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
General AI Assistants
- 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.
CRM & Customer Experience
- 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.
Video Generation Tools
Image Generation Tools
- 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
No-Code Platforms
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.