AI systems for real estate agents by the numbers without numbers

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Transcript

0:00

Good morning, Southland Regional Association of Realtors and everybody else. I want to thank you so much for hanging out with me today. My name's Connor McIver with Sync Brokerage out of Santa Clarita and I want to start by being completely transparent. Transparent with you. I'm not here to show you some flashy tech tricks, nor am I here to dump 50 new apps. Now, you, if you've been to any tech webinars lately, you have probably felt your brain explode with shiny tech. information overload. Today, we're going to strip away the noise and I'm going to give you a pragmatic, highly functional blueprint for your business, something you can actually go home, plug in, and employ today to buy back. your time. You can secure more listings and dominate your local market. This talk is built on three core pillars. Systems, Speed, and Human Leverage. Now, before we talk about execution, we need to understand what artifacts are. actually is, how it briefly started, and how it works to the best of our understanding. Most agents fail with AI because they treat it like traditional software. They treat it like a digital vending machine. They open up ChatGPT or Claw and they type in a cheap prompt like, write me an MLS description and they press enter and they expect a miracle, or a miracle. And when the machine spits out robotics. like fluffy text full of cliches like stunning kitchen and nestled in a quiet cul-de-sac and lightened bright and open and airy, Contractors Paradise, and so on. They say AI doesn't work and then they give up. But AI is not a vending machine. Traditional software is hard-coded. It only does exactly what the developer promised. Large language models are advanced reasoning engines. Think of them as your chief of staff. When you stop treating AI as a chatbot and start treating it as a collaborative partner. Feeding it your real voice, your brokerage splits, your commission structures, and local compliance rules, it can begins to reason, learn, and execute complex business logic all on your behalf. Let me share a critical lesson from my past in law enforcement. In a high-stress shooting scenario, the average training officer only has a 30% hit rate. That's under pressure, under life or death stress. The body's natural adrenaline takes over, fine motor skills start to degrade, tunnel vision sets in, you get audio response. Exclusion and you miss 70% of your shots on average, and that's why. And these are close ranges within 70%. Why is that? Well, because you're winging it under extreme stress. Specialized Tactical every shot. They don't equipment, strict mechani When you don't have consistent systems, you're operating at a 30% hit rate. You're winging listing appointments. Neglecting your CRM and praying that the phone rings. We're here today to replace hope with 100% precision mechanics. So let's put this into practice with a highly functional local playbook. Imagine you have a database of 10,000 inactive contacts. These are past leads or old addresses. collecting dust in your CRM. Trying to prospect this list manually is a nightmare. You sit there making random alphabetical phone calls. Instead, we run this list through an automated security system. First, we're going to ingest the messy records into your secure local workspace. Second, we instruct the large-language model to cluster the records by Santa Clarita track codes, neighborhoods, and addresses. Third, we compare that cluster list against the MLS activity. Every 10 minutes, the AI flags the exact zip codes with the lowest active inventory, but the highest turnover rates. Filtering for homeowners who have owned their property for 7-12 years and hold massive equity. You walk away. Not only is the salesman begging for a listing. Not as that, but as a list. That's how data authority delivering a custom equity report before they even ask. That's how a single. Agent in my circle secured an off market listing that resulted in $24,000 commission and a under 10 minutes of prep. Now, I know some of you are thinking, well, Conor, I'm a people person. I don't want to lose a look at spreadsheets. I hate cold calling. Fantastic. Double down on your human skills. Highly active open houses, run charity events, be active in your neighborhood, but you must use AI as a tool. DigitalNet to capture every physical interaction. Set up a simple, elegant open house landing page to capture the visitor check ins. Once they register, your automated workflow takes over, immediately sending hi- highly personalized, non-generic follow-up texts and emails that are written in your voice before they even leave. Relationship leverage keeps you top of mind without manual follow-up schedules. Furthermore, you must prepare for the massive shift in how consumers search. Buyers and sellers are no longer just typing keywords into Google. 82% of Americans are using AI conversations. Conversationally to search and to look up real estate data. They ask who is the best real estate agent for them. properties or downsizing and I recommend optimization. You must es entity consistency, If the machine detects noise or inconsistent details, it's going to skip your brand entirely. Because conversational engines only recommend five names. If you're skipped, you're digitally invisible. How do we build this system without being a software engineer? You build your AI employee. An AI employee requires four names. Four key elements. Context, memory, tools, and skills. First, all the context files. This is your AI's operating onboarding document. It contains your professional biography, your brokerage structures, your local spreadsheets. Your, uh, beginning agreement with your brokerage neighborhood profiles, strict fair housing compliance. You write this once and it carries into every conversation. Heck, you can even speak it into existence. That's what I do. Second is going to be memory. The model is going to learn your style. Client is going to list and preferences over time. Third are going to be the tools. We connect the model to Gmail, Google Calendar, and your CRM, whether it's Sierra Lofty, Follow-Up Boss, a system I have, or whichever other it might be like. Low Wolf Technologies, and so on. Fourth are going to be skills. These are standardized, repeatable procedures, like this. Like an open house follow-up sequence, saved as a recipe card so that the AI follows a rigid step-by-step framework. every single time. Now, to start, you don't need code. Open up ChatGyp, BT, and VoiceMode are your favorite elements. Hit record and interview yourself. Say, I'm a listing focused agent in Santa Clarita with Sync Brokerage. License, 0123, 012348257 and my address. Average sales price is $850,000. Let the machine transcribe your voice. Clean up the data and write its own executive onboarding files. Stop typing generic text. Teach the engine to speak. Negotiate and write in your exact conversational tone. To get eligible, stop treating AI like an unpaid intern and start treating it like a chief of staff. You're the boss, but you have these components of AI to help you through your processes. This requires a outcome-driven prompting. Now, look at these various slides and I'm presenting these. Most agent use, level one prompts. They write an email about why someone should sell their home in Santa Clarita right now. The result is a bloated, formal, cliché-riddled letter filled with generic filler words that immediately gets you. discarded. Instead, we use the level-to-outcome-driven prompts. We declare our ultimate objective. My goal is to close 100 listings in Santa Clarita. Here is my database. Comps and Brandfile. Analyze regional turnover rates. Draft a directory. Inspect neighborly equity update email and outline the exact outspeech workflow to secure approval. When you declare your high-level business goals first, the AI aligns its advantages. behind your targets, giving you a customized action plan, target lists, and so on and so forth. interest rates. It's shiny object syndrome. We go to megacamps. We walk through vendor halls. We buy everything. Every software product, dialer, and database tool sold to us, and we end up paying it for a dozen description, uh, subscriptions. That accumulate digital dust, running 47 half-baked marketing campaigns that generate zero actual revenue. and spending $1,000 a month on software and overseas virtual assistants. I think that's it for this Thank you for watching. I'll see you next Bye. That's a Clarita listing based system. If I try to bring you a new marketing idea. Watch a random tutorial or start a different project. You are instructed to check my current project. and push back hard and tell me no until this system is 100% live. Dedicated to your saved time to making five high-value human connections daily. Hard work fails to those without a precise system to direct it. So let the AI enforce and execute guardrails you need to access. and finish what's in front of you. I don't want you leaving this room feeling overwhelmed, so don't try to build this entire system tonight. But here's your simple, highly practical, three-step launch blueprint to execute as soon as you get home. So step one is going to be to set up your base. Secure your advanced reasoning workspace. by getting a paid $20 a month ChatGPT Plus or Cloud Pro account. Avoid basic free-to-free. default accounts that lack personal project memory and processing power. Step number two, upload your business content. You're going to have to build your AI's reference encyclopedia, so interview yourself on your phone's voice mode. Transcribe it and upload your professional biography. Commission details, brokerage policies, and Santa Clarita neighborhood track guides from the local MLS. Step one, step two. And then step three, connect your primary tools, link your calendar, email, inbox, and CRM safely. through whatever connector, and we can talk about whatever connector you have access to, Zapier. or some kind of native integration connector. Well, you want the AI in your CRM to be a part of that. process. So start with one simple task and that's going to be automating new lead categorization and follow-ups. Once you complete these three steps, your back office machine is live and ready to support you. So let's begin. Let's be absolutely clear, AI is never going to replace real estate agents, but AI powered agents will never replace those who refuse to adapt. Real estate is, and always has been, a relationship business. An algorithm, cannot look a terrified client in the eye at 11 o'clock at night and say, I know you're stressed. But I'm standing right here beside you and I will protect your family's equity. No funding round as large as enough to buy your integrity, your neighborhood trust, your personal relationships, so let the machine handle the administrative noise. Let the AI analyze contracts for contingency dates. Collate your hyperlocal comparative market analysis comps, draft your listing copy. and triage your email inbox. Delicate the paperwork to a software so you can free up your human intelligence. to do what you do best. Sit at the kitchen table, shake hands, build trust and protect yourself. Protect your clients. Now, for those of you that want to take this to the absolute bleeding edge, I want to introduce you to the next major evolution in real estate automation. These are known as coordinated agentic squads. Most agents make a fatal mistake when they start scaling up their systems. They try to build one single agent. that handles everything. Confused. It suffers from context rot. It fumbles client details and makes costly errors. The wealthy and successful operators don't do it this way. They build a virtual boardroom. At the time, it is going to sit your orchestrator agent or your digital CEO. This is the only agent you actually talk to. You should have a quick voice note on your orchestrator, telegram or WhatsApp while you're driving to a listing appointment. Hey, I just signed the listing contract for 123 Skyline Road. Here are the details. Your orchestrator doesn't try to do the work. It coordinates the boardroom. It spins a vega. transaction coordinator agent who reads the contract PDF. It extracts the earnest money deposit deadlines. Updates your calendar and sets up client files. It then wakes up Nova, your marketing assistant, telling her to grab the listing file. While a highly localized, write highly localized descriptions and schedule a social media launch. And then an alert Sarah, your AI inside voice agent. Now, feeding her property details so that she's prepped to answer incoming buyer phone calls and book showing appointments 24-7. You don't need to sleep. Spend $50,000 a year on a human to learn to run this. You can build this entire collaborative ecosystem. Virtually in N8N using drag-and-drop AI agent nodes or run it local first on a dedicated server. or a dedicated $600 Mac Mini like OpenCLAW using those self-hosted frameworks, OpenCLAW or Hermes. Now, remember the strict compliance rule under the principle of least privilege, your marketing sub-agency. Don't need access to your bank accounts, and your voice assistants don't need access to an entire email. email history. Limit their access. Enforce human checkpoints before any message goes to your client, and let these agentic squads handle the low-yield admin tasks, so you can focus on high-yield. high-yield client relationships. Building these systems can feel like a massive mountain to climb on your own, especially when you're busy. Managing active escrows, writing contracts, showing properties. You don't have time to sit behind a computer screen for 40 hours troubleshooting API keys, connecting webhooks, or writing custom prompt files. So let me handle the build out for you. When you're ready, you can go to my website, Santec3.artificialintelligence.com and book a completely free trial. Free, zero pressure, 15-minute Zoom business audit. You can call me directly on my cell, 661-400-8333. We'll look at your current CRM, the tools that you have in place, identify your biggest risk, and operational bottleneck, and hand you a custom, step-by-step, automation blueprint. If you are concerned about your client's data privacy, we can sign secure non-disclosure agreements. together. I'll protect your information completely. I run this business. I use these automated systems in my own practice. And I'm here to help you succeed. So let's start. Stop typing useless prompts. Let's start building real estate business systems. Let's go out there and dominate our local market. Thank you very much. I'm Conor with honor at Santa Clarita Artificial Intelligence dot com. We'll see you in the next one. Thanks for watching.