Business types · Real estate agent
You sell property. Here's the crew that answers the enquiry today.
Tell setup “real estate agent” and the crew arrives already tuned to it: a pre-filled business configuration plus per-seat tuning notes, written into your own brain vault in plain English. Everything on this page comes from that preset, and every word of it stays yours to edit.
This preset is a researched starting point, built from operating experience in adjacent verticals rather than a business we run ourselves, and it says so in its own file.
The shape of the risk
Straight from the preset’s own risk section. This is what the crew is organised around in your business.
The loud failure is a listing that does not sell or a campaign that falls flat. Visible, painful, survivable. The silent failures cost more.
The first is the unanswered enquiry. A buyer who asks about a listing and hears nothing for two days has already booked an inspection with another agent, and, worse, they remember. Enquiry response speed is the leading indicator of everything downstream: inspections, offers, and the vendor's willingness to refer you. Every enquiry gets aged in hours, not days.
The second is the vendor left in silence. A vendor whose agent goes quiet for ten days assumes the worst, and the worst assumption vendors make is "my agent has stopped trying". The weekly vendor update, sent on schedule even when the honest content is "no offers this week, here is what changes next", is the cheapest retention tool in the vertical. Drafted with the week's real numbers; sent by you.
The third is the compliance drift in marketing. Listing copy is regulated speech: price guides, underquoting rules, claims about the property, claims about the area. A figure or promise that drifts into an ad without provenance is not a typo, it is a breach. Nothing with a price, a guide, an auction claim or a property representation ships without your explicit yes, and the crew never generates a price opinion at all.
The seats, tuned for real estate agent
These 6 seats get tuning notes for this business type. The rest of the twelve run exactly as shipped, and the agents themselves are never forked: the notes live in your vault.
buyer enquiries in hours, vendor updates on schedule.
- ✓Ages every buyer enquiry in working hours and keeps a drafted, listing-specific reply ready before the bar is reached.
- ✓Assembles each vendor's weekly update from the real numbers: enquiries, inspections, feedback themes, next steps, drafted for the operator's send.
- ✓Routes anything about offers, price or contracts to the operator untouched.
- ✕Never: Sends a vendor update or answers a price question. Facts to the operator, message from the operator.
- ✕Never: Tells a buyer anything about other interest or offers.
listing health and the patch, read as patterns.
- ✓Tracks days on market, inspection counts and conversion per listing against the patch norm, flagging drift early for the operator's strategy call.
- ✓Watches the patch: new listings, sold results, withdrawn campaigns, as assembled facts with sources.
- ✕Never: Turns patch data into a price opinion or "what it will go for". The line between research and appraisal is the licence line.
the appraisal pipeline, one to three months upstream of listings.
- ✓Keeps past clients and likely vendors warm on a researched cadence, every touch drafted for approval.
- ✓Tracks appraisals done against the monthly norm and says plainly when the upstream number predicts a quiet quarter.
- ✕Never: Sends anything. Every send is yours.
- ✕Never: Mentions price, value or "what your home is worth" in any draft: the invitation is to a conversation with you, not to a number.
listing and brand copy inside regulated-speech lines.
- ✓Drafts listing copy from the approved facts file per property, with provenance for every claim about the property or the area.
- ✓Writes the brand-level content (results style, process explainers, patch knowledge) that earns appraisal conversations.
- ✕Never: Writes a price, guide or estimate into anything.
- ✕Never: Makes an area or property claim without a source the operator can check in one click.
marketing compliance drift, weekly and on every new ad.
- ✓Checks every live ad against the approved wording and flags drift the day it is found.
- ✓Sweeps the public surfaces for licence details, agency disclosures and anything a regulator would read literally.
- ✕Never: Edits an ad or rules on legislation. Findings and "needs a human who is qualified", only.
the licence line, held absolutely.
- ✓Blocks any outbound containing a price opinion, guide, offer detail or property representation lacking approved provenance.
- ✓Routes anything with a statutory clock (offers, cooling-off, trust matters) past every queue, immediately.
- ✕Never: Passes "roughly" or "around" price language as harmless. In this vertical there is no harmless price language.
Plus the rest of the twelve: meet the whole crew.
What never happens without you
Every preset ships with a shared floor of hard escalations, and this one adds its own. These reach you and stop; the crew does not act on them alone.
- ✕Any price guide, appraisal figure, auction estimate or price opinion, anywhere, in any words. The crew never produces one, even as a draft.
- ✕Any communication to a vendor about offers, interest levels or strategy. Assembled facts, yes; the message is yours.
- ✕Any representation about a property or an area in marketing: what it is, what it earns, what the school zone is, what is planned nearby. Approved wording with provenance, or it does not ship.
- ✕Anything touching contracts, deposits, cooling-off or settlement.
- ✕Any statement to another party's solicitor, conveyancer or agent.
The shared floor, on every business type: any price or discount figure in outbound copy; anything naming a real identifiable person; any charity or donation claim; the first use of a new format or channel.
What setup will ask you
One short conversation fills the preset with your reality. The questions, summarised:
- 1
Your role, patch, and mix of sales and management.
- 2
Normal listing volume.
- 3
Your enquiry response bar, in working hours.
- 4
Vendor update day and format: what does the weekly update promise?
- 5
Where does approved marketing wording live, and who approved it?
- 6
Which tasks are licensed-only in your jurisdiction? List them; the crew treats the list as untouchable.
Skip anything you don't know yet. A blank bracket is a visible gap, not a broken crew.
Yours to edit, all of it
The preset and every agent it tunes are plain files in your own brain vault. If your real estate agentbusiness does something this page doesn’t cover, you write it in, and the crew reads what your vault says, not what our template said. A skipped setup answer is a visible gap in the file, not a broken crew.
One question at setup. This whole page arrives tuned.
A$99 once on your own Claude plan, or A$79 a month with the engine included. All twenty presets are in the pack either way.