Loan Depot

The Business Behind the Showings: How to Use AI Tools to Stay Visible, Follow Up, and Run a Smoother Day

Agenda

AI Tools for Realtors: Save Time, Stay Visible, and Keep Deals Moving

AI is easier to access than ever. The next step is using it in a way that actually supports your business.

This session is for real estate professionals who want to simplify follow-ups, create content more efficiently, and stay visible between showings and closings. You’ll see how to use tools like ChatGPT and Canva to support your daily workflow and save time without overcomplicating what already works.

What’s Covered in This Session:

Where Time Gets Lost and How to Get It Back. We look at the daily tasks that slow you down. This includes rewriting the same emails, switching between tools, and losing momentum between follow-ups. You’ll learn how to simplify these parts of your workflow using practical tools that save time.
Smarter Prompts, Better Results. You’ll learn what to ask and how to ask it. We go through real prompts you can use for listing descriptions, social posts, and everyday client communication.
Using AI in Your Voice. See how to teach AI your tone. You’ll learn how to adjust responses so they sound personal, natural, and aligned with how you already talk to clients.
Time Blocking That Works. We show you how to plan your week around the work that actually moves deals forward. This includes outreach, content creation, showings, and follow-ups. The goal is to reduce reaction time and create a rhythm you can stick with.
Going Beyond the Basics. If you already use AI, this session helps you take it further. You’ll learn how to turn your best prompts into templates, build a simple system you can reuse, and make your tools work harder for you.

Who Should Join?

Realtors who want to save time without sounding scripted
Agents who have used AI and want to organize their process
Teams looking for ways to improve follow-up, outreach, and content
Professionals ready to turn AI from a quick fix into a smarter system

Links & Tools Referenced

Download the Slide Deck

50 AI Prompts for Real Estate Agents

General AI Assistants

For brainstorming, summarizing, and content generation

ChatGPT – OpenAI’s conversational AI for writing, coding, and research.
Claude – Anthropic’s AI assistant designed for safe and helpful interactions.
Gemini – Google’s AI assistant with deep web integration and multimodal capabilities.
Copilot – Microsoft’s AI integrated into Office and Windows for productivity.

Image Generation Tools

Create art, branding, or marketing materials

Adobe Firefly – AI-powered image, text effects, and generative fill
Canva AI (Magic Studio) – AI-powered design, image, and video creation
DALL·E – AI-powered image generation by OpenAI
Midjourney – AI-driven art generation tool for creative projects
Stable Diffusion – Open-source AI for generating images

CRM & Customer Experience

For AI-driven customer insights & chatbots

HubSpot AI – Automates marketing, sales, and customer support with AI-driven insights.
Salesforce Einstein – AI-powered CRM analytics, automation, and predictive customer insights.
Zoho AI (Zia) – AI assistant for Zoho CRM that provides recommendations and automation.

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Video Generation Tools

Create shorts, clips, how-to’s, ads, or marketing materials

CapCut – Video editing with templates, automatic captions, and avetars. Great for social media content and ads.
Synthesia – AI-driven video creation with avatars, ideal for training, marketing, and business presentations.

No-Code Platforms

For AI-driven workflow automation

Zapier AI – Automates tasks across apps without coding using AI-driven workflows.
Make (formerly Integromat) – No-code tool for automating complex business processes.
Bubble AI – AI-powered no-code app builder for web applications.

How Can We Support Your Growth? Packages for Real Estate Agents, Agencies and Brokerages

Free: Technology Consultation
30-Minute Strategy Call

Let’s take a look at your current tools and workflows. You’ll walk away with:

Clear next steps to save time using AI and automations
A look at what you’re doing manually that could be automated
Honest advice on what’s worth fixing (and what’s not)
At least one quick win you can implement immediately

No pressure. No sales pitch. Just clarity.

$500: Content Kickstart
Prompt library and branded Canva system

For agents who want to stay visible without burning hours every week. You’ll get:

Workflow audit and content review
Custom AI prompt library (for follow-ups, listings, buyer objections, and more)
10 branded Canva templates (flyers, posts, checklists)
1 working session to personalize tone, messaging, and visuals
Video tutorial to reuse and adapt everything moving forward

A streamlined system you can run in 3 hours a month.

$3,500: CRM Setup + Growth Automation
Platform-agnostic. Focused on how you actually work.

For agents and brokers who need a better system. We help you choose the right CRM, build your pipelines, and automate your most time-consuming tasks. You’ll get:

Review of current tools, pain points, and business goals
CRM recommendation and setup (HubSpot, Real Geeks, Follow Up Boss, etc.
Basic automation for follow-ups, task reminders, and status tracking
Branded email templates, forms, and intake flows
Dashboard for lead and deal tracking
Two working sessions to map your client journey and streamline handoffs

Add-ons: email campaigns, integrations, list segmentation, reporting & more.

$5,000: HubSpot CRM Setup + Growth Automation
Run sales, marketing, and operations from one place.

For agents and brokerages ready for a premium, end-to-end HubSpot setup tailored to real estate. From lead capture to closing, everything is automated, trackable, and aligned to your workflow. You’ll get:

Two strategy sessions focused on goals, automations, and growth opportunities
HubSpot setup + contact migration and custom pipelines for buyers, sellers, & referrals
Automated workflows for inquiries, showings, follow-ups, and post-close
Branded email templates, landing pages, and forms
Integrated lead capture from your website, Zillow, social, and paid ads
Dashboards for tracking contacts, deals, and agent performance

Outcome Engine is a certified HubSpot Solutions Provider. We help you build a system that supports long-term growth. Add-ons and ongoing monthly services are available.

How We Make Your Work Easier

We simplify your workflow and amplify your impact using smart, human-centered technology and digital strategies.

Explore how we can help:

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That showcases your value and turns your business into a growth engine using Inbound Marketing, RevOps, and AI-powered tools.

At Outcome Engine, We Build Growth Engines!

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Why Outcome Engine?

Deep Community Expertise

Rooted in New Mexico, we understand local markets, culture, and community needs.

Solutions Built for Real-World Impact

We turn complex ideas into practical technology designed to help busy professionals simplify their work and amplify their results.

Tailored Solutions

Technology designed to address specific needs.

Proven Results

Case studies and testimonials that speak to measurable outcomes.

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Keeping you and your clients at the center of every solution.

Why Our Clients Choose Outcome Engine

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ProcurementCon, a leader in organizing premier government contracting and small business development events, sought to enhance its digital presence to serve its expansive and diverse audience better. With events spanning Federal, State, and county levels, alongside small business showcases and expos, the need for a unified yet flexible digital platform was paramount.

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