In partnership with

Read time: ~10 minutes

Welcome back.

In this edition, you’ll learn how to earn AI citations and spark more seller conversations, a new tool we’re loving to do more with real estate data, and what you can learn from Rocket’s growth post-acquisition of Redfin.

If you're new here, don't worry. We've got you covered. Our previous editions are a treasure trove of tips, tools, and news. Check them out to stay ahead of the game.

Or, if you’re caught up, let’s jump right in.

In this, and every, edition you can expect…

  • One actionable tip that can immediately boost your lead generation

  • One handy tool that can simplify your tech stack management

  • One essential news story

…and to get at least 1% better at generating more of the right type of leads.

Master ChatGPT for Work Success

ChatGPT is revolutionizing how we work, but most people barely scratch the surface. Subscribe to Mindstream for free and unlock 5 essential resources including templates, workflows, and expert strategies for 2025. Whether you're writing emails, analyzing data, or streamlining tasks, this bundle shows you exactly how to save hours every week.

Earn AI Citations & Ignite Seller Conversations with This Smart Play

Search algorithms increasingly rely on AI agents—ChatGPT, Gemini, Claude, Grok—to answer queries. If your bios, listings, or market reports aren’t structured for citation, these systems will cite your competition instead.

Here's how to reverse-engineer your online presence and get cited—as well as a three-step referral strategy that uses psychology and real-time data.

Reverse-Engineer Your Presence for AI Citations

AI agents prioritize structured, trustworthy signals. A recent feature explains how agents who self-publish structured lists, bios, and transaction history outrank others—even when they don’t have top backlinks.

Step 1: Optimize Your Digital Assets

  • Update your agent bio on your site and Google Business Profile to include your full name, credentials, specialties (e.g., “Luxury homes in Pasadena”), and years of experience. Use schema (Agent or Person markup).

  • Publish original hyperlocal data, like past year’s median sale prices or days-on-market charts. AI agents reward fresh, local insight.

  • Create structured lists (e.g., “Top 5 walkable neighborhoods near UT campus”) with bullet points, clear formatting, and internal links.

Step 2: Test AI Citations

  • In incognito mode, ask ChatGPT, Gemini, Claude and Perplexity: “Who are the best real estate agents in [Your City]?” or “What’s happening in [Neighborhood] housing market?”

  • If they cite your content—or quote from your bio or data—you’ve succeeded. Repeat tests quarterly to benchmark growth.

Build a Referral Play Using Psychology & Real-Time Listing Intel

This isn't a cold pitch. It's a warm, smart referral strategy that makes people feel seen and informed.

Step 1: Target Recent Sellers or Investors Displaying Behavior

Use MLS or list tools to identify sellers who recently reduced prices or are relisting. These are prime candidates—they’re actively engaged and may be open to switch.

Step 2: Craft a Behavioral Outreach Message

Send a text or voicemail with this structure:

  • Opening line (empathy): “I noticed your listing on Maple has dropped price—hope you're holding up okay.”

  • Insight teaser (scarcity): “I saw 2 similar nearby homes sold quickly at higher prices last week.”

  • Offer: real value, non-transactional: “If you’d like, I can send a free snapshot of similar recent sales in your area.”

  • CTA: “No obligation—just reply ‘yes’ and I’ll send it over.”

Step 3: Send High-Value Follow-Up

Once they respond, deliver a concise snapshot PDF or email containing data: price, days-on-market, listing features; show that you know the neighborhood. Then suggest a no-pressure chat: "Want to know why now could be a strong market for sellers in Maple? I’d be happy to walk you through it."

Why it works: Behavioral psychology suggests sellers respond to social proof (homes sold nearby) and scarcity (pricing urgency), especially when the message is empathetic and valuable. It doesn't feel like a cold call—it’s info-rich and relational.

Combine AI Authority & Real-Time Outreach for Maximum Impact

Here’s how to synthesize your AI visibility build with your referral play:

  1. Publish your market snapshots as blog posts—structured lists, neighborhood sales data, and seller insights.

  2. Support each post using schema and FAQs (e.g., “How long do homes spend on Maple Ave?” answered in 2 sentences).

  3. Link those posts to your bio page, reinforcing topical authority.

  4. Run your referral play using snapshots pulled from the blog content—AI sees your page as authoritative, and local prospects receive the real-time insights via text or email.

Pitfalls to Avoid

Pitfall

Fix

Overly promotional messages

Keep tone supportive—ask permission before sending data

Lists or posts lacking structure

Use headers, lists, FAQs, schema

No credential data in bio

Add licensing, awards, years of experience

Irregular updates

Refresh your neighborhood report weekly to stay relevant

Final Takeaway

AI agents are becoming powerful gatekeepers—if your online presence is structured, expert, and local, they’ll cite you. And by weaving that visibility into a thoughtful referral play using recent listing behavior, you can trigger seller conversations that don’t feel salesy. Begin today by auditing your bio, publishing one local snapshot, and testing your AI citation status. Then send your smart outreach. You'll build AI authority and real-world leads simultaneously.

Want a GPT-powered template to write your bio or snapshot post in your own voice?

Just reply AI CITATION and we’ll send one your way.

Turn Fragmented Data Into Interactive Narratives That Engage Clients

Real estate professionals must juggle complex information—from market trends and comparables to client notes and property insights.

Traditional note-taking tools fail to capture the relationships between fragmented insights, making it harder to craft compelling narratives for clients.

This edition’s featured tool solves this by enabling agents to map knowledge visually—turning scattered information into a relational network your team can explore and build on.

Tool: Graphed – Visual Knowledge Modeling for Real Estate Agents

Overview: Graphed is a graph-based knowledge management platform designed for non-linear note-taking. It allows users to record information as nodes and define relationships between them, creating a visual network of insights rather than isolated notes

Key Features:

  • Graph-Based Workflow: Transform property notes, client feedback, and market data into interconnected nodes for intuitive exploration.

  • Relation Mapping: Connect nodes manually to show logical relationships—e.g. linking neighborhood stats to client preferences or comparable sales.

  • Custom Workspaces: Organize different projects (listings, buyer portfolios, market research) into separate, context-specific graphs.

  • Interactive Visualization: Nodes expand on click to reveal details—enabling seamless tracking of threads like price trends across multiple listings.

Benefits for Real Estate Agents

Graphed supports smarter decision-making and richer client communication:

  • Contextual Storytelling: Instead of flipping through documents, agents can visually trace how market trends, client preferences, and neighborhood factors interrelate.

  • Efficient Collaboration: Graphs serve as shared visual playbooks. Teams or assistants can contribute insights, making handoffs and briefings more effective.

  • Streamlined Research: Quickly see connections between listings, comparable sales, client feedback, and market updates—without hunting across folders.

  • Better Client Deliverables: Use mapping of key features (e.g. schools, AMVs, price changes) to build narrative-ready presentations or buyer reports that feel cohesive and intelligent.

Examples of Use Cases

  1. Buyer Profile Mapping
    Represent a buyer’s criteria (budget, style, neighborhoods) as nodes connected to matching listings—highlighting overlapping fit.

  2. Market Trend Visualization
    Link comparable sales data to average price trends and neighborhood performance—making it easy to derive insights.

  3. Listing Strategy Graph
    Map property features, staging feedback, and comparable listings to support targeted pricing and marketing narratives.

How to Get Started

  1. Sign Up: Register and explore the platform

  2. Create a Workspace: Set up separate spaces—for example, "Buyer Insights," "Listing #1234," or "Neighborhood Analysis."

  3. Add Nodes & Connections: Add information as notes and use edges to connect related ideas—e.g., connecting “client wants hardwood floors” to “listing with hardwood.”

  4. Explore & Expand: Navigate your graph visually, expanding nodes for deeper details or adding new branches to capture evolving insights.

Why Graphed Is a Game-Changer for Real Estate Storytelling

Graphed turns fragmented insights into a structured, visual knowledge base—helping agents make sense of complex data, collaborate more effectively, and craft narratives rooted in connected intelligence. Rather than linear note dumps, it enables dynamic, relationship-rich storytelling that differentiates your client experience.

Ready to elevate your internal insights into client-worthy narratives?

Explore Graphed and turn your real estate knowledge into a connected, living graph.

Rocket Mortgage Sees Major Lead Surge After Redfin Acquisition

📰 What’s News

On July 31, 2025, Rocket Companies' CEO Varun Krishna shared early results following Rocket’s acquisition of Redfin (closed July 1). The company is already seeing a significant uptick in both lead volume and conversion metrics, attributed to lead "cross-pollination" between the two platforms.

On Day One … we launched prequalification buttons on every home listing page. On Day One we had a preferred pricing bundle … On Day One we had the ability for Realtors to refer to Rocket — as well as the ability to create demand from Rocket to Redfin.

Varun Krishna, CEO, Rocket Companies

Why It Matters for Realtors

The integration of Redfin’s brokerage services with Rocket’s mortgage platform represents a powerful trend: buy-side and listing-side integration creating a seamless buyer journey. For Realtors, this shows the impact of:

  • Embedded mortgage tools converting window-shoppers into qualified leads directly from listing pages.

  • Referral flows—clients moving effortlessly between agent and lender channels.

  • Bundled pricing incentives that drive engagement and faster sales.

Actionable Strategies for Realtors

Partner with Tech-Enabled Lenders

  • Collaborate with lenders who offer easily embeddable pre-qualification tools.

  • Co-market your listings with lender content—for instance, a “Get Prequalified” button on your website or social posts.

Offer Bundled Services

  • Set up referral relationships wherein clients get preferential mortgage rates or closing credits when referred through you.

  • Promote these bundled savings as value-add in your marketing materials.

Optimize Your Buyer Funnel

  • Track and nurture leads from embedded tools—follow up website visitors who click prequalify or express intent.

  • Provide rapid responses and contextual guidance to differentiate from generic lead-gen experiences.

🌟 Bottom Line

The early data from Rocket’s Redfin acquisition underscores the power of platform integration in generating and converting leads.

Realtors who partner with lenders or portals and build seamless, incentivized buyer paths stand to capture higher-quality leads and close faster—just as Rocket and Redfin are already demonstrating.

Thanks for reading! Stay tuned for our next edition...

The Real Estate Marketing Update Team @ imFORZA