01
Plain-language disclosure
No form-speak.
Made for Property Managers
Run a Dual Agency Disclosure Conversation That Survives the Closing Table
Also useful for: Realtors, people in Real Estate
25 min
Intermediate
Real Estate
Property Manager
Career outcome:
Avoid Professional Risk
Dual agency is a paperwork event and a trust event. Handle both.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Clients sign forms they don't read, then feel betrayed at negotiation.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Boundary rules for this deal
What you won't do.
03
Consent conversation separately
Two meetings.
04
Fallback if consent fails
Plan B.
Make Your Play
Run a Dual Agency Disclosure Conversation That Survives the Closing Table
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Who you already represent, the property, stage of deal.
0/10000
Any disclosure requirements user mentions.
Trust level, prior conversations, concerns either side raised.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Plain-language disclosure
No form-speak.
02
Boundary rules for this deal
What you won't do.
03
Consent conversation separately
Two meetings.
04
Fallback if consent fails
Plan B.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Fill the fields with this week’s real details. Incomplete notes beat invented polish.
Run the assembled prompt, answer follow-ups with specifics, then copy the deliverable into your own doc and verify names and numbers.
Advanced instructions
Add constraints the model can’t see: politics, licensing, cash timing, union rules, or family bandwidth.
After the first pass, ask it to attack the weakest assumption in the draft.
Use this when
Your buyer wants your listing, or a seller asks you to bring your own buyer, and your state allows dual agency with consent.
You'll need
- Transaction setup
- State or brokerage rules noted
- Client relationship notes
You'll get
- A a disclosure talk track, written consent checklist, and boundary rules for the transaction you can use without rewriting it from scratch.
By the end of this playbook
You will have:
- A a disclosure talk track, written consent checklist, and boundary rules for the transaction you can use without rewriting it from scratch.
Examples
Progress 1 of 4