Template T-02.2: Brief library folder structure and naming
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Set this up once, before you save your first brief. A folder of text files, a notes app, or your assistant's projects feature all work. What matters is that every saved brief has its facts stripped, lives in one of six folders, and is named by the rule below.

The six folders

- Listings. Fact intake, listing copy, copy refresh, agent remarks, pricing narrative, open house follow-up.
- Buyers. Consultation prep, tour follow-up, document summaries, offer comparison format.
- Leads. First response, nurture touches, re-engagement, handoff notes.
- Sphere. Market update, newsletter, anniversary and milestone notes, review requests.
- Transactions. Milestone emails, date tracker, closing checklist, post-close follow-up.
- Compliance. Fair Housing scrub (P-04.1), self-check pass (WC-02.2), pre-publish checklist (T-04.1), altered-photo captions (T-04.2).

The naming rule

[What it does], [how many outputs], v[number]

- "Listing copy, 4 formats, v2"
- "Buyer tour follow-up, 1 email, v1"
- "Seller weekly update, 1 email, v4"
- "Fair Housing scrub, 1 report, v1"

Version rule. When a brief changes, save a new version. Never overwrite. The first line inside every file is a change note: "v2: added MLS banned-content list to Rules." Keep the two most recent versions; archive the rest in a subfolder named Archive.

Strip before saving. Every property fact, address, client name, price, date, and transaction number comes out of the Facts section. Replace it with a placeholder that says what to paste: "[paste verified feature list]." The test: a colleague could read the saved file and learn nothing about any client.

Setup checklist

[ ] Six folders created (Listings, Buyers, Leads, Sphere, Transactions, Compliance)
[ ] One Archive subfolder inside each
[ ] First three briefs from this chapter's Your Turn filed and named by the rule
[ ] Compliance folder holds P-04.1 and WC-02.2 before any other brief ships
[ ] Library location written into your standing instructions (Chapter 3) so you can find it from any chat
