5 Ways AI-Notetaking Helps The Agents I Coach Be More Organized, Fair and Productive (& Might Help You)
As I teach fair housing classes across the nation, I often feel like I am “preaching to the choir” when making a case for going beyond agreeing with fair housing and actually being an advocate. In other words, I consistently meet real estate agents and brokers who are committed to fair housing despite political trends.
However, being committed does not mean there are not some pain points. I have heard several just this week.
Sometimes, when I hear the annoyances, I eagerly share, “Oh, you don’t have _______ tech tool? That would solve that!” Based on the numerous pain points I keep hearing, I think it is time I go back to my roots of when I first started posting to my YouTube channel helpful tech tools for real estate pros from time to time (think MKBHD but for real estate pros).
Sidebar: But first, with any artificial intelligence (AI), you should always proofread because AI is prone to what the techie community calls hallucinations, which is when the AI tool confidently presents inaccurate information as fact. For example, you may ask about common, easily discoverable local fair housing laws, and the AI tool may hallucinate by adding laws that don’t exist or omitting key laws. Furthermore, beyond hallucinations, AI has been found to instigate unfair housing like here, here and here. In short, AI tools function as good assistants that need to be fact-checked and should never be put on autopilot.
Read.AI
Is taking notes to recall what everyone has said the bane of your (or assistant’s) existence?
Or are you irked by an email thread that has hit double-digits with back-and-forth emails, making it hard to locate specific points, key instructions, and must-do comments?
Have you ever been in a Zoom meeting where you (or another participant) were constantly asking them to “repeat that please”?
Then it’s time to do a free trial of Read.AI (or a similar AI note-taking tool; since I am familiar with Read.AI, let's discuss it, but this is not an ad).
Read.AI is simpatico with various CRMs (like Slack), workflows (like Zapier), messaging apps (like Teams), notetaking tools (like OneNote), productivity (like Gmail and Calendar), and virtual meeting tools (like Zoom).
Let’s review a few real examples from my actual account.
Virtual Meetings
I have not had to take one screenshot or note during a Zoom meeting since I added Read.AI. For the first time ever, I have been able to join a Zoom meeting and simply listen and respond.
That is because the Read.AI meeting recap includes a summary, a list of topics mentioned, action items, key questions, and, naturally, a full transcript.
Of course, I proofread the recap to make sure it is accurate and make any changes needed while my memory is fresh (as of yet, I have not had to make any significant changes other than perhaps correcting name spellings). But it is refreshing to be present and not concerned that what was said, even if someone else was taking notes, would be missed.
More importantly for me as a Fair Housing DECODER, Read.AI acts as a real-time coach to identify participant talk time, engagement, interruptions, plus even bias and inclusivity. No need to wait for a broker or your state’s real estate commission to call you on the carpet for misspeaking. You can self-correct after every meeting. Plus, if you are ever sued or investigated for unfair housing, this becomes your record of your attentiveness and proactiveness in fair treatment, a hallmark of fair housing (and lending) advocacy.
Does this mean I recommend that agents move away from phone calls and have client consultations via Zoom, Teams or any other virtual meeting that has some form of AI notetaking? You bet! As you know, when a Zoom meeting is being recorded, participants have to opt in to stay and speak, which also protects you when it comes to consent needed for various state laws about recording conversations.
Emails
But wait, there’s more (in my best impersonation of a 1990s infomercial voice, ha. But please know I get no kickbacks, I simply see Read.AI making real estate agents' who get this tidbit from my courses – and other practitioners – lives simpler).
After several email exchanges with my PR representative in between teaching fair housing classes, my thoughts were elsewhere and I could not quite remember what we had decided the next steps were.
Sure, I could have skimmed through our 10+ emails (ugh!). But instead, Read.AI created a readout and put the following email summary at the top of the thread to refresh my memory (see screenshot):
Key Takeaway: Lee Davenport provided insights on HOAs, CDDs, and wildfire insurance for condo owners to Kim Anderson for a journalist.
Kim contacted Dr. Lee Davenport for insights on HOAs and California wildfires' impact on condo fees.
Dr. Lee provided detailed explanations about HOAs, CDDs, and the importance of insurance for affected homeowners.
Kim confirmed the submission of Dr. Lee's responses to the Realtor.com journalist and will update if more information is required.
Read.AI does this for every email conversation (at least 2 emails in the thread), which is vital when dealing with real estate contracts and other legal obligations, particularly if the “ball is in your court” for the next action item.
Have you ever wished long litanies and soliloquies, masked as emails, could be summarized with the key takeaways? You’re welcome, friend.
In summary, AI note-taking enhances:
Real-Time Fairness Coach: As a fair housing advocate, this is gold. Read.AI keeps an eye on talk time, engagement, language inclusivity and even potential bias. It's like having a fairness fairy on your shoulder.
Legal Protection: If you ever get into hot water over fair housing issues, Read.AI's got receipts. It's your digital alibi for being fair and fabulous.
No More Note-Taking Nightmares: Say bye-bye to frantically scribbling during Zoom calls. No more "Can you repeat that?" moments. Read.AI captures everything, letting you focus on the convo, not your notepad. Get a full breakdown of your virtual meetups, including summaries, topics, action items, and key questions. It's like having a personal assistant.
Email Thread Tamer: Tame those wild email threads that go on forever. Forget scrolling through endless email chains. Read.AI gives you the TL;DR version at the top of each thread. It's like Cliff Notes for your inbox.
Tech-Savvy Integration: It plays nicely with some of productivity’s best apps - Slack, Zapier, Teams, OneNote, Gmail, Calendar, and Zoom. It's like the social butterfly of AI tools.
If you decide to try AI note-taking or already have it, has it upgraded your fair housing paper trail? How so? Here’s to your success!
Dr. Lee Davenport is a real estate coach/educator and author (including Be a Fair Housing D.E.C.O.D.E.R. and How to Profit with Your Personality). Dr. Lee trains real estate agents around the globe on how to work smarter with their unique personalities and how to “advocate, not alienate,” so everyone has access and opportunity in real estate.
Have you ever needed the “Cliff Notes” version of fair housing? Well, move over Spark Notes!
The Starting Point: How to Be a Fair Housing DECODER Guide https://books.bookfunnel.com/learnwithdrlee
It is available to download for a limited time at no fee. Score!
This condensed workbook (based on the nationally acclaimed workshop) offers Dr. Lee's novel concept of being a Fair Housing DECODER© who skillfully and proactively advocates --not alienates-- for equitable access and opportunity in real estate for EVERYONE.
“Interesting approach on the topic of fair housing that I have not seen offered to Realtors.” --Maria, Broker/Owner, REALTOR®
“I have the Realtor GRI designation and they should make this part of that designation. This is THAT good. THANKS, Dr. Lee!” --Michael, Broker/Owner, REALTOR®
Hurry, download (and share with others) today while complimentary supplies last!
