This answer applies 3 methods from the guide, led by one.
Keep one trustworthy working record
Use the CRM for confirmed identifiers, permission, needs, source dates and next actions.
- 1Record the person or property using authoritative identifiers.
- 2Capture only the information needed for the work.
- 3Deduplicate and correct stale records.
- 4Give data quality and the next action a named owner.
Hold when: Do not upload customer records to a public host without permission and a suitable data boundary. Do not let chat history become a second CRM.
Read it in Broker Brain →Turn expertise into a clear promise
Describe the decision you help with, the useful work you do and the limits you keep.
Read it in Broker Brain →Choose a useful territory
Work at the intersection of audience questions, actual knowledge and a service you can deliver.
Read it in Broker Brain →What happens when a buyer asks for an agent
It varies by assistant and changes often. Some answers come from what the model learned in training, which can be months or years old; that is how an assistant still names your previous agency. For questions like “who's the best agent for family homes in this suburb?”, many assistants now search the web and summarise what they find.
Either way, an assistant can only repeat what is written somewhere it can read. If your area and speciality aren't written down plainly, it names someone whose are, often a large brand with a lot of pages. It also answers a little differently each time, so one answer tells you less than a pattern across several.
Treat the facts about you as one record to keep correct
The guide's method, Keep one trustworthy working record, is written for a CRM, but it fits your public profile closely. Decide which source is the reference for each fact about you, make the others agree with it, and correct or remove what is stale. Consistency across sources is what lets an assistant state a fact with confidence.
- 01Who you are now: your name, current agency and licence details where your market publishes them, written the same way everywhere.
- 02Your own page as the reference: area, speciality and record in one place, each fact with its source and date.
- 03Your Google Business Profile: the right category, service area, description and genuine reviews you have answered.
- 04Portal and agency profiles: current agency, area, speciality and photo. Update or remove old profiles at previous agencies.
- 05Social bios: the same one-line description as everywhere else.
- 06An owner and a date: you, or someone you name, checks all of these monthly and after any change of agency, area or speciality.
Say who you help in one sentence you can prove
An assistant answering a buyer's question needs a fact that matches it. Turn your expertise into a clear promise: the client's situation in everyday words, the work you do for them and where. For example: I help families selling their first home in two named suburbs, with a price set from recent sales and a written update every week.
Use that sentence on every profile, and make sure you could prove each part of it. A claim with nothing behind it, like “top agent in the area”, is easy for an assistant to pass over and hard for you to defend. Implying stock, results or authority you don't have is worse.
Answer the questions buyers actually ask
Choose a useful territory, as the guide puts it: collect the questions buyers ask you about your area, group them into a few themes and write a checked answer to each, as plain text on a page rather than only in video or images. A written answer is something an assistant can read and a buyer can check.
Keep each answer to what you know and can handle follow-up questions on, connect it to the service you offer without turning it into a pitch, and use only material you have the right to publish.
Check what it says about you today
Do this once properly, then monthly, and after any change of agency, area or speciality.
- 01Write five to ten questions your buyers actually ask, including “who is [your name]?” and “who's the best agent for [property type] in [area]?”.
- 02Ask each one in the assistants your buyers use, in a fresh chat.
- 03Record each answer: whether you are named, and what it gets wrong or leaves out.
- 04Trace each wrong fact to the page or profile that says it.
- 05Fix it at the source, then check again next month.
What doesn't work
Stuffing keywords into profiles reads badly to people and helps no one. Writing or buying reviews breaks platform rules and can breach consumer law. And be wary of anyone who promises a place in AI answers: nobody can honestly make that promise.
What gets in the way
Assuming only the big names can be recommended.
Be specific. An agent whose area, speciality and record are written down and consistent is easier to name for that question than a brand with generic profiles.
Describing yourself the way every agent does: passionate, trusted, results-driven.
Say who you help, where and with what, in one sentence you can prove, and use that sentence on every profile.
Ignoring AI answers because you don't understand how they work.
You don't need to. Ask the questions your buyers ask, write down what comes back and fix the facts at their source.
Assuming a big social following is what gets you recommended.
Followers aren't what an assistant reads. Written, checkable facts and answers on the pages it searches do more for that answer than reach does.
Questions agents ask next
Can I pay to be recommended by ChatGPT?
Be wary of anyone who says you can. Nobody can honestly promise what an assistant will say about who to hire. What you can do is make sure the facts it finds about you are correct, specific and the same everywhere.
Why does ChatGPT still show my old agency?
Because it is still written somewhere it reads, such as an old portal profile, a former agency's team page or a directory, or it learned it before you moved. Find each page that says it, update or remove it, and keep your current details identical everywhere.
Is this the same as SEO?
It overlaps. Clear pages, consistent profiles and genuine reviews help both. The difference is that an assistant writes one answer instead of a list of links, so facts that agree across sources and plain answers to buyers' questions count for more.
How often should I check what AI says about me?
Monthly is enough for most agents, plus after any change of agency, area or speciality. Answers vary from one ask to the next, so look for patterns across several questions rather than reacting to one.
Do reviews matter to AI assistants?
They are part of the public record an assistant may find about you. Ask real clients for reviews that mention the area and the kind of property, and reply to them. Never write or buy reviews.