Camila Castillo of the Ben Moss Group in Coral Gables told REALTOR® News that she had Claude Cowork list properties bought seven or more years ago, then check the county property appraiser site to see whether each owner's mailing address matched the property address, a task she says would normally take weeks.
Marcus Rush, founder of the eight-agent brokerage Rush Home, built an AI operations assistant named Russ with Claude and Zapier MCP that rescores leads across more than 11,000 contacts after each interaction and sends every agent a personalized morning briefing with priority leads and suggested follow-up approaches.
In Agent Intelligence issue #71, Matt Spangler reports that a weekly sphere check was the top request from 58 agents in his Claude class, then walks through a Cowork task that finds ten past clients not contacted in six months, drafts notes in the agent's voice, and flags birthdays and home anniversaries every Monday at 6 a.m.
An n8n template from the creator Hassan qualifies incoming seller leads and generates a CMA-lite valuation report from the seller's property details using Gemini, with lead records kept in HubSpot.
Milos Vranes published an n8n workflow where an intake form sends each inquiry to Claude for a strict JSON score, summary, timeline band, and financing readiness, then routes ready leads to a Gmail alert and an "Active Leads" tab and early-stage leads to a "Nurture Leads" tab.
Matt Spangler's Agent Intelligence newsletter lays out a Sunday-night workflow where Claude reads a photo of a handwritten open house sign-in sheet, pulls features from the listing URL, and drafts a 90-110 word follow-up email for each visitor for approval before any CRM logging.
An n8n template by Maxim Dudnik catches inquiries from Zillow, Realtor.com, IDX forms, or Facebook Lead Ads by webhook, creates the contact in Aloware with the listing details, sends an SMS that names the exact listing, and enrolls the buyer in an AI call-and-text qualification sequence.
Ed Neuhaus of Neuhaus Realty Group in the Austin area describes a seller outreach agent that detects expired and withdrawn listings in his target zip codes, enriches owner data, scores motivation, creates CRM contacts, and launches personalized email sequences before the workday starts.
Austin agent William Zhang describes a Claude Code setup that turns Follow Up Boss activity into a morning briefing and CRM follow-up drafts, one of seven daily Claude jobs in a solo practice that closed 16 deals the prior year.