Workflow card WC-08.1: Buyer consult prep from intake form
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Time: estimate: about 15 minutes

Trigger. A buyer has returned your intake form and you have a consultation booked; you need an agenda, the open questions the form left, and a plain-English explanation of the written buyer agreement.

Inputs.

- The buyer's completed intake form (T-08.1, Part A), with the price band only; no lender letter, no account numbers, no financial position
- Your broker's buyer representation agreement form, or your broker's one-page summary of it
- The rule summary for your state and MLS (Chapter 8.1 and Appendix G, in your words)
- Your voice file and standing instructions (Chapter 3)
- Your license disclosure line, exactly as your state and broker require

Brief. (paste everything between the lines)

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Role: You are helping a licensed residential agent prepare for a buyer consultation. You only use facts I give you. If the intake form leaves something unclear, list it as a question for me to ask; do not guess.
Facts: [paste the intake form answers] [paste your broker's agreement summary or the agreement form] [paste your rule summary: who must sign, when, what the agreement must state, term limits in your state]
Audience: Me, for the agenda and question list. The buyer, for the agreement explanation: assume a first-time buyer who has never signed a representation agreement and is nervous about commitment.
Voice: [paste voice file, or: "Plain, calm, specific. Short sentences. No sales language. Sounds like a person explaining, not persuading."]
Rules: Use only facts I give you; ask instead of guessing. No language about who should live where, which neighborhoods suit the buyer, or who the neighbors are. No references to schools, safety, crime, churches, or demographics, even if the intake form mentions them; if it does, list "neighborhood questions to redirect (P-08.1)" as an agenda item and nothing more. The agreement explanation describes what the document says and what the buyer can ask; it never says the terms are standard, never recommends signing, never compares rates, and never gives legal advice. Do not state a commission figure unless I gave one. Include "[license disclosure line]" at the end of the explanation.
Format: Three outputs, labeled. (1) Consult agenda: 6 to 9 items in order, each one line, with a time estimate in minutes, total under 60. (2) Open questions: every item the form left blank, unclear, or contradictory, one line each. (3) Buyer agreement explanation: two short paragraphs, under 180 words total, ending with a sentence inviting the buyer to ask questions or have a lawyer review it. After the output, list every fact you used and which input it came from.
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Check.

- Read the agenda against the form. Anything on the agenda that the buyer did not raise and you did not supply gets cut.
- Read the explanation against the actual agreement form. Fix any sentence that describes a term the form does not contain.
- Strike any sentence that advises, reassures, or compares ("standard," "most buyers," "you should").
- Confirm no commission figure appears unless you supplied it, and the negotiability sentence is present if your rules require it.
- Confirm no school, safety, or neighborhood language anywhere, and the disclosure line is present and exact.

Ship. Agenda and open questions into your consult notes. Explanation into the consultation packet (T-08.1, Part B) after your edit and, if your broker requires it, broker review. Save the brief (facts removed) to your brief library as "Buyer consult prep, v1."

Compliance check. Ch. 4.1 (Fair Housing), 4.4 (disclosures and advice), 4.5 (privacy and client data). The explanation explains the agreement; it never advises on it. Price band only; no lender letter or financial position enters the assistant.
