# AI for Real Estate Professionals (Self-Paced)

Canonical URL: <https://training-nyc.com/courses/ai-for-real-estate-professionals-self-paced>

## Overview

This self-paced course is written for people working in real estate, running from your first exchange with Claude through to a fully implemented system. Real estate examples and documents give you a place to practice prompting, Projects, Artifacts, and tool integrations.

Listing descriptions, market analysis narratives, client communications, marketing content, neighborhood research, and transaction documentation all form part of the work. You'll connect Claude to the tools already in your routine, including Google Drive, Gmail, Excel, and PowerPoint. By the end you'll have a Claude system of your own and a finished capstone listing-to-close content package.

## What you'll learn

- Write prompts with a clear structure so writing, analysis, summarization, and research produce accurate, dependable results
- Set up Projects, Artifacts, Styles, and Memory so the resulting Claude workflow is yours and suits how you work
- Investigate advanced prompting techniques such as role-based prompting, chain-of-thought reasoning, and the You Ask Me method
- Join Claude to workplace tools that are already part of your routine, such as Google Drive, Gmail, Excel, and PowerPoint
- Take on the real estate tasks with the most weight, among them listing descriptions, market analysis narratives, client communications, marketing content, and transaction documentation
- Construct a full real estate Claude system and leave with a capstone listing-to-close content package that is usable from the first day

## Curriculum

#### Module 1: Getting Started with Claude AI

- Explain how Claude works in plain language and identify the model tiers, plans, and interface
- Understand the context window, how Claude processes information, and when to start new conversations
- Practice your first Claude conversation using a real estate-specific prompt
- Identify what Claude does well, what it doesn’t, and when human judgment is essential

#### Module 2: Prompting Fundamentals

- Apply the five-part prompt framework: context, task, format, constraints, and examples
- Write effective prompts across five use cases: writing, summarization, analysis, research, and creative problem-solving
- Recognize and fix common prompting mistakes that produce vague or unusable output
- Practice prompting with real estate scenarios: writing a compelling listing description, summarizing a comparative market analysis, and drafting a buyer consultation follow-up email

#### Module 3: Working with Files & Documents

- Upload and analyze images, PDFs, spreadsheets, and documents directly in Claude
- Use Claude to extract, compare, and summarize information from uploaded files
- Work with real estate-specific file types: MLS data exports, property photos, CMA reports, transaction checklists, and marketing flyers
- Complete a hands-on document analysis exercise using provided real estate sample files

#### Module 4: Projects & Knowledge Bases

- Explain how Projects use custom instructions and knowledge bases to organize ongoing work
- Write effective Project instructions that encode your role, audience, format preferences, and rules
- Upload reference documents and understand how RAG retrieves relevant content
- Create a real estate Project for an active listing or buyer representation using provided sample documents, property details, and templates

#### Module 5: Artifacts, Styles, Memory & Usage Management

- Create reusable deliverables with Artifacts and edit them directly or through conversation
- Build custom Styles that match your professional communication voice
- Configure Memory to retain key context about you and your work across conversations
- Apply usage management techniques to extend your plan value

#### Module 6: Introduction to Claude Cowork

- Explain what Cowork is and how it differs from the claude.ai chat interface
- Read, write, and manage files from your desktop environment
- Configure guardrails, file permissions, and network settings for safe use
- Understand prompt injection risks and how to protect against them

#### Module 7: Advanced Prompting & AI Tool Selection

- Use role-based prompting, chain-of-thought reasoning, and multi-step workflows
- Apply Extended Thinking, web search, and the You Ask Me technique for complex tasks
- Compare Claude with ChatGPT, Copilot, and Gemini to choose the right tool for each task
- Practice advanced prompting with real estate scenarios: creating a neighborhood guide from web research, building a multi-touch seller prospecting sequence, and preparing a market trends presentation for a listing appointment

#### Module 8: Context System, Connectors & Integrations

- Build foundational context files and set Global Instructions that apply to every Cowork session
- Connect Claude to Slack, Google Drive, Gmail, and other workplace tools
- Use Claude natively in Excel and PowerPoint with the Office add-ins
- Configure your context system and connections for real estate workflows, including market data analysis in Excel and listing presentations in PowerPoint

#### Module 9: AI for Real Estate — Core Workflows

- Use Claude to write listing descriptions that highlight property features, neighborhood appeal, and buyer-relevant details in your brand voice
- Produce comparative market analysis narratives, pricing strategy recommendations, and market trend summaries from MLS data
- Build client communication sequences: buyer nurture emails, seller update cadences, post-closing follow-up, and referral requests
- Create marketing content: property flyers, social media posts, neighborhood guides, open house materials, and agent bio copy
- Complete a hands-on lab producing a multi-document real estate content package

#### Module 10: Capstone — Build Your Real Estate Claude System

- Audit your real estate tasks and identify the highest-value opportunities for Claude assistance
- Configure a personalized real estate Claude system: Projects, context files, Styles, and connected tools
- Run a complete listing-to-close workflow: listing description, CMA narrative, marketing flyer, buyer follow-up sequence, and client closing communication
- Create a Week 1 action plan for applying what you’ve learned to your real estate business

## FAQ

### Who is the target audience for this course?

This course was written with Real Estate Agents, Brokers, and Property Managers in mind. Marketing professionals, Transaction Coordinators, and team leads are also well served. You will not need any background in AI to get started, though real estate experience is expected.

### Is this course open to beginners?

Yes, this course is open to beginners. Students must be comfortable using a computer. No other prior knowledge is required.

### Do you offer payment plans or student financing for this course?

This course does not qualify for payment plans or student financing. See our Payment Plan FAQ to find related programs that qualify.

### What is the cancellation and refund policy for this single course?

For this course, you are entitled to a 90% refund (your payment less the nonrefundable 10% registration fee) within 30 days of purchase if you have not accessed the course materials.

### What’s included with my tuition?

A hands-on learning experience working on projects and exercises, which is proven to boost comprehension, retention, and engagement Expert instructors who are industry professionals and experienced educators that are driven to help you succeed Expert support with answers to your questions from real instructors throughout your learning journey Top-notch curricula that have been tried and tested over many years and are consistently improved for an optimal learning experience 30-day access to class recordings to review material at your own pace A certificate of completion to verify your accomplishment The prestige of completing an accredited program recognized in the industry

### Are there any additional fees or expenses?

There are no extra fees or taxes for our courses. The price you see on this page is the maximum you’ll pay us. However, you may need to obtain required software. We’ll help you get set up with a free trial of paid software prior to the class. Most of our coding classes utilize freely-available open-source software. For most of our design and motion graphics courses, we will help you get set up with a free trial of Adobe Creative Cloud. If you attend the course in-person, we will have a computer already set up for you with all of the required software for no additional cost.

### Do you offer any discounts for this course?

We don’t currently offer discounts as we do our best to affordably price our courses.

## Pricing

**Tuition:** $899
