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How a real estate sales agent can use AI, task by task

O*NET 41-9022.00: Real Estate Sales AgentsMedian pay $52,830/year (BLS, May 2025)33 tasksJob Zone 2: Some preparation

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.

Type your own title and every prompt on this page updates to match. Also called: Real Estate Agent, Real Estate Salesperson, Realtor, Realtor Associate.

Where AI fits in this job

AI-ready 24%AI-assist 51%Stays human 25%

Share of the job's tasks, weighted by how important and how frequent each task is (O*NET ratings). 8 AI-ready, 18 AI-assist and 7 human-led tasks out of 33. This measures where AI can help, not whether the job will disappear.

Information & paperwork
Thinking & planning
People & communication
Leading & teaching
Hands-on & physical

Shape of the job: importance of each kind of work activity (O*NET, 1 to 5).

🗓 Start here on Monday

The most frequent, most important tasks where AI can help right away.

  1. Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.Stay sharp · Daily
  2. Compare a property with similar properties that have recently sold to determine its competitive market price.Crunch the numbers · Weekly
  3. Promote sales of properties through advertisements, open houses, and participation in multiple listing services.Create & design · Weekly

💪 Lean into these

Core tasks that stay human. These skills get more valuable as the routine work gets automated.

  1. Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.Be there for people · Daily
  2. Advise sellers on how to make homes more appealing to potential buyers.Be there for people · Weekly
  3. Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.Be there for people · Weekly

Skills to build & where you could move ↓

🔒 Many of these tasks involve people's information. Remove names and identifying details before using AI, or use only a tool your employer has approved.

AI can draft these 8

AI produces a usable first pass. You review it, fix it and own it.

Promote sales of properties through advertisements, open houses, and participation in multiple listing services.

Weekly

AI generates ideas and first drafts to choose from.

Show prompt & steps

AI is a brainstorming partner and first-draft machine for copy, concepts and variations. Your taste and judgment pick the winner.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to promote sales of properties through advertisements, open houses, and participation in multiple listing services.

Context: We use Canva and Easypano Tourweaver; the work draws on sales and marketing, customer and personal service and communications and media.
Client and product: [who, what]
Format: [deck, sample ad, proposal]

Draft a presentation outline, sample ad copy and recommended sizes or formats. Give 10 quite different options from safe to bold, then develop the best 2.

10-minute exercise: Sales presentation content

Step 1Pick a real example: the next time you promote sales of properties (this week).
Step 2Fill in [Client and product] and [Format] with the real details, then run the prompt.
Step 3Tailor it with what you know about the client.

Check the usage rules for AI images and text in your field, and make sure the final work is original.

Importance 4.5/5 · core task · O*NET work activity: Develop content for sales presentations or other materials..

Generate lists of properties that are compatible with buyers' needs and financial resources.

Weekly

AI maps out the topic and options; confirm with real sources.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to generate lists of properties that are compatible with buyers' needs and financial resources.

Context: We use DeLorme Topo USA and Geographic information system GIS software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [address or parcel, type, purpose of research]
What I need: [ownership, zoning, liens, history, availability]

List the records and sources to check for each item, the order to check them, and what to look out for. Give me a summary template for my findings.

10-minute exercise: Property research checklist

Step 1Pick a real example: the next time you generate lists of properties (this week).
Step 2Fill in [Property] and [What I need] with the real details, then run the prompt.
Step 3Pull at least two records it lists and fill in the summary template.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.5/5 · core task · O*NET work activity: Obtain property information..

Coordinate appointments to show homes to prospective buyers.

Weekly

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to coordinate appointments to show homes to prospective buyers.

Context: We use Intuit QuickBooks and Fund accounting software.
Properties or deals: [list]
People: [buyers, sellers, availability]

Plan a schedule and confirmation messages. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Showing and meeting scheduler

Step 1Pick a real example: the next time you coordinate appointments (this week).
Step 2Fill in [Properties or deals] and [People] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 4.5/5 · core task · O*NET work activity: Schedule appointments with prospective customers..

Prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.

Weekly

AI writes the first draft from your notes; you check every fact.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 44% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

Give AI your rough notes, numbers or last version and it will turn them into a clean, well-structured first draft. You check every fact and figure before it goes anywhere.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to prepare documents such as representation contracts, purchase agreements, closing statements, deeds, and leases.

Context: We use Adobe Acrobat and DocuSign eSignature.
Deal: [booking, rental, sale]
Terms: [parties' roles, price, dates, payment, cancellation]

Draft a clear contract with standard sections and blanks to fill. Flag clauses that need legal review.

10-minute exercise: Contract draft

Step 1Pick a real example: the next time you prepare documents (this week).
Step 2Fill in [Deal] and [Terms] with the real details, then run the prompt.
Step 3Have anything unusual reviewed by a lawyer before signing. Confirm the rules against the current official source.

AI will happily make up numbers, names and dates. Every fact in the draft needs checking against your source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.7/5 · core task · O*NET work activity: Prepare sales or other contracts..

Arrange for title searches to determine whether clients have clear property titles.

Monthly

AI maps out the topic and options; confirm with real sources.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to arrange for title searches to determine whether clients have clear property titles.

Context: We use DeLorme Topo USA and Geographic information system GIS software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [address or parcel, type, purpose of research]
What I need: [ownership, zoning, liens, history, availability]

List the records and sources to check for each item, the order to check them, and what to look out for. Give me a summary template for my findings.

10-minute exercise: Property research checklist

Step 1Pick a real example: the next time you arrange for title searches. Leave out names and identifying details.
Step 2Fill in [Property] and [What I need] with the real details, then run the prompt.
Step 3Pull at least two records it lists and fill in the summary template.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 3.9/5 · core task · O*NET work activity: Obtain property information..

Investigate clients' financial and credit status to determine eligibility for financing.

Monthly

AI is a tireless first-pass checker.

Show prompt & steps

AI is a tireless proofreader. It catches inconsistencies, missing fields and errors across documents and data, so your review time goes on what matters.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to investigate clients' financial and credit status to determine eligibility for financing.

Context: We use Adobe Acrobat and DocuSign eSignature; the work draws on sales and marketing, customer and personal service and communications and media.
Purpose: [credit approval, check cashing]
Information provided: [what the customer gave]

List checks to run, red flags and decision rules from policy. Make a table: requirement, met / not met / unclear, and the exact evidence.

10-minute exercise: Credit check routine

Step 1Pick a real example: the next time you investigate clients' financial and credit status. Leave out names and identifying details.
Step 2Fill in [Purpose] and [Information provided] with the real details, then run the prompt.
Step 3Do your usual review too, and note what AI caught and what it missed. Recompute every total yourself.

AI can miss things and sound sure about it. Use it to catch extra problems, not as the final check.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.9/5 · O*NET work activity: Verify customer credit information..

Solicit and compile listings of available rental properties.

Monthly

AI maps out the topic and options; confirm with real sources.

Show prompt & steps

AI is a fast research assistant. Ask it to map out a topic, compare options or list what to check. Use a tool with web search and ask for its sources.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to solicit and compile listings of available rental properties.

Context: We use DeLorme Topo USA and Geographic information system GIS software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [address or parcel, type, purpose of research]
What I need: [ownership, zoning, liens, history, availability]

List the records and sources to check for each item, the order to check them, and what to look out for. Give me a summary template for my findings.

10-minute exercise: Property research checklist

Step 1Pick a real example: the next time you solicit and compile listings of available rental properties.
Step 2Fill in [Property] and [What I need] with the real details, then run the prompt.
Step 3Pull at least two records it lists and fill in the summary template.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 2.4/5 · O*NET work activity: Obtain property information..

Arrange meetings between buyers and sellers when details of transactions need to be negotiated.

A few times a year

AI handles forms, records and routine paperwork for you to verify.

Show prompt & steps

Forms, records, data entry, scheduling and routine paperwork are where AI saves the most time. It drafts, sorts, extracts and reformats while you verify.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to arrange meetings between buyers and sellers when details of transactions need to be negotiated.

Context: We use Intuit QuickBooks and Fund accounting software.
Properties or deals: [list]
People: [buyers, sellers, availability]

Plan a schedule and confirmation messages. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Showing and meeting scheduler

Step 1Pick a real example: the next time you arrange meetings.
Step 2Fill in [Properties or deals] and [People] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 3.1/5 · O*NET work activity: Schedule appointments with prospective customers..

AI can help you prep these 18

AI speeds up the prep, drafting or thinking. The core of the task is still yours.

Review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.

Daily

AI explains and quizzes you; confirm against official sources.

Show prompt & steps

AI can explain new developments and quiz you. Confirm what you learn against official sources.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to review property listings, trade journals, and relevant literature, and attend conventions, seminars, and staff and association meetings, to remain knowledgeable about real estate markets.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Event: [trade show, seminar]
Goals: [products, contacts, skills]

Plan sessions to attend, questions to ask and a follow-up template. Use examples from my line of work, quiz me with 5 questions one at a time, and list trustworthy sources.

10-minute exercise: Get the most from an event

Step 1Pick a real example: the next time you review property listings, trade journals and relevant literature (today).
Step 2Fill in [Event] and [Goals] with the real details, then run the prompt.
Step 3Check one claim against an official or professional source.

AI's knowledge has a cutoff date. For new regulations and standards, always confirm against the official source.

Importance 4.2/5 · core task · O*NET work activity: Attend events to develop professional knowledge..

Compare a property with similar properties that have recently sold to determine its competitive market price.

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 62% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to compare a property with similar properties that have recently sold to determine its competitive market price.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [type, location, features]
Comparables or damage data: [paste]

Build a valuation or damage estimate with adjustments and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Valuation worksheet

Step 1Pick a real example: the next time you compare a property (this week).
Step 2Fill in [Property] and [Comparables or damage data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.6/5 · core task · O*NET work activity: Appraise property values..

Act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.

Weekly

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to act as an intermediary in negotiations between buyers and sellers, generally representing one or the other.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Deal: [contract, trade]
Target: [price]

Prepare and role-play. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Price negotiation

Step 1Pick a real example: the next time you act as an intermediary in negotiations between buyers (this week).
Step 2Fill in [Deal] and [Target] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.7/5 · core task · O*NET work activity: Negotiate prices or other sales terms..

Interview clients to determine what kinds of properties they are seeking.

Weekly

AI gets you up to speed; confirm findings with records or people.

Show prompt & steps

AI can get you up to speed fast and suggest where to look, but you need to confirm findings against real sources, records or people.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to interview clients to determine what kinds of properties they are seeking.

Context: We use DeLorme Topo USA and Geographic information system GIS software; the work draws on sales and marketing, customer and personal service and communications and media.
Customers: [type, what they buy]
What I've heard: [feedback, complaints, requests]

Group the needs into themes, suggest questions to dig deeper, and actions for each theme. Give sources I can check and say clearly when you're unsure.

10-minute exercise: Understand customer needs

Step 1Pick a real example: the next time you interview clients (this week). Leave out names and identifying details.
Step 2Fill in [Customers] and [What I've heard] with the real details, then run the prompt.
Step 3Ask one customer the deeper questions this week.

AI can invent sources and citations. Open every link and confirm it says what the AI claims.

Importance 4.5/5 · core task · O*NET work activity: Gather customer or product information to determine customer needs..

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.

Weekly

AI drafts clear messages and talking points.

Show prompt & steps

AI can draft updates, emails and talking points so your message is clear and complete. Relationships and real-time calls are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to 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.

Context: We use Zoom and FaceTime.
Who: [suppliers, clients, departments]
Work: [schedules, findings]

Draft a coordination message. Keep it under 150 words with a clear ask, plus a 2-sentence version for chat.

10-minute exercise: Cross-team coordination

Step 1Pick a real example: the next time you confer with escrow companies, lenders and home inspectors (this week).
Step 2Fill in [Who] and [Work] with the real details, then run the prompt.
Step 3Edit it until it sounds like you, then send it yourself.

Never let AI send messages for you. Read every word, because tone mistakes cost trust.

Importance 4.7/5 · core task · O*NET work activity: Coordinate activities with suppliers, contractors, clients, or other departments..

Contact property owners and advertise services to solicit property sales listings.

Weekly

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to contact property owners and advertise services to solicit property sales listings.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Offer: [service]
Prospects: [type]

Draft an outreach message and call script. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Prospecting outreach

Step 1Pick a real example: the next time you contact property owners (this week).
Step 2Fill in [Offer] and [Prospects] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.1/5 · core task · O*NET work activity: Contact current or potential customers to promote products or services..

Present purchase offers to sellers for consideration.

Monthly

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to present purchase offers to sellers for consideration.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Deal: [contract, trade]
Target: [price]

Prepare and role-play. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Price negotiation

Step 1Pick a real example: the next time you present purchase offers.
Step 2Fill in [Deal] and [Target] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 4.7/5 · core task · O*NET work activity: Negotiate prices or other sales terms..

Contact previous clients for prospecting of referral business.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to contact previous clients for prospecting of referral business.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Offer: [product, fund, service]
Ideal customer: [traits]
Data: [paste leads or market info]

Score and rank prospects, and suggest where to find more. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Prospect list

Step 1Pick a real example: the next time you contact previous clients. Leave out names and identifying details.
Step 2Fill in [Offer], [Ideal customer] and [Data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 4.1/5 · core task · O*NET work activity: Identify potential customers.. Also involves: Contact current or potential customers to promote products or services..

Display commercial, industrial, agricultural, and residential properties to clients and explain their features.

Monthly

AI helps you prepare clearer wording and likely questions.

Show prompt & steps

Use AI to prepare: simpler wording, analogies, likely questions and a one-page handout. The conversation itself is yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to display commercial, industrial, agricultural, and residential properties to clients and explain their features.

Context: We use Commercial and industrial development project cost analysis software; the work draws on sales and marketing, customer and personal service and communications and media.
Situation: [complaint or question, no names]
Policy and options: [what we can offer]

Draft a response that acknowledges, explains and offers a solution. Use plain language, one everyday analogy, and the questions people are most likely to ask with short answers.

10-minute exercise: Resolve a customer question or complaint

Step 1Pick a real example: the next time you display commercial, industrial and agricultural. Leave out names and identifying details.
Step 2Fill in [Situation] and [Policy and options] with the real details, then run the prompt.
Step 3Make sure the offer is within your authority.

Rules, prices and policies change. Make sure AI is working from your current official version.

Importance 4.1/5 · core task · O*NET work activity: Explain technical product or service information to customers.. Also involves: Deliver promotional presentations to current or prospective customers..

Coordinate property closings, overseeing signing of documents and disbursement of funds.

Monthly

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to coordinate property closings, overseeing signing of documents and disbursement of funds.

Context: We use Intuit QuickBooks and Fund accounting software.
Calendar: [judge, hearings]
Items: [cases, meetings, deadlines]

Organize a schedule and flag conflicts. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Court calendar

Step 1Pick a real example: the next time you coordinate property closings.
Step 2Fill in [Calendar] and [Items] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both. Recompute every total yourself.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.3/5 · core task · O*NET work activity: Coordinate legal schedules or activities..

Visit properties to assess them before showing them to clients.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to visit properties to assess them before showing them to clients.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [type, location, features]
Comparables or damage data: [paste]

Build a valuation or damage estimate with adjustments and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Valuation worksheet

Step 1Pick a real example: the next time you visit properties. Leave out names and identifying details.
Step 2Fill in [Property] and [Comparables or damage data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 2.8/5 · O*NET work activity: Appraise property values..

Appraise properties to determine loan values.

Weekly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to appraise properties to determine loan values.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [type, location, features]
Comparables or damage data: [paste]

Build a valuation or damage estimate with adjustments and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Valuation worksheet

Step 1Pick a real example: the next time you appraise properties (this week).
Step 2Fill in [Property] and [Comparables or damage data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 4.7/5 · O*NET work activity: Appraise property values..

Review plans for new construction with clients, enumerating and recommending available options and features.

A few times a year

AI builds you an answer bank; exceptions and the human touch are yours.

Show prompt & steps

Build a personal answer bank with AI for the questions you get every day. In the moment, the human touch and the judgment about exceptions are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to review plans for new construction with clients, enumerating and recommending available options and features.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Customer needs: [describe]
Options: [products, treatments]

Write honest recommendations with pros and cons. Keep answers to 2-3 sentences and flag any that depend on the situation.

10-minute exercise: Recommendations

Step 1Pick a real example: the next time you review plans for new construction with clients. Leave out names and identifying details.
Step 2Fill in [Customer needs] and [Options] with the real details, then run the prompt.
Step 3Save the answers you'd actually use and tweak each one the first time you send it.

Don't paste customers' personal details into AI tools. Describe the situation instead.

Importance 3.3/5 · core task · O*NET work activity: Recommend products or services to customers.. Also involves: Develop proposals for current or prospective customers..

Rent or lease properties on behalf of clients.

A few times a year

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to rent or lease properties on behalf of clients.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Property and client: [describe]
Transaction: [listing, closing]

Prepare talking points and checklist. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Real estate client prep

Step 1Pick a real example: the next time you rent lease properties. Leave out names and identifying details.
Step 2Fill in [Property and client] and [Transaction] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

Importance 2.9/5 · O*NET work activity: Contract real estate to clients..

Locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to locate and appraise undeveloped areas for building sites, based on evaluations of area market conditions.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Property: [type, location, features]
Comparables or damage data: [paste]

Build a valuation or damage estimate with adjustments and formulas. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Valuation worksheet

Step 1Pick a real example: the next time you locate and appraise undeveloped areas.
Step 2Fill in [Property] and [Comparables or damage data] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Importance 3.6/5 · O*NET work activity: Appraise property values.. Also involves: Identify investment opportunities or strategies..

Secure construction or purchase financing with own firm or mortgage company.

Monthly

AI does the arithmetic and suggests what to look at; the conclusions are yours.

Show prompt & steps

AI can do the arithmetic, build the spreadsheet formula and suggest what to look at. Deciding what the numbers mean for your situation is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to secure construction or purchase financing with own firm or mortgage company.

Context: We use Intuit QuickBooks and Fund accounting software; the work draws on sales and marketing, customer and personal service and communications and media.
Campaign: [describe]
Donors and prospects: [paste anonymized data]

Analyze the pipeline and suggest priorities. Show your working step by step and give spreadsheet formulas so I can reproduce the numbers.

10-minute exercise: Fundraising pipeline

Step 1Pick a real example: the next time you secure construction.
Step 2Fill in [Campaign] and [Donors and prospects] with the real details, then run the prompt.
Step 3Recompute the most important number yourself before you trust the rest. Recompute every total yourself.

AI makes arithmetic mistakes. Recompute anything that matters with a spreadsheet formula.

Double-check every number. AI can make arithmetic and rounding mistakes.

Importance 3.9/5 · O*NET work activity: Direct fundraising or financing activities..

Conduct seminars and training sessions for sales agents to improve sales techniques.

A few times a year

AI preps the materials; reading the room is you.

📊 Real AI use (Anthropic Economic Index, Apr 2026 to May 2026): AI completed the task directly in 62% of those conversations; the rest were back-and-forth with the person.

Show prompt & steps

AI preps the materials: lesson outlines, quizzes, examples, practice scenarios. Reading the room and coaching people is still you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to conduct seminars and training sessions for sales agents to improve sales techniques.

Context: We use Microsoft PowerPoint and Google Ads; the work draws on sales and marketing, customer and personal service and communications and media.
Skill: [difficult sales, objections]
Staff: [level]

Plan role-plays and coaching points. Include timings, a realistic practice scenario from my work, and a short check for understanding with answers.

10-minute exercise: Sales training

Step 1Pick a real example: the next time you conduct seminars and training sessions.
Step 2Fill in [Skill] and [Staff] with the real details, then run the prompt.
Step 3Swap one AI example for a real story from your own work. Real stories are what people remember.

Check that every procedure in the material matches your workplace's actual standards.

Importance 3.4/5 · O*NET work activity: Train sales personnel..

Contact utility companies for service hookups to clients' property.

A few times a year

AI preps the paperwork; approving and paying stay with you.

Show prompt & steps

AI can prep the paperwork, extract details from documents and make checklists. Approving, paying and verifying stay with you.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to contact utility companies for service hookups to clients' property.

Context: We use Intuit QuickBooks and Fund accounting software.
Items: [describe]
Destinations: [describe]

Organize a delivery schedule and confirmations. Point out anything missing or inconsistent and suggest a template I can reuse.

10-minute exercise: Delivery arrangements

Step 1Pick a real example: the next time you contact utility companies. Leave out names and identifying details.
Step 2Fill in [Items] and [Destinations] with the real details, then run the prompt.
Step 3Save the template and use it on the next one. Time both.

Personal, financial and health data shouldn't go into AI tools unless your employer has approved one for it.

Importance 2.6/5 · O*NET work activity: Arrange delivery of goods or services..

These stay human 7

They need your hands, your presence or your accountable judgment. Lean into them: they get more valuable as routine work is automated.

📏 Measured in this job (O*NET work context): Contact with others: constant contact with others · Dealing with the public: very important · Face-to-face discussions: once a week or more but not every day · Impact of decisions: important results

Advise clients on market conditions, prices, mortgages, legal requirements, and related matters.

Daily

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to advise clients on market conditions, prices, mortgages, legal requirements, and related matters.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Topic: [taxes, market, mortgages]
Client: [buyer, seller, owner]

Help me prepare: the 3 points that matter most for them, plain-language wording, the questions they're likely to ask, and what I should not advise on without more information. Then play them so I can practice.

10-minute exercise: Real estate advice conversation

Step 1Pick a real example: the next time you advise clients (today). Leave out names and identifying details.
Step 2Fill in [Topic] and [Client] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it. Confirm the rules against the current official source.

📊 People already use AI around this task (Anthropic Economic Index, Apr 2026 to May 2026). The task itself stays human-led.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.7/5 · core task · O*NET work activity: Advise real estate clients..

Advise sellers on how to make homes more appealing to potential buyers.

Weekly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to advise sellers on how to make homes more appealing to potential buyers.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Topic: [taxes, market, mortgages]
Client: [buyer, seller, owner]

Help me prepare: the 3 points that matter most for them, plain-language wording, the questions they're likely to ask, and what I should not advise on without more information. Then play them so I can practice.

10-minute exercise: Real estate advice conversation

Step 1Pick a real example: the next time you advise sellers (this week).
Step 2Fill in [Topic] and [Client] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it.

Importance 4.3/5 · core task · O*NET work activity: Advise real estate clients..

Accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.

Weekly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to accompany buyers during visits to and inspections of property, advising them on the suitability and value of the homes they are visiting.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Topic: [taxes, market, mortgages]
Client: [buyer, seller, owner]

Help me prepare: the 3 points that matter most for them, plain-language wording, the questions they're likely to ask, and what I should not advise on without more information. Then play them so I can practice.

10-minute exercise: Real estate advice conversation

Step 1Pick a real example: the next time you accompany buyers (this week).
Step 2Fill in [Topic] and [Client] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it.

Importance 4.4/5 · core task · O*NET work activity: Advise real estate clients..

Develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.

Monthly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to develop networks of attorneys, mortgage lenders, and contractors to whom clients may be referred.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Field: [journalism, sales, other]
Goal: [sources, accounts]

Prepare outreach messages and a cadence to stay in touch. Then play a contact. Suggest ways to open, phrases to avoid, and how to handle it if things get tense. Then play the other person so I can practice.

10-minute exercise: Grow my network

Step 1Pick a real example: the next time you develop networks of attorneys, mortgage lenders and contractors. Leave out names and identifying details.
Step 2Fill in [Field] and [Goal] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it. Confirm the rules against the current official source.

Rules and regulations vary by place and change often. Confirm against the official source before relying on anything.

Importance 4.0/5 · core task · O*NET work activity: Develop professional relationships or networks..

Answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.

Weekly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to answer clients' questions regarding construction work, financing, maintenance, repairs, and appraisals.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Topic: [taxes, market, mortgages]
Client: [buyer, seller, owner]

Help me prepare: the 3 points that matter most for them, plain-language wording, the questions they're likely to ask, and what I should not advise on without more information. Then play them so I can practice.

10-minute exercise: Real estate advice conversation

Step 1Pick a real example: the next time you answer clients' questions regarding construction work (this week). Leave out names and identifying details.
Step 2Fill in [Topic] and [Client] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it.

📊 People already use AI around this task (Anthropic Economic Index, Apr 2026 to May 2026). The task itself stays human-led.

Importance 4.2/5 · core task · O*NET work activity: Advise real estate clients..

Evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.

Monthly

Human connection. Use AI only before and after, to prepare.

Show prep prompt & steps

Where AI still helps: Use AI before and after, not during. Prepare talking points, practise a hard conversation, or turn your notes into a follow-up.

Prep prompt

I work as a real estate sales agent. Part of my job is to evaluate mortgage options to help clients obtain financing at the best prevailing rates and terms.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Topic: [taxes, market, mortgages]
Client: [buyer, seller, owner]

Help me prepare: the 3 points that matter most for them, plain-language wording, the questions they're likely to ask, and what I should not advise on without more information. Then play them so I can practice.

10-minute exercise: Real estate advice conversation

Step 1Pick a real example: the next time you evaluate mortgage options to help clients obtain financing at. Leave out names and identifying details.
Step 2Fill in [Topic] and [Client] with the real details, then run the prompt.
Step 3After the real conversation, write down what worked so you can reuse it.

📊 People already use AI around this task (Anthropic Economic Index, Apr 2026 to May 2026). The task itself stays human-led.

Importance 3.7/5 · core task · O*NET work activity: Advise real estate clients..

Inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.

Monthly

Needs your eyes on site. AI can build the checklist and the report.

Show prep prompt & steps

Where AI still helps: AI can build your inspection checklists, explain standards and turn your notes and photos into clean reports.

Prep prompt

I work as a real estate sales agent. Part of my job is to inspect condition of premises, and arrange for necessary maintenance or notify owners of maintenance needs.

Context: The work draws on sales and marketing, customer and personal service and communications and media.
Items: [merchandise, equipment, property]
Standards: [pricing, display, storage]

Make a condition checklist. Group it by area, say what 'good' and 'bad' look like for each item, and add a short template for writing up what I find.

10-minute exercise: Condition check

Step 1Pick a real example: the next time you inspect condition of premises.
Step 2Fill in [Items] and [Standards] with the real details, then run the prompt.
Step 3Take it with you next time, tick it alongside your usual routine, and add anything it missed.

📊 People already use AI around this task (Anthropic Economic Index, Apr 2026 to May 2026). The task itself stays human-led.

Importance 3.7/5 · core task · O*NET work activity: Examine condition of property or products..

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Your next moves

Skills to build

From O*NET's ratings of how important each skill is in this job, matched to which part of the work it supports.

Stays human Deepen these

They power the human-led work, which is the part of the job AI can't take over.

  • Writingimportance 3.2/5
    Used in: Providing Consultation and Advice to Others
  • Judgment and Decision Makingimportance 3.2/5
    Used in: Providing Consultation and Advice to Others
  • Complex Problem Solvingimportance 3.1/5
    Used in: Providing Consultation and Advice to Others
  • Systems Analysisimportance 2.8/5
    Used in: Providing Consultation and Advice to Others

With AI Use these to work with AI

When AI does the first draft, these are the skills you use to brief it and check what comes back.

  • Active Listeningimportance 4.0/5
    Used in: Getting Information
  • Critical Thinkingimportance 3.6/5
    Used in: Getting Information
  • Reading Comprehensionimportance 3.4/5
    Used in: Getting Information
  • Coordinationimportance 3.8/5
    Used in: Resolving Conflicts and Negotiating with Others

Where you could move

Related jobs from O*NET with the closest skill profile, favouring ones where more of the work stays human. No step down in preparation.

New tasks appearing in this job

O*NET has started tracking 1 new or updated task here: 0 AI-ready, 1 AI-assist, 0 stays human. They have no worker ratings yet, so they aren't counted in the bar above.

Contact prospective clients who want to buy or sell a home.

New in O*NET

AI preps talking points and practice; the relationship is yours.

Show prompt & steps

AI preps you: talking points, objection handling, tailored outreach and negotiation scenarios. The relationship and reading the room are yours.

Ready-to-use prompt

I work as a real estate sales agent. Part of my job is to contact prospective clients who want to buy or sell a home.

Context: We use Microsoft Dynamics and Agent Business Builder; the work draws on sales and marketing, customer and personal service and communications and media.
Offer: [service]
Prospects: [type]

Draft an outreach message and call script. Keep claims honest, list likely objections with responses, and role-play the other side so I can practice.

10-minute exercise: Prospecting outreach

Step 1Pick a real example: the next time you contact prospective clients who want. Leave out names and identifying details.
Step 2Fill in [Offer] and [Prospects] with the real details, then run the prompt.
Step 3Ask for feedback on your answers and write down your best line for the real conversation.

Make sure every claim AI writes about your product is true and allowed. Over-promising is on you.

New O*NET task (08/2026). O*NET hasn't linked it to work activities yet, so its label comes from similar tasks, such as “Contact previous clients for prospecting of referral business.” (Real Estate Sales Agents), and was checked by hand. O*NET work activity: Contact current or potential customers to promote products or services.. Also involves: Identify potential customers.; Explain technical product or service information to customers..

Getting into this job

O*NET has not surveyed education and training for this occupation yet.

Software in this job

In-demand tools from O*NET. Many now have AI built in, so check what yours can do before adding a new tool.

Adobe AcrobatCanvaFacebookGoogle DocsIntuit QuickBooksMicrosoft ExcelMicrosoft Office softwareMicrosoft OutlookMicrosoft PowerPointMicrosoft ProjectMicrosoft TeamsMicrosoft Word

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