Claude for Real Estate | Live Virtual Workshop
Claude for Real Estate: Build It Live
This is a working workshop where you'll leave with an operational Claude workflow, specific to your business, to optimize your time.
Agents lose hours every week to follow-up, listing copy, and paperwork. Brokers carry the review and the risk. In 3.5 hours we build the system that handles the repeat work, with a compliance check built in, so your MLS rules and disclosures get reviewed every time instead of whenever there's time.
I'm an agent
Get hours back every week. You build follow-up, listing copy, and a transaction timeline in your own voice.
I'm a broker
Get consistency and a review trail. You build a shared project your agents use, with a compliance check you can point to.
Upcoming dates
Pick your Thursday.Live on Zoom. All times Pacific.
Pick your date and pay in one step. Bringing your team? Your seats are below.
Biz Besties: more seats, lower price per person
Pay once, then reply to your confirmation with your date and your teammates' names. Includes a shared Cowork project and a 30-minute Game Plan Call with me.
Who this is for
Too much of your week goes to workClaude can do with you.
Follow-up emails, listing descriptions, market updates, and deadline tracking repeat on every deal. Rules from your MLS and your state add steps to each one. A repeatable process handles all of it without slowing you down, and it only works when Claude knows your business, your voice, and your rules. That's what we build together.
You may be ready if...
- You're an agent who writes the same follow-up, listing, and update emails every week.
- You're a broker whose agents each handle things their own way.
- You've tried Claude or ChatGPT, got a so-so answer, and closed the tab.
- You want your MLS rules and disclosures checked every time, not only when someone remembers.
- You'd rather build one system than start from a blank prompt every day.
What you build
Learn it, see it, build it.Ask me anything.
Where your hours go
- What Claude does well in real estate, and where it needs your judgment
- How to give Claude your business, your voice, and your rules
- Privacy basics: what belongs in an AI tool and what doesn't
Why Claude Cowork is your workspace
- Live demo: the same follow-up email and listing description in Claude and ChatGPT, side by side
- How Cowork memory and projects keep your work consistent
- How a project gives your team the same starting point
Set up your project, live
- Custom instructions written in your own voice
- Templates for lead follow-up, listing and market copy, and transaction timelines
- A compliance check that reviews drafts against your MLS rules, written buyer agreement requirements, and your disclosures
- The workflow: Claude drafts, you review, you send
Direct answers
- There are no stupid questions
- Scenarios from your own market and your own deals
- What to automate next as your business grows
What you leave with
A working systemready to use.
Your Claude Project
A Cowork project set up with your business context and custom instructions written in your voice.
Follow-Up Library
Templates for new leads, open house guests, past clients, and stalled conversations, ready to personalize in seconds.
Listing and Market Copy
Templates for listing descriptions, social posts, and market updates that sound like you.
Transaction Timeline
A deadline and contingency checklist so nothing slips between offer and close.
Compliance Check
A review step for your drafts, built around your MLS rules, written buyer agreements, and your disclosures, with a record of what you reviewed.
Team Rollout Guide
A short PDF showing how agents use the project, how brokers review it, and what to do when a situation is unclear.
Alumni Lab
A monthly live lab for workshop alumni. Bring your project and your questions, and leave with it working better. Included for 30 days after your workshop.
For sales managers and office leaders
Share it with your agents.Or bring it to your office.
When every agent uses Claude their own way, the work comes out uneven. A shared project gives your whole office the same starting point, the same templates, and the same compliance check.
Consistent across agents
Everyone works from the same project, templates, and voice guidelines, so clients get a steady experience whoever they work with.
Faster onboarding
New agents start with working templates for follow-up, listings, and transaction timelines instead of a blank prompt.
A review process you can show
The compliance check records what was reviewed, and the rollout guide shows how agents use it and how you audit it.
Easy to roll out
Agents get time back on the tasks they like least, so adoption comes naturally and your meetings stay about clients.
Send it to your agents
Copy the link and drop it in your office chat or newsletter. Agents can join on their own, or you can bring up to five people on one invoice with Biz Besties. Offices of six to 25 agents can ask about office pricing.
Book a team workshop or ask about office pricing
I run this workshop for your office on location or on Zoom, customized to your MLS, your forms, and your brokerage voice. Travel is included for in-person sessions.
Book a Discovery CallPhase 2
How we scale it.
The workshop gives you a starter version of each system. Phase 2 builds the full version for your business and your team. Choose the system that solves your biggest issue first. I'll help you train your team and set it up over three months, and demystify this powerful technology for your day-to-day operations.
Lead Qualification
$3,500Claude scores every inquiry, drafts the follow-up, flags hot leads, and shows you the pipeline by agent.
Start here if follow-up is inconsistent.
Market Analysis
$3,500Upload comps and get a market report, pricing strategy, and client slides in minutes, not hours.
Start here if pricing is disputed.
Transaction Tracking
$3,000Every milestone and contingency in one project, with deadline flags and early alerts on appraisal, repair, and financing issues.
Start here if closings fail.
Scripts & Objections
$3,500Pre-call scripts, live coaching, call review, and a team library of 20 to 30+ objection scenarios.
Start here if turnover is high.
Investment
Choose your seat.Add your team for less.
One virtual training opens your world to your HI* in this AI moment.
*Human intelligence. Yours increases with these AI tools.
Individual Seat
- One person, full workshop
- All templates, project, and guides
- Full Q&A access
Biz Besties
Saves $594 versus three individual seats.
- Everything in the Individual Seat, per person
- Shared Cowork project for your whole team
- One 30-minute Game Plan Call with me
- Priority access to Phase 2
- Everyone leaves on the same page
Private Session
- For brokerages, offices, and employee resource groups
- On location or on Zoom, with custom timing, scope, and team size
- Travel included for in-person sessions
Start with the workshop.Add systems when you're ready.
Every Phase 2 package includes the workshop and your Game Plan Call.
| Package | Investment | Best for | Includes |
|---|---|---|---|
| Workshop Only | $697 / seat | Learning first | Workshop and all deliverables |
| Workshop + 1 System | $3,697 to $4,197 | Fixing the one issue that costs you most | Workshop, any one system, and a Game Plan Call. Live in 30 to 45 days. |
| Workshop + 2 Systems | $7,197 to $7,697 | Building momentum | Workshop, any two systems, and a Game Plan Call |
| Full Transformation Most popular | $14,197 or 4 payments of $3,549 | Going all in | Workshop, all four systems, a Game Plan Call, plus a bonus 4th month of support (a $2,500 value) |
| Monthly Retainer | $12,697 $697 + $3,000 / month x 4 | High-touch, gradual rollout | Workshop, one system per month, support beyond bi-weekly check-ins, and built-in iteration |
Systems are priced at $3,500 each, except Transaction Tracking at $3,000.
Not sure which to pick?
Your one-on-one Game Plan Call with me will map it out.
Your best hours belong with clients. Let Claude handle the rest.
Secure Your Seat
Your AI expert
Rose Kaz
Real estate runs in my family. My grandmother, mother, and sister have run the family real estate company, and I've been their tech advisor all along. I know what brokers and agents need from technology: fewer steps, fewer surprises, and records you can stand behind.
Today I'm a creative technologist and serial entrepreneur who builds practical systems with Claude. I founded Business 4 Good, a women-owned co-op marketplace, and created the #Tequity framework: technology as a tool of equity.
Claude works best when it knows your business. That's what we build.
New to Claude?
Tried Claude and got frustrated?Start with Teach Me How to Claude.
A 3.5-hour live build session to get Claude set up and running the way you work. Dates and seats are on its own page.
See Teach Me How to ClaudeQuestions
Before you register
Do I need a Claude account?
Yes, you'll build your project in Claude Cowork during the session, so set up your account before the workshop. You need a plan that includes Cowork.
I'm an agent. Is this for me?
Yes, the follow-up, listing copy, and transaction timeline templates are built for agents, and you'll set up the project in your own voice. You can join solo or bring teammates.
I'm a broker. What do I get?
You get a shared project your agents can use, a compliance check built around your MLS rules and written buyer agreements, and a rollout guide for your team. Biz Besties covers up to five people on one invoice.
I'm not a REALTOR member. Does this apply?
Yes. Your MLS rules and your state's requirements apply either way, and you'll build the compliance check around the rules that govern you. Confirm the details with your principal broker or attorney.
Does this work with my CRM?
Yes. Claude works alongside whatever CRM you use. You'll draft and organize your follow-up, listings, and timelines in your project, then bring the finished work into your CRM or email. Tell me which CRM your office uses and I'll cover how it fits.
Is there support after the workshop?
Yes. Workshop alumni can join a monthly live lab for 30 days after their session to bring their project and questions.
I've tried Claude before. Is this for me?
Yes, especially if you tried it and closed the tab. You won't start from a blank prompt, and you'll leave with a built project, templates, and instructions made for real estate.
Why Claude and not ChatGPT?
In the live demo you'll see the same real estate tasks done by both tools and judge the difference yourself. Cowork's memory and projects also keep your instructions and templates in one place, so your work stays consistent.
What's the refund policy?
All sales are final. We don't offer refunds, except in the case of an act of God. If something comes up, reach out and we'll do our best to move you to another cohort.
Can I expense this for my team?
Yes, training is a common business expense, and Biz Besties gives you one invoice for up to five people. Check with your accountant for your situation.
Is this legal advice?
No, the workshop teaches you to build a review process and organize your rules. Confirm final compliance decisions with your attorney and your MLS.
Next date: Nov 19
Build it once,use it every day.
Thirty seats per date keeps the room small enough for your questions.
Secure Your Seat