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AI agent for real estate brokers

Past Client Anniversary and Equity Check-In Agent

Stay in touch with past clients at relevant moments and turn contacts into conversations

CommunicationSales and outreachSalesReal estate and construction
See how it worksGet access
Past Client Anniversary and Equity Check-In Agent: what goes in, what the agent does and what you get

What it does

Most brokers know past clients are their best leads, but time passes and the relationship cools until another agent sends a market update. This agent keeps the contact warm. Each month it pulls the past clients, estimates the current value range from recent nearby sales, checks life-event notes the broker logged and finds anniversaries of closing. It drafts a personal check-in with a short market snapshot for that client. It drops any client with a bounced address or a do-not-contact flag, then the broker approves the batch before sending. After sending, it logs replies and sets follow-up tasks. Edge case: not enough nearby sales. The agent widens the area and says the range is rough.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Month begins 2 USES A TOOL Pull past clients and remove bounced ordo-not-contact records 3 USES A TOOL Pull recent comparable sales near each home 4 DOES Estimate a value range per home 5 CHECKS THE RESULT Are there at least 3 comparable sales nearby? If not: Widen the area, label the range as rough or skipthe value. Back to step 3. 6 DOES Select clients with anniversaries, big value changesor life events 7 DOES Draft a personal check-in with a market snapshot 8 YOU APPROVE Broker approves the batch 9 USES A TOOL Send the messages and log them 10 DOES Record replies and create follow-up tasks 11 RESULT Outreach log and follow-up list
Read the steps as a list
  1. Month begins
  2. Pull past clients and remove bounced or do-not-contact records
  3. Pull recent comparable sales near each home
  4. Estimate a value range per home
  5. Are there at least 3 comparable sales nearby?If not: Widen the area, label the range as rough or skip the value. Back to step 3.
  6. Select clients with anniversaries, big value changes or life events
  7. Draft a personal check-in with a market snapshot
  8. Broker approves the batchThe agent waits here for your OK.
  9. Send the messages and log them
  10. Record replies and create follow-up tasks
  11. Outreach log and follow-up list

How it decides

It selects clients with an anniversary, a notable value change or a logged life event. It uses a range, never a single figure, and checks data quality first.

  • Only 3 or more nearby comparable sales support a value range
  • Show a range, never a single figure
  • Skip clients contacted in the last 60 days
  • Remove bounced or do-not-contact records first

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Contacts per month
  • Minimum comparable sales (default 3)
  • Search radius
  • Message tone
  • Excluded clients

What keeps you in control

It always asks you first

  • Broker approves the batch before anything is sent

Hard limits

  • Never presents a value range as an appraisal
  • Never contacts clients flagged do-not-contact

It stops when

  • Done: batch sent and replies logged
  • Stop: data source unavailable, skip value snapshots

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe agent finds 140 past clients and removes 9 with bounced emails and 3 with do-not-contact flags. For 34 clients with a closing anniversary or large value change, it drafts notes. One home has only 1 nearby sale, so it widens the area and labels the range as rough. The broker approves 30 and edits 4. Seven clients reply.

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