Taylor Frampton

Initial free prototype

AI Workflows for Real Estate Agents

Editorial illustrations of how an agent might use a text assistant for routine drafting, with the prompt, steps, and checks written out. Each one is a starting point for human review, not a finished or validated process.

Prototype: status Idea, not tested, fictional examples only. Free to use, with no email or login required.

Workflow library

Two original editorial illustrations. Open an entry to read its prompt, steps, fictional inputs, illustrative output, and quality checks.

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2 of 2 workflows shown

  • Client follow-up

    Draft a buyer-consultation follow-up

    Turn fictional consultation notes into a short draft follow-up that separates what the buyer shared, open questions, and the next step offered.

    Status
    Idea
    Last tested
    Not tested
    Tested model
    None
    Maintainer
    Not yet named

    Favorites for this visit only; browser storage is unavailable or still being checked. No account demo.

    View full workflow: Draft a buyer-consultation follow-up

    Fictional inputs and illustrative output — not executed outputs.

    Task

    Prepare a draft follow-up after a buyer consultation for the agent to review. The draft stays a draft; nothing on this page sends it.

    Inputs

    • Agent-written fictional notes, the agreed next step (if there is one), and the preferred tone.
    • This prototype uses synthetic notes only. Before ever using real notes, client consent and broker-approved vendor handling are prerequisites.
    • Never paste a consultation transcript without explicit consent and approval.
    • Remove names, contact details, and other identifiers the draft does not need.

    Tools

    Candidate text assistant only — no connectors, send permissions, or account access. Compatibility has not been tested.

    Prompt with fictional inputs

    This is the exact text the copy button copies: the exercise rules, the prompt, and the fictional notes.

    FICTIONAL EXERCISE — synthetic notes only. Exercise rules:
- The notes below are synthetic. They describe no real buyer, property, or transaction.
- Do not add real names, contact details, addresses, or other identifiers; leave them as [CONFIRM].
- Do not paste a consultation transcript, contract, inspection report, or MLS record.
- Do not substitute real client notes. Real notes would first need client consent and broker-approved vendor handling.
- The result stays a draft for human review. Do not send, schedule, or publish it.

Draft a short follow-up using only the synthetic notes below. Separate what the buyer shared, open questions, and the next step offered. Do not invent client or property facts, budgets, dates, deadlines, commitments, property conditions or defects, recommendations, legal conclusions, or assurances. Keep every unknown detail as [CONFIRM], and mark any next step the notes do not show as agreed [CONFIRM: proposed, not agreed]. Do not give mortgage, legal, inspection, or investment advice. Do not turn protected characteristics, proxies for them, or neighborhood stereotypes into housing recommendations; flag such requests for human review. Do not add names, contact details, or other identifiers. Return the draft and a claim-to-note checklist that quotes the exact note behind each factual statement and labels greetings as courtesy text. Do not send, schedule, or publish anything.

Notes:
- Synthetic note: Buyer requested two bedrooms.
- Synthetic note: Budget was not discussed.
- Synthetic note: Buyer asked what happens during an inspection.
- Synthetic note: Agent offered to arrange a follow-up conversation; no date was agreed.
- Preferred tone: warm, brief, plain language.

    Steps (SOP)

    1. Confirm you have permission to use the notes and remove identifiers the draft does not need. In this prototype, use synthetic notes only.
    2. Select “Copy prompt and fictional inputs” and paste that text into an approved text assistant. It already contains the exercise rules and the fictional notes; add nothing else.
    3. Compare every statement in the draft with the notes, using the claim-to-note checklist.
    4. Check Fair Housing language, missing facts, and any commitment the notes do not support.
    5. Keep the result as a draft. A human must approve any later use or send outside this exercise.

    Fictional inputs

    • Synthetic note: Buyer requested two bedrooms.
    • Synthetic note: Budget was not discussed.
    • Synthetic note: Buyer asked what happens during an inspection.
    • Synthetic note: Agent offered to arrange a follow-up conversation; no date was agreed.
    • Preferred tone: warm, brief, plain language.

    Illustrative output (not executed)

    Subject: [CONFIRM: subject line]

Hi [CONFIRM: buyer's preferred name],

Thank you for talking with me. Here is a short summary of my notes.

What you shared
- You requested two bedrooms.

Open questions
- Budget was not discussed. [CONFIRM]
- You asked what happens during an inspection. [CONFIRM: whether and how the agent follows up on this question]

Next step offered
- I offered to arrange a follow-up conversation; no date was agreed.
- Date and time: [CONFIRM: proposed, not agreed]

Please let me know if I have missed or misstated anything.

[CONFIRM: agent name and signature]

Claim-to-note checklist
1. "You requested two bedrooms." — Note: "Buyer requested two bedrooms." Stated.
2. "Budget was not discussed." — Note: "Budget was not discussed." Stated; budget left as [CONFIRM].
3. "You asked what happens during an inspection." — Note: "Buyer asked what happens during an inspection." Stated; the question is recorded, not answered, and any follow-up is [CONFIRM].
4. "I offered to arrange a follow-up conversation; no date was agreed." — Note: "Agent offered to arrange a follow-up conversation; no date was agreed." Stated; date and time are proposed, not agreed, and left as [CONFIRM].
5. Courtesy text, not claims from the notes: the thank-you line and the closing request for corrections.
6. Left as [CONFIRM]: subject line, buyer's preferred name, agent name and signature.

Draft only. Not sent.

    Quality checks

    • Factual grounding: every factual statement in the draft is quoted in the claim-to-note checklist beside the exact synthetic note it restates. Greetings are labeled courtesy text; everything else is [CONFIRM].
    • Missing details stay marked [CONFIRM]. No invented budget, date, deadline, or commitment; the follow-up time is marked proposed, not agreed.
    • No mortgage, legal, inspection, or investment advice. The inspection question is recorded, not answered; any follow-up on it stays [CONFIRM].
    • Demographic assumptions and steering: no protected characteristics, proxies, or neighborhood stereotypes turned into recommendations. Any such request is flagged for human review.
    • Confidentiality: fictional notes only, no identifiers beyond what the draft needs, and no transcript pasted.
    • Tone: warm, brief, and plain, with no pressure, urgency, or promised outcomes.
    • Unsupported claims: no suitability, market, or affordability statements.
    • Nothing is sent. Before this entry could move past Idea, unsafe-request and conflicting-note fixtures would need to be tested; that has not happened.

    Before any use

    • Human review is required before any external use. This page cannot send, publish, or book anything.
    • No tested compatibility, compliance, field-effectiveness, or outcome claims are made for this entry.
    • Original editorial illustration written for this prototype. Not executed and not professionally approved.
  • Listing preparation

    Prepare a listing-readiness checklist

    Turn fictional preparation notes into a plain checklist that separates preparation tasks from items where broker or licensed-professional review may be needed.

    Status
    Idea
    Last tested
    Not tested
    Tested model
    None
    Maintainer
    Not yet named

    Favorites for this visit only; browser storage is unavailable or still being checked. No account demo.

    View full workflow: Prepare a listing-readiness checklist

    Fictional inputs and illustrative output — not executed outputs.

    Task

    Organize listing preparation into tasks, owners, prerequisites, and open questions. This does not certify legal readiness, property condition, or compliance.

    Inputs

    • Fictional property facts, owner-approved preparation priorities, and unresolved questions.
    • Do not upload contracts, inspection reports, or licensed MLS records.
    • Leave out owner names, addresses, and access details; the checklist does not need them.

    Tools

    Candidate text assistant only; plain table output. No photo editing, MLS connection, contractor booking, or publishing. Compatibility has not been tested.

    Prompt with fictional inputs

    This is the exact text the copy button copies: the exercise rules, the prompt, and the fictional notes.

    FICTIONAL EXERCISE — synthetic notes only. Exercise rules:
- The notes below are synthetic. They describe no real seller, property, or listing.
- Do not add a real address, owner name, access details, or other identifiers; leave them as [CONFIRM].
- Do not upload or paste contracts, inspection or condition reports, transcripts, or MLS records.
- The result is a draft checklist for the agent. Do not publish a listing, book a contractor, or send anything.

Convert only the synthetic preparation notes below into a checklist with task, responsible person, prerequisite, open question, and source. Quote the exact note each stated row comes from. Use a responsible person, prerequisite, or deadline only if a note states it; keep every unknown detail as [CONFIRM] and label anything else you add "Suggestion — not in notes". Do not invent client or property facts, dates, deadlines, commitments, property conditions or defects, repairs, legal or compliance conclusions, or assurances. Do not state or imply the home is ready, compliant, or defect-free, change property facts, or suggest hiding or minimizing information. Separate preparation tasks from items where broker or licensed-professional review may be needed. Do not describe who the home suits, refer to protected characteristics, or characterize the neighborhood. Do not add owner names, addresses, access details, or other identifiers. Do not write a listing advertisement, and do not publish, book, or send anything.

Notes:
- Synthetic note: Seller plans to declutter before photos.
- Synthetic note: Photography date has not been set.
- Synthetic note: Agent needs to check brokerage photography and disclosure requirements.
- Synthetic note: No condition report has been supplied.

    Steps (SOP)

    1. Confirm the notes are fictional and contain no contracts, reports, MLS records, or owner identifiers.
    2. Use the copy button to copy the prompt and fictional inputs as one block, and paste it into an approved text assistant to draft the checklist table. Do not add property or owner details.
    3. Check that each stated row quotes its note, and that every owner, prerequisite, or deadline not in the notes is marked [CONFIRM] or labeled a suggestion, not a fact.
    4. Review disclosure and professional-review boundaries; anything about condition or compliance goes to the broker or a qualified professional.
    5. The agent chooses next steps. Nothing here books a contractor or publishes a listing.

    Fictional inputs

    • Synthetic note: Seller plans to declutter before photos.
    • Synthetic note: Photography date has not been set.
    • Synthetic note: Agent needs to check brokerage photography and disclosure requirements.
    • Synthetic note: No condition report has been supplied.

    Illustrative output (not executed)

    Listing-readiness checklist — draft from synthetic notes

Key: Source "…" = exact synthetic note · [Suggestion — not in notes] · [CONFIRM] = unknown · [Suggestion: broker or professional review]

Preparation tasks
1. Declutter before photos — Responsible: seller — Prerequisite: before photos — Open question: photography date [CONFIRM] — Source: "Seller plans to declutter before photos."
2. Schedule photography — Responsible: [CONFIRM] — Prerequisite: decluttering complete [Suggestion — not in notes] — Open question: date and photographer [CONFIRM] — Source: [Suggestion — not in notes]

Items where broker or licensed-professional review is suggested
3. Check brokerage photography and disclosure requirements — Responsible: agent — Prerequisite: [CONFIRM] — Open question: which brokerage and local requirements apply [CONFIRM] — Source: "Agent needs to check brokerage photography and disclosure requirements." — [Suggestion: broker or professional review]
4. Condition report — Responsible: [CONFIRM] — Prerequisite: whether a qualified review is needed is for the agent and seller to decide [Suggestion — not in notes] — Open question: no condition report has been supplied; condition unknown [CONFIRM] — Source: "No condition report has been supplied." — [Suggestion: broker or professional review]

Not included on purpose: repair recommendations, any statement that the home is ready or compliant, deadlines, and listing advertisement copy.

Draft only. Not published, booked, or sent.

    Quality checks

    • Factual grounding: each stated row quotes its exact synthetic note, and every task, owner, and prerequisite in it restates that note or is marked [CONFIRM] or "Suggestion — not in notes." Rows not from a note are labeled suggestions.
    • Suggestions are kept separate from verified property facts and from professional assessments.
    • No invented defects, repairs, or condition statements. Condition stays [CONFIRM] without a report.
    • Does not certify compliance or legal readiness. Photo, virtual-staging, and disclosure rules vary by jurisdiction and brokerage and need review.
    • Nothing suggests hiding, minimizing, or omitting information about the property.
    • No fabricated deadlines or responsible parties; unknowns stay marked [CONFIRM].
    • Confidentiality: fictional notes only, with no contracts, inspection reports, MLS records, or owner identifiers.
    • Tone and unsupported claims: neutral checklist language, with no marketing copy, value statements, or "ready to sell" claims.
    • Demographic assumptions and steering: no statements about who the home suits and no neighborhood characterizations.

    Before any use

    • Human review is required before any external use. This page cannot send, publish, or book anything.
    • No tested compatibility, compliance, field-effectiveness, or outcome claims are made for this entry.
    • Original editorial illustration written for this prototype, not adapted from the follow-up entry. Not executed and not professionally approved.

What this prototype is

  • Two original editorial illustrations, each with status Idea and not tested.
  • Fictional inputs and illustrative outputs only. Nothing on this page runs an AI model, connects to an account, uploads files, or sends messages.
  • Search is for finding catalog entries. Don’t enter client information anywhere on this page.
  • Favorites store workflow IDs in this browser only. There is no account, sync, or secure storage.
  • No tested compatibility, compliance, field-effectiveness, or outcome claims are made.

Access

  • This is an initial free prototype and pilot. No payment is requested now and there is nothing to buy.
  • Access is free with no required email or login. Deeper behind-the-scenes access is a future idea only, not an approved product. This prototype has no recurring charges and makes no promise of lifetime updates or support.

Future specifications, not active features

These describe possible later work. None of it is built or running.

Editorial pipeline

Planned steps for a future entry: draft, editorial review, fixture testing (including unsafe-request and conflicting-note cases), a named maintainer, and a dated record of any status change. None of these steps runs today, and no entry has moved past Idea.

Change notes

A future editorial change log would record, for each published entry, what changed, why, who reviewed it, and when. That log is not active. Revisions to these prototype illustrations are tracked only in local prototype review artifacts, not published here. No prompt has been run and no entry has been tested.

Behind-the-scenes access

Everything here is free for every agent, with no required email or login. Deeper behind-the-scenes access is an optional future idea only, not an approved product. There is no roster, verification process, or coupon today.

Community

A community for agents has not been launched or built. There is nothing to join.