How has AI helped you? Not selling anything, just a discussion.

How has AI helped you? Not selling anything, just a discussion.

Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes

Most of us use AI to check out work, generate answers and general queries. 

I've been actively experimenting with a combination of creating a second brain of my RE work (e.g. deals, statuses, analysis etc) and utilizing AI to create systems for repeatable workflows (e.g. lead qualification, identifying properties that fit my clients' buy-boxes etc). 

imo, the second brain has been life-changing and has altered the way I work this profession (and even day to day life). The ability to have a corpus of information stored locally (and backed up to cloud) and then be able to instantaneously retrieve it by querying AI and further build on it has increased by productivity. More importantly, it has increased my vision of the kinds of additional value I can bring to my clients. 

It has helped me to front-load a lot of the checks, analysis and due diligence that I would have to otherwise do manually which really is the boring and mundane part of RE work so that I can focus on building relationship with my clients. 

I wonder if this has been your experience and if you have seen similar results. 

I'm interested to hear if you have experimented with AI beyond the standard query and built systems like the one I've described. And how has that impacted the way you work? 

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Investor · Get yourself trained before doing something inadvisable. · Member since 2024 · 3k+ posts · 1k+ votes
1w

I asked AI to give me the amount of principal paid on a loan of $428,231 that was paid on time for 81 months of a 30 year term at 7% interest it gave me an answer of of some $527,896 of PRINCIPAL paid. When I said "you're telling me that after 81 months, more was paid on the principal than originally existed - it recalculated and it said "good catch" AI said "I used the wrong formula and I had the minus sign placed in the wrong location.

I wanted to tell it to take the rest of the year off and go sit in a corner somewhere far from me.

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  • Investor · Get yourself trained before doing something inadvisable. · Member since 2024 · 3k+ posts · 1k+ votes
    1w

    I asked AI to give me the amount of principal paid on a loan of $428,231 that was paid on time for 81 months of a 30 year term at 7% interest it gave me an answer of of some $527,896 of PRINCIPAL paid. When I said "you're telling me that after 81 months, more was paid on the principal than originally existed - it recalculated and it said "good catch" AI said "I used the wrong formula and I had the minus sign placed in the wrong location.

    I wanted to tell it to take the rest of the year off and go sit in a corner somewhere far from me.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      1w
      Quote from @Ken M.:

      I asked AI to give me the amount of principal paid on a loan of $428,231 that was paid on time for 81 months of a 30 year term at 7% interest it gave me an answer of of some $527,896 of PRINCIPAL paid. When I said "you're telling me that after 81 months, more was paid on the principal than originally existed - it recalculated and it said "good catch" AI said "I used the wrong formula and I had the minus sign placed in the wrong location.

      I wanted to tell it to take the rest of the year off and go sit in a corner somewhere far from me.


      that's funny. what model was that? 

    • Investor · Get yourself trained before doing something inadvisable. · Member since 2024 · 3k+ posts · 1k+ votes
      1w
      Quote from @Adrian Teo:
      Quote from @Ken M.:

      I asked AI to give me the amount of principal paid on a loan of $428,231 that was paid on time for 81 months of a 30 year term at 7% interest it gave me an answer of of some $527,896 of PRINCIPAL paid. When I said "you're telling me that after 81 months, more was paid on the principal than originally existed - it recalculated and it said "good catch" AI said "I used the wrong formula and I had the minus sign placed in the wrong location.

      I wanted to tell it to take the rest of the year off and go sit in a corner somewhere far from me.


      that's funny. what model was that? 

      That was the free version of ChatGPT. It does warn me at the bottom in small print that

      "ChatGPT is AI and can make mistakes."

      I guess I should believe it, Lol

    • Technology · Dallas, TX · Member since 2022 · 449 posts · 288 votes
      6d

      Yea you gotta tell the AI to use a real math library and write code for calculations, it's never going to get the numbers right otherwise.

      BiggerPockets
  • Member since 2026 · 6 posts · 3 votes
    1w

    I’ve had a similar takeaway while building workflow systems for real estate. Having deals, follow-ups, tasks, and client information structured in one place makes a huge difference. The biggest benefit for me is reducing the mental load of remembering what needs attention next.

  • Adam TafelBusiness Member
    Real Estate Agent · St. Paul, MN · Member since 2017 · 570 posts · 393 votes
    1w

    It's been life changing for marketing and content creation. I can do super interesting data analysis and share with clients/other investors. It's also helped me get better at CMA's /estimating ARV. I can dump 3 years of sales in a particular sub market into Claude and get solid adjustment factors, my CMAs are very dialed-in.

    Upside Property Sales 4.9108 Reviews
    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      6d

      I agree. My MLS actually has an MCP server, which I can connect to and pull data just by speaking to Claude. And once I have that data, I run it through my own analysis system to do proper comms and estimated ARV. I also include the MLS URL so I can check the source information if I need to., A real time-saver.

  • Michael K GallagherBusiness Member
    Real Estate Agent · Columbus OH · Member since 2018 · 1k+ posts · 1k+ votes
    6d

    not too far into it, but mostly have used it to automate things like filling out templates, lease comparisons to LOI's as a check against my parameters, drafting invoices, and some basic data sorting we traditionally had to do manually to get it from our data supplier into our GIS system sitewise. Don't have it doing any kind of comms or anything, looking more to have it do the shiz that feels heavy to me to give me more mental capacity to get on the phone.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      6d

      what else feels heavy for you? if it's something i'm already doing, i can share about how i do it with AI.

  • Investor · IN · Member since 2019 · 35 posts · 24 votes
    6d

    It has helped the most for me in the legal process. I've been able to navigate the eviction process fully with AI's help all the way from noticing, to the possession hearing, to a successful judgement.

    I am a software engineer so I also build my own custom software, the coolest one I've built is for analyzing tax sales to find deals

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      6d

      i've also used AI once to help walk me through the planning of eviction process. but it was inevitable for me to engage an attorney through the legal process. AI helped me understand the process though so that was helpful.

      interesting use case for analyzing tax sales. are you using it for wholesaling?

  • Technology · Dallas, TX · Member since 2022 · 449 posts · 288 votes
    6d

    This is great! BTW we're adding AI tools to BiggerPockets to help with analysis and keeping track of your deals, among many other goodies. First among these is our MCP connectors so you don't even have to leave your Claude/ChatGPT, etc session in order to do research, run numbers, track deals, etc.

    BiggerPockets
    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      6d

      wow that's amazing. i didn't know BP has MCP connectors. I'll be checking it out this week. Thanks for the heads-up Aaron!

    • Technology · Dallas, TX · Member since 2022 · 449 posts · 288 votes
      6d

      Yea its been a huge push since the summer to make sure we're meeting investors where they're at with technology, and MCP seems to be one of those things.

      BiggerPockets
    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      6d

      Aaron, do i need to be a pro subscriber to use it?

    • Technology · Dallas, TX · Member since 2022 · 449 posts · 288 votes
      6d

      Not at all if you're just doing forums and search. Calculators do currently require Pro. And we've also added some Business-specific actions too to manage leads, etc.

      BiggerPockets
  • Investor · Milwaukee - Mequon, WI · Member since 2010 · 5k+ posts · 7k+ votes
    6d

    For anyone who is just asking questions: the real fun starts when you give AI relevant information in the form of documents, before asking a question. That's can be 4 or 400 pages worth of data: that's the context it uses to answer questions. It can do that much better than any human: I spoke with a commercial underwriter. His job is basically to go through 2 inches of paper with a highlighter and then say yay or nay. By the time he is on page 12 he has already forgotten what was on page 2. And 300 pages to go. AI is much better at that then the human brain. But you have to upload the context first, before you ask questions.

    For example, I have an AI project in Claude that knows everything about my YouTube channel, including the content and performance of every video, all the stats and metrics. It knows who watched, how long and when interest peaked. It finds patterns that you would never find as a human. And it is always considering all of that context for every answer. And based on that it helps me plan my next video.

    Another AI knows everything about my rental portfolio. When I bought a property, how it is financed, what it rents for, maintenance history and a lot more. Now I can ask how many water heaters I should budget for in 2027, which properties would be good candidates for a 1031 exchange and it helps me brainstorm my refinance strategy based on current interest rate trends - everything with the context of past rental performance.

    Automating routine tasks: Claude pulls all the MLS data for me every month, analyzes it and puts it in a report that looks like a team of analysts has worked on it for 2 weeks. And it just shows up on the first.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      AI layered on your data memory storage is a very powerful combo. It takes away a lot of the manual tasks so we can focus on what needs our real judgment.

  • Mark UpdegraffBusiness Member
    Real Estate Broker · Rochester, NY · Member since 2010 · 1k+ posts · 685 votes
    6d

    I’m increasingly using AI less as a writer and more as an operating layer.

    The biggest value for me is getting context across brokerage, property management, investment deals and projects into a place where I can ask, “What actually needs my attention today?” instead of reconstructing everything from inboxes, CRM notes and my own memory.

    We’re also experimenting with using it against MLS and operating data for first-pass analysis, follow-up systems and finding things that would otherwise fall through the cracks.

    The guardrail I keep coming back to: AI can organize, compare, calculate and flag. It shouldn’t quietly become the source of truth.

    MLS data, leases, accounting, contracts and what somebody actually sees at the property still win.

    To me the payoff isn’t replacing judgment. It’s removing enough clerical fog that I can spend more time using judgment.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      I really like your two terms "operating layer" and "removing enough clerical fog". Doing these manual referencing used to take up a lot of my attention and concentration. And when I'm finally prepped with the data I need, the level of concentration is just not optimal anymore.

    • Mark UpdegraffBusiness Member
      Real Estate Broker · Rochester, NY · Member since 2010 · 1k+ posts · 685 votes
      5d

      @Adrian Teo 

      Aaron — the Business-specific actions are the part I’m especially interested in.

      I’m building an AI layer across brokerage, property management and investment operations now. Are those actions limited to BP leads, or can the connector expose things like lead status, messages/notes and source so they can be reconciled against a CRM?

      I’m not trying to automate the relationship side. I’m mostly trying to stop context from falling between systems.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      4d

      Mark you might want to reply to Aaron's reply instead to get his attention.

  • Realtor · Boulder, CO · Member since 2016 · 3k+ posts · 5k+ votes
    5d

    I used it recently to counter an inspection objection from a buyer that was obviously written by AI (it was 40 pages long and full of errors). His AI-written objection said they should get a $60k seller concession for miscellaneous BS inspection items. He submitted it and explained to me that his AI said they could ask for up to $80k but he was being nice and only asking for $60k, lol. I told him that my AI said they should get $0 because I have a formal backup offer that is, cash, as-is, and for more than they had offered. My AI says your AI can pound sand, basically. They ultimately waived their ridiculous AI-generated inspection objection and continued to closing with $0 seller concessions. AI is a worthless waste of time, sometimes.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      Sorry to hear that Steve. It all boils down to DYOR. I think blatant reliance on AI is very risky. We can outsource the work only once we've understood the nuts and bolts behind it. Never outsource understanding.

    • Realtor · Boulder, CO · Member since 2016 · 3k+ posts · 5k+ votes
      4d

      Yeah I have worked with some younger clients recently who can’t seem to make even basic decisions without running everything through their AI. They come up with some real whacky stuff that way and waste everyone’s time. For example one was recently referencing real estate laws from other states thinking they applied to our situation. AI is fine as a second brain I suppose when used carefully for certain limited things, when always thoroughly fact-checked, but it’s important to remember how to use your actual brain to make actual decisions. Too many people think it’s a shortcut to actual knowledge about a subject and like to reference what they learned from AI as if it’s the Word Of God while making themselves look foolish because anyone who has a true understanding of the subject matter recognizes they are flat out wrong.

  • Simon W.Business Member
    Real Estate Consultant · Lehigh Valley PA & New York City · Member since 2013 · 1k+ posts · 657 votes
    5d

    I've always been in technology. In high school, I was taking courses in C++, Advanced C++, and CISCO. I went to Polytechnic University and studied Computer Science, but didn't want to continue with it and went with Accounting lol

    I noticed that Ai is only as good as the person can tell it to do what it wants. Even when I give clear instructions and repeated multiple times and place it in its memory, it will fail to do it properly. "My bad" is the answer I get when I caught it's mistake.

    It definitely helps sorting 400+ lines of transactions and 20 tab sheets.

    I treat ai more like an intern to do the mundane work.

    At the end of the day, the user will need to oversee everything and double check everything.

    Auto drafting emails, 100% of the time, I am editing them. I literally just stopped it completely auto drafting EVERY email I get, even to newsletter and credit card statements lol

    I respect the use of ai and it definitely help me with my time. I used to work about 90 hours a week, now I probably do like 60 hours a week.

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  • Member since 2026 · 31 posts · 6 votes
    5d

    I really like the “second brain” idea. I think that’s where AI gets much more interesting when it has your actual deal and client context to work with instead of just answering random questions. I’m curious though, how are you keeping that information updated as deals move along and client buy-boxes change? Is that something you’re doing manually or have you automated part of it?

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      Emmanuel, i created a system so that my deals are updated constantly with AI. the basic setup is i use claude code, linked to my telegram (i use telegram because they have free API access). so whenever i have an update to the deal/transaction, i update it via telegram and my AI is able to pick up those changes and record in the second brain. so it saves the most updated details in the wiki and future reads will always show the most updated status. importantly, make sure your system tracks historical changes. don't delete, archive instead.

  • Attorney · 10451 Mill Run Cir #755 Owings Mills, MD 21117 · Member since 2024 · 302 posts · 113 votes
    5d
    Quote from @Adrian Teo:

    Most of us use AI to check out work, generate answers and general queries. 

    I've been actively experimenting with a combination of creating a second brain of my RE work (e.g. deals, statuses, analysis etc) and utilizing AI to create systems for repeatable workflows (e.g. lead qualification, identifying properties that fit my clients' buy-boxes etc). 

    imo, the second brain has been life-changing and has altered the way I work this profession (and even day to day life). The ability to have a corpus of information stored locally (and backed up to cloud) and then be able to instantaneously retrieve it by querying AI and further build on it has increased by productivity. More importantly, it has increased my vision of the kinds of additional value I can bring to my clients. 

    It has helped me to front-load a lot of the checks, analysis and due diligence that I would have to otherwise do manually which really is the boring and mundane part of RE work so that I can focus on building relationship with my clients. 

    I wonder if this has been your experience and if you have seen similar results. 

    I'm interested to hear if you have experimented with AI beyond the standard query and built systems like the one I've described. And how has that impacted the way you work? 

    @Adrian Teo, I’ve found AI most useful when it helps me organize information and cut down the time I spend going back through emails, notes, documents, and different systems. When you have a lot of moving pieces, being able to pull the right information together quickly can make a big difference.

    The part I’m still very careful with is anything involving legal judgment, client information, contracts, or a final decision. I like using AI to help me find patterns, compare information, or give me a first draft, but I still want a real person reviewing the source documents and making the call. For me, the value is not replacing judgment. It is giving me more time to use it.

    I’d be glad to stay connected, @Adrian Teo. I like seeing how other real estate professionals are building these systems because I think the best use of AI is usually the work behind the scenes that gives us more time for clients and relationships.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      Totally agree on not relying on AI for anything that requires an actual professional to handle such as legal matters. AI can help you level-up and get a better sense of what the process or areas to look out for should be. but always defer to the actual licensed and qualified professional. i find that it levels up my knowledge and helps to bring new perspectives to the conversations with my service provider so i'm not always just leaving the call with a feeling that i don't quite understand what they are talking about!

  • Investor · Milwaukee - Mequon, WI · Member since 2010 · 5k+ posts · 7k+ votes
    5d

    I remember when I showed my mom how to use the internet. I don't want to be like my mom.

    97% of the US population us AI like Google. The rest of us has paid subscriptions, uses AI as a second brain, has an AI as chief of staff helping us with projects and priorities. I still feel I am on the bottom of the 3% compared to what some people have going on, but at least I am trying to keep up.

    The thing is, the more you use AI the more ideas you get, how to use AI. Every human you know what your abilities are. You know how much weight you can carry up the stairs. It takes a while to understand that you have now vastly expanded cognitive abilities. And then you need to figure out what that means and how to apply that.

    The smart phone put the worlds knowledge in our hand. The internet knows everything from engineering to medicine and economics. But that was hypothetical, because who has time to read the internet and retain all that? Well, now you have AI that is all of that - what are you going to do with that ability?

    It is actually a hard question to answer.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      5d

      great point. i think the whole point of technologies like AI is to help you be a better version of you. i'm constantly finding ways i can be of a better service to my clients. not trying to the save the world here, but just focused on my clients. so the question is really, how can AI help you alleviate the workload where you're spending too much time on today that could be better spent on providing greater value to your clients?

  • Member since 2026 · 1 post · 0 votes
    4d

    In my experience, AI has helped me to become significantly more productive. I have used it to develop strategies and create useful tools. I have not used it to fully optimize my workflows yet, but it has significantly raised my output. I have noticed that people who try to use AI without spending some time on the front end to learn how it works tend to get poor results.

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      4d

      agree with you on that. it's kinda like treating it as a new employee that you've got to learn their quirks and then importantly, train them. you don't go off asking a new employee a bunch of highly-specific domain-deep type questions... yet. you've got to train them, give guardrails, parameters etc. In my experience, it's the same with AI.

  • Real Estate Consultant · Germany · Member since 2026 · 7 posts · 2 votes
    3d

    What I find interesting here is that a lot of the value seems to come from getting repetitive work and information management out of your own head. For those of you using AI this way, what part of your business still depends on you personally more than you’d like?

    • Real Estate Agent · CA · Member since 2026 · 26 posts · 8 votes
      2d

      i think finding leads is still something that has to be done manually than relying on AI. AI voice has advanced in the past couple years but people still prefer to speak to an actual human than replying a bunch of qualifying questions from AI.

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