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Est. deploy 4–6 weeksSee the walkthrough
Marketing & Reputation · Real Estate
Draft listing copy from verified property facts.
Listing descriptions repeat errors from old materials.
For: Listing agents and the team responsible for marketing & reputation in real estate.
01 · The outcome
What good looks like.
The team has a fair-housing-reviewed listing description, with source evidence and an explicit approval before any external action. Track corrections required after publication against a baseline; do not assume automation improves it.
A connected workflow that uses verified property details, approved photos, and fair-housing review rules to draft factual listing copy and flag claims without supporting evidence. It produces a fair-housing-reviewed listing description.
Where AI helps, and where a person decides.
AI can draft factual listing copy and flag claims without supporting evidence. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The listing agent verifies the source facts and approves the final action.
Listing agent is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Listing agent: Capture the source and scope
- Listing agent: Review the proposed outcome
- Listing agent: Release only the approved version
- Listing agent: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: An agent approves a listing fact sheet. Connect only verified property details, approved photos, and fair-housing review rules. The listing agent confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft factual listing copy and flag claims without supporting evidence. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a fair-housing-reviewed listing description against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Listing agent has recorded approval or a reason to hold the item.
After explicit approval, save a fair-housing-reviewed listing description in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review corrections required after publication each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=real-estate-listing-copy
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- REAL-ESTATE-LISTING-COPY-DEMO-001
- Trigger
- An agent approves a listing fact sheet.
- Owner
- Listing agent
- Prepared output
- a fair-housing-reviewed listing description
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Corrections required after publication
Start with your tools.
Connect HubSpot, Google Calendar, DocuSign through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your listing agent time five examples of this work. Use redacted copies of verified property details, approved photos, and fair-housing review rules to make a fair-housing-reviewed listing description manually, then list which fields required judgment.
What to measure.
- Corrections required after publication
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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