5 AI Prompts Every CRE Agent Should Be Using to Work Smarter
Commercial real estate is still a relationship business—but in 2025, speed, accuracy, and client experience are what set top brokers apart. AI can’t replace your expertise, but it can absolutely extend it. With the right prompts, tools like ChatGPT can act as your virtual assistant, helping you save time, impress clients, and win more business.
Here are 5 AI prompts every CRE agent should try to level up their workflow:
1. “Summarize this listing page into a market survey row with rent, size, availability, and highlights.”
💡 Use when building market surveys faster
Instead of manually copying and pasting key data from every listing site, let AI extract and format it for you. Paste a link or listing description into a prompt like this, and AI can summarize key info into a clean table row you can plug right into your survey.
Prompt Example:
“Here’s a listing description from [site]. Summarize it into a table row with these columns: Building Name, Address, RSF, Asking Rent, Availability Date, and Key Features.”
2. “Write a client-ready summary of this site tour with pros/cons for each option and a recommendation.”
💡 Use after tours to show value and save time
Site tours are your moment to shine—but following up with a clear, structured summary shows real professionalism. AI can turn your notes into a polished recap in seconds, including pros/cons and a recommended next step for your client.
Prompt Example:
“Here are my notes from a site tour of 3 properties. Write a client-facing email summarizing each option with pros/cons and a recommendation based on the client’s goals.”
3. “Draft a LinkedIn post sharing this new deal we closed, highlighting how we solved the client’s challenge.”
💡 Use to boost your online presence
Many brokers close deals but miss the opportunity to market themselves. AI can quickly help you turn closed deals into thoughtful, professional LinkedIn posts that build your brand and generate inbound leads.
Prompt Example:
“I just helped a fintech client secure 12,000 SF in SoMa after a 3-month search. Draft a LinkedIn post that highlights the client’s problem, how we solved it, and includes a call to action.”
4. “Create a short email to check in with a prospect who ghosted me after a tour last month.”
💡 Use to revive cold leads with less friction
Follow-ups can be awkward—but AI helps you stay persistent without sounding pushy. Use it to reword your outreach in a more natural, client-friendly tone.
Prompt Example:
“I toured space with a client 4 weeks ago and haven’t heard back. Write a short, casual check-in email that reminds them I’m here to help and invites a quick response.”
5. “Give me 3 ways to explain the value of working with a tenant rep broker to a startup founder who’s never leased space.”
💡 Use to educate and convert first-time clients
Startups and first-time tenants often don’t understand why they need a broker. Use AI to brainstorm simple, persuasive ways to explain your value in plain English.
Prompt Example:
“Act like a CRE broker. Give me 3 ways to explain to a startup founder why they should work with a tenant rep broker, even if they think they can find space themselves.”
ChatGPT or any other AI can’t close deals—you do. But with the right prompts, this emerging technology can shave hours off your weekly workload, make you look more polished, and help you deliver an experience your clients won’t forget. Try a few of these prompts this week & see how much time you can save.
With TransactIQ a Deal Management Platform designed to help CRE teams work better together, you can store lease documents, build digital surveys and tourbooks and much more. Learn more about the power of digital deal flow and get started today.
