THE AI ADVANTAGE
THE AI ADVANTAGE
RESOURCES
Thank you for attending the AI Advantage with Lauren Lucas hosted by Paige Bowman and Jennifer Tran with Fidelity National Title! We’re excited for all that you’re going to build in your business.
If you want to attend Lauren’s event in February, click HERE.
section 1: Intro
In this section of her workshop, Lauren Lucas teaches real estate agents to stop treating AI like a search engine and start commanding it as an assistant, using a prompting framework of role, task, context, format, constraints, and letting the AI ask questions. Lauren argues the real payoff comes from proper setup: custom instructions, connected apps like email and calendar, projects to organize work, and reusable skills that automate repeatable workflows like a listing launch.
The goal is to help you automate the tedious parts of their business so you can spend more time building relationships.
Claude: https://claude.ai
ChatGPT: https://chatgpt.com
Gemini: https://gemini.google.com
Perplexity: https://www.perplexity.ai
Claude Desktop: https://claude.ai/download
section 2: Set up
In this section, Lauren Lucas shows how to build reusable AI skills gradually, by talking through tasks you repeat or by screen-recording complex workflows with the desktop app. She walks through Claude Design for creating an on-brand system of templates, decks, and social content, plus interactive client tools like a buyer showing sheet that lets clients score homes as they tour.
The core takeaway: focus on the outcome. tell AI what information it needs, where to find it, and how to deliver it, and let it figure out the rest
Canva: https://www.canva.com
Manus: https://manus.im
Netlify: https://www.netlify.com
Lovable: https://lovable.dev
Squarespace: https://www.squarespace.com
section 3: Lead Magnets
In this section, Lauren explains how to build a lead magnet, something free and valuable that your ideal client trades their contact info for, and why every lead magnet needs a clear call to action. She shows her automated funnel: a ManyChat comment-to-DM trigger delivers the lead magnet, which leads to a booking link, a pre-qualification form, and an automatic CRM entry, so all she has to do is show up to the appointment.
Attendees then used AI to find their ideal client’s top 5 pain points and turn them into an interactive, on-brand lead magnet you can share by link.
Calendly: https://calendly.com
Google Calendar appointment scheduling: https://calendar.google.com
Eventbrite: https://www.eventbrite.com
Zoom, for webinar lead magnets: https://zoom.us
Section 4: ManyChat
Lauren walks attendees step by step through setting up ManyChat’s “Auto DM link from comments” quick automation, so anyone who comments a keyword automatically gets a comment reply and a DM with their lead magnet. She shares practical tips from experience: choose easy-to-spell keywords that won’t autocorrect, ask a question in your auto-replies to boost engagement, and don’t require a follow or email before delivering.
She also addresses the fear of losing the human touch: you still write every message and show up for the consultation, and automation simply gets value to the client faster than a competitor can.
ManyChat: https://manychat.com
Stan Store, an alternative: https://stan.store
Section 5: Lead Gen
In this section, Lauren shows three tools for scaling lead generation. Opus Clip turns long videos like YouTube episodes, podcasts, and home tours into dozens of edited short clips and schedules them across platforms; pair each clip with a ManyChat “comment GUIDE” trigger and they all generate leads.
HeyGen creates an AI avatar of you for people who don’t like being on camera.
Twin runs autonomous AI agents for heavier work, like pulling 550 targeted, DNC-checked homeowner leads in under a minute or sending a 90-second “morning brief” of market data each day.
Opus Clip: https://www.opus.pro
HeyGen: https://www.heygen.com
Twin: https://twin.so
BatchData: https://batchdata.com
Thanks.io: https://www.thanks.io
Section 6: Efficiences
Lauren demos two free Google tools. The first is NotebookLM, which answers questions using only the documents you upload, such as HOA docs, comps, and builder plans, and can turn them into slide decks, podcasts, and videos in minutes.
The second is Google AI Studio, which watches your screen and talks you through any software step by step while documenting the process for an SOP. She closes by recapping her five pillars of an automated business (ideal client, content, lead capture, lead follow-up, and clarity through data) and challenges attendees to implement even 10% of what they learned, since saving 15 hours a week could free up about 780 hours in 2027.
NotebookLM: https://notebooklm.google.com
Google AI Studio: https://aistudio.google.com
Your hosts
Paige Bowman
The Mortgage Collective
(281) 466-4300
paige@mtgcollective.com
https://www.instagram.com/htownmtgchick
Jennifer Tran
Fidelity National Title
(682) 558-6608
jennifer.tran@fnf.com
https://www.instagram.com/jenn.t_title/
Lauren Lucas
Columbus, Ohio REALTOR® / Speaker
https://www.instagram.com/laurenlucas_re/