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For sales agents, principals, and property managers.
Suburb data + 3 recent comparables + your agency's track record → AI assembles the full pitch deck in your branded template. Agents spend 2–3 hours on these per appraisal.
Build a 6-slide listing presentation for [vendor name] at [address]: Slide 1 — Cover (address, vendor name, today's date, your agent details) Slide 2 — Suburb snapshot (median, days on market, recent 12-month trend) Slide 3 — Three comparable sales (price, key features, sale date) Slide 4 — Suggested price range with rationale Slide 5 — Marketing plan + timeline Slide 6 — Why [agency name] (use track record stats in the template) Use the brand voice and slide structure from the template uploaded to this project. Don't invent numbers. DATA: [paste suburb stats + comparables + your agency stats]
Tip:Build a template doc once with your agency's track record, brand voice, and slide structure. AI fills it in every time.
Match every new listing against your full buyer database. AI flags which buyers should see what, with a one-line rationale per match. Skips lukewarm matches.
From the buyer list and new listings below, output a table with three columns: LISTING, BUYER, WHY THIS MATCH. Only include matches where bedrooms, suburb, and price band all align. Skip lukewarm matches. BUYERS: [paste CSV] LISTINGS: [paste CSV]
Tip:Update buyer preferences quarterly. Out-of-date data ruins the matching quality more than anything else.
Personalised weekly market update sent to every past client based on their suburb, price range, and life-stage. Keeps you top-of-mind for the next referral.
Draft a 150-word market update email for [client name], who bought a [bedrooms] home in [suburb] in [year]. Cover: - One recent sale nearby (price + brief context) - One market trend relevant to their property type - A single line on what it means for them (no pressure) End with: "Let me know if you'd like a current appraisal."
Tip:Keep a 'client preferences' doc in your workspace so AI always has the context.
After every open home, AI drafts a recap for the vendor from your voice notes — attendees, feedback themes, suggested next step.
Below are my voice notes from today's open home at [address]. Draft a 200-word recap for the vendor covering: - Number of attendees + buyer profile - 2–3 feedback themes - One recommendation for the next campaign step Tone: honest, professional, brief. NOTES: [paste]
Tip:Record voice notes in the car right after the open. AI handles the cleanup.
AI reads every 'I saw this listing' email and drafts a personalised reply with viewing times and a buyer-qualification question. Drafts only — you press send.
For each enquiry email below, draft a reply that: - Thanks them by name - Suggests the next 2 open-home times for that property - Asks one qualification question (finance pre-approval / timeline / current living situation) - Sounds like a human agent, not a template Sign off as [your name], [agency name]. ENQUIRIES: [paste batch]
Tip:Never auto-send. Drafts only. A bad reply costs more than the time saved.
For sole brokers and small broker offices.
Your fact-find, NCCP docs, and credit guides drafted from client info using your firm's house templates. Frees up the most expensive hours in your week.
Using the templates uploaded to this project, draft a first-pass [Fact Find / NCCP statement / Credit Guide] for the following client. Flag anywhere I need to add detail manually. CLIENT INFO: [paste]
Tip:Always review against your compliance manual. Never skip the QA pass — your licence is on the line.
Client uploads docs. AI checks completeness against a per-lender checklist, flags what's missing, and drafts the 'still need these' email.
Review the attached client documents against the [lender name] checklist in this project. Output: 1. What's present and good 2. What's missing 3. What's there but needs clarification 4. A polite email to the client requesting the missing items DOCS: [attach PDFs]
Tip:Build a 'lender checklists' workspace doc — one per major lender. Updates quarterly.
Given a borrower profile + property, AI ranks 3 lenders from your panel with rationale (rate, policy, turnaround). Replaces 45 minutes of mental cross-referencing.
Given the borrower profile below and the lender preferences doc in this project, rank the top 3 lenders for this scenario. For each: - Why they're a fit - Current best-fit product + rate range - Expected approval turnaround - One risk or watch-out BORROWER: [paste] PROPERTY: [paste]
Tip:Maintain a 'lender preferences' doc covering your panel — current policies, niches, turnaround speeds.
AI compiles which rate changes (across your panel of lenders) affect which clients in your book, with personalised messaging suggestions per client.
Below is my client portfolio and this week's lender rate changes. Produce: - A summary of which changes affect which clients - A draft 80-word personalised note to each affected client - A priority list of who needs a call (vs. an email) PORTFOLIO: [paste] RATE CHANGES: [paste / link]
Tip:Run Monday morning. Schedule sends through the week so it doesn't look like a batch.
Client fills out your intake form. AI summarises the borrower into a tight one-pager with risk flags before you spend an hour on it.
From the intake below, produce a one-page borrower summary covering: - Income picture (PAYG, self-employed, combined) - Existing debts and serviceability stress points - Property goals and timeline - 3–5 risk flags or items needing clarification Keep it scannable. Use bullet points. INTAKE: [paste]
Tip:Use a structured intake form (Typeform / Google Form) so the data comes in clean.
For advisors, paraplanners, and practice managers.
Intake form + recommendations + research notes → first-draft Statement of Advice in your house style. You QA, polish, and ship. Saves the equivalent of half a paraplanner per week.
Using the SOA template and style guide in this project, draft a first-pass SOA for the client below. Cover all required sections. Flag anywhere I need to add detail. Do NOT invent figures. CLIENT: [paste profile + recommendations]
Tip:First draft only. Human review is mandatory. AI hallucinations on financial figures = career-ending.
New tax law, market event, or regulation change → AI scans your whole client book, flags exactly which clients are materially affected, and drafts a personalised 'here's what this means for you' email per client.
New event: [paste tax change / market event / regulation update] From the client book in this project, identify: 1. Clients MATERIALLY affected (income, holdings, life stage) 2. Clients AT THE EDGE (worth a check-in but not urgent) 3. Clients NOT affected (don't email — protects your inbox credibility) For each materially affected client, draft a 150-word personalised email covering: - What changed (one line) - Why it specifically matters to them - Suggested next action (book a chat / wait and see / specific to-do)
Tip:Tag your CRM export thoroughly (life stage, asset class, business owner y/n). Sharper tags = sharper targeting.
Before you send advice, AI reviews against required disclosures (BID, FDS, ROA requirements) and flags gaps with suggested wording fixes.
Review the drafted advice below against the compliance checklist in this project. Output: - ✓ Items present and adequate - ⚠ Items present but light on detail - ✗ Items missing entirely - Suggested wording fixes ADVICE: [paste]
Tip:Keep an audit trail. Save each AI check log alongside the advice file.
AI scans your CRM activity and drafts a list of which clients need a check-in today, what type of touchpoint, and drafts the actual emails.
From the CRM activity log and client lifecycle map below, produce a daily action list: - Which clients are overdue for a check-in - Suggested touchpoint type for each (call / email / no contact needed) - Drafted email for any that I should send today LOG: [paste]
Tip:Keep a 'client lifecycle map' doc — annual review cadence, life events to watch, communication preferences.
Quarterly review data → personalised review letter draft in your house voice for each client. Same depth, fraction of the time.
Draft a 400-word quarterly review letter for [client name]. Cover: - Portfolio performance vs. their target (be specific) - One thing that worked, one that didn't (honest) - Recommended actions for the quarter ahead - Sign-off in [your name]'s voice Use the client preferences doc in this project for tone. DATA: [paste portfolio summary]
Tip:Build a 'client tone preferences' doc — formal vs warm vs technical per client.
For builders, plumbers, electricians, plasterers, landscapers.
Upload architectural plans (PDF or photo). AI extracts quantities — concrete cubic m, timber lineal m, fittings count — into your costing template format. Estimators charge $100/hr+ for this.
From the plans attached, produce a material take-off in the costing template format in this project. Include: - Concrete (cubic m) by element (slab, footings, etc.) - Timber (lineal m, by size) - Steel reinforcement - Plasterboard (sqm) - Fittings (count by type) - Anything else relevant to a [job type] quote Flag anything ambiguous from the plans. DO NOT invent quantities. PLANS: [attach] JOB TYPE: [paste]
Tip:Always spot-check 3 line items manually before pricing. Vision models can miscount — treat AI as the estimator's assistant, not the estimator.
AI compiles which jobs are running, which are delayed, which need follow-up, and what's owed in invoices — into a tight Friday-afternoon brief for the owner.
From the job tracker below, produce a Friday brief covering: - Jobs running on schedule (one line each) - Jobs slipping or at risk (with reason + recommended action) - Quotes outstanding (need follow-up) - Cash collection — invoices owed by who - 3 priorities for next week TRACKER: [paste]
Tip:Run Friday afternoon. You'll know your Monday before you finish your coffee.
Final invoice assembled with photo evidence and a short description from your job notes. Clients pay faster when they see the work clearly documented.
Assemble a final invoice + completion report for the job below: - Itemised invoice using the template in this project - 4–6 best photos with one-line captions - Short summary of work completed - Warranty notes + payment terms JOB NOTES: [paste] PHOTOS: [attach]
Tip:Photo evidence cuts payment disputes in half. Clients pay 30%+ faster when they can see exactly what they're paying for.
Voicemail or email enquiry → drafted quote letter using your rate sheet and standard inclusions. You eyeball, adjust, send.
From the enquiry below and the rate sheet in this project, draft a quote letter that includes: - Acknowledgement of what they asked for - Itemised line items at YOUR rates - Standard inclusions and exclusions - Total + GST - Validity (30 days) and next steps Don't invent prices. If something isn't on the rate sheet, flag it for me. ENQUIRY: [paste]
Tip:Keep your pricing rules in a workspace doc. Never let AI invent numbers.
Daily site photos + a few sentences of notes → professional weekly progress update sent to the homeowner. Stops the 'how's it going?' calls.
From the photos and notes below, draft a 150-word weekly progress update for the homeowner at [address]: - What got done this week - What's planned for next week - Anything they need to decide or pay for - One photo highlight to call out Tone: friendly, clear, no jargon. PHOTOS + NOTES: [paste / attach]
Tip:Standardise the template once. Clients learn to expect Friday updates and stop the mid-week check-ins.
For wholesale, B2B distribution, and supply businesses.
Customer PDFs and emails come in formatted however they like. AI extracts the order into your system's structure (SKU, qty, ship-to).
Extract the order from the attached document into this exact JSON structure:
{
"customer": "",
"po_number": "",
"ship_to": "",
"ship_date_requested": "",
"lines": [{ "sku": "", "description": "", "qty": 0, "unit_price": 0 }],
"notes": ""
}
If anything is ambiguous, flag it. Don't invent SKUs.
DOC: [attach]Tip:Build a 'common formats' workspace doc for your tricky customers — AI learns their quirks.
Stock data → daily summary of what's low, what's overstocked, what's at risk of running out before the next shipment.
From the stock data and forward orders below, produce a 7am alert covering: - SKUs likely to stock out in the next 14 days (with date + reason) - SKUs overstocked (>90 days of cover) - Orders that can't be fulfilled with current stock - One recommended action per alert DATA: [paste]
Tip:Run at 7am so it's waiting when the team opens up.
Return reason + photos → policy check + drafted credit note + customer reply with the right tone calibrated to fault. Removes hours of admin per week from your ops team.
Process the return below: 1. Determine if a credit is warranted (apply policy in this project) 2. Draft the credit note using the template 3. Draft a reply email to the customer (apologise if our fault, neutral if not) RETURN INFO: [paste + attach photos]
Tip:Tone differs by reason. 'Our fault' = warm apology. 'Their fault' = neutral and matter-of-fact.
AI drafts overdue PO follow-ups, escalations, and chase emails on the cadence you define — saves the back-and-forth of figuring out who to chase and how.
From the overdue PO list and escalation ladder in this project, draft today's outbound emails: - 1st follow-up (7 days overdue): polite check-in - 2nd follow-up (14 days): firmer, escalates to their manager - 3rd follow-up (21+ days): formal, copies their account exec POS: [paste]
Tip:Build a 'supplier escalation ladder' doc — your standard cadence per supplier tier.
When orders slip, AI drafts personalised update emails per customer — tone calibrated to the relationship (formal for some, casual for others).
Below are orders running late and the customer relationship notes for each. Draft a personalised email per customer covering: - New ETA (be specific) - Why (honest, brief) - What you're doing about it - Any concession if warranted Tone: match the relationship — formal for X, casual for Y. DELAYS: [paste]
Tip:Always review before sending. Customer comms are reputation — never auto-send delay emails.
Quick wins are a start. We come on-site, set up the whole AI workspace for your team, and keep it running. Three packages, from $2,400.