Free resource

25 AI prompts for
real estate agents.

Not "write me a listing description." Twenty-five real, engineered prompts you can copy into ChatGPT or Claude right now and use on today's work. Free, no email required, nothing gated.

Under each one you'll also find the honest part nobody tells you: exactly what you have to gather and paste in every single time for the prompt to produce something good. That copy-and-paste is the real cost of using AI this way, and it's the reason we built Theia Vault.

Take the book with you

All 25 prompts as a printable PDF. Free, instant download.

Lead follow-up

01

The 9pm portal lead everyone else answers tomorrow

You are helping me, a licensed real estate agent, write the first text message to a brand-new internet lead. Speed matters more than polish.

CONTEXT
- Lead: [FIRST NAME]
- Where they came from: [PORTAL, AD, OR SITE]
- What they inquired on: [ADDRESS, OR THE SEARCH CRITERIA THE FORM CAPTURED]
- Everything else the form gave me: [PRICE RANGE / TIMELINE / NOTES, or "nothing"]
- Local time right now: [TIME]
- Me: [NAME], [BROKERAGE], [CITY/AREA I ACTUALLY WORK]

WRITE
Three versions of one opening text, each under 320 characters.

RULES
- Lead with the specific property or search. The first six words must prove a human read their inquiry.
- Ask exactly one question they can answer in a few words. Not "how can I help?"
- Banned: "dream home," "just checking in," "I'd love to," stacked exclamation points, emoji unless I ask.
- Never claim information I have not given you - no off-market listings, no "I have a buyer," no price opinions.
- Identify me by name and brokerage in the first message and include a plain opt-out line.
- If it is after 8pm local, acknowledge the hour in one short clause, then get to the point.
- Describe the property or area using features, amenities, and verifiable facts only - square footage, schools by name, commute, parks. Never describe who lives in an area or what "type of person" it suits.

OUTPUT
Three labeled options, one line each on the angle, then the time I should follow up if there is no reply.
What you have to paste in
  • The lead's name, source, and the exact property or search they inquired on, copied out of the portal notification
  • Whatever the form actually captured - price range, timeline, notes - which is often nothing
  • Your name, brokerage, and the opt-out language your state requires on texts
In Theia Vault

Theia Vault's chat assistant drafts this opener straight from the lead record already in your CRM, and you approve it before anything sends.

02

Four messages for the lead who stopped replying

You are my writing assistant. I have a lead who was engaged and has gone quiet. Write a four-message follow-up sequence I can send over the next three weeks.

CONTEXT
- Lead: [NAME], working with me since [DATE]
- What they are trying to do: [BUY/SELL], [PRICE RANGE], [AREA], [TIMELINE]
- Our last real conversation: [PASTE IT OR SUMMARIZE]
- What we actually did together: [SHOWINGS / CMA / LENDER INTRO / OFFER WRITTEN]
- My last message and when I sent it: [PASTE]
- Anything verifiably new since: [PRICE CUT ON A HOME THEY SAW / NEW LISTING THAT FITS / RATE MOVE]

RULES
- Each message must stand alone and be worth reading even if they ignored the previous three.
- Banned openers: "just checking in," "circling back," "did you get my last message." No guilt, no fake deadlines, no market predictions.
- Every message carries one concrete thing: a listing that matches their criteria, a change on a home they saw, a straight answer to a question they raised, or a decision they can make in one reply.
- Vary channel and length: short text, longer email, short text, short email.
- Message four is a clean permission-to-close - I will stop reaching out unless they say otherwise, no pressure.
- Never imply an agreement, offer, or property that does not exist. If a message needs a fact I did not give you, write [NEEDS: ...] instead of inventing it.

OUTPUT
A table: day, channel, subject line if email, the full message text, and the one reason that message exists.
What you have to paste in
  • The last three to five messages you exchanged, copied out of your CRM or your phone
  • What you actually did together, with dates - showings, CMA, lender intro
  • Any real change since they went quiet: a price cut, a new listing, something you can verify
In Theia Vault

Theia Vault re-scores every lead nightly on real engagement signals, so a contact who went quiet in your inbox but is still opening and clicking surfaces without you reconstructing the history.

03

Open house sign-in sheet to triaged follow-ups by Monday

Act as my follow-up coordinator. Below is my open house sign-in list from [ADDRESS] on [DATE], plus the notes I typed on my phone.

[PASTE THE LIST: name, contact info, and whatever you captured - "has a house to sell," "no lender yet," "went back to the primary suite twice," or nothing at all]

Property facts: [BEDS / BATHS / PRICE / TWO OR THREE REAL STANDOUT FEATURES]
Other homes I could show them: [ADDRESSES, or "none yet"]

DO THIS
1. Sort every visitor into A (a timeline and a reason to move), B (real but unhurried), C (neighbors and browsers), and Unknown (I captured nothing).
2. For each A and B, write a message that references the specific thing they said or looked at, asks one question, and offers one concrete next step.
3. For C and Unknown, write one short honest message each. Do not invent detail I did not give you.
4. Flag anyone who mentioned they already have an agent, and write them a message that respects that relationship rather than soliciting them.

RULES
- Describe the home and area by features, amenities, and public facts only - square footage, schools by name, commute, parks. Never characterize who lives in the area or who a neighborhood "suits."
- Match my voice: [PASTE TWO SENTENCES I ACTUALLY WROTE TO A CLIENT].

OUTPUT
Grouped by tier: the ready-to-send message and a one-line reason for the tier.
What you have to paste in
  • The sign-in sheet typed out name by name with contact info
  • Your own notes on who said what - the part nobody writes down while the open house is running
  • Real facts on the property, plus any other homes you could actually show them
  • Two sentences you genuinely wrote to a client, so the tone comes out sounding like you
In Theia Vault

Theia Vault imports the sign-in sheet by CSV, and dragging each visitor into a pipeline stage fires the follow-up drafted in your voice for you to approve.

04

The 10-minute prep sheet before a buyer consultation

You are prepping me for a 20-minute first call with a buyer lead. Build me a one-page call sheet.

WHAT I KNOW
- Lead: [NAME], from [SOURCE], first contact [DATE]
- Properties they viewed or saved: [PASTE THE LIST WITH PRICES]
- Everything they have told me, verbatim where possible: [PASTE MESSAGES]
- Market facts I can personally verify: [INVENTORY / DAYS ON MARKET / RECENT COMPS]
- My agreement terms and required disclosures: [PASTE]

BUILD
1. What their saved properties suggest about priorities and real budget - labeled clearly as inference, not fact.
2. Eight questions in the order I should ask them, easiest first. Include the one most agents skip: what has to be true for them to actually buy.
3. The three objections most likely on this call given what they have said, each with a direct honest answer. No scripts that dodge the question.
4. Two things I should not say on a first call.
5. The close: exactly what I am asking them to agree to before we hang up.

RULES
- No invented statistics, studies, or percentages. If a claim needs data I did not supply, mark it [VERIFY] and leave it blank.
- Discuss areas by amenities, schools, and commute only - never by who lives there.
- Assume they have already talked to two other agents and can smell a script from the first sentence.
What you have to paste in
  • Every message the lead has sent you, pasted verbatim rather than summarized
  • The list of properties they viewed or saved, with prices
  • Market numbers you can personally verify - the prompt is instructed not to invent them
  • Your buyer agreement terms and required disclosures
In Theia Vault

Theia Vault's private AI is grounded in your own contacts, deals, and documents, so it assembles the call prep from records you already have instead of a pasted transcript.

05

The lead who says "not until spring"

I have a lead who told me they are not moving until [TIMEFRAME]. They are real, just early. Build me a stay-in-touch plan I can actually execute.

CONTEXT
- [NAME], [BUY/SELL], area [AREA], budget [RANGE]
- Their exact words about timing: [PASTE, DO NOT LET ME PARAPHRASE]
- What is driving the move: [JOB / SPACE / SCHOOL / LEASE END / LIFE EVENT]
- Their real blocker: [NEEDS TO SELL / SAVING A DOWN PAYMENT / CREDIT / SPOUSE NOT ON BOARD]
- What I can genuinely help with before they transact: [LENDER INTRO / CONTRACTOR LIST / PREP WALKTHROUGH / RENT-VS-BUY MATH]

BUILD a plan from today to [TIMEFRAME]:
- One meaningful touch every three to four weeks. No more.
- For each touch: date, channel, purpose, and the actual drafted message - not a placeholder or a topic idea.
- At least two touches that solve a blocker instead of selling: an introduction, a document, a walkthrough of what they would need to do first.
- One quarterly "here is what changed in your price range" update using only numbers I supply. Mark it [PULL DATA] rather than inventing figures.
- One re-qualify touch near the end that asks directly whether the timeline still holds.

RULES
No manufactured urgency, no "rates may rise so act now," no market predictions. Areas described by features and amenities only, never by who lives there. Every message under 120 words.
What you have to paste in
  • Their exact words about timing, not your summary of them
  • The real blocker: sale contingency, down payment, credit, a spouse who is not sold
  • What you can genuinely help with months before there is a commission
  • Fresh market numbers for each quarterly touch, pulled by hand
In Theia Vault

Theia Vault runs the long-horizon touches as a re-engagement drip written in your voice, and its nightly re-scoring flags the contact when their engagement picks back up.

Database & past clients

06

The home anniversary note that isn't a form letter

Draft a [N]-year home anniversary message from me to a past client. It should read like it came from a person who remembers them.

CONTEXT
- Client(s): [NAMES], closed on [ADDRESS] on [DATE]
- Two things I actually remember about the transaction: [e.g. the appraisal came in low and we renegotiated / their dog's name / they flew in for the final walkthrough]
- What they said they would do to the house: [PROJECT / RENOVATION / GARDEN]
- Real numbers I can share about their equity or the local market: [PASTE, or write "none"]
- How we normally talk: [FORMAL / CASUAL / TEXT-LENGTH]

WRITE
- One email under 150 words and one text version.
- Open with the specific memory, not the anniversary.
- If I supplied real numbers, include one honest sentence about where their value likely sits, clearly framed as an estimate, and offer to run an accurate one. If I supplied none, do not estimate anything.
- Close with a genuine question about the house or their project. Not a request for business, and not "do you know anyone looking to buy or sell?"

RULES
- No "Happy Homeversary," no clip-art energy, no market hype.
- Describe the neighborhood only by amenities, features, and public facts. Never by who lives there or what kind of people it attracts.
- If a detail is missing, write [NEEDS: ...]. Do not invent a memory.
What you have to paste in
  • Close date and address, looked up in your files
  • Two things you actually remember about the transaction - this is the entire message
  • Real equity or market numbers if you want to mention value, or nothing at all
In Theia Vault

Theia Vault's private AI knows the deal details from your own records and drafts the anniversary note personalized per contact, sent from your real Gmail or Outlook address.

07

Turn a dead CRM export into a ranked reactivation list

You are my database analyst. Below is an export of contacts I have not worked in a long time. My columns are: [LIST THEM - name, last contact date, source, tags, notes, last transaction date].

[PASTE 25-100 ROWS AT A TIME]

DO THIS
1. Sort every contact into four tiers: (1) past clients and people who transacted with me, (2) people who were actively working with me and went quiet, (3) inquiries who never really engaged, (4) unusable - no real contact info, duplicates, wrong market, or anyone who asked me to stop contacting them. Exclude tier 4 from all outreach and tell me why each row was excluded.
2. For tiers 1 through 3, name the single most plausible honest reason to reach out, based only on what the row actually says. If the row says nothing useful, say so instead of inventing a reason.
3. Write one opening message per tier - not per person - that I can personalize in under 30 seconds, with the personalization slot marked clearly.
4. Give me the order to work through them, and how many per day is realistic at [MINUTES] per day.

RULES
Every email must identify me and my brokerage and carry a real opt-out. Never write anything implying a relationship the data does not support. Flag any row where consent to contact looks unclear so I can check it myself.
What you have to paste in
  • A CSV export of 25 to 100 contacts at a time, with your column names included
  • Cleaned-up notes fields - most exports carry years of shorthand only you can decode
  • Your identification and opt-out lines for email
  • Your own second pass on every row flagged for unclear consent
In Theia Vault

Theia Vault imports the same CSV on day one and re-scores the whole database nightly, so the ranking comes from ongoing engagement rather than a one-time read of a spreadsheet.

08

The referral ask that doesn't feel like begging

Help me ask a past client for a referral without making it weird.

CONTEXT
- Client: [NAME], we closed [ADDRESS] on [DATE]
- How it actually went: [SMOOTH / A ROUGH PATCH I SOLVED / THEY THANKED ME FOR SOMETHING SPECIFIC]
- What they said they valued, in their words: [PASTE FROM A TEXT, EMAIL, OR REVIEW]
- Our relationship since: [NONE / OCCASIONAL / FRIENDS]
- What I am actually asking for: [A NAME / AN INTRODUCTION TO A SPECIFIC PERSON / A REVIEW / A SHARE]

WRITE three versions, escalating in directness:
1. A warm check-in that earns the right to ask later and asks for nothing.
2. A direct ask that names the specific kind of client I serve best and makes saying no genuinely easy.
3. A specific ask referencing the person or situation I named above.

RULES
- Never imply they owe me anything. Never mention gifts, rebates, or anything of value in exchange for a referral - there are legal limits and I am not offering it.
- If the transaction had a rough patch, acknowledge it honestly in one clause rather than papering over it.
- Under 120 words each, plain language, no "my business is built on referrals" opener.
- Include one line I can delete if it feels like too much.

OUTPUT
Three labeled drafts, plus one sentence on when to use each.
What you have to paste in
  • The client's own words about what they valued, dug out of an old text, email, or review
  • An honest read on how the transaction actually went, rough patches included
  • The specific thing you are asking for: a name, an introduction, a review, a share
In Theia Vault

Theia Vault drafts the ask per past client in your own voice, and its writing style keeps adapting as you edit the drafts it hands you.

09

It's been five years and you went quiet

I helped [NAME] in [YEAR] and have not meaningfully contacted them since. Write the reopen message - the honest one.

CONTEXT
- What we did together: [BUY/SELL, ADDRESS, ANY DETAIL I REMEMBER]
- Why I went quiet: [GOT BUSY / STEPPED AWAY FROM THE BUSINESS / CHANGED BROKERAGES / NEVER HAD A SYSTEM]
- What has changed on my end that is true and worth saying: [NEW TEAM / NEW BROKERAGE / DIFFERENT FOCUS / NOTHING]
- Anything I know about their life now: [PASTE, or write "nothing"]
- Verifiable market information for their address or area: [PASTE, or write "none"]

WRITE one email and one text.

RULES
- Name the gap in a single sentence, plainly. No long apology, and no excuse dressed up as an explanation.
- Do not pretend we have been in touch. Do not open with "I was just thinking about you" if that is a stretch. Do not fabricate a reason for reaching out.
- Give them something real: an accurate value range only if I supplied numbers, otherwise a straightforward offer to pull one.
- Make replying cost one word.
- Email under 130 words with my identification and an opt-out line; text under 320 characters.
- Then tell me what a reasonable second and final attempt looks like, and when to send it.
What you have to paste in
  • Year, address, and what you did together, pulled from old files
  • An honest answer about why you went quiet - the message depends on it
  • Anything you know about their life now, which after five years is usually nothing
  • A current value range for their address, pulled by hand if you want to include one
In Theia Vault

Theia Vault's re-engagement drips are built for exactly this list, drafting personalized messages from your own contact records and sending them from your real Gmail or Outlook.

Listings & sellers

10

The listing presentation that answers the objection before it's raised

You are a seasoned listing agent coach. Prepare me for a listing appointment by anticipating what this specific seller will push back on, before they say it out loud.

CONTEXT
- Property: [ADDRESS, BEDS/BATHS, SQFT, YEAR BUILT, CONDITION NOTES]
- Why they're selling, timeline, where they're going: [NOTES]
- Their price expectation: [SELLER'S NUMBER] vs. my recommended range: [MY RANGE]
- Comparable sales and current competition: [PASTE 5-8 SOLDS WITH PRICE, DAYS ON MARKET, CONDITION - PLUS THE ACTIVE LISTINGS THIS HOME WILL COMPETE WITH]
- My commission and exactly what it covers: [YOUR TERMS]
- Other agents they're interviewing: [NOTES OR "UNKNOWN"]

DELIVER
1. The four objections this seller is most likely to raise, ranked by likelihood, each with the real concern sitting underneath the words.
2. For each, a 60-90 word spoken response that acknowledges the concern, uses a specific number from the data above, and ends with a question back to them.
3. One page of talking points that walks from the comps to my recommended range, in the order I should say them.
4. Every place where my data is too thin to defend a claim.

RULES: No hype, no manufactured urgency, no closing tricks. Reference only property features, condition, and the market data I pasted - never the demographics or character of the neighborhood or who lives there. If something isn't supported by my data, say so instead of filling the gap.
What you have to paste in
  • 5-8 comparable sales plus the active listings this home will compete with, pulled from the MLS
  • The seller's own price expectation and their real reason for moving, from your intake call
  • Your commission structure and a specific list of what it covers
  • Whatever you know about the other agents they're interviewing
In Theia Vault

Theia Vault's private AI is grounded in your own contacts and deals, so the seller's history with you - past conversations, notes, and where the deal stands - is already there instead of something you paste in.

11

The property description that sells the house and stays fair-housing clean

You are a real estate copywriter who writes listing remarks that comply with the Fair Housing Act.

PROPERTY FACTS: [PASTE: beds, baths, sqft, lot size, year built, recent updates with dates, appliances, roof/HVAC/windows age, flooring, outdoor space, parking, HOA and fee, notable materials or finishes]
WHAT THE SELLER LOVES MOST: [1-3 THINGS IN THEIR OWN WORDS]
LIKELY BUYER PRIORITIES AT THIS PRICE POINT: [YOUR READ]

WRITE
1. MLS public remarks under [CHARACTER LIMIT] characters. Lead with the single strongest verified feature, move through the home in the order a buyer walks it, and close with nearby places named specifically.
2. A three-sentence version for social.
3. Five feature-highlight bullets.
4. A "what I did not claim" note listing anything I gave you that you left out because it isn't verifiable.

COMPLIANCE RULES - follow exactly
- Describe the PROPERTY, never the people. Banned: "family-friendly", "safe", "quiet neighborhood", "good schools", "walking distance to church", "perfect for young families", "exclusive", and any reference to race, color, religion, national origin, sex, disability, or familial status.
- Write "primary bedroom", not "master bedroom".
- Never write "handicap accessible" - describe the actual feature ("zero-step entry, 36-inch doorways").
- Name a school only if I supplied the name, and never rate or characterize it.
- No superlative you can't source ("best value", "won't last").

TONE: concrete and specific. No stacked adjectives.
What you have to paste in
  • The full property fact sheet: systems and their ages, updates with dates, HOA fee, lot and square footage
  • One or two things the seller personally loves about the home, in their words
  • Your MLS character limit and any local remarks rules your board enforces
  • The names of nearby places you're willing to state as fact
In Theia Vault

Theia Vault doesn't pull listing data, but once the property is live it drafts the launch email to your sphere in your own voice, personalized per contact, sent from your real Gmail or Outlook.

12

Turning three weeks of showing feedback into the price conversation

You are a listing strategist. My listing hasn't sold. Help me separate a price problem from a condition problem from an exposure problem - then help me say it to the seller without getting defensive.

DATA
- Price history: [ADDRESS, ORIGINAL LIST PRICE, EVERY CHANGE WITH DATES, DAYS ON MARKET]
- Activity: [SHOWINGS BY WEEK, SECOND SHOWINGS, ONLINE VIEWS AND SAVES IF I HAVE THEM]
- Every piece of showing feedback, verbatim: [PASTE ALL OF IT, INCLUDING THE BLUNT ONES]
- What has sold and what newly listed against me since launch: [COMPS AND ACTIVES]
- Seller's constraints: [NET THEY NEED, TIMELINE, WHAT THEY'VE ALREADY REFUSED]

DELIVER
1. Feedback grouped by cause - price, condition and repairs, layout (unfixable), photos and marketing reach - with a count of how many comments hit each bucket.
2. Your read on which one is the binding constraint, and the specific evidence for it.
3. Three options for the seller: adjust price, invest in one specific fix, or hold with a marketing change. For each, state the trade-off plainly and what it costs them in dollars and days.
4. A 200-word email to the seller in a calm, direct tone that leads with the data and puts the recommendation last.

RULES: Don't soften the numbers, don't blame the seller, and don't promise a result - describe what each option changes. If the feedback doesn't support a conclusion, say the data is inconclusive.
What you have to paste in
  • Every showing feedback comment, verbatim, including the ones you'd rather not reread
  • Showing counts week by week, plus online views and saves if your MLS reports them
  • Comps that closed and new listings that came on since your launch date
  • The seller's actual net requirement and their real timeline
In Theia Vault

Theia Vault keeps the listing on a visual pipeline stage with the client's full history attached, and drafts the seller update email in your voice when you're ready to send it.

13

The expired-listing note that doesn't read like the other nine they got

You are a direct-response copywriter working for a real estate agent. Write outreach to an owner whose listing just expired, assuming they have already received several generic letters this week and can smell a template in one line.

CONTEXT
- The expired listing: [ADDRESS, LIST PRICE HISTORY, DAYS ON MARKET, MY OBSERVATION OF THE PHOTOS AND DESCRIPTION]
- What I honestly believe went wrong: [YOUR READ]
- Market facts I can cite: [RECENT SOLDS IN THAT PRICE BAND, CURRENT ACTIVE COUNT, ABSORPTION RATE IF I HAVE IT]
- What I would genuinely do differently: [BE SPECIFIC - PRICING APPROACH, PREP WORK, PHOTOGRAPHY, SHOWING STRATEGY]
- My track record in this area: [ONLY VERIFIABLE FACTS - LEAVE BLANK IF NONE]

PRODUCE
1. A letter under 200 words that opens with a specific observation about THEIR listing, states one concrete thing I'd change and why, and asks for a 15-minute conversation with no obligation.
2. A voicemail script I can read in under 25 seconds.
3. A follow-up text for four days later, under 40 words.

RULES: Never criticize the previous agent by name or by implication. Use no statistic I did not supply. Do not write "I have a buyer for your home" unless I told you I do. Reference the property and market only - never the neighborhood's residents or its character. Short sentences, plain words, no exclamation points.
What you have to paste in
  • The expired listing's full price history and days on market from the MLS
  • Your honest written assessment of what actually went wrong
  • Recent solds in that price band you're comfortable citing
  • Any track-record claim you can actually verify - or nothing at all
In Theia Vault

Theia Vault runs the follow-up as a re-engagement sequence from your real inbox, drafted in your voice, and re-scores the contact nightly based on whether they open, click, or reply.

Buyers

14

The buyer consultation that turns a vague wishlist into a search you can run

You are an experienced buyer's agent. Turn my messy consultation notes into a written buyer brief I can send back to the client for confirmation.

MY RAW NOTES: [PASTE EVERYTHING, INCLUDING DIRECT QUOTES]
BUDGET AND FINANCING: [PRE-APPROVAL AMOUNT, LENDER, LOAN TYPE, DOWN PAYMENT, MONTHLY PAYMENT THEY'RE ACTUALLY COMFORTABLE WITH, CASH LEFT OVER FOR REPAIRS]
TIMELINE AND CONSTRAINTS: [LEASE END, JOB START, SALE OF CURRENT HOME, ANY HARD DATE]

DELIVER
1. Must-haves separated from nice-to-haves. For anything ambiguous ("good sized yard", "updated", "close to work"), write the exact clarifying question I need to ask to make it searchable.
2. The trade-off map: given their budget, which two or three criteria are most likely to collide, and the forcing question for each ("if you had to choose between the third bedroom and the 20-minute commute, which one goes?").
3. A one-page brief written TO the client: criteria, price range, what we compromise on first, and what the next 30 days look like.
4. Ten questions I failed to ask.

RULES: Define search areas by geography, commute time, price band, property type, and named amenities only. Never characterize an area by the people who live there. Do not use "good schools", "safe", "family-friendly", or "up-and-coming". If my notes contain that language, rewrite it as a factual property- or place-based criterion and tell me which lines you changed.
What you have to paste in
  • Your raw consultation notes, including the client's exact words
  • The pre-approval letter: amount, loan type, down payment, and the payment they're actually comfortable with
  • Hard date constraints - lease end, job start, or the sale of a current home
  • Cash they'll have left after closing for repairs or updates
In Theia Vault

Theia Vault keeps the confirmed criteria on the contact record, so its private AI can use them later when it drafts a follow-up or when you ask the chat assistant what this buyer was looking for.

15

The relocation area briefing that's factual, useful, and fair-housing safe

You are a research assistant helping a real estate agent build a factual area briefing for an out-of-state buyer. This document must comply with the Fair Housing Act, so its content is limited to verifiable, property- and place-based facts.

BUYER CONTEXT: [WHERE THEY'RE MOVING FROM, WORK ADDRESS, COMMUTE TOLERANCE, PRICE RANGE, PROPERTY TYPE, WHAT THEY SPECIFICALLY ASKED ABOUT]
AREAS TO COVER: [3-5 NAMED TOWNS, ZIP CODES, OR SUBDIVISIONS]
DATA I'M SUPPLYING: [PASTE PRICE RANGES, MEDIAN SOLD, TAX RATES, HOA RANGES, ANY LOCAL FACTS I KNOW]

FOR EACH AREA, COVER ONLY
- Housing stock: typical age, style, lot size, square footage range, common construction
- Price band, property tax rate, HOA presence and typical fee, utility providers
- Drive time to [WORK ADDRESS] and to the nearest interstate, airport, and hospital, named
- Named amenities: parks, trails, grocery, transit lines, libraries, rec centers - by name and distance
- Practical facts: flood zone considerations, well vs. city water, septic vs. sewer, typical lot topography

NEVER INCLUDE: demographics, race, religion, national origin, family composition, resident age, crime statistics or any safety characterization, school ratings or quality judgments, or the words "safe", "family-friendly", "up-and-coming", "desirable", or "prestigious". If I ask you for any of that, decline and remind me to point the buyer to public sources they can research independently.

FORMAT: one page per area, bulleted, ending with a "could not verify" line. Mark anything you inferred rather than took from my data.
What you have to paste in
  • The buyer's work address and the commute they'll actually tolerate
  • Price band, median sold, tax rate, and HOA ranges for each area, from your MLS or county records
  • The specific towns, ZIP codes, or subdivisions you're comparing
  • Practical local facts you know firsthand: water and sewer, flood zones, HOA presence
In Theia Vault

Theia Vault has no MLS or area data, but it holds everything this buyer told you on their record and drafts the personalized email that sends the briefing from your real inbox.

16

The offer strategy memo for the buyer who's about to lose their third house

You are a transaction strategist. My buyer is writing an offer. Build the terms - not just the price - and give me language to explain the trade-offs in plain English.

THE LISTING: [ADDRESS, LIST PRICE, DAYS ON MARKET, PRICE HISTORY, CONDITION NOTES, ANYTHING THE LISTING AGENT TOLD ME ABOUT THE SELLER'S TIMELINE OR PREFERENCES]
COMPS: [3-6 RECENT SOLDS WITH CLOSE PRICE, DATE, CONDITION, AND CONCESSIONS IF KNOWN]
COMPETITION: [NUMBER OF OFFERS IF KNOWN, OTHERWISE "UNKNOWN"]
MY BUYER: [LOAN TYPE, DOWN PAYMENT, PRE-APPROVAL STRENGTH, CASH ABOVE THE DOWN PAYMENT, APPRAISAL GAP TOLERANCE, INSPECTION RISK TOLERANCE, MOVE TIMELINE, HOW ATTACHED THEY ARE]
LOCAL NORMS: [CUSTOMARY EARNEST MONEY, TYPICAL CONTINGENCY PERIODS, WHO PAYS WHAT IN MY MARKET]

DELIVER
1. Three offer structures - conservative, competitive, aggressive - each specifying price, earnest money, contingency periods, appraisal language, possession or leaseback, and any seller-convenience term.
2. For each structure, the specific risk my buyer takes and the dollar figure at stake if it goes wrong.
3. Which non-price terms are likely to matter to THIS seller, based only on what I told you.
4. A 150-word explanation I can read aloud to the buyer, calm and honest about the risk.

RULES: Do not predict whether the offer will be accepted. Never recommend waiving a contingency without stating the exact dollar exposure. Flag anything that belongs with my broker or a real estate attorney instead of me.
What you have to paste in
  • The listing's full price and days-on-market history, plus anything the listing agent told you about the seller's timeline
  • 3-6 recent closed comps, with seller concessions if you can get them
  • Your buyer's cash position above the down payment and their honest appraisal-gap tolerance
  • Customary earnest money and contingency periods in your market
In Theia Vault

Theia Vault tracks the offer as a stage on your visual pipeline, fires your follow-up automations when it moves, and drafts the buyer update emails in your voice for approval.

17

The inspection report translated into a repair request that can get a yes

You are helping a buyer's agent turn an inspection report into a decision. You are not an inspector, engineer, or contractor - you organize and interpret, and you say plainly when a licensed professional is required.

INPUT: [PASTE THE INSPECTION SUMMARY OR THE FULL FINDINGS LIST]
DEAL CONTEXT: [PURCHASE PRICE, CLOSE DATE, INSPECTION DEADLINE, HOW COMPETITIVE THE PURCHASE WAS, WHAT THE SELLER DISCLOSED, HOME AGE, BUYER'S CASH AVAILABLE AFTER CLOSING]
LOCAL PRACTICE: [WHAT SELLERS IN MY MARKET TYPICALLY DO AND DON'T ADDRESS]

DELIVER
1. Every finding sorted into four tiers: (a) safety or habitability, (b) active water intrusion or structural concern, (c) end-of-life systems with a real replacement cost, (d) cosmetic or normal wear. Nothing gets left out.
2. For anything in tier (a) or (b), the licensed specialist who should evaluate it before my deadline.
3. A recommended ask: which 3-5 items to request, each framed as repair, credit, or price reduction, with the reasoning for that choice.
4. A plain-English summary for the buyer that does not catastrophize normal aging in a [AGE]-year-old house.
5. The exact request language to send the listing agent - factual, non-adversarial, quoting the report.

RULES: Never invent a repair cost. If I didn't give you a bid, write "bid required". No legal advice. Flag anything that could affect insurability or financing so I can raise it with the lender.
What you have to paste in
  • The full inspection report, or at minimum the summary pages
  • Your inspection deadline and the buyer's cash available after closing
  • Any contractor bids you already have - without them, costs stay unestimated
  • The seller's disclosure from before contract
In Theia Vault

Theia Vault's private AI is grounded in your own deals and documents, so it can answer questions about this file and draft the buyer or listing-agent email in your voice for you to approve before it sends.

Marketing & content

18

Write a listing description that won't get you a fair housing complaint

You are an experienced real estate copywriter who writes MLS listing descriptions and knows fair housing law cold.

Write the description for the property below.

PROPERTY: [ADDRESS OR AREA], [BEDS] bed / [BATHS] bath, [SQ FT], built [YEAR], [LOT SIZE], listed at [PRICE]
FEATURES: [PASTE 8-12 SPECIFICS - appliances, flooring, roof and HVAC ages, layout, outdoor space, parking, upgrades with dates]
WHAT I NOTICED WALKING IT: [2-3 sentences in your own words about how the house actually lives]
NOT GREAT: [what a buyer will notice anyway - busy road, dated bath, small yard]

RULES, follow exactly:
- Describe the property and its factual features only. Never describe or imply who lives there or who the home is "right for." Nothing referencing family status, children, race, religion, national origin, disability, age, sex, or income.
- Banned: "family-friendly," "great for families," "safe neighborhood," "walking distance to church," "perfect for young professionals," "exclusive," "no kids," and school-quality claims. If a feature only matters to a protected group, describe the feature - "step-free entry from the garage" - not the group.
- Every claim must trace to something I gave you. Invent nothing: no finishes, no dimensions, no upgrades.
- Plain, confident sentences. No "nestled," "boasts," "oasis," "dream home," no exclamation points.

OUTPUT:
1. A 30-word version.
2. A 90-word version.
3. A 200-word version.
4. A flag list: anything in my input that reads as a fair housing risk, and how you rewrote it.
What you have to paste in
  • The confirmed specs - beds, baths, square feet, year built - because the AI will repeat whatever you paste, errors included
  • A real feature list: systems and their ages, upgrades with dates, lot and parking details
  • Your own walkthrough notes on how the layout actually functions
  • The honest drawbacks a buyer will spot at the first showing
In Theia Vault

Theia Vault's private AI is grounded in your own deals and documents and learns your writing style over time, so property copy comes back sounding like you wrote it rather than starting from a blank box.

19

Turn one closing into a month of content

You are a content strategist who works with individual real estate agents. You turn one real transaction into a month of content without it sounding like bragging.

THE TRANSACTION: [property type, price band or "omit price", area, days on market, list side or buy side]
WHAT WAS ACTUALLY HARD: [the real problem - appraisal gap, inspection blowup, six competing offers, financing died, seller had to move first]
WHAT I DID ABOUT IT: [the specific steps you took, in your own words]
WHAT THE CLIENT SAID: [only if you have their written permission to use it - otherwise write "none"]
MY TONE: [dry / direct / warm / a little funny] and [phrases I actually say]

RULES:
- Property facts and process only. Never characterize the clients or the area by family status, race, religion, national origin, age, disability, or income, and never write "great for families," "safe area," or anything implying who a place suits.
- No client name, exact address, or identifying detail unless I confirmed permission above.
- Use only what I gave you. No invented numbers, no "studies show," no results I did not state.
- One teaching point per piece, written for a homeowner or buyer, not for other agents.

OUTPUT a table of 12 pieces: # | Format (30-second video / short caption / email to sphere / long post) | Hook line | Full body copy | The single takeaway. Then list which three you would publish first and why.
What you have to paste in
  • The actual friction in the deal, written out - "it went great" produces nothing usable
  • The specific steps you took, detailed enough to teach from
  • Written client permission before you use their words or anything identifying
  • A sample of your own writing so the tone match has something to copy
In Theia Vault

Theia Vault can draft the email version in your own voice, personalized per contact and sent from your real Gmail or Outlook; it drafts copy but does not post or schedule social content.

20

Explain this month's market to your database in plain English

You are a market analyst who writes for normal homeowners, not for other agents.

Below are this period's numbers for my market, pasted from my MLS or association report. Use only these numbers. If something is not here, write "not in the data" instead of estimating.

MARKET: [city/area and property type]
PERIOD: [month or quarter] vs [same period last year]
NUMBERS: [paste median sale price, closed sales, new listings, active inventory, months of supply, average days on market, list-to-sale ratio - current and prior year]
WHAT I SEE ON THE GROUND: [2-3 sentences on what showings, offers, and price cuts actually look like for you right now]
AUDIENCE: [past clients / sellers weighing a move / buyers who paused]

RULES:
- No invented statistics, no national commentary, no forecast stated as fact. Anything predictive must be labeled as my read, not as data.
- Market conditions and property facts only. Never characterize a neighborhood by who lives there, and do not use "desirable," "safe," "family-friendly," or school-quality claims.
- Sixth-grade reading level. No "unprecedented," "red-hot," or "now is the time."

OUTPUT:
1. Three subject lines.
2. A 150-word email: what changed, what it means for [AUDIENCE], one clear next step.
3. Three bullets I can say out loud on camera.
4. Any number in my data that contradicts my on-the-ground read, flagged plainly.
What you have to paste in
  • This period's local stats from your MLS or association report, with prior-year comparisons
  • Your own read on current showing, offer, and price-cut activity
  • Which segment of your database this send is for
  • The actual send list - the AI writes the email, you still decide who gets it
In Theia Vault

Theia Vault personalizes and sends that update per contact in your own voice from your real Gmail or Outlook, and its re-engagement drips keep working the older names in your database.

21

Script a week of videos from questions clients actually asked you

You are a short-form video writer for a real estate agent. You write scripts that sound like a person talking, not an ad.

REAL QUESTIONS I GOT THIS MONTH: [paste 5-10 questions verbatim from texts, calls, and showings]
MY ANSWERS: [1-3 sentences each - how you actually answer them]
MY MARKET: [city/area, typical price bands, property types, local quirks like HOA rules or tax situations]
MY STYLE: [blunt / patient / funny / teacherly] and [phrases I say a lot]
FORMAT: [talking head / walk-and-talk / screen share]

RULES:
- One question per video. Answer it in the first ten seconds, then explain.
- Use only my answers and my market. No national statistics, no invented numbers, no "studies show."
- Property features and factual process only. Never describe an area by who lives there. No "safe," "family-friendly," "good schools," or "right for families." If a question invites that answer, rewrite it around factual features - commute times, lot sizes, HOA rules, taxes, inventory - and tell me you did.
- No legal, tax, or loan advice. Route those to "ask your attorney" or "ask your lender."
- 45 to 60 seconds spoken, roughly 110-150 words.

OUTPUT per video: Hook (the exact first line) | Script | On-screen text, three lines max | One call to action | A caption under 200 characters.
What you have to paste in
  • 5-10 real questions copied verbatim - invented questions produce generic videos
  • Your actual answer to each one, in your words
  • Local specifics: price bands, property types, HOA and tax quirks that make the answers yours
  • Two minutes of your own speech or writing so the style guidance is real
In Theia Vault

Theia Vault's private AI learns your writing style from your own contacts and deals, so the follow-ups you send to people who reply are drafted in your voice - it drafts, it does not post or schedule.

Running the business

22

Build your negotiation prep sheet before the counter goes out

You are a negotiation coach for a licensed real estate agent. Your job is to prepare me to represent my client's stated interests clearly and honestly. Never suggest concealing a material fact, misrepresenting anything, or any tactic that conflicts with my agency or fiduciary duty. If my input points that direction, say so and give me the compliant version.

MY SIDE: [listing agent / buyer's agent]
MY CLIENT'S PRIORITIES, IN THEIR WORDS: [PASTE]
THEIR REAL DEADLINE: [DATE and why it exists]
THEIR WALK-AWAY POINT AS THEY STATED IT: [PASTE]
THE DEAL: [price, terms, contingencies, financing type, closing date, credits or repairs on the table]
OFFER HISTORY: [each offer and counter with dates and terms]
FACTS I CAN DOCUMENT: [comps, days on market, inspection findings, appraisal, repair bids, HOA docs - only what I can show]
WHAT I DO NOT KNOW: [gaps about the other side]

OUTPUT:
1. My client's interests ranked, separating true requirements from preferences.
2. Their realistic alternative if this deal dies, stated plainly.
3. Three concession packages - hold, trade, close - each showing what my client gives, what they get, and which documented fact supports it.
4. The five hardest questions the other agent can ask me, with answers that are accurate and do not waive my client's position.
5. Questions I should ask the other side to learn what actually matters to them.
6. Anything in my input that is my assumption rather than a documented fact.
What you have to paste in
  • Your client's priorities, deadline, and walk-away point in their own words - confirmed with them, not assumed
  • The full offer and counter history with dates and terms
  • The documentation behind your position: comps, inspection items, repair bids, appraisal
  • An honest list of what you do not know about the other side
In Theia Vault

Theia Vault's private AI answers from your own contacts, deals, and documents, so the offer history and prior notes on that file are already in front of it instead of pasted in.

23

Turn an executed contract into a contract-to-close timeline

You are an experienced transaction coordinator. You build contract-to-close timelines and you never guess at a date that is not in the contract.

CONTRACT: effective date [DATE], closing date [DATE], price [PRICE], state and form [STATE / CONTRACT FORM]
DEADLINES AS WRITTEN: earnest money [X], inspection or option period [X], loan application [X], appraisal [X], title and HOA document delivery [X], financing contingency [X], final walkthrough [X], possession [TERMS]
DAY COUNTING: [calendar days or business days, exactly as my contract states]
PARTIES: [buyer's agent, listing agent, lender, title/escrow, HOA, TC, attorney - names and contact]
ALREADY DONE: [what is complete as of today, DATE]

RULES:
- Use only the deadlines I gave you. If a standard milestone is missing from my list, put it under "verify in the contract" - do not invent a date.
- Count days exactly as I specified and show the arithmetic for every date.
- This is an operational checklist, not legal advice. Flag anything that needs my broker or an attorney.

OUTPUT:
1. A dated table: Date | Milestone | Who owns it | What I send or confirm | What happens if it slips.
2. My next five actions, in order, with dates.
3. What is already at risk given today's date and what is done.
4. A short status update I can send the client, and a separate one for the other agent.
What you have to paste in
  • The executed contract's real dates and deadline terms, including whether days count as calendar or business
  • Contact details and current status for lender, title, and HOA
  • Everything already completed as of today, so the timeline starts from reality, not from the effective date
In Theia Vault

In Theia Vault the deal sits on a visual pipeline where automations fire when you drag it to the next stage, so the messages tied to each milestone go out without you retyping them.

24

Triage your week when everything looks urgent

You are an operations coach for a working real estate agent. You are blunt about what does not deserve time this week.

MY PIPELINE: [paste every active client and lead: name or initials, stage, price band, next required action, next hard deadline]
MY CALENDAR: [fixed commitments this week, with times]
MY TASK LIST: [everything on it, unfiltered - include what you have been avoiding]
HOURS I ACTUALLY HAVE: [realistic working hours, plus any hours that are off limits]
WHAT I AM PAID FOR: [the three to five activities that actually produce closings in my business]
WHO I CAN DELEGATE TO: [TC, assistant, showing agent, or nobody]

RULES:
- Rank by contractual deadline first, then by how close the person is to transacting, then everything else. When a task is neither deadline-driven nor revenue-producing, say so directly.
- Anything in that last group goes to drop, delegate, or defer - name which, and to whom.
- Do not build a schedule that needs more hours than I gave you. If it does not fit, cut something and tell me what you cut.
- No motivational language. No filler.

OUTPUT:
1. The ranked list, with the reason for each rank in six words or fewer.
2. A time-blocked week that fits my real hours.
3. Drop / delegate / defer, with owner and date.
4. The one thing that causes the most damage if it goes undone this week.
What you have to paste in
  • Your live pipeline with stage, next action, and next hard deadline for each person
  • Your real calendar, including the blocks you will not move
  • An unfiltered task list, including the items you have been avoiding
  • An honest number for the hours you actually have
In Theia Vault

Theia Vault re-scores every lead nightly on real engagement signals and shows the whole pipeline on one board, so the ranking starts from current data instead of a list you rebuild by hand.

25

Run a quarterly review of your own numbers

You are a business analyst reviewing a small real estate business with its owner. You are direct, you work only from the numbers given, and you say "not enough data" rather than guessing.

PERIOD: [quarter or year] vs [prior period]
PRODUCTION: [closings, volume, gross commission, average sale price - both periods]
BY SOURCE: [for each lead source: leads received, appointments set, clients signed, closings, spend]
PIPELINE TODAY: [under contract, active listings, active buyers - count and volume]
COSTS: [software, lead spend, marketing, staff, splits - monthly]
MY TIME: [rough hours per week and where they went]
TEAM, IF ANY: [per agent: closings, volume, sources they work, split]
WHAT I THINK IS TRUE: [your own hypothesis about what is working]

RULES:
- Use only my numbers. No industry benchmarks, no national averages, no invented percentages. Where my data is too thin to support a conclusion, say so and tell me what to start tracking.
- Show cost per closing and conversion at each step, calculated from my inputs, with the arithmetic visible.
- Test my hypothesis against my data and tell me plainly if it is wrong.

OUTPUT:
1. Source-by-source table: spend, cost per closing, conversion at each step, keep / cut / watch.
2. Where the pipeline thins out, and which step is actually leaking.
3. Three changes for next quarter, most expensive problem first.
4. What I am not tracking that made this review weaker.
What you have to paste in
  • Closings, volume, and gross commission for this period and the one before it
  • Leads, appointments, and signed clients broken out by source - the hardest part if you have not been tracking it
  • Actual spend by line item, including software and lead costs
  • Per-agent numbers if you run a team
In Theia Vault

Theia Vault's pipeline gives team leads visibility across every agent's deals, and its agentic chat assistant can pull these numbers from your own CRM data with you approving each action.

Take it with you

Want the printable version?

Every prompt on this page, formatted as a one-page-per-prompt PDF you can keep open on a second monitor or print for your team. Free, and the page above stays free too.

Instant download, plus occasional writing on AI for agents by email. Unsubscribe anytime. We don't sell your information.

The part these prompts can't fix

Every prompt above needs you to go get the context first.

Look back at what each one asks for: the last few messages, what they toured, where the deal stands, how you write. That information already exists — it's scattered across your CRM, your inbox, and your memory. Gathering it by hand is a few minutes per contact, every time, forever. That's fine for five people. It doesn't work for five hundred.

Theia Vault is what happens when the AI already has all of it. Agents that draft in your voice from your own inbox, re-score every contact nightly on real engagement, and work the database you already own — without you assembling the context first.

Free trial  ·  No credit card  ·  Cancel anytime