You can now build custom Workflow Prompts and arrange your Home Page with Workflow Tiles — turning BrokerBot’s home screen into a command center built around how your brokerage actually runs. It’s one of the most requested ways to make AI for real estate teams genuinely repeatable: instead of every agent reinventing the same prompt, you build it once and your whole team clicks one tile.
Your first tile takes about two minutes. Describe what you want it to do in plain English, hit Improve with AI, and BrokerBot writes the prompt behind it for you.
Your Home Page, Your Way
Every workflow you create becomes a tile on your agents’ home page. Agents click the tile, BrokerBot runs the workflow — no training required. You can organize tiles by category so the right tool is always one click away, whether that’s transaction coordination, listing prep, or compliance checks.
How to Build a Workflow
Step 1. Open Settings → Workflows
This is where you manage all your team’s AI-powered workflows. Click + New Workflow in the top right to get started.
Step 2. Name it and describe what it does
Give your workflow a name (e.g. “Transaction Coordinator”), a short description, an opening message, and the instructions for how BrokerBot should behave.
Step 3. Write rough instructions, then hit “Improve with AI”
Don’t worry about getting the wording perfect. Write what you want in plain English — then click Improve with AI and BrokerBot rewrites it into a structured, high-quality prompt with clear do’s, don’ts, and step-by-step instructions.
Step 4. Customize your Home Page
Go to Settings → Home Page to arrange your tiles. Drag workflows from the sidebar into the live preview, add section dividers, and organize by category so agents find the right tool instantly. Then hit Save.
Workflow Ideas to Get You Started
Here are a few workflows our top brokerages are building:
- Transaction Coordinator — Agent drops in a ratified contract; BrokerBot pulls CRM contacts, reads critical dates, offers to add them to the calendar, and drafts buyer/seller emails.
- Coaching Session Prep — Generates a 90-day action plan or pre-call brief based on the agent’s pipeline.
- Listing Presentation Builder — Creates a polished listing presentation from property details and market data.
- Marketing Package — Drafts social media posts, email campaigns, and property descriptions from a single listing.
- Lender Pre-Qual Handoff — Connects a client to your preferred lender with pre-filled qualification details.
Coaching, compliance checks, market-trend pulls, license verification — if your brokerage does it, you can build a workflow for it. That’s the real promise of AI for real estate: not a generic chatbot, but a set of repeatable plays tuned to how your office operates.
Build Your First Workflow Today
Log in, open Settings → Workflows, and turn your most common request into a one-click tile. In about two minutes you’ll have a workflow your whole team can use — and a home page built around the way your brokerage actually works.