AI solutions for real estate agents

Your next associate doesn't need a desk.

Meet your AI-powered real estate associate

Imagine having an assistant who helps prepare your marketing, organises your database, drafts your contracts, builds your prospecting lists and keeps your day on track. One that understands your business, your brand, your CRM and the way you work.

See what's included

Less administration. Smarter prospecting. More time for what actually makes you money.

The opportunity

You're a real estate agent. Not a full-time administrator.

Between prospecting, managing buyers, following up vendors, preparing marketing, organising your CRM and handling paperwork, it's easy to spend more time working in your business than growing it.

Hiring another team member isn't always financially practical. But what if you could give yourself some of that support without another salary?

Introducing your AI-powered real estate associate.

A customised collection of AI skills, automations and processes built around the way you operate.

  • Not a generic chatbot.
  • Not another piece of software you need to figure out yourself.
  • A practical AI system designed to help you work more efficiently, stay organised and spend more time listing and selling.
The offer

Your business. Your systems. Your AI associate.

One-time setup and implementation
Pricing on request

We build your AI working environment around your existing business, connecting compatible tools and configuring practical workflows to help reduce repetitive tasks.

Get my AI setup

What's included?

01

Your Claude AI Environment

We help establish and configure your own Claude account, organise your workspace and develop customised AI skills and instructions around your business.

02

Your CRM & Workflow Integration

We assess your CRM, existing technology and processes to identify how AI can assist with prospecting, administration, reporting and everyday tasks.

03

Your AI Skills & Automations

We configure an agreed suite of real estate-specific AI skills and workflows, tailored to your processes and compatible systems.

04

Claude Dispatch Setup

Where supported by your account and devices, we configure Claude Dispatch and demonstrate how to delegate supported tasks remotely.

05

Your Brand Design System

We configure your brand guidelines, tone of voice, approved templates and marketing instructions to assist with producing consistent, on-brand marketing materials.

06

Personalised Training & Handover

We show you how to use your new AI associate, provide practical examples and leave you with clear instructions for managing your setup.

Your AI associate's capabilities

Imagine what you could delegate.

From your morning planning to your end-of-day administration, your AI associate can be configured to support the tasks that take up valuable time.

01

Sales Administration & Documentation

Spend less time preparing paperwork.
  • Prepare draft Form 6 appointment documents using approved information and templates.
  • Assist with drafting contracts and supporting documentation.
  • Automate selected sales administration workflows.
  • Prepare client information and transaction summaries.
  • Create checklists and track outstanding administrative tasks.
  • Support agent and assistant onboarding or offboarding processes.
Documents remain subject to agent review, approval and applicable legal requirements before use.
02

CRM & Database Management

Turn a messy database into a more valuable business asset.
  • Identify and merge duplicate contact records.
  • Clean, organise and categorise database information.
  • Assist with importing and structuring CRM data.
  • Cross-reference records against authorised ID4Me, PriceFinder and RP Data information.
  • Identify missing information and potential data inconsistencies.
  • Locate property anniversaries and important follow-up dates.
  • Improve database segmentation and contact organisation.
03

Smarter Prospecting & Follow-Up

Know who to call and why.
  • Build customised CRM prospecting lists.
  • Identify overdue follow-ups and previously contacted prospects.
  • Segment warm, hot and cold leads using agreed criteria.
  • Find contacts who have never been called or successfully connected with.
  • Create anniversary-based prospecting opportunities.
  • Prepare call notes, scripts and personalised follow-up drafts.
  • Organise daily prospecting priorities.
04

Marketing & Brand Design

Your marketing assistant, ready when you are.
  • Establish your AI-powered brand design system.
  • Prepare draft email campaigns and marketing communications.
  • Generate DL flyer copy and layouts using approved templates.
  • Assist with property marketing material.
  • Create social media captions and campaign content.
  • Draft listing presentations and marketing proposals.
  • Maintain consistent brand messaging across marketing channels.
05

Vendor Reporting & Presentations

Keep your vendors informed and your presentations professional.
  • Assist with automated vendor reporting.
  • Consolidate available campaign and enquiry data.
  • Configure live reporting dashboards where supported by connected systems.
  • Prepare vendor update summaries.
  • Generate tailored pitch and appraisal proposal drafts.
  • Assist with campaign performance presentations.
06

Your Daily AI Briefing

Start your day knowing exactly what matters.

Imagine opening your morning briefing to see your priorities already organised. With compatible email, messaging and calendar integrations, your AI associate can help prepare a personalised daily summary covering:

  • Important communications requiring attention.
  • Upcoming appointments and calendar commitments.
  • Outstanding follow-ups.
  • Prospecting priorities.
  • Key client and vendor tasks.
  • Reminders and important dates.
A smarter way to start the day, without searching through multiple applications.
How it works

We build it. We train you. You take control.

Step 01

Discover

We learn how your business works.

We review your CRM, technology, brand, daily processes and administrative challenges to understand where AI can provide the greatest value.

Step 02

Build

We configure your AI associate.

We establish your Claude environment, develop your agreed skills and workflows, and configure compatible integrations around your existing business systems.

Step 03

Test

We make sure it's practical.

We test the agreed workflows using appropriate data, refine instructions and identify any processes that require human approval or additional software.

Step 04

Train

We show you how to use it.

Through practical training and guided demonstrations, you'll learn how to delegate tasks, use your AI skills and incorporate the system into your everyday work.

Step 05

Handover

Your AI associate. Your business. Your control.

Your setup is handed over with documented instructions, agreed access and the knowledge needed to operate it independently.

Need ongoing assistance? Our optional AI Care plans keep Daniel available when you need him.

Ongoing support

Your AI associate is built to work for you. We're here when you need us.

Technology evolves. New AI capabilities are introduced. Your business changes. That's why we offer flexible ongoing support options after your initial setup.

Recommended Option 1

AI Care & Optimisation

Pricing on request
Proactive support. Continued improvement. Priority access.

For agents who want their AI systems maintained, reviewed and continually improved. Your monthly partnership includes:

  • Proactive review of agreed AI workflows and configurations.
  • A monthly check-in and consultation call.
  • Minor troubleshooting and system adjustments.
  • Up to two hours of combined support and optimisation per month.
  • Priority support requests.
  • Guidance on new Claude features and relevant AI developments.
  • Priority access to newly developed AI skills and automations.
  • 20% off eligible new AI skills and implementation projects.
Choose AI Care
Option 2

On-Demand AI Support

Pricing on request
Hourly support with a two-hour minimum booking.

Prefer to manage your systems independently? No problem. Book Daniel when you need assistance with troubleshooting, adjustments, refresher training or improvements to your existing setup.

  • No monthly support commitment.
  • Book assistance when required.
  • Standard booking availability.
  • New systems and substantial integrations quoted separately.
Enquire about support

Your questions, covered.
Get started today.

Straight answers on ownership, costs, compatibility and privacy before anything is set up.

Build my AI associate
Do I need to understand AI or Claude before getting started?

Not at all. We establish your working environment, configure your agreed AI skills and provide practical training so you understand how to use the system.

Do I own my Claude account?

Yes. Your Claude account is established under your control, with your subscription paid directly to the software provider.

Is the Claude subscription included in the setup fee?

No. Claude subscriptions, external software licences, paid data services and any additional integration or usage charges are separate from our implementation fee.

We'll discuss relevant costs before your setup begins.

Will this work with my existing CRM?

We assess compatibility with your CRM and existing software during the initial consultation. Some workflows can operate through supported integrations, while others may require manual exports, third-party tools or additional development.

Can my AI associate complete tasks automatically?

Some tasks can be automated through supported integrations. Others involve AI preparing drafts, organising information or recommending actions for your approval.

The level of automation depends on your software, access permissions and agreed setup.

Can AI prepare my Form 6 documents and contracts?

AI can assist with preparing drafts using approved templates and supplied information. All legal documents must be checked by an appropriately authorised person before signing or issuing.

Is the monthly support plan compulsory?

No. Your setup is designed to be independently operated after handover.

You can choose ongoing AI Care or book on-demand support when required.

Can I add more AI skills later?

Absolutely. As new capabilities become available or your business requirements change, we can scope and implement additional workflows.

AI Care clients receive priority access and a discount on eligible new implementations.

Is my business and client information kept private?

Your account remains under your control. We configure agreed access and data-handling processes, but the privacy and security of information also depend on your chosen software, account settings and integrations.

We'll discuss appropriate safeguards and permissions before connecting sensitive business information.

One-time setup · Pricing on request

Stop doing everything yourself.

Your next stage of growth might not require another employee. It might require better systems. Let us build you a customised AI-powered real estate associate that understands your business, supports your processes and gives you more time to focus on what matters.

Build my AI associate For agencies

Customised implementation. Practical training. Optional ongoing support.