The Real Estate AI Map · Brokerage Edition
Where AI fits in your brokerage.
Follow the deal through 9 stages. For each one: what AI can do today, where it’s heading, what stays with your people, and the compliance line you don’t want to cross.
The 3 phases
Most brokerages move through AI in the same order.
Skipping ahead is where the expensive mistakes happen.
Assist
Days 1 to 30
AI drafts, your people approve. Nothing reaches a client without a person looking at it.
Know
Days 31 to 60
Connect your contacts, deals and market data, so AI works on your clients instead of generic ones.
Act
Days 61 to 90
AI carries one task from start to finish. Your people supervise and handle the exceptions.
The 9 stages
Follow the deal, from recruiting to the referral.
Each stage on the map shows what AI can do now, what’s coming in the next 12 months, what stays human, and the guardrail. Here’s what AI can already do in each one.
Recruit and keep agents
Personal recruiting outreach, and answers to new agents’ policy questions at any hour.
Generate leads
Ads, social posts, newsletters and neighborhood pages built from your listings.
Respond and convert
Answers inquiries in seconds, books the appointment and routes it by your rules.
Nurture the sphere
Drafts check-ins and market updates, and tells the agent who to call today.
List and market
CMA drafts, listing copy, photo edits, virtual staging and flyers.
Buyer search and showings
Matches listings to what a buyer wants, summarizes each home and schedules showings.
Contract to close
Builds the deadline calendar, catches missing signatures and updates every party.
Commission and payout
Drafts the CDA and calculates splits, caps and fees for a person to approve.
Past clients and referrals
Post-closing follow-up, review requests and yearly home value updates.
General guidance, not legal advice. Confirm each guardrail with your attorney.
A note from Josh.
Every week I hear from a broker who has just been pitched another AI tool. So I put this map together to answer a simpler question than “which tool should I buy?” Where does AI actually fit in a brokerage today, and where doesn’t it?
The “stays human” column is the one I feel strongest about. Our agents aren’t going anywhere. The ones who use AI well will have more time for their clients, and the brokerages that help them do it are going to keep them. Josh Harley.
Editions
A map for every seat.
The Brokerage Edition is ready now. Team and Agent editions are on the way.
Brokerage Edition
Ready nowFor broker-owners and their leadership: the 9 stages, who usually owns each one, and the guardrails that apply everywhere.
See where your brokerage stands.
Take the free AI Readiness Scorecard. In about 5 minutes you’ll get your score across 6 areas, the 3 things to start on and a 90-day plan.