Pick these three tasks first
| Task | What agents delegate | What to give AI | What you review |
|---|---|---|---|
| Email drafts and replies | Drafting a new message or a response | The recipient, purpose, source facts, desired tone, and requested next step | Names, facts, dates, promises, attachments, tone, and recipients |
| Listing marketing drafts | Flyers, ads, social posts, and listing-page copy | Verified property details, approved photos, the marketing moment, and the required format | Property facts, claims, fair housing concerns, brokerage requirements, and contact details |
| Next-day showing confirmations | Preparing confirmation messages for buyers and listing agents | Your verified itinerary, recipients, and the information each person needs | Times, addresses, order, access details, recipients, and any schedule changes |
These are useful first assignments because each produces something you can inspect before another person sees it.
Use a clear handoff message
AI needs the same basics you would give an assistant: the task, the source material, the audience, the format, and the boundaries. Replace the bracketed text below without adding confidential information that your brokerage or approved-tool policy does not permit.
Create a draft for [email, listing marketing, or showing confirmation]. The audience is [recipient]. The purpose is [one clear outcome]. Use only these verified facts: [facts]. Keep the tone [tone] and the length [length]. Do not add property details, dates, promises, or instructions that I did not provide. Do not send or publish anything. Return a draft for my review.
You can send a short instruction when the context is already available. In an anonymous record of our users' requests to Reddy from July to October 2026, the median request was 16 words, and 90% were 66 words or shorter. Many were sent in one or two sentences between appointments. A short request still needs enough verified context to prevent guessing.
If copying text between a chat and your inbox becomes the awkward part, Reddy can write an email or reply as a draft in the user's connected mailbox for the named recipients. It does not send the message; the user reviews the draft and sends it from their own email.
Put this review between the draft and the client
An NAR Broker News article on brokerage AI policies says AI-generated content should not move directly from a prompt to publication and calls for human review of listings, marketing emails, and chatbot responses. It also warns that AI can produce plausible but incorrect property facts and that prompts entered into unapproved tools can expose client, financial, or transaction information.
- Confirm the tool is allowed by your brokerage for this task and this type of information.
- Compare every name, date, time, address, price, property detail, and attachment against the source.
- Remove any detail the AI added without a source.
- Check listing and neighborhood language for discriminatory wording, steering, or unsupported claims.
- Read the message as the recipient. Adjust the tone, length, and next step.
- Confirm that the recipients are correct and that sensitive information is not exposed.
- Make the professional decision yourself, then send or publish the final version.
Choose your own three from this week's work
The recommended three are a starting point, not a fixed rule. Use the following test if one of them does not fit your business.
- Repeated: You perform the task often enough to describe a standard approach.
- Bounded: You can name the input and the exact draft you want back.
- Verifiable: You have a reliable source for checking every material fact.
- Reversible: Nothing reaches a client, the public, or another party until you approve it.
- Allowed: Your brokerage permits the tool and the information you plan to provide.
Write down three candidates and reject any task that fails one of those checks. For each remaining task, save one handoff message and one review checklist. You now have three defined delegations rather than a vague plan to use more AI.
After the first few drafts, note what you repeatedly change. Add those preferences to the next instruction. Keep the review checkpoint even when the drafts become more consistent.
