Friday, November 6, 2026•Registration 9:30 AM · Program 10:00 AM to 1:00 PM•Pleasant Hill Community Center•RegisterComing Soon

Toolkit

Everything we cover on November 6, in a form you can actually use on Monday.

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The prompts, the tools, and the habits that separate people who use AI from people who get results from it. We're building this out alongside the session so what lands here is what the room actually asks for, not a generic list you could find anywhere.

Attendees get access first.

Prompts

The difference between a useless answer and a usable one is almost never the tool. It's what you typed.

  • Underwriting notes and deal summaries in minutes, not a Saturday
  • Market and tenant research clean enough to hand to a client
  • Lease abstracts that flag the clauses that bite
  • Follow-up and outreach emails that still sound like you
  • The reason each prompt works, so you can adapt it to your book
Click here to access the material Access code provided after the session.

Tools

There are hundreds of AI tools and most of them are not worth your time.

  • The short list worth using, and what each is actually good at
  • What it really costs per month, and what that buys you
  • Where the free version is enough, and where it isn't
  • What we'd use ourselves and what we'd stay away from
  • No affiliate links, no vendor pitches
Click here to access the material Access code provided after the session.

Tips

The small things that keep you out of trouble.

  • Catch a made-up number before it reaches a client
  • What's safe to paste into a public tool, and what never is
  • Where AI quietly fails in ways that look like success
  • Guardrails that protect your data, your deals, and your license
  • A quick pre-send checklist for anything AI helped write
Click here to access the material Access code provided after the session.