The blog.
Plain-English notes on using SI in a real estate business: what to try first, the prompts I use, and the guardrails that keep it safe. Written for agents anywhere in the world.
Where I'd start tomorrow: a simple four-step plan for real estate agents learning Claude
The last day of 21 Days of SI. If you're starting with Claude from scratch, here's the order I'd do it in, one step a week, so it actually sticks.
My whole back office: how a real estate agent can organise Claude into watchers, doers and a gate
Day 20 of 21 Days of SI. The structure behind my back office, explained plainly: watchers notice things, doers do the work, and a gate checks everything before it reaches a client.
Texting my AI from the car: what a real estate agent's SI assistant looks like once the basics are in place
Once the basics are in place, you can text one assistant that knows your business, have it change a listing, and have it check its own work before it says it's done. Here's what that looks like and how to build towards it.
Give it a brain: how to make Claude answer like you by reading your own notes first
Claude gives generic answers until it has your notes. Keep how you price, talk to vendors and run your business in one folder, and it answers the way you would. Here's how to set it up.
Make it check its own work: the one line that catches Claude's mistakes before you do
Claude can sound sure and still be wrong. One follow-up line gets it to re-check every number, date and name against your files and tell you what it couldn't verify.
The handbrake: how to stop Claude sending anything to a client without your say-so
Before you let SI near anything a client will see, put a handbrake on it. One rule, one gate, and one prompt that makes Claude stop and show you before it sends.
Claude skills for real estate agents: save a job once and run it by name
If you keep typing the same instructions into Claude, save them once as a skill. Here's how to turn your listing description rules into a skill you run by name.
How to brief AI properly: the 6-part brief every real estate agent should use with Claude
Bad results from AI are almost always a bad brief. Here's the 6-part brief that turns a vague request into the result you wanted, plus a fill-in-the-blanks prompt.
One listing, a week of posts: how real estate agents can use Claude to plan seven days of Instagram content
One listing should be a week of content, not one post. How to give Claude your listing and get back a seven-day Instagram plan with hooks and captions, without it inventing features.
Your market update in 5 minutes: how real estate agents can use Claude to find sourced suburb numbers and write the script
Use Claude to find the latest published figures for your suburb, with a source and date for every number, then turn them into a 40-second market update script for local homeowners.
The Friday vendor update: how real estate agents can use Claude to draft it every week
Vendors want to hear from you, especially when the news is quiet. Set Claude to turn the week's notes into a vendor update draft every Friday, ready for you to check and send.
Every enquiry gets a reply draft: how real estate agents can use Claude to answer buyers and sellers faster
Unanswered enquiries cost agents business. Here's how to have Claude find every enquiry you haven't replied to and draft a reply in your voice, ready for you to check and send.
The 6am morning debrief: how to set up a daily Claude summary of your emails, leads and appointments
Set Claude up once as a scheduled task and get one short summary each weekday morning: urgent emails, replies owed, leads waiting and today's appointments with what to prep.
Connect your email and calendar: the day Claude stops being a chatbot for real estate agents
Connect Gmail and Google Calendar to Claude and it can see what's actually happening in your week. It reads, it drafts, and it never sends without you. How to set it up, plus a safe first prompt.
Receipts to a spreadsheet: how real estate agents can use Claude to sort tax time
Put your receipts in one folder and Claude reads every one into a spreadsheet with date, supplier, amount, GST and category. Anything it's unsure about goes on a separate tab so you only check those.
Appraisal prep in 2 minutes: how real estate agents can use Claude to build a one-page appraisal brief
Put your appraisal notes, comparable sales and council info in one folder and have Claude turn them into a one-page brief, so you walk in knowing the numbers.
Don't give AI your whole computer: the one-folder rule every real estate agent should follow with Claude
Connecting Claude to your whole computer is a risk you don't need to take. Set up one Claude Work folder, keep approvals on, and use a safe prompt that keeps it inside the lines.
Claude Projects for real estate agents: stop repeating yourself every chat
If you explain your business to Claude at the start of every chat, a Project fixes that. Set your details, voice and rules once, and every chat inside it already knows them.
Make it sound like you: how to teach Claude your writing voice as a real estate agent
If Claude writes like a robot, it's because it's never seen how you write. Paste three of your own messages, get it to describe your voice, then use that every time it writes for you.
Your first real job in Claude Chat: turn listing appointment notes into a portal-ready description
Stop asking Claude questions and give it a job. Paste your listing appointment dot points into Chat and get back a warm, honest property description, with a ready-to-copy prompt.
Ask it vs give it a job: the first thing every real estate agent should understand about Claude
Most agents only ever ask Claude questions. The real shift is giving it a job with a folder of your files. The difference, plus a safe first prompt.