AI for real estate agents

Use the local words

Say seller, listing agent, buyer’s agent, pending, escrow and closing when that is the file. Pending is not a straight translation of SSTC. A US contract may already bind the parties subject to contingencies. SSTC, before exchange, usually does not. Mixing the two in one email confuses a relocating client and can misstate the risk.

List price, pre-approval and earnest money have British cousins — asking price, agreement in principle, exchange deposit — but the moments they happen are different. The glossary pages set the pairs out. They are not a substitute for your state’s forms.

What the workspace should not touch

MLS rules decide when a listing is entered and what the remarks may say. KeyAccess does not submit to an MLS and is not a portal. Dual agency, if your state allows it at all, needs the written consent your brokerage requires. A draft must not announce that you represent both sides unless that consent is already on the file.

The seller’s bottom line and the buyer’s maximum stay out of shared remarks, portal text and a chat that other people can see. Fair-housing risk sits in how you describe people and neighbourhoods. Describe the property. Do not describe who you think should live there.

A practical stack

Most of the day is still email, text, the CRM and the showing. Connect the mailbox. Use website login for a brokerage CRM or transaction tool that has no direct connector, and treat a successful test on that site as the evidence, not a logo on a marketing page. Follow Up Boss is an example of a CRM with a direct connection in the directory. That does not mean every US CRM has one.

Open houses need a same-day follow-up and a seller recap that quotes what visitors said. Listing appointments need comparables you can stand behind and a follow-up if they did not sign. Those are templates and drafts. The price is the seller’s instruction.

Approvals and payment

Nothing is sent, published or paid for until someone approves it, unless you have deliberately set a narrower policy. Bringing your own model key is a pricing option: you pay that provider for model use, and other actions still use KeyAccess credits. It does not change the approval rule.

If you also handle UK instructions, keep the two vocabularies apart. A vendor update and a seller update can share a structure. They should not share the word completion when you mean closing.

Questions