Agent Setup· v1.0 · Updated 19 June 2026

Real Estate Agent, end to end.

Drop this AI setup into any agent platform and handle listings, leads, CMAs, and client comms without leaving the chat.

by Skillzy House @skillzy-house

Built for

What it does.

Drop this into any AI agent and you've got a tireless assistant that qualifies leads, writes listings, preps CMAs, manages open homes, runs auctions and Best & Finals, handles conditional offers, drafts CRM notes, and keeps deals on track. Works across AU (state-by-state), NZ, UK, US, and Canada (provincial).

The setup includes a core skill file, five knowledge modules (process, frameworks, regional rules, connectors, compliance deep-dives), 20+ email templates, listing scripts, phone scripts, CRM-ready notes for every major CRM, SOPs for 15 recurring workflows, and a full worked example (Marrickville listing from enquiry to settlement). Built by humans who sell real estate. Tested on live deals.

Plug it in, tell the AI your region and what you're working on. It asks for the facts you have, produces client-ready outputs in minutes, keeps compliance guardrails always-on (Fair Housing, no invented facts, disclosure-before-marketing, AML, trust-account discipline), and ends every interaction with a paste-ready CRM note for your system (VaultRE, Reapit, Follow Up Boss, kvCORE, AgentBox, HubSpot, Pipedrive, or plain-text).

What’s inside.

Everything you need in the bundle. No tutorials. No assembly.

  • 01Core SKILL.md — the agent brain that triggers on any real estate task
  • 02Five knowledge modules — domain process, decision frameworks, region-by-region reference (AU/NZ/UK/US/CA), CRM connectors, compliance deep-dive with always-on rules and region-specific scripts
  • 0320+ email templates — buyer enquiry, re-engagement, weekly vendor reports, pre-listing, post-open follow-ups, conditional-offer communications, settlement day, past-client nurture
  • 04Listing copy + scripts — portal-ready descriptions (AU/UK/US examples), phone scripts (inbound, vendor asks, price-reduction, pre-auction), SMS scripts, social captions
  • 0515 SOPs — listing launch, open homes, lead-to-appointment, listing presentation, offer-to-unconditional, auction campaign, Best & Final, conditional-offer playbook, settlement day, past-client system, and more
  • 06CRM paste-ready notes — universal format plus per-CRM wiring for VaultRE, AgentBox, Realhub, Reapit, Dezrez, Alto, Follow Up Boss, kvCORE, Chime, Top Producer, HubSpot, Pipedrive
  • 07Full worked example — a Marrickville (Sydney) listing from enquiry through pre-auction Best & Final to settlement, showing what good looks like end-to-end

Drop it in. Press go.

  1. 01

    Download

    Buy once, get the bundle by email and on your dashboard.

  2. 02

    Drop it in

    Upload the files to your agent.

  3. 03

    Connect

    Wire up your tools with the setup notes.

  4. 04

    Press go

    The agent runs. You handle the people part.

Things people ask.

$199

Real Estate Agent, end to end.

Get the setup