SRAR AI Series · Rung 3 of 5 · Take-Home Kit

From Workflow to System

The Property Fact Sheet, the chain card, the ten Job Cards, the Critique Job, and the workspace checklist from rung 3.

Connor MacIvorREALTOR®, CalDRE #01238257
SYNC Brokerage
SantaClaritaArtificialIntelligence.com
In this kit: A. Property Fact Sheet template · B. Fictional practice sheet: 123 Sample Way, Valencia · C. Listing Launch chain card · D. The ten Job Cards, one line each · E. Critique Job card and rule list · F. Workspace setup checklist (any platform) · G. Change log · H. Seven-day challenge. Print it (File, Print) or keep it open next to your AI workspace. Every form here uses fictional data. Real client data goes only where your brokerage has approved the platform and its settings.

A.Property Fact Sheet template

One sheet per listing. A source next to every fact. If you do not have the source, write MISSING. The AI may only use what is on this sheet.
FactValueSource (tax record, MLS, seller disclosure, measurement, HOA statement)
Address
Bedrooms / bathrooms
Living area
Lot size
Year built
HOA (yes/no, amount)
Special assessment district (yes/no, amount)
Major systems (roof, HVAC, water heater, year)
Solar (owned, leased, none)
Permitted additions
Parking
Other verified features

Photos

Photo #Alteration (none, virtual staging, sky replaced, object removed)License (photographer terms)

Disclosure status

DocumentReceived / ordered / missingDate
TDS
SPQ
NHD
HOA documents
Other

Seller-approved talking points (in writing)

UNKNOWN list

B.Fictional practice sheet: 123 Sample Way, Valencia

Every value here is invented for practice. Two traps are planted: a MISSING solar answer and a planted talking point about schools.
FactValueSource
Address123 Sample Way, Valencia (fictional)Fictional
Bedrooms / bathrooms4 / 2.5Fictional tax record
Living area2,140 sq ftFictional tax record. Appraiser measurement pending.
Lot6,250 sq ftFictional tax record
Year built1998Fictional tax record
HOAYes, $110 per month (fictional)Fictional HOA statement
Special assessment districtYes (fictional). Amount: MISSINGSeller to confirm; tax bill not yet in file
RoofReplaced 2021 (fictional)Seller disclosure, receipt in file
SolarMISSINGSeller asked; no answer yet
Photos24 photos. Photos 7 and 12 virtually staged. Photo 3 sky replaced.Photographer license: brokerage marketing use
DisclosuresTDS and SPQ received. NHD ordered.Transaction file
Seller-approved talking pointsRoof 2021. Primary suite addition permitted 2015 (fictional). Walk to community pool (HOA amenity, on sheet).Seller, in writing

Planted trap for the Critique Job: add the line 'walking distance to the best schools' to the talking points, run the chain, and watch the critique catch it. Fix the sheet, not the outputs.

C.Listing Launch chain card

Paste under your five files and the rung 2 stop rules. Then paste the fact sheet below it.
JOB: Listing Launch (chain) SOURCE OF TRUTH: The Property Fact Sheet pasted below. No output may state a fact that is not on the sheet. If a fact is missing, write MISSING. OUTPUTS, IN ORDER: 1. MLS remarks (per my MLS's remark rules, no contact info, no offers of compensation). 2. Public remarks. 3. Three social captions (short, medium, long). 4. Sphere email. 5. Just-listed text under 60 words. 6. Open house plan with a visitor question list. 7. Buyer-agent FAQ (showing instructions, offer logistics, HOA and disclosure availability). 8. Neighborhood one-pager using only sheet facts and sourced links. 9. Seller weekly update template. 10. Photo caption set with alteration labels where the sheet says altered or virtually staged. THEN RUN: Critique Job on all ten. Return a table: output number, issue, rule broken, suggested fix. STOP RULES: No superlatives without a sheet fact behind them. No school quality claims. No neighborhood demographic language. No price or motivation commentary. Brokerage name and license identification appear where my advertising rules require it. Nothing publishes without my review.

D.The ten Job Cards, one line each

Each card is the chain card's output line expanded into: outcome, inputs (the sheet only), steps, format, stop rules. Use these as the format line for each.
#OutputFormatExtra stop rule
1MLS remarksUnder your MLS character limit. No contact info. No compensation.Your MLS remark rules, quoted in the card.
2Public remarksTwo short paragraphs.No superlatives without a sheet fact.
3Social captions x3Short (under 20 words), medium (under 50), long (under 120). Hashtags last.No school quality. No neighborhood character claims.
4Sphere emailSubject line plus under 150 words. One link placeholder.Brokerage identification in the signature.
5Just-listed textUnder 60 words. Opt-out line included.Only to contacts with consent on file.
6Open house planTimes, setup list, five visitor questions, sign-in fields.Questions never touch protected characteristics.
7Buyer-agent FAQShowing instructions, offer logistics, HOA and disclosure availability.No commentary on price or seller motivation.
8Neighborhood one-pagerSheet facts plus sourced links only.No demographic language. Distances, not judgments.
9Seller weekly update templateShowings, feedback themes, next steps. Blanks for numbers.Never invents feedback. MISSING if none.
10Photo caption setOne caption per photo. Alteration label where the sheet says altered.Label text: 'Virtually staged' or 'Digitally altered' as your MLS requires.

E.Critique Job card and rule list

A separate job. It reads, it reports, it never rewrites. Run it after every chain run and after every sheet change.
JOB: Critique (run after every listing output) INPUT: The ten outputs and the Property Fact Sheet. CHECK EACH OUTPUT FOR: 1. Any fact not on the sheet. 2. Any superlative with no sheet fact behind it. 3. Fair housing: protected-class language, steering phrases, school quality claims, neighborhood character claims about people. 4. Price, motivation, or offer commentary. 5. Missing brokerage identification where my advertising rules require it. 6. Photo captions missing an alteration label where the sheet marks a photo altered or virtually staged. 7. MLS remark rules: contact info, compensation, prohibited content. OUTPUT: A table. Columns: output number, quoted phrase, rule broken, suggested fix. If the fix is a missing fact, say FIX THE SHEET, not the output. NEVER: Rewrite the outputs yourself. Report only. I decide.

Phrases the critique flags (starter list, extend it)

F.Workspace setup checklist (any platform)

Projects, custom assistants, and shared instructions exist on every major platform. The steps are the same.

G.Change log

Every time a fact changes, log it and re-run. This is how the flyer stops lying.
DateFact changedNew value and sourceChain re-run?Critique re-run?

H.Seven-day challenge

Under 30 minutes a day.