Mastering AI for Real Estate and Marketing
Jonathan Mast walks through practical, immediate ways mortgage professionals and real estate agents can use AI tools like ChatGPT to create content, save time, and outpace competitors. He shares a four-step prompting framework, tips for making AI sound like you, and how to use custom GPTs and perplexity.ai as a search tool. Best for LOs who've dabbled with AI but keep getting mediocre output.
Master the prompt, not the tool — one solid framework beats a library of pre-written prompts every time.
Takeaways you can run this week
- Use the Perfect Prompting Framework in every ChatGPT session: (1) Tell it who to be ('You are an expert mortgage advisor'), (2) give background context about you and your audience, (3) state your specific request, (4) add 'Before you write, ask me any clarifying questions you need.' This alone will cut revision time by 50%+.
- Go to 16personalities.com, take the free Myers-Briggs test, get your four-letter code (e.g., ENTP), then add 'Write in the tone and style of an [ENTP]' to any prompt. This gets AI output 80% of the way to sounding like you in under 10 minutes.
- Create a daily 20-minute content routine: ask ChatGPT to write a social media post on one question your clients ask frequently, then say 'Now write a voice-only short-form video script on the same topic.' Record it on your phone using that script, edit with CapCut or Caption, post to Instagram Reels, TikTok, YouTube Shorts, and your Google Business Profile. Do this for 90 consecutive days.
- Upload your past podcast transcripts, blog posts, or videos to ChatGPT and prompt it: 'Analyze this content and identify my tone, style, and recurring themes.' Use that analysis as part of your custom instructions so future outputs match your voice.
- Set up ChatGPT Custom Instructions with two fields: (1) What ChatGPT should know about you — your name, title, phone, email, NMLS, market, personality type; (2) How you want it to respond — add 'Use Hemingway Rules: be short, succinct, and simple' to reduce verbose AI-speak.
- Use Perplexity.ai (not ChatGPT) to fact-check any AI-generated stats, quotes, or market data before publishing. Perplexity is a live search engine that summarizes current web results; ChatGPT's knowledge cuts off roughly one year ago.
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GET FREE ACCESSThe playbook
- Step 1 — Tell it who to be: 'You are an expert [role] in [your market].'
- Step 2 — Give background: include your name, audience, specific belief or data point you want to convey.
- Step 3 — State the request clearly: specify format (social post, video script, email), platform, and goal.
- Step 4 — Add clarifying questions: 'Before you write, ask me any questions that would help you give a better response.'
- Step 5 — Review and refine: treat it like a collaboration; tell it what you don't like and ask for specific changes rather than starting over.
- Step 6 — Validate facts: paste any statistics or quotes into Perplexity.ai to confirm accuracy before publishing.
Worth quoting
“If you start using AI now, you're going to be that much further ahead of all of your competitors.”
“Once a day for 90 days, you will be so far ahead of your competition because nobody else is willing to give it that consistency.”
Best for
LOs who have tried ChatGPT once or twice, got generic output, and gave up — this episode gives them the exact framework to fix that immediately.