Workflow guide

AI workflow: listing photos to closing docs

Where AI tools slot into a real estate transaction pipeline — and which steps should stay manual.

Listing creation

Canva AI turns listing photos and copy into marketing materials; assistants draft property descriptions from feature lists. Review fair-housing compliance on every generated description — automation errors here carry legal cost.

Client communication

ChatGPT drafts follow-ups from bullet notes. Never paste client financials into consumer-tier tools — see the data-safety guide.

Closing paperwork

This stays human. Contract review carries liability no current tool absorbs. Use Otter for meeting notes with consent; keep document review and execution manual.

Full picks in the real estate agents guide.

AI Tool Evaluation Scorecard

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