Real Estate · 2026 edition

Work the listing without leaking the client

Founding library · sample

In this chapter

In this chapter you run two jobs a realtor actually has this week, on sample data, without putting a client file in a public model.

What you need

2 Try-its on sample data. Nothing from a live client file.

Tools
  • brief CLI (local redaction)
  • Claude
  • listing-copy CLI
Files
  • sample_listings.csv
  • market-1pager template
  • sample_comps.json
  • listing-voice template
Model
  • Claude
Try-its
  • RE-01 · ~15 min · ≈ $0.03
  • RE-02 · ~12 min · ≈ $0.02

The stakes

A listing that stalls because the market brief is late is a lost weekend. A listing that leaks because you pasted the client sheet into a public model is a lost license. Real estate work runs on both clocks: the showing at 4pm, and the file that must never leave the office.

The failure is not that AI sits unused. It is a one-pager that is late, generic, or built from a client name that should not have been in the prompt. Buyers notice fluff. Brokers notice a privacy incident. Neither is recoverable in the same week.

Constraints you cannot ignore

You already work in MLS exports, a CRM, and a phone that rings during the write-up. Done is a brief the client can read in a meeting, with numbers you can stand behind, reviewed by a human. Public models are useful for draft and classify. They are not a filing cabinet.

Owner names, phones, exact addresses, and showing lists stay on your machine. Comps, medians, and days on market can travel, once identifiers are stripped. If a field could pick one household out of the block, it does not go in the prompt.

How we work here

Redact locally. Prompt with a sample or a stripped file. Review against a checklist. Share the artifact, not the workflow text. The first job this week is the neighborhood market brief. Run it on sample comps before you touch a live listing.

Workflow 1 of 2 in this chapter

Workflow 1 of 2 · RE-01 · v1.2 · ~15 min · ≈ $0.03 Real Estate

Draft a property-market brief with an AI agent without leaking client data.

You run
Listing agent
Tools
brief CLI (local redaction) · Claude
Files
sample_listings.csv · market-1pager template
Model
Claude
Time
~15 min
Cost
≈ $0.03
You produce
One-pager market brief

Problem

You need a neighborhood market brief for a client meeting this week. The listing sheet and client notes cannot go into a public model. Job: turn messy local data into a credible one-pager in minutes, safely.

Actors

  • Listing agent runs it.
  • Client receives the brief.
  • Model may draft and classify. A human must review before send.

Setup

  • Tools: local redaction script (brief CLI), Claude or your usual model.
  • Sample files: sample_listings.csv, market-1pager template.
  • Cost: about $0.03 on the sample run (2,140 tokens).

Safeguards

Redaction runs on your machine. Raw client data never reaches the model.
A human checklist is required before the brief is shared. The checklist is part of the recipe.
Stop if identifiers remain after the strip report. Do not prompt until owner_name, phone, and exact_address are gone.

Method

  1. Strip identifiers from the source data locally (a provided script does this).
  2. Prompt the agent with the anonymized sample and a fixed brief template.
    agent — property-brief · sample dataset (non-confidential)
    $ brief --input sample_listings.csv --template market-1pager

✓ redacted 3 fields (owner_name, phone, exact_address)
✓ 41 comps in radius · median $/sqft computed

MARKET BRIEF — Maple Heights (sample)
 · Median list: $420/sqft  (▲ 4.1% QoQ)
 · Days on market: 22  (was 31)
 · Inventory: 1.8 mo — seller-leaning
 · Read: price to comp, expect <2 wks at ask

# cost this run: $0.03 · model: claude · 2,140 tokens
  3. Review the draft against the checklist before anything leaves your machine.

Evidence

A one-pager brief on Maple Heights (sample), ready for a meeting once a human signs the checklist.

Sample metrics from that run: median $420/sqft, 22 days on market, 1.8 months of inventory.

Try-it

About 15 minutes. Use the included sample_listings.csv (no live client file). Produce the market-1pager brief and walk the human checklist.

Mark complete when you have a brief you would send after review. sample_listings.csv

◷ cost to try ≈ $0.03

Share

Copy a short result line. Share the outcome, not the recipe text.

Record

Author: Founding library · sample Sources: Sample MLS packet (non-confidential); market-1pager template shipped with the recipe. Last updated: 31 Aug 2026 Open on paper