Stop Prompting, Start Onboarding: Claude Cowork for Agents | AI Agent Advantage

Stop Prompting, Start Onboarding: Claude Cowork for Agents | AI Agent Advantage

Matthew Rathbun would rather be building a cabin in the Virginia woods than sitting at a laptop, and that is exactly why his approach to Claude Cowork is worth copying. He oversees 300 agents at Coldwell Banker Elite and has rebuilt how his firm produces listing kits, training, and client emails around one downloadable app. On this episode of AI Agent Advantage, JMan and Matthew break down Claude Cowork for real estate from the ground up: what it is, how to give it safe access to your files, and how projects and skills turn your repeat work into a one-word command. What You'll Learn: 1: Why treating AI like an assistant you onboard beats treating it like a search box, and the exact starter prompt Matthew uses 2: What Claude Cowork actually is, how it differs from chat, and why it runs as a downloadable desktop app rather than a browser tab 3: How to set up a single controlled folder so Cowork only touches the files you choose, and how to revoke access in seconds 4: How feeding years of your own presentations and emails teaches the tool your voice and brand 5: How to build a Project for a repeatable workflow like buyer representation, including a 5 a.m. off-market listing search 6: How to create a Skill that turns a seven-prompt listing kit into a slash command that runs in four minutes TIMESTAMPS:  00:00  Introduction and the cold open 01:00  The woods, the gadgets, and a lifelong fascination with thinking machines 05:00  Signing up for ChatGPT on day one and early industry skepticism 10:00  The onboarding mindset and why voice beats typing 13:00  Why Matthew added Claude, persistent memory, and trust 17:00  What Claude Cowork is and how it differs from chat 22:00  Setting up a controlled folder for safe file access 25:00  Why more context wins: presentations, emails, and class transcripts 32:00  Projects explained, including off-market listing searches 38:00  Skills, the listing kit slash command, and sharing a brand kit with your team 47:00  Common mistakes, the intimidation barrier, and trusting the tool 53:30  The single best AI tip and where to find Matthew About the Guest:  Matthew Rathbun is Executive Vice President at Coldwell Banker Elite and a licensed broker across DC, Maryland, and Virginia, where he oversees roughly 300 agents. He is a multiple-time national Instructor of the Year and trains real estate professionals across the country on technology and practice. His AI tutorials and downloads live at matthewrathbun.com/ai. Connect with Matthew Rathbun Website: https://www.matthewrathbun.com Guest LinkedIn: https://www.linkedin.com/in/matthewrathbun1 Instagram: https://www.instagram.com/matthew_rathbun/ FOUNDING SPONSORS:  1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business. 2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command. 3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off About the Show:  AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday. Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this. https://www.jsquaredpodcast.com/

The AI That Knows Who Wants to Sell Before They Do | AI Agent Advantage

What if AI could tell you which homeowners are most likely to sell, before they even know it themselves? That's exactly what Homiere does, and in this episode, JMan sits down with co-founders Addy Kim and Chris Dimitriou to break down how their platform uses predictive data, off-market property search, and AI-optimized web presence to help real estate agents work smarter. Key Takeaways:  1: Predictive lead scoring works by pattern-matching historical transaction data against current signals like equity, property condition, financial stress indicators, and macro conditions. The result is a short list of likely sellers rather than a database of everyone. 2: Off-market property search uses natural language. Agents describe what a buyer wants in plain speech and Homiere returns matching properties using enriched data that includes orientation, pool status, permit history, and development potential. 3: Homiere builds AI-optimized websites designed to show up not just in Google but in ChatGPT, Claude, Gemini, and other AI search tools. This shift from SEO to AEO is something most agents are not paying attention to yet. 4: Onboarding starts with a consultation call, not a login. The team works with each agent to understand their specific bottleneck before configuring any solution. 5: The biggest mistake new users make is treating AI like a light switch. The agents who get the best results stay in the driver seat and work the system consistently over weeks, not days. "Find that one thing in your day that you absolutely do not like doing. Find an AI solution for it. Once you realize how much it enhances you, you will go down the rabbit hole of finding out how else you can make your life more efficient." — Addy Kim, CEO, Homiere "Spend time thinking deeply about how you spend your day. If you do that, how to use AI will kind of just fall out from that." — Chris Dimitriou, CTO, Homiere CHAPTERS:  00:00 Cold Open: Is AI replacing cold calling? 00:55 Welcome to AI Agent Advantage 01:18 Hook: What if you never had to cold call again? 01:45 Guest intro: Addy Kim and Chris Dimitriou 02:17 What Homiere does in plain English 03:04 How predictive AI identifies sellers before they list 04:13 Data sources and pattern matching explained 06:10 Finding off-market properties with natural language 09:21 Who is the ideal Homiere user? 10:23 Investor use case: property condition and development potential 11:54 Addressing the skeptic who already has a CRM and dialer 13:14 How Homiere builds AI-optimized websites for agents 17:15 The shift from SEO to AEO (answer engine optimization) 19:08 Mid-roll: Wise Agent sponsor spotlight 19:36 What the first 30 days with Homiere actually looks like 23:05 Handling the data quality objection: does it know my market? 25:33 Getting started: three steps to sign up 26:31 The quickest early win agents should expect 28:12 Common mistakes agents make and how to avoid them 29:56 One feature each co-founder uses daily 33:05 Natural language search and why it changes everything 35:46 Special discount for AI Agent Advantage listeners 36:10 Signature close: best tip for getting started with AI 39:09 Where to find Homiere and wrap-up GET STARTED WITH HOMIERE:  Visit homiere.com and click Get Started. Mention AI Agent Advantage for a special listener discount on your first call. FOUNDING SPONSORS:  1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business. 2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command. 3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off About the Show:  AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday. Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this. https://www.jsquaredpodcast.com/

The 90 Minute Marketing Department: How AI Builds a Business System Around Your Life

Most real estate agents rush into AI tools hoping for a shortcut. Robert Lee has a different question he asks first: where is your constraint? Because if your business model is broken, AI will just help you lose money faster. That one idea reframes everything about how agents should be using technology right now. What You Will Learn:  1: How to identify the single bottleneck holding your real estate business back before using any AI tool 2: Why Claude is better suited for real estate business logic than ChatGPT or Gemini 3: How agentic AI builds a specific memory of your goals, your family constraints, and your business style 4: The 90 Minute Marketing Department BOS: a step-by-step business operating system powered by Claude Code 5: How Robert ran a live 150-home geo farming case study on a $3,500 budget using AI to plan every step 6: The single biggest mistake agents make with AI (and the simple voice memo habit that fixes it) About Robert Lee:  Robert Lee is the founder of the Lesix Agency, a Real Gold Standard Instructor, and the creator of the 90 Minute Marketing Department Business Operating System. He teaches AI implementation for real estate at the national level and is currently running a documented live case study geo farming 150 homes outside Atlanta on a $3,500 budget. TIMESTAMPS:  00:00 — Introduction + Show Open 01:00 — The question Robert asks every agent before selling them anything 02:30 — What a bottleneck (constraint) actually means in a real estate business 04:00 — How AI helps agents identify constraints faster using voice memos and Claude 05:30 — Why Claude is Robert's preferred AI platform (purpose before platform) 08:00 — Claude Code vs. Claude Chat: what agentic AI actually means 11:00 — Agentic AI as an intern: why you have to teach it about your life 13:00 — Building memory: how the agent learns your goals, constraints, and personality 16:00 — The 90 Minute Marketing Department BOS: setup and what to expect 19:00 — Robert's live case study: creating a full conference resource folder while sick at Disney 22:00 — Simple vs. easy: why this system is worth the setup investment 24:00 — The Michael Jordan principle applied to AI and real estate strategy 27:00 — How the 90 Minute BOS integrates with your existing CRM and tech stack (MCP) 30:00 — Webhooks, automation platforms, and the full AI workflow in action 32:00 — The single biggest mistake agents make with AI marketing 33:00 — The single best tip for getting started with AI 35:00 — Where to find Robert and get the free 90 Minute BOS Connect with Robert Lee:  Website: rob.lesix.com LinkedIn: https://www.linkedin.com/in/rwlee2/ Instagram: https://www.instagram.com/rwlee2/ FOUNDING SPONSORS:  1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business. 2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command. 3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off About the Show:  AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday. Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this. https://www.jsquaredpodcast.com/

Your Transaction Genie: How Subi Handles the Paperwork So You Don't Have To

What if you could have a transaction coordinator working for you 24 hours a day, 7 days a week, who never missed a deadline, never forgot an earnest money deposit, and proactively drafted your emails before you even thought to ask? That is not a fantasy. That is Subi. In this episode of AI Agent Advantage, JMan sits down with Michelle Schubert, founder and CEO of Subi, to break down one of the most impressive AI tools in the real estate space right now. Michelle is not your typical tech founder. She is a Division I athlete, a global missions worker, an international economic development consultant, and yes, a Survivor and American Ninja Warrior competitor. She built Subi because she saw what was happening to agents in the field and knew there was a better way. Here is what you will learn in this episode: 1: What Subi actually does and why real estate agents are signing up at a 100% conversion rate when it is demonstrated live 2: The difference between a proactive AI and a reactive tool, and why that difference changes everything about how you manage transactions 3: How Subi uses natural language interface so that if you know how to talk, you can use the platform 4: The upcoming universal document processor and universal integration that will connect Subi to any tool in your existing tech stack 5: Why the Wise Agent and Subi integration coming in the next quarter is a game-changer for agents already using a CRM 6: Michelle's single best tip for anyone just getting started with AI Timestamps: 00:00 Cold open — the 100% conversion moment 01:06 JMan introduces the episode and the problem: agents lose deals because the system wasn't built for the pace they work at 01:55 Guest intro: Michelle Schubert, founder and CEO of Subi — Division I athlete, global missions worker, Survivor and American Ninja Warrior competitor 02:40 The Setup: What is Subi in plain English? 03:48 Who is Subi built for: solo agents, TCs, teams, brokerages 07:57 How Subi works proactively: the earnest money example 09:17 Human in the loop: why Subi always asks before sending 09:52 The brokerage value proposition: standardization and compliance 10:49 How Subi differs from ChatGPT and from tools like SkySlope or Open to Close 16:08 The natural language interface explained: from graphical UI to voice-first AI 21:14 The Implementation: what to do in the first 15 minutes 22:45 What is coming: universal document processor and universal integration 30:56 The Wise Agent integration preview 33:28 Signature Close: Michelle's single best tip for getting started with AI Guest Bio Michelle Schubert is the founder and CEO of Subi, an AI transaction platform built to eliminate the administrative burden of real estate transactions. Before entering the tech space, Michelle competed in Division I athletics, completed nearly a decade of global missions work, and built an international economic development career. She also competed on both Survivor and American Ninja Warrior. Michelle built Subi because she saw firsthand how much time, energy, and revenue real estate professionals were losing to paperwork, and she knew technology had finally caught up to solve it. Website: oksubi.com LinkedIn: https://www.linkedin.com/in/michelle-schubert-92b259158/ Instagram: https://www.instagram.com/withsubi FOUNDING SPONSORS:  1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business. 2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command. 3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off https://www.jsquaredpodcast.com/

The AI Bot That Follows Up on Leads for a Full Year (So You Don't Have To) | Wise Agent CEO

If you've invested in a CRM and wonder whether it's actually moving the needle on your business, this episode is for you. JMan sits down with Brandon Wise, co-founder and CEO of Wise Agent, one of the most trusted real estate CRMs in the country, to talk about what a CRM actually is, what it should be doing for your business, and how the AI tools built inside it are changing the way top agents convert leads and stay top of mind. Brandon shares the story behind Wise Agent, which started as a napkin idea born out of real-estate overwhelm, and has outlasted almost every competitor by focusing on one thing the industry keeps forgetting: human relationships backed by smart systems. Timestamps: 00:00 Sponsor intro: Wise Agent, Subi, and The CE Shop 01:30 Brandon's origin story: Scottsdale agent, Coldwell Banker, overwhelmed and unorganized 02:30 The napkin idea that became Wise Agent [03:00] What a CRM actually is and why every lead belongs in one 05:00 The AI writing assistant: building hyper-targeted drip campaigns for every lead type 07:20 The AI lead bot: how it follows up by text for up to a full year 09:00 How the bot handles the handoff when a lead is ready to move 10:00 Why texting works when email and phone calls don't 11:30 Real story: 100 stale leads turned into clients two years later 12:00 How new agents can use the bot for open house leads and old broker databases 16:00 Social media integration and landing pages inside Wise Agent 17:30 Building multi-touch workflows before you even go live with a campaign 19:30 Analyzing your business to identify your real client profiles 20:00 Using technology to create more human time, not less 22:00 The consistency pattern: what agents who succeed all have in common 24:00 What makes a database worth selling when you're ready to exit 27:00 Categorizing by interest, hobby, and life event to stay top of mind personally 30:00 The dental hygienist CRM story: when technology makes you feel cared for 31:00 Wise Agent's best-in-class customer support and how to get started 32:30 Brandon's #1 tip for getting started with AI: make it sound like you Guest Bio Brandon Wise is the co-founder and CEO of Wise Agent CRM, a real estate contact relationship management platform he built after working as an agent in Scottsdale, Arizona. Overwhelmed by the complexity of the business and worried about staying organized enough to avoid legal liability, Brandon sketched the idea for Wise Agent on a napkin alongside his future CTO. More than 20 years later, Wise Agent has outlasted dozens of competitors by focusing on customer relationships over feature bloat, and by being, as Brandon puts it, the only technology company in real estate that actually answers its phone. Brandon is a frequent speaker and advocate for using AI to create more human time in the business, not less. LinkedIn: https://www.linkedin.com/in/brandonwiseaz/ Website: wiseagent.com FOUNDING SPONSORS:  1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business. 2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command. 3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off https://www.jsquaredpodcast.com/