This guide empowers office leaders and staff to successfully integrate, manage, and champion the use of BrokerBot, your new AI Assistant. By following these strategies and role assignments, your team will maximize the value, compliance, and positive cultural impact of AI in your real estate operations.

Draft a written AI policy outlining acceptable use, privacy standards, and compliance expectations for BrokerBot and any AI tools. Ensure all staff review and acknowledge this policy during onboarding.

Remind staff that queries and conversations with other AI platforms (including ChatGPT) may be used for training and could be accessible to platform providers. Instruct agents to avoid sharing sensitive client data, personal information, or confidential deal details.

Important: BrokerBot does not share your data.

Reinforce that AI outputs are for guidance only and should not be treated as absolute fact. Always verify critical information, especially regarding contracts, legal advice, or compliance matters.

Warn agents that outbound AI-driven communication tools may not comply with the Telephone Consumer Protection Act (TCPA) or similar regulations. Prohibit the use of AI for mass texting/calling clients unless explicitly vetted for compliance.

Set a schedule for regular policy reviews and updates as the technology, office practices, and regulatory landscape evolve.

Share a practical weekly BrokerBot tip or use case in your office newsletter, email, or Slack channel to keep the team engaged and learning.

Host short, recurring training sessions or workshops. Include live demonstrations, Q&A, and invite agents to bring real-world scenarios for group problem-solving.

Highlight "BrokerBot Wins" at office meetings. Recognize team members who saved time, solved a problem, or improved client service using AI.

Identify and empower AI savvy agents or staff as "BrokerBot Champions." Encourage them to provide peer support, share best practices, and foster a collaborative AI learning environment.

Encourage open feedback on AI experiences, what worked, what didn't, and suggestions for improvement. Use this input to refine workflows and training. Remember, the BrokerBot Team always wants to hear your feedback as well.

The BrokerBot Team wants to hear about your success stories!

Share your success stories, favorite prompts, and feedback with [email protected].

Your success may help other BrokerBot users across the Nation!

Tip: Use these fun or professional role titles in internal communications to create engagement and clarity around responsibilities.

BrokerBot is about making everyone faster, smarter, and more efficient. Everyone's usage may be different. Encourage experimentation and learning.

BrokerBot is a powerful AI assistant - not a replacement for human expertise. Position BrokerBot as a "first stop" for information, but not the final word on complex or sensitive matters.

Provide written guides, prompts that have been found to be helpful, video walkthroughs, and live support opportunities (e.g. office hours or drop-in help sessions).

Track key adoption metrics (e.g., number of users, frequency of use, time saved, success stories) and share these wins with the team.

Continually adapt processes and training based on user feedback, technology updates, and evolving business models.

The leader's job isn't gone, it's just changed.

Your agents need your instructions and feedback about how to properly conduct comparable market analysis, and what other best practices look like in real estate. By teaching your agents those variables, they become empowered to collaborate more effectively with BrokerBot, which leads to faster, and better, results.

Start Trial. Conduct Training and Onboarding Appointment with Maximo ([email protected]) with office staff and leadership (30-45min). Assign roles.

Complete role-specific tasks (e.g. Librarian provisions Knowledge Center; The Wizard completes basic trainings in Training Center). Add whitelisted websites (e.g. local associations, assessor's office, company website, etc). Schedule your All-Agent Rollout with Maximo.

Conduct All-Agent rollout (typically conducted by the BrokerBot Team as a guest speaker) as a 20-30min showcase during company meeting. Can also be conducted as a standalone showcase event.

Debut first "AI Tips of the Week", schedule first "BrokerBot Class". Seek out power users and BrokerBot Champions.

The most successful AI implementations are those where people feel supported, informed, and inspired to innovate together.