Morning Desk
Triage three inboxes, review the schedule, and work through suggested actions including appointment changes and reply drafts.
Bring your questions and watch a practical desk workflow move from messy input to work a REALTOR® can check, refine, and approve.
Each session spends 15 minutes demonstrating one practical job and 15 minutes on questions. The examples keep human review visible. A preview shows the workflow and the review points, not proof that every tool or integration is already connected.
Your assistant prepares the work. You check the facts, make the judgment, and approve the action.
Join the sessions that match the work on your desk. Each session stands on its own.
Triage three inboxes, review the schedule, and work through suggested actions including appointment changes and reply drafts.
Turn any meeting or phone call into a clear list of actions, using just your voice.
Tour three homes, capture your impressions by voice as you walk through, then review and send your buyers a clear side-by-side recap before they’re back home.
See how AI reads your email and calendar overnight, so you start the day with one short brief and replies ready to approve.
Explore how your website, CRM and social media can work together in one connected workflow. See how inquiries and contact information move between them, how follow-up is managed, and how keeping the connections in one package reduces repeated work.
Preview a mobile contract workflow with the REALTOR® reviewing the facts and approving each next step.
Turn recent conversations into a prioritized follow-up list so the people waiting on you are visible.
See a practical path from existing property information to a reviewable CMA preparation workflow.
Guest sessions will name the presenter after confirmation. Dates without a booking link will be opened separately.
Prompts and replays from past sessions, ready to use on your own desk.

An 8-minute condensed version of the Tuesday session: triage three inboxes, review the schedule, and work through suggested actions with human approval kept visible.
The exact prompt behind the daily email and calendar brief, with drafted replies that wait for your OK. Copy it and make it yours.

Capture the conversation, connect your apps, and turn a transcript into a summary, next actions, and a draft email you approve.
The exact prompt from the seminar: transcript to summary, checked next actions, and a draft email you approve. Copy it and make it yours.
My honest answer after 22 years in the business: what AI does well, what clients still need a person for, what BCFSA expects, and three practical places to start.
One desk job, shown from input through a reviewable result.
Ask about the judgment, review points, limitations, and how the job might fit your practice.
Tour three homes, capture your impressions by voice as you walk through, then review and send your buyers a clear side-by-side recap before they’re back home.