Beach Loop Realty — AI Prompt Guide
A step-by-step guide for running AI-powered CMA and Market Update reports with Claude — for sellers or buyers.
Do This First
One-Time Setup
Before you run your first report — takes 5 minutes
1
Sign up for Claude Pro
Go to claude.ai and sign in or create an account. Sign up for the Claude Pro plan — memory and integrations require a paid account.
2
Connect Gmail and Google Calendar
- Open any Claude conversation and click the + button in the lower left of the chat window
- Select Connectors from the menu
- Find Gmail and Google Calendar and click Connect on each
- Authorize access through your existing Google account login
- This lets Claude find your SentriLock showing emails and Calendar feedback automatically — no manual entry needed (used for seller market updates)
3
Let Claude learn your name and number
You do not need to go into any settings for this. The first time you use either prompt, Claude will ask for your name and cell number if it does not already know them. Once you answer, Claude will remember it in every future conversation automatically.
That's it for setup. From here on, open a new Claude conversation, upload your documents, paste the prompt, and start talking. Claude will guide you through every step — and ask if it needs anything before building the report.
Keep confidential information out of Claude. Do not upload or type Social Security numbers, bank or credit card numbers, driver's license or passport numbers, passwords, or other private financial or identity information. Reports do not need any of it. If a document you want to upload contains this kind of information (a tax record, for example), black it out or remove that page first.
What Claude asks first, every time. Both prompts start with two quick questions: Are we representing the seller or the buyer? and Do you want charts included? Your answers decide which version of the report you get. Every report includes one page of comp photos (up to 8) and is delivered as a PDF that is ready to print. Seller reports run September 1 through the end of February also include a Why Timing Matters section built from your Market Trend Report. The "wait until after the holidays?" comparison is added only on reports run between September 1 and December 15. From March 1 through August 31, the section is left out.
CMA — Seller or Buyer
Prompt 1 — CMA
Use this BEFORE you list or BEFORE your buyer makes an offer — Seller: a data-driven price recommendation for your listing consultation. Buyer: a value analysis and offer range for a property your buyer is considering.
Step 1 — Upload These Documents
- County tax record (pull from the assessor's website or MLS) — Claude uses it for property facts only, never to set price
- RMLS comp report in Agent Full format — run it broad: solds, actives, pendings, and expireds. Don't pre-filter. Claude will help narrow it down. Keep the photos in the report — Claude pulls the comp photos from it.
- 12-month RMLS Market Trend Report for the property's city — new listings, pending, and sold by month. Claude uses it for the market summary and, on seller reports, the timing section.
- Any prior or expired listing history for this property — pull from the History tab in RMLS and upload those listing sheets
- Optional: a photo of the subject property, if you want it on the photo page
Reminder — no confidential information. Do not upload or type Social Security numbers, bank or credit card numbers, driver's license or passport numbers, or passwords. Black out or remove that information from any document before you upload it.
Tip — run your comps wide and prioritize quality over quantity. Upload solds, actives, pendings, and expireds — don't pre-filter. The sold comp target is ideally 3–6, but 2 or 3 strong comps beat several weak ones every time. Actives and pendings show what buyers are comparing the property against right now. Expireds show where the market said no. Claude will organize everything and ask you questions before finalizing. Your local knowledge — road noise, views, condition differences, seller concessions — is what makes the analysis meaningful.
Step 2 — Tell Claude About the Property
You don't fill out a form. Just talk to Claude the way you'd describe the property to another agent. Cover these topics:
Address and general locationGarage, outbuildings, shopBeds, baths, square footage (and the source)Lot size, acreage, land featuresYear built and overall conditionWater and sewer typeUpdates or improvements and whenZoningWhat adds valueKnown drawbacksFinancing limitationsAnything else worth knowing
Step 3 — Copy This Prompt and Paste It Into Claude
Click the button to copy the full prompt, then paste it into Claude after your property description. Claude will ask whether the report is for the seller or the buyer, and whether to include charts.
✓ Copied to clipboard
Step 4 — Work With Claude
Claude will walk you through each step. It will:
- Ask for your name and cell number if it doesn't already have them — then remember them going forward
- Ask whether you represent the seller or the buyer, and whether you want charts
- Confirm what documents it received and flag anything missing — and ask throughout if something would help
- Select the best sold comps — ideally 3–6, quality over quantity — and include actives, pendings, and expireds as context
- Ask you about any comps it is uncertain about before finalizing
- Build a comp table grouped by status with $/sq ft and lot size in every row
- Run an accuracy check twice before writing anything
- Seller: give you a price range — low, recommended, and high starting price. Buyer: give you an offer range — low offer, recommended offer, and maximum value
- Seller reports run September 1 – end of February only: add a Why Timing Matters section from your Market Trend Report, including the "waiting until spring?" comparison from the October sales meeting. The "wait until after the holidays?" comparison is added only on reports run September 1 – December 15. From March 1 – August 31, this section is left out.
- Add up to two simple charts if you asked for them — the comp price per square foot chart, plus the monthly new listings, pending, and sold chart on seller reports run September 1 – end of February
- Add one page of comp photos (up to 8) pulled from your RMLS report
- Write a clean, print-ready report with BLR brand colors applied
- Deliver the finished report as a PDF, ready to print
Check the report before you share it. Make sure the comp table is there, $/sq ft and lot size are filled in every row, the price or offer range shows three numbers — not just one — and every comp has its photo. If anything is missing, just ask Claude to fix it.
Market Update — Seller or Buyer
Prompt 2 — Market Update
Use this AFTER a property has been on the market — Seller: an update for a listing that hasn't sold. Buyer: an update on a listed property your buyer is considering, showing the price history, days on market, and what it means for negotiating.
Step 1 — Upload These Documents
- Original listing sheet from when the property went live
- Updated RMLS comp report in Agent Full format — run it fresh today, broad parameters, all statuses. Keep the photos in the report — Claude pulls the comp photos from it.
- MLS history report for the property — shows all price changes, days on market, and any prior listing activity
- Any prior or expired listing sheets for this property from the RMLS History tab
- 12-month RMLS Market Trend Report for the property's city — new listings, pending, and sold by month. Claude uses it for the market conditions and, on seller reports, the timing section.
- Optional: a photo of the subject property, if you want it on the photo page
Reminder — no confidential information. Do not upload or type Social Security numbers, bank or credit card numbers, driver's license or passport numbers, or passwords. Black out or remove that information from any document before you upload it.
Seller updates only — showings can be found automatically. If you use a SentriLock lockbox, Claude can pull your showing dates directly from the notification emails in your Gmail inbox. If you also log showing appointments in Google Calendar and paste feedback from the showing agent into the appointment description, Claude will pull that too — no manual entry needed. Just make sure Gmail and Google Calendar are connected in your setup. Buyer updates skip this step.
Step 2 — Tell Claude the Story
This is a conversation — not a form. Seller: tell Claude what has happened with this listing. Buyer: tell Claude what your buyer wants and what you know about the property. Cover:
Original list date and priceMarketing completed (seller)Current price and any reductionsNew nearby listingsTotal showings and feedback (seller)Inspection issuesSeller flexibility, or buyer goals and budgetAnything else that has changed
Tip — the Marketing Commitment checklist (seller updates). You have three options: describe what marketing has been done in your conversation and Claude will summarize it in the report. Or upload your completed Marketing Commitment to Sellers checklist as a document — Claude will read it and pull the key items into the report. Or skip it in the report entirely and attach the checklist to your seller email as a separate document. Any of these works — pick what fits your workflow.
Step 3 — Copy This Prompt and Paste It Into Claude
Click the button to copy the full prompt, then paste it into Claude after your summary. Claude will ask whether the report is for the seller or the buyer, and whether to include charts.
✓ Copied to clipboard
Step 4 — Work With Claude
Claude will:
- Ask for your name and cell number if it doesn't already have them — then remember them going forward
- Ask whether you represent the seller or the buyer, and whether you want charts
- Confirm what it received. Seller: search Gmail and Calendar for showing activity. Both: flag anything missing
- Seller: count each unique showing date as one confirmed showing — SentriLock sends multiple notifications per visit and Claude knows how to handle that
- Identify comps new since the list date — those carry the most weight
- Flag whether a dual comp test is warranted — and ask you before running two tables
- Build an updated comp table grouped by status with $/sq ft and lot size in every row
- Run an accuracy check twice before writing anything
- Assess whether the current price is still supported by the market
- Seller: give you an updated range — low, recommended, high starting price. Buyer: low offer, recommended offer, maximum value
- Seller reports run September 1 – end of February only: add a Why Timing Matters section from your Market Trend Report, including the "waiting until spring?" comparison from the October sales meeting. The "wait until after the holidays?" comparison is added only on reports run September 1 – December 15. From March 1 – August 31, this section is left out.
- Add up to two simple charts if you asked for them — the comp price per square foot chart, plus the monthly new listings, pending, and sold chart on seller reports run September 1 – end of February
- Add one page of comp photos (up to 8) pulled from your RMLS report
- Write a clean, print-ready report with BLR brand colors applied
- Deliver the finished report as a PDF, ready to print
The tone should be direct, not apologetic. Claude is built to present data and let the client make the choice. The report will not push a number or soften bad news — it will show the facts. If it sounds too soft, just tell Claude to be more direct.