Smarter Week

How to automate it

How to automate “send clients updates while the deal is in progress”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

30 min
typically, every day
60%
of the time can be automated
Easy
to set up

Fix 1 of 2

AIBest fix

Have AI write the weekly client update from your deal notes

Paste the timeline and what happened this week; AI writes a clear update that tells the client where things stand and what is next. Fewer "any news?" calls.

Typically saves about 50% of the time5 min to set up
  1. 1Copy the deal checklist status and your notes.
  2. 2Use the prompt below.
  3. 3Check every date and amount.
  4. 4Send on the same day each week.
Prompt to copy
Write a short update to my [BUYER/SELLER] client. Done this week: [NOTES]. Coming up: [NEXT STEPS AND DATES]. Anything I need from them: [ASK]. Friendly, clear, no jargon, under 150 words. Use only these facts.

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot

Fix 2 of 2

Software feature

Run every deal from a transaction checklist with e-signature

Transaction tools fill forms from the deal details, collect e-signatures, and track every deadline with reminders to you and the other parties.

Typically saves about 40% of the time2 h to set up
  1. 1Use your brokerage's transaction tool (dotloop, SkySlope, Lone Wolf Transact or Brokermint).
  2. 2Build one checklist template for buyers and one for sellers, with all deadlines.
  3. 3Fill forms from the deal profile instead of retyping names and addresses.
  4. 4Turn on deadline reminders and share the timeline with the lender and title.

Tools: dotloop · SkySlope · Lone Wolf Transact · Brokermint · DocuSign

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Real estate agent

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

Answers are anonymous. Leaders only see team totals.

Other common tasks for Real estate agents