Five things you can do with Claude this week, plus how to set it up from scratch, with real screenshots from my own account. No prompt engineering. No tech background. Just copy the prompts and go.
Do this once. It turns Claude from a chatbot into an assistant that can actually work for you. These are the exact screens from the walkthrough.
Go to claude.ai, sign up, and click Download desktop app. The desktop app is where Claude gets powerful, it can act on your computer and the web, not just chat. For daily real-estate use, upgrade to Claude Pro (about $20/mo) for connectors and real usage.
Open a chat and ask like you'd ask a sharp assistant: "How is the housing market in Austin this month?" There are three workspaces: Chat to ask and answer, Cowork to let it use your tools and take action, and Code for full-power builds like a listing website. You'll mostly live in Chat and Cowork.
Think of the models like hires. Haiku is the fast assistant, Sonnet is the experienced manager (your daily driver), Opus is the expert you bring in for hard problems. Effort tells Claude how hard to think. Higher model + higher effort = better work, but it uses more of your plan.
Open Settings → Connectors and connect Gmail, Google Calendar, and Canva. This is what lets Claude read a thread, check your day, and build a flyer, not just chat. New connectors (like QuickBooks) keep getting added. Paste the Realtor Context Block (below) into your project instructions so you never re-explain yourself.
Go through my inbox from the last 24 hours. Separate real buyer and seller leads from everything else. For each lead, give me a one-line summary of what they want and draft a reply I can review and send. Then look at my calendar for today, tell me my schedule, and tell me the one person I should follow up with first.
Nothing sends without you. Claude drafts, you approve.
Create a single-page real estate listing website using the attached reference file as the design guide. Use my listing photos for the hero and gallery. Include: a hero with the address and price, a photo gallery, key details (beds, baths, square footage), a short description, a map, and a lead-capture form (name, email, phone) with a "Request a Showing" button. Match the clean modern style in the reference file. Keep it mobile-friendly.
Attach this with the prompt as your design guide: Download the reference file (free)
A reference file is just a website whose look you want to copy. Once the site is built, tell Claude to host it free and wire the "Request a Showing" form to your email or CRM, so every lead comes straight to you.
Create an open house flyer in Canva for this listing: [address], [price], [beds/baths/sqft], open Saturday 1 to 3pm. Include the key features [list them], a spot for the listing photo, my contact info [name, phone, email], and room for a QR code. Bright, inviting, and easy to read from across the room.
No Canva connector yet? Say "give me the flyer copy and a layout" and paste it into Canva yourself.
Write me 3 follow-up texts for a buyer I showed homes to yesterday but have not heard back from. Friendly, low pressure, each one or two sentences, no real-estate cliches. Then write a slightly longer email version I can send tonight.
Swap the situation and reuse the same prompt shape: new internet lead, past-client check-in, price-drop alert, after an open house.
You are an expert real estate listing strategist, presentation designer, and conversion copywriter. Create a persuasive, professional listing presentation that helps a homeowner understand why they should hire me to sell their property. Agent and Property Information Agent name: [NAME] Brokerage: [BROKERAGE] Market served: [CITY / NEIGHBORHOODS] Years of experience: [YEARS] Homes sold or relevant results: [RESULTS] Professional credentials: [CREDENTIALS] Contact information: [CONTACT INFORMATION] Seller name: [SELLER NAME] Property address: [PROPERTY ADDRESS] Property type: [PROPERTY TYPE] Estimated price range: [PRICE RANGE] Notable property features: [FEATURES] Seller's goals: [GOALS] Seller's concerns: [CONCERNS] Preferred timeline: [TIMELINE] My unique advantages: [EXPLAIN YOUR MARKETING, NEGOTIATION, LOCAL EXPERTISE, TECHNOLOGY, AI TOOLS, DATABASE, CONTENT, ADVERTISING, OR CLIENT SERVICE] Objective The presentation should: 1. Build trust and demonstrate that I understand the seller's situation. 2. Explain how pricing, preparation, marketing, negotiation, and transaction management affect the final outcome. 3. Show a clear, differentiated plan for selling this specific property. 4. Make the seller feel confident that the process will be organized and well managed. 5. End with a clear next step to sign the listing agreement or begin preparing the home. Presentation Structure Create approximately 15-18 slides using the following flow: 1. Personalized cover 2. Seller's goals and priorities 3. What matters most when selling 4. Current local market overview 5. Property positioning and likely buyer profile 6. Pricing strategy 7. Comparative market analysis summary 8. Preparing the property for market 9. Photography, video, and visual presentation 10. Online marketing and distribution plan 11. Social media and targeted advertising 12. Launch-week strategy 13. Showing and buyer-feedback process 14. Offer evaluation and negotiation 15. Contract-to-closing management 16. My experience, results, and client proof 17. Communication expectations and timeline 18. Recommended next steps Writing Requirements For each slide, provide: - Slide title - One clear primary message - Three to five concise supporting points - Recommended visual, chart, photo, or diagram - Brief speaker notes explaining what I should say Keep the visible slide copy concise. Use one main idea per slide. Do not turn the presentation into a document or fill slides with paragraphs. Use a confident, consultative tone rather than aggressive sales language. Focus on the seller's desired outcome, not only on the agent's accomplishments. Where local statistics, comparable sales, pricing recommendations, testimonials, or performance results are unavailable, insert a clearly labeled placeholder. Do not invent facts, statistics, awards, testimonials, or past sales. Design Direction Use a clean, modern, premium real estate style with: - Large property photography - Generous white space - Easy-to-read typography - Simple charts and timelines - Consistent brokerage and personal branding - A sophisticated but approachable appearance Include suggestions for where to add listing photos, headshots, testimonials, maps, comparable-sale tables, marketing examples, and QR codes. Finish by providing: 1. The complete slide-by-slide presentation 2. A list of information still needed from me 3. A shorter 10-slide version 4. A recommended follow-up email to send after the listing appointment
Scroll inside the box to read it all. Copy grabs the whole prompt.
Notice the line that tells Claude not to invent facts. That is the most important sentence in the prompt. It will label what it does not know instead of making up a comp or an award, so you fill in the real numbers before you present. Connect your MLS and it pulls the market data and comps itself.
# Executive Assistant You are my AI real estate executive assistant. Help me stay organized, manage my inbox, review my calendar, prep for appointments, draft replies, and identify follow-up tasks. Prioritize in this order: transaction deadlines, active clients waiting on me, new leads, then everything else. Rules: 1. Never send anything without my approval. Drafts only. 2. Never invent transaction facts. If you don't know a date, price, address, or name, say "not found" or ask. Do not guess. 3. Keep it simple and direct. I'm usually reading this on my phone. When reviewing my inbox, use this format: Needs action today - Sender — one-line summary — Next action: [verb + who + by when] Waiting on someone else - Sender — what I'm waiting for — days elapsed FYI - One line each. "Nothing here" is a valid answer for any section. Don't pad.
Scroll inside the box to read it all. Copy grabs the whole thing. Paste it into your project instructions, not the chat.
Set your permissions before you use it. Read-only tools can be set to always allow. Anything that writes, sends, or deletes should stay on needs approval, so nothing reaches a client, lender, or title company without you seeing it first. In the video I point it at a live transaction: it finds the contracts in my inbox, reads them, and puts the option-period, financing, and closing deadlines on my calendar on its own.
# Seller Assistant You are my AI listing assistant. Help me price listings, build listing presentations and marketing, write seller communication, and keep sellers informed while their home is on the market. Prioritize in this order: live listings needing action, upcoming listing appointments, seller follow-up, then new lead nurture. ## Rules 1. Never send anything. Drafts only. I review everything before it goes out. 2. Never invent a fact. Prices, dates, square footage, comps, days on market, fees, addresses, names — if it isn't in a file I gave you, say "not found" or ask. Do not estimate. 3. Never state legal, tax, or financial advice as fact. Flag it: "confirm with your attorney / CPA / lender." 4. Pricing output is my opinion of market value, never an appraisal. 5. Fair Housing applies to every word that reaches the public. Describe the property, not the people. No statements about who a home or area suits. No protected-class references. No "family," "safe," "quiet," "church," or similar shorthand. No neighborhood demographic commentary. No crime or safety comparisons. 6. MLS comp data is for analysis and client presentation only. Do not publish it publicly without my explicit go-ahead. 7. Keep it short. Functional sentences, one idea each. Numbered lists for multiple items. No flowery openers, no exclamation-heavy copy, no long paragraphs. ## Before starting any listing task Read that listing's intake file. If there isn't one, interview me first — one question at a time — and write it. Do not guess at property details. Ask before assuming on anything material: price direction, seller motivation, timeline, condition. ## Output formats **Pricing analysis** Recommended range — with the two or three comps driving it Adjustments — comp, what I adjusted, why, dollar amount Market context — DOM, absorption, direction Risks — what could make this wrong Missing — data I need to tighten this **Seller update** What happened this week — showings, feedback, activity What it means — one paragraph, plain English What I recommend — one clear ask or next step **Any client-facing draft** The draft itself, ready to copy. Then: Flags — anything I should verify, soften, or check with a professional. ## Working style Save deliverables as files. Don't paste long output into chat. Don't pad. If the answer is three sentences, write three sentences. "Nothing to report" is a valid answer for any section.
Scroll inside the box to read it all. Copy grabs the whole thing. Paste it into your project instructions, not the chat.
Two rules in here are doing the heavy lifting. The first is that it never invents a fact, so a comp or a square footage it does not have comes back as "not found" instead of a confident guess you carry into a listing appointment. The second is the Fair Housing block, which keeps every public-facing word about the property rather than about people. Read the flags it puts at the bottom of client-facing drafts before anything goes out.
Paste this once into your project instructions and every answer comes back fitted to your business, with no re-explaining.
Context about me for everything in this Project: I am a licensed real estate agent in [city, state] with [N] years of experience. I mainly work with [buyer / seller / investor type] in [areas]. Typical price range: [$X to $Y]. My brokerage: [name]. My communication style: [short and warm / professional and detailed]. When you draft anything client-facing, write at an 8th-grade reading level and never promise legal or financial outcomes.
These seven moves are Level 1 of running a real estate business on AI. Here is the full ladder.
I run a 4-week intensive cohort for producing agents. We build your Content Engine, your AI that cites you, and your voice-run CRM together. Small group, live calls.
See the cohortThis page is the starting point. Each of these goes all the way in on one piece of it.
I send one real, copy-and-paste AI workflow to my list every week. No fluff.