Showing prep briefs

When you walk into a listing appointment with three other agents pitching the seller, the difference is preparation. My Agent Platform’s Showing Prep Brief tool drafts a one-page brief on demand — comp-ready talking points, a price-analysis paragraph, and (for listing visits) your reusable Why-List-With-Me pitch appended verbatim. Same skeleton, three appointment-type variants. Pure language: nothing leaves the platform; the brief is yours to read in the car on the way over.

What it does

The brief is one tool, three variants — same PROPERTY OVERVIEW + COMPARABLE SALES + PRICE ANALYSIS + TALKING POINTS skeleton, framed differently for the appointment you’re about to walk into:

• Listing appointment — the seller is interviewing you. The talking points are agent-first: comp-driven pricing rationale, listability angles, and your Why-List-With-Me pitch (drawn verbatim from your saved template) appended at the bottom. This is the variant you read in the car on the way over.
• Buyer showing — you’re walking a client through. Talking points lean into questions to ask the listing agent, condition red flags to look for, and offer-strategy notes. No Why-List-With-Me — that section never appears for buyer-side briefs.
• Open house — you’re hosting. Talking points are framed for walk-ins: how to engage, the highlights worth volunteering, and comp-ready answers when someone asks “is this priced right?”

The brief uses what you give it: the property’s stored listing data (if it’s in your active listings), comparable sales you paste in, neighborhood notes you paste in, your free-form context, and the named client’s CRM record (if Follow Up Boss is connected). It does not auto-fetch external comp data in v1 — that’s coming in v2.

How to use it

The simplest flow is to ask in chat. Your agent reads what you said, picks the right appointment type, and drafts the brief.

“I have a listing appointment tomorrow at 3pm at 412 Oak Street. The seller is interviewing two other agents. Here are the comps I pulled from MLS: [paste].”

The agent calls re_brief_get_balance to confirm you have credits, then re_brief_create with appointment_type='listing_appointment'. You get back the brief text plus the markdown variant, the talking points as a structured array, the price-analysis paragraph, and your Why-List-With-Me snippet appended at the bottom. The brief is also saved — visible at Dashboard → Briefs — so you can re-open it on your phone in the car.

The dashboard surface mirrors the agent flow: head to Dashboard → Briefs, click New Brief, fill in the property + appointment_type fields, paste your comps, and click Generate. Talking points and the markdown brief render side-by-side. Copy buttons sit on each section.

When you’ve already used the brief once and want to re-render it (say, you just updated your Why-List-With-Me template and want every existing listing-appointment brief to refresh) — click Regenerate instead of creating a new one. Regenerate is free: it re-renders from the cached fields, no LLM call, no credit charged.

The brief credit system

Showing Prep Briefs run on a credit allocation distinct from your monthly token budget — predictable per-brief pricing that doesn’t get tangled up with your other LLM costs.

• Every paid tier (Standard, Pro) gets 10 briefs per month, flat. The allocation resets on the 1st of each month (UTC).
• Trial users get 0 monthly briefs — purchase a pack to use the tool while trialing.
• Overage packs are pay-as-you-go and never expire:
  • $5 → 10 briefs ($0.50 each)
  • $10 → 20 briefs ($0.50 each)
  • $20 → 40 briefs ($0.50 each)
• re_brief_create consumes 1 credit. re_brief_regenerate and re_brief_get_balance are free.
• If a brief generation fails mid-flight (LLM hiccup, BYOK key not configured, network error), no credit is consumed. The credit consume + brief row insert happen in the same database transaction — if anything rolls back, both vanish together.
• Out of credits? You’ll get a 402 (insufficient_credits) the moment you try to create one. The dashboard shows an upsell modal with a Buy Pack button; in chat, your agent will surface the upsell verbatim and stop trying.

Buy a pack from Dashboard → Briefs → Buy more credits at any time — the purchase routes through Stripe Checkout and the credits land on your account the moment the webhook fires.

Fair Housing protection

The Fair Housing scanner runs on every brief — but only on the talking points. Property overviews and comp tables describe physical attributes; the talking points are where buyer / neighborhood framing creeps in, and that’s the surface where Fair Housing trouble lives.

Outcomes:

• Clean — no banner. The brief is good to go.
• Warn — a yellow heads-up flags borderline phrases (“near schools”, “established neighborhood”) so you can review before relying on those points in conversation. The brief still generates, the credit is still consumed, the talking points are not auto-rewritten.
• Blocked — a red banner flags hard-block phrases (“great for kids”, “perfect for a growing family”, etc.). The brief still generates and the dashboard shows it; the recommendation is to manually rewrite the flagged points before the appointment. v1 doesn’t auto-rewrite.

The scanner uses the same NAR-derived seed phrase library as the listing-description generator — single source of truth across the platform.

v1 limitations — be honest with your agent

The brief uses ONLY:

• The property’s listing data, if it’s in your saved active listings (Tool #10).
• Comparable sales you paste in (comp_paste).
• Neighborhood notes you paste in (neighborhood_paste).
• The named client’s Follow Up Boss CRM record, if FUB is connected (best-effort; the brief still generates if FUB is unreachable).
• Free-form context you paste in (agent_context).

It does not auto-fetch:

• Comparable sales from MLS / Redfin / Realtor.com APIs
• School ratings, Walk Score, commute times
• Active listings, tax history, ownership records

If you don’t paste comp data, the brief is honest about it: the COMPARABLE SALES section reads “No comp data provided — recommend pulling 3-5 sales from MLS / Redfin Data Center before the appointment.” That’s the anti-hallucination guardrail working as designed; the brief never invents prices, walk scores, or school ratings.

Automated property data integration is on the v2 roadmap. For now, paste 3-5 comparable sales from your usual source and the brief will structure them.

Related workflows

• Active listings (real estate) — your private per-agent listing inventory. The brief tool reads from this catalog when you supply a listing_id or when your address resolves to a stored listing.
• Follow Up Boss CRM — connecting FUB enriches the brief with CRM context (lead stage, source, tags) when you supply a client_name.
• Listing descriptions — same voice profile, same Fair Housing scanner. Different output: an MLS-ready listing blurb instead of a brief.
• Offer letters — the offer-letter generator (summary + cover letter + counter comparison) is the upstream-of-close companion to the brief.