Brokerage ops

Answer agent policy questions with an AI policy assistant inside the brokerage onboarding platform

Las Vegas brokerage Scofield Group launched SG Basecamp, an in-house platform combining a LearnDash learning management system, a five-day orientation with the managing broker, an AI-powered policy assistant, and integrations with Follow Up Boss, Zillow, Ylopo, SISU, and Dotloop to get new agents producing in week one.

At a glance

Tools used
AI policy assistantLearnDashFollow Up BossDotloop
Category
Brokerage ops
Audience
broker
Difficulty
Builder
Source
Las Vegas Brokerage Scofield Group Launches SG Basecamp Real Estate Agent LMS
Scofield Group · Press release · Jun 16, 2026
First step
Convert the policies and procedures manual into one clean, dated document an AI assistant can cite.

Suggested prompt

Written by this directory, inspired by the source. Replace the [bracketed] parts.

You answer agent questions about [brokerage] policies using only the attached policies and procedures manual (version [date]).
For each answer: quote the relevant section number, give the answer in 2-4 sentences, and list any form or approval required.
If the manual does not cover the question, reply "The manual does not cover the question; ask [managing broker name]" and do not guess. Never give legal advice.

Share on X Read the source

← All use cases