Listing presentation playbook for realtors
Brokerage platforms sell listing presentations, CMAs and tour marketing as one stack. A solo agent can still win the appointment with a clear comps talk, a facts-only listing pack and tour words that do not invent rooms — then check every line before the seller sees it.
Listing descriptions are the top AI use among agents who use AI (75%), per NAR 2026.
The sequence
| Stage | What you do | Free prompt or tool |
|---|---|---|
| 1. Pull comps yourself | Export or copy comps from your MLS or board. Do not give the AI your MLS login. | CMA from comparables you exported yourself |
| 2. Explain comps in plain English | Walk the seller through the sheet before you talk price. No value promises from the AI. | Explain comps to a seller |
| 3. Build the listing presentation | Reuse structure from your two best past decks — still your facts and your strategy. | Listing presentation skill from your best decks |
| 4. Walkthrough to listing copy | MLS remarks, portal blurb and headlines from verified notes, then a fair housing check. | Listing prompt builder · Listing description from walkthrough notes · Fair housing checker |
| 5. Tour / video words | Guided-tour or voice-over script from the room order you walked. Label staging. | Tour script generator · Listing video script with you (or an AI) presenting |
| 6. Launch week | A week of posts from the same facts, brokerage name on every one. | A week of listing posts + just sold |
| 7. After you list | Honest weekly updates, open-house day and the rest of list-to-close. | Seller update generator · Open house playbook · List-to-close playbook |
Checks before the appointment or launch
- Square footage, taxes, HOA, update years — not an online estimate.
- You set the strategy; the AI only explains the sheet you built.
- Run them through the fair housing checker.
- California: B&P §10140.8. Ontario: RECO labelling guidance.
- Missing stops become [CHECK], not invented hallways.
How this compares with BoldTrail and Matterport
| BoldTrail / Inside Real Estate | Matterport | Our free options | |
|---|---|---|---|
| Published price | Quote-based for brokerages and teams (BoldTrail / CoreHome) | Professional plans priced by active spaces on Matterport plans (third-party agent guides have cited about $108/mo for entry Professional — confirm on Matterport) | Free browser tools and free prompts |
| What it is | CRM, marketing, CMA-style and lifecycle tools for agents and brokerages | 3D digital twins, AI descriptions and guided tours for hosted spaces | Words and outlines you paste into the tools you already pay for |
| Listing presentation / CMA | Part of the brokerage stack for many brands | Not a CMA product | AL-334 · AL-315 · AL-388 |
| Tour / media copy | Listing marketing modules inside the stack | AI-generated descriptions and guided tours inside hosted spaces | Tour script generator — does not host a 3D model |
| When they win | Your brokerage standardises on BoldTrail | You need hosted 3D spaces, floor plans or MatterPak outputs | You need the appointment pack and tour words tonight without another login |
Matterport reported about $104.2M ARR at the end of 2024 in its Q4 2024 results (company release). That is scale context only — not a reason to invent feature claims. BoldTrail parent Inside Real Estate does not publish a simple public rate card. Prices and plans change; check the vendor.
Start with these free drafts
- CMA from comparables you exported yourself (AL-388, free)
- Explain comps to a seller (AL-315, free)
- Listing presentation skill from your best decks (AL-334, free)
- Listing description from walkthrough notes (AL-311, free)
- Listing video script with you (or an AI) presenting (AL-357, free)
- A week of listing posts + just sold (AL-317, free)
- Honest seller update from showing feedback (AL-318, free)
- Seller update from portal stats and calls (AL-570, free)
Free tools
FAQ
Does this replace BoldTrail or kvCORE?
No. BoldTrail is a brokerage platform. This page sequences free drafts for the listing appointment and launch.
Does the tour script replace Matterport?
No. It writes the words for a tour you already host. Matterport hosts 3D spaces and related AI features inside its plans.
Can AI set my list price?
No. Use comps you pulled, explain them in plain English and decide the strategy with the seller.
Is this legal advice?
No. You stay responsible for facts, fair housing, advertising rules and your regulator's requirements.
Related real estate pages
AI drafts, you verify. You're responsible for facts and fair housing compliance. Not legal advice: check your brokerage, MLS, regulator and a lawyer for your market.