Turn your old contact list into listing conversations: send each homeowner in your database a regular home value update, then call the ones who keep opening it first: AI agent prompt
On Oct 30, 2026 Mod AI (Oakville, Ontario) launched Mod Seller IQ, a seller engagement platform for real estate agents, teams and brokerages. It sends homeowners in an agent's existing database personalised home valuation reports and automated emails, adds seller data and homeowner insights, and shows which homeowners are engaging with their reports, so agents can prioritise follow-up with the people most likely to be open to a listing conversation. The announcement is a vendor press release and gives no results or pricing, and an automated value estimate is not an appraisal or a CMA. The prompt below runs the same plan with any AI assistant and your own CRM export, with you approving every message.
Who this is for
Agents who want a calm monthly 'what's your home worth' note for people they already know.
Not for
Purchased email lists, or any note that states one exact value as a fact.
What you need
A CRM export (names, addresses you actually have) and recent sales for each area.
The prompt
I'm a real estate agent in [city or area]. Attached is an export of my past clients and sphere from [CRM name]: [name, email, property address, date bought or last contact, notes]. 1) Pick the contacts who own a home in my area and sort them into: past clients, sphere, and old leads who said they might sell. Flag anyone with missing or doubtful details as [CHECK], and don't guess an address. 2) For each homeowner, write a short monthly 'what your home is worth' email: one line on how sales in their neighbourhood have moved, using only the recent sales and estimates I paste here: [paste recent sales or value ranges per area]. Give a value range, not one exact number, say it's an estimate and not an appraisal, and offer a free, no-pressure updated CMA. No hype and no fake urgency. Include an unsubscribe line. 3) Give me a simple follow-up plan: each week I'll paste who opened, clicked or replied, and you rank the top [10] people to call, with one friendly reason to reach out to each and a short call opener. 4) Show me every email and call list before anything is sent. Never invent sales data, prices or personal details.
Fill in the blanks, then copy
This prompt has 5 [bracket]s to fill in. Type your details below and the prompt updates as you go. Your answers stay in this browser and are reused on other prompts with the same blanks. Nothing is sent to us.
Example values are fictional, just to show how a filled-in prompt reads. Replace them with your real details.Worked example
A fictional business, so you can see what to paste in and what a good answer looks like. The example answer was written with AI help and its numbers and dates were checked; your AI's answer will be worded differently, so check it the same way.
Sample input (what you paste in)
I'm an agent in Springfield. CRM export (fictional): - Maya Chen, email, 9 Birch Lane, bought 2021, past client - Adele Ng, email, 20 Birch Lane, neighbour from the 14 Birch open house, said she might sell next spring - Chris Patel, email, no address on file, old lead Recent sales I can mention: 9 Birch Lane is their own street (I will not email Maya a value as if I didn't know she owns 9 Birch — I'll use other nearby sales for her); 22 Maple Court $418,000 (Jul 2026); area median last month $425,000 vs $410,000 a year earlier (about +3.7%).
Example output (illustrative)
Sort - Past clients: Maya Chen, 9 Birch Lane. - Sphere / open-house neighbour: Adele Ng, 20 Birch Lane, noted as considering a sale next spring. - Old leads who might sell: none with a clear "might sell" note besides Adele, who is already in sphere. - [CHECK]: Chris Patel — no address; do not invent one and do not send a home-value email until the file has a property. Sample email (Adele Ng) Subject: A calm update for Birch Lane Hi Adele, Jordan Hale at Northbridge Realty. Nearby sales I can actually name: 22 Maple Court sold in July at $418,000, and last month's Springfield median was about $425,000 versus $410,000 a year earlier (roughly 3.7% higher). That is a range to talk from, not an appraisal or a promise of what 20 Birch Lane would sell for. If a free, no-pressure updated CMA would help — this season or later — just reply. If you'd rather not get these, reply unsubscribe and I'll stop. (Maya's version should not treat 9 Birch as a comparable she doesn't own; use the median and 22 Maple, and skip any line that would reveal another client's business.) Follow-up plan: each week paste who opened or replied. Write only to people who engaged or who asked a question. No second blast to the whole list, and no fake urgency.
Check before you use it: Give a range, call it an estimate, include unsubscribe, and never invent an address. Chris stays [CHECK] until the CRM has a home.
How to use it
- Copy the prompt above.
- Replace every [bracket] with your own details (use the fill-in-the-blanks box above, which remembers your answers for the next prompt).
- Paste it into Mod Seller IQ, ChatGPT, Claude and review the answer before you use it.
Works with: Mod Seller IQ, ChatGPT, Claude, Gemini, Follow Up Boss, Mailchimp
Real-world example: globenewswire.com/news-release/2026/10/30/3392495/0/en/mod-ai-launches
Featured in: Free AI agent prompts for small business (beginner-friendly) · ChatGPT prompts for business email, replies and follow-ups · AI prompts for writing SOPs, reports, policies and checklists · ChatGPT prompts for real estate agents: listing descriptions, leads, showings and closing
Before you use it: what to check
Already built into this prompt
- Never invent sales data, prices or personal details.
Check yourself
- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically".
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
Using an AI agent? Download this prompt as a SKILL.md agent skill with these checks built in, or get the .zip for Claude.ai. How to install skills.
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