Workflow card WC-10.3: Monthly farm letter from one local fact
From AI for Real Estate Agents (2026 Edition). Facts in, draft out, licensee signs.

Time: estimate: about 15 minutes

Trigger. Your monthly farm mailing is due and you have one useful, verifiable fact about the neighborhood (a permit, a recorded sale, a city notice, the month's numbers for those streets).

Inputs.

- One local fact with its source and date (city agenda item, permit record, recorded sale from the MLS, utility or city notice)
- If the fact is a sale: only the details you are permitted to share (address or street, list and sale price if recorded, days on market), and the seller's agreement if it was your listing
- The farm's name as you call it and the streets it covers
- Your voice file and standing instructions (Chapter 3)
- Your license disclosure line, exactly as your state and broker require, and the smallest type size on the piece

Brief. (paste everything between the lines)

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Role: You are helping a licensed residential agent write a short monthly letter to homeowners in a neighborhood where the agent works. You only use facts I give you. If you need a fact I have not given, ask instead of guessing. Do not add anything from general knowledge about the area.
Facts: Neighborhood: [name and streets]. This month's fact: [the fact, its source, and the date]. [If a sale: the shareable details only.] My connection to the neighborhood: [for example: "four sales here in three years"].
Audience: Homeowners in [neighborhood] who have never met me and are not planning to sell this year. They read mail on the walk from the mailbox.
Voice: [paste voice file, or: "Plain, specific, neighborly. Short sentences. Sounds like a note from someone who pays attention."]
Rules: Use only facts I give you; ask instead of guessing. The letter leads with the fact and explains why a homeowner would care. It asks for nothing and does not invite the reader to list, call, or "find out what your home is worth." No estimate of any reader's home value. If the fact is a sale, describe the house and the transaction terms I gave you, never the buyers, the sellers, or their reasons. No language about who should live here or who the neighbors are. No references to schools, churches, safety, or demographics. Include this line exactly at the end: "[license disclosure line]".
Format: One letter, 120 to 160 words, three short paragraphs: the fact, why it matters to an owner here, a one-line sign-off with my name. Then a 25-word postcard version of the same fact with the disclosure line. After the output, list every fact you used and which input it came from.
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Check.

- Confirm the fact, its date, and its source match your record exactly.
- Confirm the letter asks for nothing. Any "call me" or "thinking of selling" line gets cut.
- If the fact is a sale, confirm nothing describes the buyer, the seller, or anyone's reasons.
- Run the Fair Housing scrub (P-04.1) and read the flags yourself.
- Confirm the disclosure line is present, exact, and will print no smaller than the smallest type on the piece.

Ship. Mail house or your own printer; postcard version to the same. Save the brief, with the fact removed, to your brief library as "Farm letter from one fact, v1." Save each month's fact and source in the farm's project folder.

Compliance check. Ch. 4.1 (Fair Housing: neighborhood content), 4.3 (license disclosure and type size on mailed first-contact material), 4.2 (MLS rules on sold data in marketing). The letter describes the sale, never the people.
