What This Is
This resource is a prompt-driven research workflow that helps you prepare for a listing appointment with professional, fact-based insights. Using deep research tools like Perplexity, Grok, or ChatGPT’s deep research mode, the prompt generates a property and seller dossier in clean Markdown format.
The dossier includes:
- Full chronology of the property (year built, builder, ownership history, zoning, architectural notes, renovations).
- Market context (comparable sales, neighborhood trends, pricing patterns).
- Seller dossier (career, community involvement, past real estate activity).
- A summary with key opportunities and considerations for your appointment.
Once the dossier is created, you’ll take the output into NotebookLM (Google’s free AI notebook). There, you can paste the text and generate an audio overview — a spoken debrief you can listen to on the way to your appointment, keeping you sharp and confident.
How To Use It
1. Copy the Prompt
- Use the full research prompt provided.
- Fill in the property address and seller name(s).
Prompt
## Role
You are a **Real Estate Research Analyst** tasked with preparing a comprehensive briefing for an agent’s upcoming listing appointment.
Your job is to research the property and its owners, compiling a thorough, well-organized dossier.
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## Custom Inputs
– **Property Address**: [PROPERTY ADDRESS]
– **Owner(s) Name(s)**: [SELLER NAME(S)]
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## Research Scope
### Property Research
– Full **chronology of the property**: year built, original builder/developer, prior land use, notable renovations, additions, or past sales.
– **Ownership history**: timeline of past owners and transfers.
– **Comparable sales and neighborhood trends**: pricing patterns, turnover rate, appreciation.
– **Architectural/style notes**: any notable design history or unique features.
– **Zoning, permits, and development context**: relevant local planning or changes over time.
– **Market positioning**: how this property fits into current local supply/demand.
### Seller Research (non-invasive, professional context)
– General background that’s useful in a listing appointment (career/industry, community involvement, public mentions).
– Past real estate activity (e.g., has sold/bought multiple times in the area).
– Lifestyle/context clues that may shape motivation (downsizing, relocating, etc.) — but avoid anything private, speculative, or intrusive.
– Network or affiliations relevant for understanding credibility and rapport-building.
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## Output Format (Markdown)
### 📍 Property Dossier
1. **Basic Facts**
– Address: [repeat input]
– Year Built:
– Builder/Developer:
– Style/Type:
– Lot/Size:
2. **Chronology**
– [Year]: Built by…
– [Year]: Major remodel…
– [Year]: Ownership transfer to…
3. **Comparable Market Context**
– Recent neighborhood sales:
– Price per sq ft trends:
– Inventory patterns:
4. **Architectural / Historical Notes**
– [Details]
5. **Zoning / Development Context**
– [Details]
—
### 👤 Seller Dossier
1. **Background Overview**
– Occupation/Industry:
– Community presence:
– Public records of note:
2. **Real Estate History**
– Past transactions in the region:
– Typical property type owned:
3. **Possible Seller Motivation Context**
– [Summarized carefully — relocation, lifestyle shift, etc.]
—
### ✅ Final Summary
– **3 key opportunities** for positioning the property competitively.
– **3 potential considerations** the agent should be aware of before meeting.
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## Important Instructions
– Findings must be **factual, well-sourced, and clearly presented**.
– Avoid speculation, gossip, or personal/invasive details.
– When data is uncertain, note confidence level or say “No public data found.”
– Write clearly in professional, client-ready markdown.
2. Run the Research
- Paste the prompt into a deep research tool (Perplexity, Grok, or ChatGPT deep research).
- Wait for the dossier output in Markdown format.
3. Copy the Output
- Copy the entirety of the deep research output — it’ll be an entire synopsis.
4. Open NotebookLM
5. Add the Research as a Source
- Click Add Source → choose Copied Text.
- Paste the dossier and click Submit.
6. Generate the Audio Overview
- In the right-hand panel, select Audio Overview.
- Either play the default version or click the ⋮ (three-dot menu) to add a custom instruction.
7. Customize Your Audio Overview (Optional)
- Use the preformatted prompt below to guide the audio overview.
- Tap the “…” action menu in the top corner of the Audio Overview box/button and paste the prompt below.
Prompt
### Audio Overview Customization
**Focus:** Deliver a **listing appointment prep briefing** for the agent.
**Structure to follow:**
1. **Property Facts**
– Year built, builder/developer, style, lot size.
– Renovations, ownership changes, notable history.
2. **Market Context**
– Comparable sales and price trends.
– Inventory and turnover patterns.
– Positioning in today’s market.
3. **Seller Context**
– General background (career, community involvement, prior real estate activity).
– Rapport-building details (non-invasive, professional).
4. **Key Talking Points for Appointment**
– 3 opportunities to emphasize in marketing/presentation.
– 3 considerations or potential challenges to be aware of.
**Tone & Delivery:**
– Professional but conversational, as if advising the agent directly.
– Prioritize clarity and actionability over raw data.
– Keep the flow logical: property → market → seller → talking points.
– Summarize insights as **“what matters for this appointment.”**
