AI can draft appointment confirmations, listing updates, negotiation summaries, and client communications.
Best Practices
- Review every email before sending.
- Remove confidential information from AI prompts.
- Ensure the tone reflects your relationship with the client.
Potential Risks
Never upload:
- Contracts
- Client financial information
- Confidential negotiations
- Personal identifying information
Public AI tools may retain or process submitted information depending on their terms of service. Brokers should establish clear office policies governing AI use.
REALTOR® Code of Ethics
Article 1: Protect confidential client interests.
Article 2: Ensure communications are accurate.
Best Practice
Never let AI send the final email.
