Claude for real estate agents, set up for you.

Claude is the AI I use to run the back office of my own real estate business. I set it up on your own account, around the systems you already use, so your follow-up, your day and your open items are prepared before you start. You review. You send.

What Claude does for an agent each morning

Before you start, Claude reads the email, calendar and systems your setup connects, then leaves you three things:

1. A ranked lead list with the replies drafted. The messages in your connected sources that need an answer, in priority order, with each reply written in your voice and waiting for your review. Nothing sends on its own.
2. A day plan drafted around your calendar. Showings, deadlines, calls and the follow-up that fits between them, with what each deal is waiting on.
3. A week board of open items. Open items stay visible, with your text notes, and a weekly review shows what is still waiting on you.

A real morning brief

Real output from my own business, Monday 7:47 AM, names and addresses changed. My setup reads more systems than a typical Core setup:

Linda, the other agent on Canyon Ridge, texted Sunday 8:27 AM: "call me when you can, spoke with my sellers." You agreed to talk this morning.

Keller inspection today 8:30. The listing agent's Friday "please acknowledge receipt" on the disclosures is still unanswered. The lender still owes conventional vs FHA.

Stewart meeting 10:00. Inspection notice due in 3 days. The transaction file says the 14th, an email says the 15th. Flagged to check against the executed contract.

New lead Marco R. has a 2 PM appointment today, but his CRM record was archived Sunday. Tomas P. is still owed the MLS app invite you promised. One contact texted STOP Saturday; flagged for you to remove from texting.

Why I use Claude for the daily system

I built and run my own daily system on Claude. In my setup it connects to my email, calendar and files, runs scheduled routines from the Claude desktop app, and drafts from a voice profile built from my sent emails. That is the workflow I have tested on live deals, so that is the one I install. Other AI tools may offer similar features. I have not tested this workflow in them, so I do not set it up there. ChatGPT, Gemini and Grok still have jobs in my business for design, video and research. The full comparison is here.

What the setup includes

$1,297one time Core setup, plus your own Claude plan paid to Anthropic

What it never does

• No email, text or call goes out without you. Every draft waits for your tap.
• No passwords. You sign in yourself, on your own account.
• It is yours. Your account, files and routines stay with you. Without a Care or Partner plan, upkeep when software changes is yours.

What you need

• A Mac or Windows computer with the Claude desktop app and a paid Claude plan, billed by Anthropic.
• The scheduled routines in your setup (the morning follow-up run, the day plan and the weekly review) run from the Claude desktop app, so your computer needs to be on with the app open at their scheduled times.
• Google Chrome, for systems that only work in a browser.
• Gmail and Google Calendar connect most directly. Other email, texting, CRM, MLS and transaction platforms vary. We check yours on the call.

Add what fits

You can start with the Core setup and add one system later: the Transaction Workflow, Client Dashboards, the Listing Launch Kit, or CRM Optimization. Add-ons and packs are priced on your call, and each needs the Core setup. See what is included. Want to learn it yourself instead? Training, coaching and consulting.