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    Free Starter Guide for Realtors

    Build Your Realtor Claude Content Project

    How to set up your own AI-powered content workspace in Claude — organized, on-brand, and ready to use.

    This guide walks you through setting up a Claude Project for your real estate business. You will learn how to create a simple agent configuration file, write your project instructions, and use starter prompts to begin creating content that sounds like you.

    Watch the Class

    Lofty + Claude for Realtors class thumbnail
    Full Recording

    Lofty + Claude for Realtors: Build Your Own AI Content Project

    Wed April 15, 2026 · AMA Session

    Watch Full Recording

    Free access — join the Most Referred Expert Community

    Sound familiar?

    Jim Armstrong · Realtor, Massachusetts

    "I'm one of the agents who just dove into it without creating any projects or anything."

    Katie Van Nes · Lofty Coach

    "And what was your experience like?"

    Jim Armstrong

    "It worked okay. But there's a lot of tweaking I have to do every time I want to do something. This is going to make it much easier."

    From the April 15, 2026 Lofty Master Class AMA — watch the full session in the community.

    Section 1

    What is a Claude Project?

    A Claude Project is a dedicated workspace inside Claude.ai that stays organized around a specific purpose. Instead of starting a new conversation from scratch every time, a Project lets you store a description, a set of instructions, and supporting files so Claude understands your business every time you start a new chat.

    For Realtors, this means Claude can know your market, your audience, your tone, and your content goals before you type a single prompt.

    The key idea

    A Claude Project is how you brief Claude like a professional. The better your setup, the better your output — on the very first try.

    Section 2

    How to create your project

    1. 1

      Go to Claude.ai and sign in. A free or paid account works. Claude Pro is recommended for ongoing content work.

    2. 2

      Click Projects in the left sidebar, then New Project. Name it something like: My Real Estate Content Project.

    3. 3

      Write a short project description — a one-paragraph overview of who you are, what market you serve, and what tone Claude should follow.

    4. 4

      Add your project instructions and upload your config file. The config file is a simple document you create once — it becomes Claude's reference point for everything about your business.

    Section 3

    Build your agent config file

    Your agent config file is a simple document that tells Claude everything it needs to know about your business. Fill out each section below to build yours.

    Basic Identity

    • Full name
    • Business/brand name
    • Brokerage
    • City and region
    • Website URL
    • Active social platforms

    Geographic Focus

    • Primary cities or neighborhoods
    • Areas to be known for
    • City vs region focus
    • Areas to exclude

    Ideal Clients

    • Client types (buyers, sellers, investors, downsizers, relocators, first-time buyers, families, seniors, luxury)
    • Top client problems
    • Most common client questions

    Services and Specialties

    • What you are known for
    • Property types
    • Signature process
    • What makes you different

    Brand Voice

    • Tone description
    • Words/phrases to use
    • Words/phrases to avoid

    Content Goals

    • Content types needed (blogs, community guides, buyer guides, seller guides, FAQs, social captions, email newsletters, website copy, video outlines)
    • Current priorities

    Calls to Action

    • What readers should do (book a call, request valuation, register, download guide, follow on social)
    • Lead magnet or offer
    • Preferred contact method

    Proof and Credibility

    • Years of experience
    • Review/testimonial themes
    • Local roots or ties
    • Awards/certifications/niche expertise

    Config file template

    # Agent Configuration File
    
    ## Agent Identity
    - Full Name:
    - Brand Name:
    - Brokerage:
    - Website:
    - Primary Market:
    - Secondary Markets:
    - Active Social Platforms:
    
    ## Ideal Clients
    - Primary Audience:
    - Secondary Audience:
    - Common Client Problems:
    - Main Questions Clients Ask:
    
    ## Services & Specialties
    - Core Services:
    - Property Types:
    - Niche Expertise:
    - Unique Selling Points:
    
    ## Brand Voice
    - Tone:
    - Writing Style:
    - Words/Phrases to Use:
    - Words/Phrases to Avoid:
    
    ## Content Priorities
    - Main Content Types Needed:
    - Top 5 Topics to Focus On:
    - Topics to Avoid:
    
    ## Calls to Action
    - Primary CTA:
    - Secondary CTA:
    - Lead Magnet or Offer:
    - Contact Method Preferred:
    
    ## Local Focus
    - Neighborhoods/Communities to Highlight:
    - Landmarks, Lifestyle Features, Local Themes:
    - Local Strengths to Emphasize:
    
    ## Proof & Credibility
    - Years of Experience:
    - Certifications:
    - Review/Testimonial Themes:
    - Personal Story or Background:

    Tip: Save your config file as a .md or .txt file and upload it directly to your Claude Project. Update it any time your business or goals change.

    Bonus Download

    Your Realtor Agent Brief

    Your Agent Config File tells Claude about your business. Your Agent Brief tells Claude how to think and write when working with you. Use both together in your Claude Project for the best results.

    • Your writing tone and style preferences
    • Words and phrases Claude should never use
    • How to handle unverified local data
    • Fair Housing guardrails built in
    Download Agent Brief

    Upload this to your Claude Project alongside your Agent Config File

    Section 4

    Write your project instructions

    Project instructions are added directly in your Project settings. They tell Claude what this project is for and how to handle every request. Below is a starter template you can copy and paste directly into your Claude Project.

    This project is for helping me create real estate content for my business. Use my agent configuration file as the main source of truth for my market, audience, tone, services, and content priorities.
    
    When creating content:
    - Write in a clear, helpful, professional, and human tone
    - Prioritize useful content over generic marketing language
    - Keep the writing relevant to my local market and ideal clients
    - Focus on education, clarity, and building trust
    - Avoid sounding robotic, exaggerated, or full of clichés
    - Match the tone and style described in my config file
    - Tailor content to my target audience and geographic area
    - Do not make up facts about neighborhoods, schools, or market conditions — ask me to confirm local details when needed
    - Always follow Fair Housing principles — never describe neighborhoods using language tied to protected classes, avoid any steering language, and flag any phrase that could be interpreted as discriminatory before including it
    - Ask clarifying questions only when necessary

    A note on Fair Housing compliance

    Claude can help you create content efficiently, but you are always the responsible party before anything is published. Review every piece of AI-generated content for Fair Housing compliance before it goes live. Be especially careful with neighborhood descriptions, lifestyle language, and any phrasing that could reference protected classes.

    Section 5

    Your starter prompts

    Copy any of these prompts into your Claude Project to get started right away.

    1

    Build your config file through guided questions

    "Help me create a Realtor agent configuration file for a Claude Project. Ask me the questions one section at a time so I can build a strong profile for content creation, website copy, blog posts, FAQs, and social media."

    2

    Turn your answers into a formatted config document

    "Using my answers, create a clean and well-organized Realtor agent configuration file in markdown format. Make it easy to reuse inside a Claude Project."

    3

    Generate your project description

    "Based on my agent configuration file, write a short Claude Project description explaining who I am, what market I serve, what type of content I want help creating, and what tone and style should be followed."

    4

    Generate your project instructions

    "Based on my agent configuration file, create a simple set of project instructions for Claude so it can help me write content for my real estate business. Keep the instructions practical, clear, and beginner-friendly."

    5

    Identify your best content pillars

    "Based on my market, ideal clients, services, and specialties, help me identify 5 to 8 content pillars I should focus on for my real estate website, blog, and social media."

    6

    Build a starter content plan

    "Using my agent configuration file, create a starter content plan with blog post ideas, FAQ topics, social media topics, and website page suggestions tailored to my market and audience."

    7

    Create a buyer and seller topic list

    "Based on my business and audience, create a list of common buyer and seller questions I should answer through blog content, FAQ pages, and social posts."

    8

    Create a local content map

    "Based on my target market, suggest community guide topics, neighborhood spotlights, relocation topics, local lifestyle content, and real estate questions that would make sense for my business."

    Section 6

    What you walk away with

    At the end of this process, you should have:

    • Your Claude Project named and ready
    • A short, clear project description
    • Basic project instructions added to your settings
    • Your completed agent config file uploaded
    • 10 to 20 content ideas tailored to your market
    • A set of starter prompts you can use any time
    • A starting list of buyer and seller questions to answer
    • A local content map for your geographic area

    Section 7

    Ready to go further?

    Coming August 12

    Guide 3 is almost ready

    Build Your Buyer and Seller Guides with Claude — get notified when it drops.

    No spam. Just your next guide.

    The real lesson is not about prompts. It is about learning how to brief Claude like a professional. The agents who get the most out of AI are the ones who have done the work of getting organized and knowing what they want to say.

    Missed the live class?

    Watch the full recording — including a live walkthrough of setting up a Claude Project, a real agent config file demo, and Q&A with your classmates.

    Watch Recording

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