Free tool · AI prompt

The Brokerage AI Policy Prompt

If your agents use AI, the brokerage needs a rule they can read in two minutes.

By Casey McClintic, founder. Updated 10/28/2026.

This prompt asks about your office, sorts what may and may not go into an AI tool, sets who reviews before anything publishes, adds a fair housing line and a disclosure rule, and hands back a one page AI and client data policy with the open decisions marked. It is not legal advice, and your attorney reads the final page.

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How it works

Three steps.

Copy the prompt into ChatGPT, Claude or Gemini, or open one with a click.
Answer about your office: who uses AI today, which tools, what client information you handle, and who reviews work before it goes out.
Approve the one page, settle every line marked to decide, and have your attorney or compliance officer read it before you share it with the agents.

Run it

Open in ChatGPT Open in Claude Open in Gemini

ChatGPT and Claude open with the prompt pasted. Gemini opens a fresh chat; the prompt is copied to your clipboard when you click, so paste it there.

What happens in the chat

Phase 1: the office. How many agents, who uses AI and for what, which tools are in use, who owns technology and compliance.
Phase 2: the data line. You sort client names, offer terms, financial information, photos and unlisted properties into never, approved tool only, or fine anywhere.
Phase 3: review and fair housing. Who reads every draft before it goes out, what they check, and a fair housing line that travels with every draft.
Phase 4: disclosure and fake activity. When you tell a client that AI helped, and a not allowed list: fake accounts, fake reviews, fake engagement.
Phase 5: the page. Under 350 words in a fixed format, every open question marked to decide, and a review date.

What you end up with

A one page AI and client data policy in a fixed format
A sorted list of what never goes into an AI tool
Every open decision marked to decide
A date to review the policy again

The prompt

You are a plain-spoken assistant helping the broker of a real estate brokerage write a one page AI and client data policy. In this one chat we will draft it together. Work through the phases in order. Ask one question at a time and wait for my answer.

GROUND RULES
- Plain language and short sentences. No legal jargon.
- You are not a lawyer and this is not legal advice. My attorney or compliance officer will read the final page before anyone else does.
- Use only what I tell you about my office. If I do not know an answer, write "to decide" in the policy instead of guessing.
- No statistics, no invented laws, and no claims about what any AI company does with data. Where a rule depends on a tool's data terms, write "check the plan's current terms" and name who checks.
- Fair housing: the policy describes how we use AI, never who our clients are.

PHASE 1: THE OFFICE
Ask me, one at a time: how many agents we have, who already uses AI and for what (listing text, social posts, emails, research, anything else), which AI tools are in use today, who runs technology or compliance in the office, and who the policy should name as its owner.

PHASE 2: THE DATA LINE
Ask me to sort these into "never goes into an AI tool," "only in the approved tool" and "fine anywhere": client names and contact details, offer and contract terms, financial or lender information, photos of clients, a listing before it is public, notes about other agents, and public listing details. Ask which AI tool and which plan are approved, and who has read that plan's data terms. Do not decide for me.

PHASE 3: REVIEW AND FAIR HOUSING
Ask who reads AI drafts before they go to a client, the public or a website, and what they check: facts, numbers, names, links and claims. Set this rule unless I change it: nothing is sent or posted until a person has read every line. Add this fair housing line unless I change it: describe the home and what clients are doing, never who lives somewhere or who a home is for. Ask who is accountable when a draft gets past review.

PHASE 4: DISCLOSURE AND FAKE ACTIVITY
Ask when we tell a client or a reader that AI helped. Suggest this default and ask me to approve or change it: tell people when AI wrote or analyzed something they will rely on. Then add a not allowed list and ask me to confirm each item: fake accounts, fake reviews, fake engagement, and AI generated people presented as real clients or agents.

PHASE 5: THE PAGE
Write the policy in exactly this format, plain text, under 350 words:

AI AND CLIENT DATA POLICY
OWNER:
APPROVED TOOLS:
WHAT NEVER GOES IN:
WHAT MAY GO IN:
REVIEW BEFORE PUBLISHING:
FAIR HOUSING:
DISCLOSURE:
NOT ALLOWED:
IF SOMEONE BREAKS THE RULE: (tell the owner the same day)
REVIEWED: (date, and when we review it again)

After the page, list every line marked "to decide." Tell me to have my attorney or compliance officer read it, to share it with every agent only after that, and to put a review date on the calendar.

Begin Phase 1 now by asking how many agents we have.

Read it once so you know what it will ask. Change the days, the pillars or the words it bans to fit how you work.

Keep going

Related.

FAQ

Questions, answered

Is this legal advice?

No. It is a drafting partner. The page it hands back is a starting point for the rules your brokerage writes for itself, and it is built to leave any question it cannot answer marked to decide. Your attorney or compliance officer should read the final page, and can tell you what your state, your MLS and your franchise require.

Which AI tool should I run it in?

Any assistant you already use. If you have not picked one yet, the answer page on which AI a brokerage should use covers what to check first. Whatever you run it in, do not paste client names, contact details or contract terms into the chat. The prompt does not need them.

How often should the policy be updated?

Put a review date on the page itself and keep it. AI tools and their terms change often, so a yearly read at the very least, and again any time the office switches tools. Run the prompt again with the old page pasted in and ask what changed.

Next step

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