Facilitated by Joanna Carson

0:00–0:15 | Where Real Estate Is Headed in 2026

Taught by Joanna Carson

• Welcome, learning objectives, forecast for 2026


• Q1 Review


• The 3 pressure points in today’s deals:
  
  
  
  • Communication speed
  
  
  • Insurability concerns
  
  
  • Appraisal volatility
  
  
  
  

0:15–0:45 | AI Expert Segment: The New Front End of Real Estate (30 min)

Taught by Brian Cook

1) Proper setup and use of ChatGPT for real estate workflows

• Building role-based prompts for buyer, seller, investor, and sphere workflows


• Creating reusable prompt libraries


• Compliance and confidentiality best practices


• Using AI as a workflow assistant instead of a replacement for expertise

​2) How to prompt ChatGPT for business-ready outputs

• Prompt structures that create:
  
  
  
  • Listing descriptions
  
  
  • Buyer consultation prep
  
  
  • Objection handling scripts
  
  
  • CMAs and pricing explanation drafts
  
  
  • Client follow-up emails/texts
  
  
  
  


• Turning generic prompts into brand-consistent outputs


• Voice, tone, and market customization

3) AI tools and systems top-producing agents are using

• CRM + AI integrations


• AI note-taking and meeting recap tools


• Automated content repurposing systems


• Social media consistency tools


• Listing marketing workflow automations

4) Using AI to generate inbound opportunities

• AI-assisted content calendars


• Neighborhood and lifestyle storytelling


• Email nurture ideas that start conversations


• Listing launch campaigns


• Sphere reactivation messaging

5) Simple follow-up systems that improve response rates

• Speed-to-lead templates


• 7-day nurture sequence examples


• Showing feedback automation


• Post-open-house drip systems


• Re-engagement campaigns for cold leads

0:45–1:00 | Insurance Expert Segment: The New Homeowners Insurance Reality (15 min)

Taught by Joanna Carson

What is happening in the insurance world affecting homeowners insurance

Key Talking Points

• Rising replacement costs and premium shifts


• Severe weather claims trends and regional impacts


• Roof age, siding, and loss history issues


• CLUE reports and property-specific insurability concerns


• How insurance delays are affecting closings


• Common surprises agents should help clients anticipate


• How to prepare buyers before inspection and binding coverage


• The growing importance of early insurance conversations

1:00–2:00 | Appraisal Expert Segment: Appraisal Updates Through the Transaction Timeline (60 min)

Taught by Mike Swaim

Part 1: Current Appraisal Landscape (15 min)

• Key appraisal updates agents need to know


• Market volatility and comp selection challenges


• Days on market shifts and adjustment sensitivity


• Inventory compression and price support issues


• New construction and builder concession impacts

Part 2: Timeline of an Appraisal from Contract to Value (15 min)

• Contract acceptance


• Lender ordering process


• Appraiser scope and research


• Comparable selection timeline


• Reconciliation and final opinion of value


• Delivery to lender and underwriting review

Part 3: Common 2026 Appraisal Problems (15 min)

• Low appraisal scenarios


• Repair requirements


• Condition vs cosmetic concerns


• Reconsideration of value best practices


• Multiple offer environments and value support


• Rural, acreage, and unique property issues


• Condos, attached housing, and HOA data challenges

Part 4: Agent Best Practices + Future Outlook (15 min)

• How to package comps effectively


• What listing agents should provide before inspection


• How buyer agents can prepare clients for value gaps


• Communication do’s and don’ts with appraisers


• Emerging data sources and hybrid valuation trends


• What changes may shape appraisal practice next year