AI for the Modern Agent & Broker
Your clients are using AI before they ever call you, and it's changing how listings surface and where your hours go. This course is the strategic overview of AI for real estate professionals. You'll learn which tasks to hand to AI, what must stay human, and the rules that govern AI-assisted agency work. You'll finish with a one-page AI business plan for your own practice.
Course details
Duration
1h 26m 11s
Lectures
15
Video
1.5 hours
Quizzes
1
Level
Beginner
Course Description
AI is reshaping how buyers search, how sellers choose an agent, and how top producers spend their week. This course gives agents and brokers a clear, practical picture of what's changing, where AI earns its place in the business, and where your judgment and relationships matter more than ever.
What you'll learn
- How buyers and sellers use AI now, and how to serve the informed client
- How listings surface, and the listing hygiene that keeps yours accurate
- Using AI for prospecting, listing preparation, client updates, and market briefings
- The four rule areas for AI-assisted agency work, and a compliance habit for every output
- Choosing what to automate, brokerage policy and supervision, and measuring the return
- Building a one-page AI business plan
Who it's for
Licensed agents, team leads, and brokers who want to adopt AI strategically without putting clients, licenses, or reputations at risk.
15 short video lessons in three modules: The Changing Market, The Agent's AI Toolkit, and Running Your Business.
Module 1: The Changing Market
-
1.1 How Buyers and Sellers Use AI NowSearch, valuation questions, and the informed client, as of September 2026.
In this lesson:
- Describe how buyers and sellers use AI before they contact an agent
- Separate what AI gets right for clients from where it misleads them
- Serve the informed client with a four-step approach
-
1.2 How Listings Surface
Portals, recommendation systems, and what agents can influence.
In this lesson:
- Explain, at principle level, how listing systems decide what to show
- Separate what an agent can influence from what they can't
- Apply the listing hygiene that keeps a listing surfacing accurately
-
1.3 Where the Agent's Hours Go
Prospecting, marketing, transactions, service; what AI takes.
In this lesson:
- Map an agent's week onto four buckets of work
- Identify which tasks AI takes and which it leaves
- Direct recovered hours to where the relationship lives
-
1.4 What Stays Human
Negotiation, trust, local knowledge, judgment.
In this lesson:
- Name the four things that stay human in agency work
- Describe what AI can and can't do near each
- Keep your value visible to clients who use AI
-
1.5 The Rules Around It
Fair housing, advertising, licensing, and data: the frame for everything else.
In this lesson:
- Name the four rule areas that govern AI-assisted agency work
- Recognize the failure patterns AI introduces in each
- Apply a four-question compliance habit to every AI output
Module 2: The Agent's AI Toolkit
-
2.1 Prospecting and Follow-Up
Drafting, sequencing, and the personal touch.
In this lesson:
- Draft outreach with AI that sounds like you
- Decide which parts of a follow-up sequence to automate and which to keep personal
- Reactivate a quiet database with specific, true, reviewed messages
-
2.2 Listing Preparation
Descriptions, pricing research, presentation materials; verified.
In this lesson:
- Draft listing descriptions with AI and verify every claim
- Use AI for pricing research without surrendering the price opinion
- Check AI-built presentation materials before a seller sees them
-
2.3 Client Communication
Updates, explanations, difficult news.
In this lesson:
- Run a client update rhythm with AI drafts you review and send
- Separate AI-drafted explanation from advice
- Prepare difficult news with AI and deliver it yourself
-
2.4 Market Knowledge on Demand
Summaries and research with source discipline.
In this lesson:
- Distinguish good uses of AI for market knowledge from claims that must be verified
- Apply source discipline to every figure and rule before repeating it
- Produce a client-ready market briefing you can stand behind
-
2.5 The Agent's Data Rules
Client information, approved tools, and the brokerage policy.
In this lesson:
- Define what counts as client information
- Distinguish brokerage-approved tools from everything else
- Follow the brokerage policy that governs your AI use
Module 3: Running Your Business
-
3.1 Choosing What to Automate
Volume, pain, and risk for a solo or team business.
In this lesson:
- Apply a volume, pain, and risk filter to any candidate AI use
- Identify the starting uses for a solo agent and for a team
- Run a first pilot with one use, one metric, and one review point
-
3.2 Brokerage Policy and Supervision
What the broker owns; consistent standards.
In this lesson:
- State what the broker owns in AI-assisted agency work
- Outline a workable brokerage AI policy in four parts
- Keep AI-assisted output consistent across a team
-
3.3 Measuring the Return
Leads, conversions, time, and client satisfaction.
In this lesson:
- Name the four measures of AI return in an agency business
- Establish a baseline before introducing a tool
- Separate numbers that look good from numbers that pay
-
3.4 Composite Cases
Three anonymized producers and what they changed.
In this lesson:
- Trace what three composite producers changed and why
- Identify the common thread across a solo, team, and brokerage adoption
- Borrow the specific moves that fit your own business
-
3.5 Your AI Business Plan
The one-page plan, the checklist, and your next week; the finale.
In this lesson:
- Build a one-page AI business plan for your own practice
- Run the agent's AI checklist on everything you send
- Complete AI for the Modern Agent & Broker
AI for the Modern Agent & Broker — Final Exam
Learn at your own pace
Study the materials at your convenience, you can always return to them to repeat
Certificate of completion
Complete every lesson and pass the final exam to earn a RiseCert certificate of completion you can download and share.
Your Name
AI for the Modern Agent & Broker
RISECERT
CERTIFICATE
For demonstrated knowledge and successful completion of all course requirements for:
MM.DD.YYYY
Certificate Date
Ready to get started?
Enroll in AI for the Modern Agent & Broker and earn your RiseCert certificate of completion.
Got Questions? We've Got Answers!
Answers to the most common questions about this course.
What is the AI for the Modern Agent & Broker course?
AI for the Modern Agent & Broker is a RiseCert online course that gives real estate professionals a strategic overview of AI: how clients use it, how listings surface, which tasks to hand to AI, what must stay human, and the rules that govern AI-assisted agency work. It includes 15 video lessons (about 1.5 hours) and a final exam.
Who should take an AI course for real estate agents and brokers?
Licensed agents, team leads, and brokers who want to adopt AI strategically without putting clients, licenses, or reputations at risk. Solo agents get a clear starting point for prospecting, listings, and client communication; team leads and broker-owners get lessons on policy, supervision, consistent standards, and measuring whether AI is actually paying off.
Do I need AI or technical experience to take it?
No. The course is written for real estate professionals, not technologists, and explains every idea with agency examples such as listing descriptions, follow-up sequences, pricing research, and client updates. It works at the level of strategy and habits, so you don't need to know how AI models are built or already use a particular tool.
How are home buyers and sellers using AI?
As of September 2026, many clients use AI before they ever call an agent: conversational home search, valuation questions, neighborhood research, explanations of disclosures and contract clauses, and offer strategy. The course shows where that research holds up, where it misleads, and a four-step approach for serving the informed client: ask, confirm, correct, and add.
Can AI-written listing descriptions cause fair housing problems?
Yes. Fair housing rules apply whether a person or a tool wrote the words, and AI drafts can slip in language about who should live somewhere or unverifiable claims about schools and safety. The course teaches a four-question habit for every AI output: does it describe people, can every claim be verified, is this my licensed act, is the data where it belongs.
Which real estate tasks should agents automate with AI first?
The course teaches a three-question filter: volume, pain, and risk. Start where high volume and high pain meet low risk, which for most agents is follow-up drafts and cadence reminders, reviewed before anything sends. High-risk uses wait until review habits exist, and each new use is piloted one at a time against a baseline.
Can agents put client information into AI tools?
Only into tools your brokerage has approved, for the uses it approved. The course defines client information broadly, covering identity, finances, personal circumstances, transaction details, and the other side's data, and explains why personal accounts and free tools are never the place for it, even with the name removed. Broker policy and local privacy rules set the specifics.
What will I be able to do after completing the course?
You'll be able to serve clients who arrive with AI research, keep listings complete and consistent so they surface accurately, draft outreach and listing copy with AI and verify it, prepare difficult news and deliver it yourself, apply source discipline to market data, choose what to automate, measure the return, and build a one-page AI business plan.
Does the course cover brokerage AI policy and supervision?
Yes. Module 3 covers what the broker owns, including the approved tool list, data rules, review standards, supervision, and the incident path, plus a workable four-part AI policy and five small structures that keep AI-assisted output consistent across a team. Composite cases show a solo agent, a team lead, and a broker-owner putting these into practice.
Which AI tools does the course recommend?
None. AI for the Modern Agent & Broker is vendor-neutral and doesn't name or endorse any platform. It covers the categories agents actually meet, such as writing assistants, listing platforms and conversational search, follow-up sequencing, call transcription, and virtual staging, and teaches you to use whichever tools your brokerage has approved.
How is it different from a fair housing course?
A fair housing course goes deep on the law. AI for the Modern Agent & Broker is a strategic overview: how AI changes the market, the everyday uses that give agents hours back, and how to run an AI-assisted business. It covers fair housing as one of four rule areas, alongside advertising, licensing scope, and client data.
Is the course content up to date?
Yes. The course reflects how clients, listing platforms, and brokerages use AI as of September 2026. Because tools and platforms change quickly, it emphasizes durable practices, such as listing hygiene, verification, source discipline, approved tools, and measuring against a baseline, that stay useful as specific products change.
How long does the course take to complete?
The course has about 1.5 hours of video across 15 lessons, plus a final exam. Lessons typically run five to six minutes and are organized into three modules: The Changing Market; The Agent's AI Toolkit; and Running Your Business. It's easy to complete in a few sittings around a busy schedule.
Is AI for the Modern Agent & Broker online and self-paced?
Yes. The course is 100% online and self-paced, and your access does not expire. You can start, pause, and resume at any time on a computer, tablet, or phone with a modern web browser. There is nothing to install and no fixed schedule to follow.
Is there a final exam?
Yes. The course ends with a 30-question multiple-choice final exam covering all three modules. You need a score of 80% or higher (24 of 30) to pass, and you can retake the exam as many times as you need. Complete all 15 lessons and pass the exam to finish the course.
Do I get a certificate of completion?
Yes. After you complete all 15 lessons and pass the final exam, you can download a RiseCert certificate of completion from your account. It is a course completion certificate, not a state license credential, a professional certification, or a continuing education (CE) certificate.
Does this course count for real estate continuing education (CE) credit?
No. The course is not approved for real estate CE credit in any state; take a commission-approved course for renewal hours. It is also not accredited for any other continuing education (CE or CEU) credit. It's designed to complement required CE with practical, strategic AI training, not to replace it.
Is this course legal or compliance advice?
No. The course is training, not legal, fair-housing, or brokerage-compliance advice. It teaches practices that reduce risk when using AI, but the licensee remains accountable for their work, and your broker's policies, legal counsel, and local law govern. For a specific situation, talk with your broker or a qualified attorney.
How much does the course cost, and can I enroll my team?
AI for the Modern Agent & Broker costs $99 per learner as a one-time purchase, with no subscription or recurring fees. To enroll a team or brokerage, contact RiseCert through the Contact Us page at risecert.org.
What is the refund policy?
All sales are final and no refunds are issued, as stated in the RiseCert Terms of Use. Please review the course description, lesson list, and these FAQs before purchasing, and contact RiseCert with any questions first.