Check a chat tool before it books calls
Test the booking steps with made-up names first.
Choose tools that fit your work
Start with one task and test the full path.
How to choose your real estate tools
Choose tools based on the work you need to do.
How to choose someone to build your tools
Ask for a clear plan and proof of past work.
How AI can help a small firm
Use AI to help with notes, drafts, and files.
Choose what an AI tool can read and change
Give each tool only the access it needs.
Which task should you fix first?
Start with one task that takes too much time.
Keep control of your AI tools
Set clear rules for what a tool can do.
Check your real estate tools
Check files and replies before the next step.