Build your brokerage one simple AI assistant around what your agents actually ask for: listen to them first, automate the market reports and marketing they hate, and add an assistant that answers sign calls, texts and books appointments: AI agent prompt
Agents juggle many tools and still spend time on admin. A HousingWire article on Oct 22, 2026 profiles Frank Vazquez of Incyte Realty in Scottsdale, Arizona, who built an in-house platform called Console covering agent CRM, AI home search, marketing, comparative market analysis generation and automated buyer journeys. Its AI assistant, Morgan, handles reception, property sign calls, text conversations and scheduling, and also helps with recruiting and onboarding. Vazquez says average production rose from 6.3 to nearly eight transactions per agent, and the brokerage now has more than 100 agents and about 600 transactions a year; these are his figures, and the gains aren't attributed to the tools alone. His advice to other brokers is to solve specific problems, keep the tools simple and listen to agents before building anything.
The prompt
1. Ask your agents (a short survey or a 30-minute meeting): "What task eats most of your week that isn't talking to clients?" Paste the answers into your AI and ask it to group and rank them. 2. Pick the top one or two only, e.g. listing flyers or market reports. 3. Ask your AI to write a template prompt an agent can fill in from their phone, e.g. "Make a one-page flyer for [address] from these listing details and photos, in our brand colours." 4. For calls, set up an AI phone or text assistant for sign calls that answers listing questions, books showings on the agent's calendar and passes hot leads to the agent with a summary. 5. After a month, ask agents what they used and what they ignored, and drop anything nobody uses before adding more.
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- Copy the prompt above.
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Works with: ChatGPT, Claude, CRM, AI phone or text assistant, Canva
Real-world example: housingwire.com/articles/internal-ai-ecosystem-a-big-win-for-independe
Featured in: AI prompts for writing SOPs, reports, policies and checklists
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Check yourself
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