"
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"What neighborhood would your family feel most comfortable in?"
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"How many bedrooms do you need?"
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"What's your ideal closing timeline?"
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Question 2 of 3

2. Question

What’s the difference between financial qualification and illegal screening in a buyer intake conversation?

There is no meaningful difference
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Qualification focuses on budget, financing, and logistics; screening based on protected characteristics like race, religion, or familial status is illegal regardless of framing
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Screening is fine as long as it's done verbally, not in writing
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Qualification only applies to sellers
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Question 3 of 3

3. Question

An agent has raw notes from a buyer call with financial pre-approval details. What’s the best practice for using Claude to organize them?

Paste the full notes including exact account numbers for thoroughness
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Organize the criteria and general financial readiness (e.g., "pre-approved, 10% down") into a profile without exposing account-level financial data
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Avoid organizing notes at all
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Share the notes with other agents in the office chat first
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