A plain plan for where AI fits in a small agency
Every week brings another AI tool pitched at real estate agents, and none of them know how your agency works. We start from your week instead. You tell us where the hours go, from listing copy to repair requests, and we write a short plan that names the first job for AI, the tools it connects to, what it costs, and what stays with a person. Most agencies start with one job and add the next once the first one runs well.
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What a real estate AI plan covers
The first job
One job that repeats every week and costs real hours, like listing copy or repair request sorting, chosen from what you tell us.
The tools it touches
Which of Rex, Gmail, Canva, Airtable, or your portal the first AI helper needs, and what you already have that it can use.
What stays personal
The calls, the negotiations, and the judgement calls that a person keeps, written down so nobody tries to hand them over.
Cost and order
Which package fits your team size, and the order the next jobs come in once the first one is running.
Where an agency’s AI time goes now
Most principals have tried an AI chat tool for a listing description and got something that sounded like every other listing on the portal. Some have paid for an add-on that promised to automate their follow-ups and then never set it up. The tools aren’t the problem. Nobody sat down and worked out which job in this agency, with these people, was worth handing over first.
What goes in your plan
Your AI plan (the industry calls it an AI strategy) is a short, plain document for your agency. It names the first job, how the AI helper will do it, which tools it reads from, and what a person still checks. It also says what comes next and what it costs. For a sales agency, the first job is often listing copy or open home follow-ups. For a rent roll, it’s usually repair requests or arrears reminders. The plan comes from your week, not from a list of features.
Plans that turned into real work
We work with Harbour Lane Property, a three-person boutique agency in Newcastle. Their first job was listing copy, which took about 3 hours per listing by hand. Now an AI helper drafts it from notes in Rex and it takes about 40 minutes, with the principal still rewriting every headline. We also work with a solo property manager with 140 rentals, where the first job was repair requests. Those are now logged the same day, and urgent jobs still go to a phone call. Two agencies, two different first jobs, because the plan follows the week.
What a plan can’t promise
A plan is only useful if someone acts on it. If the agency is in the middle of switching CRMs, or a key agent is leaving, the plan may say to wait, and we’ll tell you that plainly. It also can’t promise more listings. It shows where the hours go and how to get some of them back, and what you do with that time is up to you.
To see your agency’s first job, get your AI Starter Plan. It’s free, and it starts with where your week goes.
Related
Read about our Your AI plan service, and how we help small teams in real estate.
Common questions
How do we start?
Is AI going to replace agents?
Which AI tool should we buy?
What does it cost after the plan?
Are we locked in?
Get a plan written for your agency
Tell us how your agency's week really runs. Get your AI Starter Plan and you'll have a plan for where to start.
Get your AI Starter Plan