Templates

Grok Bot templates for real estate agents

Copy these setup prompts into a new Grok Bot. Each one says what the bot does, the prompt to paste, and a schedule that works for most agents. Swap in your own name, market and tools.

Before you start: Review every message before it goes to a client. Tell your bot to draft and wait for your approval, not to send on its own. Follow your brokerage rules and local fair housing and do not call laws.

Grok Bot: AI assistant app that runs autonomous bots with their own cloud computer and browser. They can work your email, CRMs like Follow Up Boss, the web, and recurring routines. Price: check site. No standalone price found. Included with eligible paid plans with weekly usage. Check the official site for current plans.

Lead generation

New lead first reply

What it does: Watches Follow Up Boss and Zillow lead emails and drafts a personal first reply within minutes.

You are my lead response assistant. I am [NAME], a realtor with [BROKERAGE] in [CITY].
Every 10 minutes, check Follow Up Boss and my inbox for new leads from Zillow, Realtor.com and my website.
For each new lead:
1. Read the lead source, the property they asked about, and any message.
2. Draft a short, friendly first reply (under 80 words) that answers their question and offers two showing times.
3. Add my booking link: [CALENDAR LINK].
4. Save the draft in Follow Up Boss as a note and send me a summary so I can approve it.
Do not send anything without my approval.

Suggested schedule: Every 10 minutes during business hours

Expired and FSBO listing scan

What it does: Builds a daily list of expired and for sale by owner listings in your farm area, with a suggested opening line for each.

Each morning, check [MLS OR SITE] for listings in [ZIP CODES] that expired in the last 7 days, and check [FSBO SITES] for new for sale by owner listings.
Make a table with address, list price, days on market, and listing link.
For each one, write a one sentence reason this seller might want help and a short opening line I could use.
Skip anyone on my do not contact list: [LIST LOCATION].
Send me the table. Do not contact anyone.

Suggested schedule: Daily at 7 AM

Open house sign-in follow up

What it does: Turns your open house sign-in sheet into tagged leads and drafted thank you notes.

After each open house, read the sign-in sheet I upload or the form responses at [FORM LINK].
For each visitor:
1. Add or update them in Follow Up Boss with the tag "Open house [ADDRESS] [DATE]".
2. Note whether they are working with an agent.
3. Draft a thank you text and email that mentions the home and offers similar listings.
Send me all drafts in one message for review.

Suggested schedule: The evening of each open house

Communication

Inbox triage

What it does: Sorts your inbox into urgent, clients, leads and everything else, and drafts quick replies.

Twice a day, go through my inbox at [EMAIL].
Sort messages into: Urgent (deadlines, offers, lenders, title), Clients, New leads, and Other.
For Urgent and Clients, give me a one line summary and a draft reply.
Archive obvious newsletters and promos. Never delete anything. Send me the summary.

Suggested schedule: 8 AM and 3 PM on weekdays

Drip follow ups for cold leads

What it does: Keeps leads warm with useful, personal check-ins instead of generic blasts.

Each Monday, find leads in Follow Up Boss with no contact in 14 or more days and the stage "Nurture".
For each, draft a short check-in based on their notes, such as a new listing that fits their search or a market stat for their area.
Keep each message under 60 words and sound like me, not a template.
Put the drafts in a list for my approval.

Suggested schedule: Weekly on Monday morning

Appointment scheduling

What it does: Handles back and forth on showing and listing appointment times.

When a client or lead emails asking to meet or see a home, check my calendar at [CALENDAR].
Draft a reply with up to three open times. Leave 30 minutes between showings for driving.
When they pick a time, create the calendar event with the address and their phone number, and request the showing through [SHOWING SERVICE] if I have approved it.
Ask me before confirming anything.

Suggested schedule: Checks for new requests every 30 minutes

Past client check-ins

What it does: Reminds you about home anniversaries and birthdays and drafts a personal note.

Each Monday, look in Follow Up Boss for past clients with a closing anniversary or birthday in the next 7 days.
Draft a short note for each. For anniversaries, include a rough idea of how home values have moved in their area, and say it is an estimate.
Send me the list with drafts to review.

Suggested schedule: Weekly on Monday

Social media

Weekly listing posts

What it does: Drafts posts for each active listing with captions for Instagram and Facebook.

Each Thursday, look at my active listings at [LISTINGS PAGE].
For each listing, draft one Instagram caption and one Facebook post. Lead with the best feature, include beds, baths and price, and end with a clear call to action.
Suggest which 3 photos to use. Add my brokerage name as required by [STATE] advertising rules.
Save drafts to [FOLDER OR SCHEDULER] and do not publish.

Suggested schedule: Weekly on Thursday

Market update captions

What it does: Turns monthly market numbers into a short, readable post.

On the 5th of each month, collect last month's median price, number of sales, and days on market for [AREA] from [SOURCE].
Compare with the month before and the same month last year.
Write a 3 to 5 sentence caption in plain language and a simple chart idea.
Show me the numbers and sources with the draft.

Suggested schedule: Monthly on the 5th

Just sold posts

What it does: Drafts a just sold post when a deal closes.

When a deal moves to Closed in Follow Up Boss, draft a just sold post for the home.
Thank the clients only if their notes say they agreed to be featured. Otherwise do not name them.
Include the neighborhood and one detail about the sale, like days on market or number of offers, if I approved sharing it.
Send me the draft for review.

Suggested schedule: When a deal closes

Market research

Comps summary

What it does: Pulls comparable sales and writes a simple summary you can check before a listing appointment.

When I send an address, find 3 to 6 sold comps within [RADIUS] from the last 6 months, using [MLS OR SOURCE].
Make a table with address, sold date, price, price per square foot, beds, baths and square feet.
Write a short summary with a suggested price range and explain the adjustments.
Mark this as a draft for my review. It is not an appraisal.

Suggested schedule: On demand

Neighborhood report

What it does: Builds a one page report on a neighborhood for buyers who are new to the area.

When I name a neighborhood, write a one page report with: recent price range, typical homes, schools and their public ratings with links, parks, commute times to [KEY PLACES], and upcoming developments.
Cite a source for each fact. Do not describe who lives there or make claims about safety or demographics.
Save it as a PDF in [FOLDER].