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Automation Squad

Role

AI for Real Estate Agents

Robert MacKelfresh

By Robert MacKelfresh

Founder, Automation Squad

Rent, buy, or sell property for clients. Perform duties such as study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and draw up real estate contracts. Includes agents who represent buyer.

Real Estate Sales Agents · O*NET 41-9022.00 · Job Zone 3 · sourced from the U.S. Department of Labor occupation database

Automation coverage

24 of 40tools on this list have an AI solution available today

Counted by matching the tools this occupation is documented as using against a corpus of 226,452 AI products, MCP servers, skills and connectors. Where a tool has no match, we say so rather than inventing one.

AI you can use for this job

99 matched to the tools real estate sales agents use. Showing 24.

  • Canva

    MCP server

    Canva is a user-friendly online design platform that empowers individuals and businesses to create professional-quality graphics, presentations, posters, and other visual content with ease.

    Canva

  • Google Ads

    MCP server

    Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web user

    Google Ads

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Canva MCP or direct API to generate new designs, update templates, fetch assets, and automate publishing workflows through natural language.

    Make (make.com)

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Drive MCP or direct API to search files, upload documents, share folders, and manage permissions through natural language.

    Make (make.com)

  • Docusign

    MCP server

    Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

    Docusign

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Docs MCP or direct API to create, edit, search, summarize, and share documents through natural language.

    Make (make.com)

  • Google Drive

    MCP server

    Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.

    Google Drive

  • LinkedIn

    MCP server

    LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

    LinkedIn

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Linkedin MCP or direct API to search profiles, post updates, manage messages, and analyze connections through natural language.

    Make (make.com)

  • Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

    Microsoft Outlook

  • Microsoft Teams

    MCP server

    Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.

    Microsoft Teams

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Microsoft teams MCP or direct API to send messages, manage channels, schedule meetings, and fetch chat history through natural language.

    Make (make.com)

  • Zoom

    App

    Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Zoom MCP or direct API to schedule meetings, manage webinars, fetch recordings, and automate participant invites through natural language.

    Make (make.com)

  • Make (make.com)

  • Make (make.com)

  • Cash Flow Frog

    MCP server

    Cash Flow Frog is a simple yet powerful cash flow forecasting and scenario planning tool.

    Cash Flow Frog

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Facebook MCP or direct API to post updates, fetch messages, manage comments, and gather page analytics through natural language.

    Make (make.com)

  • Firmao

    MCP server

    CRM and ERP software for your business to manage customers and tasks.

    Firmao

  • Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Google Ads MCP or direct API to monitor campaign performance, update ad groups, generate reports, and launch new ads through natural language.

  • Google Docs

    MCP server

    Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

    Google Docs

  • Microsoft Excel

    MCP server

    Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are su

    Microsoft Excel

  • Microsoft Word

    MCP server
  • Make (make.com)

The tools this job actually uses

95 documented for this occupation. Showing 40, hot technologies first. A filled dot means an AI solution exists for it.

  • Adobe Acrobathot
  • Canvahot
  • Facebookhot
  • Google Docshot
  • Intuit QuickBookshot
  • Microsoft Excelhot
  • Microsoft Office softwarehot
  • Microsoft Outlookhot
  • Microsoft PowerPointhot
  • Microsoft Projecthot
  • Microsoft Teamshot
  • Microsoft Wordhot
  • Yardi softwarehot
  • Zoomhot
  • Agent Business Builder
  • Argosy Legal Systems Power Closer
  • CMA Stuffers
  • Commercial and industrial development project cost analysis software
  • Corel WordPerfect Office Suite
  • DataBasix Technologies Lead Commander
  • DeLorme Topo USA
  • Digital contract software
  • Document creation software
  • DocuSign eSignature
  • Easypano Tourweaver
  • eGrabber ListGrabber
  • Email software
  • FaceTime
  • Financial calculators software
  • FloodMaps
  • Front Desk
  • Fund accounting software
  • Garmin City Select
  • General Magic Portico
  • Geographic information system GIS software
  • Google Ads
  • Google Drive
  • Greenbrier Graphics Deed Plotter
  • Home rating software
  • HUD-1 software

What this job involves

33 documented tasks, most important first. Showing 24.

  1. Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.
  2. Present purchase offers to sellers for consideration.
  3. Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.
  4. Generate lists of properties that are compatible with buyers' needs and financial resources.
  5. Confer with escrow companies, lenders, home inspectors, and pest control operators to ensure that terms and conditions of purchase agreements are met before closing dates.
  6. Promote sales of properties through advertisements, open houses, and participation in multiple listing services.
  7. Compare a property with similar properties that have recently sold to determine its competitive market price.
  8. Coordinate property closings, overseeing signing of documents and disbursement of funds.
  9. Interview clients to determine what kinds of properties they are seeking.
  10. Contact previous clients for prospecting of referral business.
  11. Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.
  12. Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.
  13. Coordinate appointments to show homes to prospective buyers.
  14. Contact property owners and advertise services to solicit property sales listings.
  15. Advise sellers on how to make homes more appealing to potential buyers.
  16. Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.
  17. Display commercial, industrial, agricultural, and residential properties to clients and explain their features.
  18. Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.
  19. Arrange for title searches to determine whether clients have clear property titles.
  20. Develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.
  21. Investigate clients' financial and credit status to determine eligibility for financing.
  22. Review plans for new construction with clients, enumerating and recommending available options and features.
  23. Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.
  24. Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.