EP 146: Why Every Agent Needs an AI Operating System

How to Turn AI Into a Teammate That Works for You is about moving beyond asking AI questions and starting to give it real work to do in your business. In this episode, I'm joined by Doug Haney, team lead of the Haney Group with Coldwell Banker Heritage in Ohio. Doug shares how he's using AI to build a business brain, analyze contracts, create CMAs, and manage deadlines. His biggest realization was simple: AI doesn't have to be just a tool you talk to. With the right context, systems, and oversight, it can become a teammate that works alongside you. If you're ready to move beyond basic prompts, this conversation will give you practical ideas for turning the knowledge and repetitive work inside your business into AI-powered systems. You'll learn how to start small, teach AI how you work, and gradually delegate more of the work so you can spend your time where it creates the most value. Guest: Doug Haney Website: https://www.thehaneygroup.com LinkedIn: https://www.linkedin.com/in/doug-haney-89a6a0295 YouTube: https://www.youtube.com/@TheHaneyGroup Facebook: https://www.facebook.com/thehaneygroup/ Instagram: https://www.instagram.com/thehaneygroupteam/ TikTok: https://www.tiktok.com/@thehaneygroup X: https://x.com/RealtorHaney Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  AI Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site 

How Smart Agents Use AI Behind the Scenes is about using AI to simplify the work that runs your business so you can spend more time building relationships, serving clients, and growing your business. In this episode, I'm joined by Rachel Kilmer of ReeceNichols in Kansas City, a former Emmy-nominated sports reporter who went from being an AI skeptic to using AI across nearly 40% of her back-office operations. Rachel shares how she's using AI for business planning, CMAs, buyer workflows, transaction management, and social media strategy, all while keeping authenticity and personal relationships at the center of her business. If you've been wondering how to move beyond basic AI prompts, this conversation will give you practical ideas for identifying repetitive tasks, building workflows, and creating systems that give you back valuable time. You'll learn how to make AI work behind the scenes so you can focus on what matters most: delivering exceptional client experiences and building a business that can grow without losing its personal touch. Guest: Rachel Kilmer https://rachtherealtorkc.com/rtr-coaching-collaborative/ https://www.instagram.com/rachtherealtorkc/ https://www.instagram.com/rtrcoachingcollab/ https://www.tiktok.com/@rachtherealtorkc https://www.tiktok.com/@rtrcco?lang=en Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  AI Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site

Why Every Agent Needs an AI Operating System explores moving beyond individual AI tools to build a connected system that helps you run your business with less friction and more intelligence. In this episode, I'm joined by Adrian Provost, founder and CEO of Realty ONE Group Terminus in Atlanta. Adrian shares how he's building Terminus OS, including AI teammates that support agents with administration and compliance. We also discuss using AI as a research partner, giving it the context it needs to understand your business, and knowing when AI should assist rather than take over. If you're ready to move beyond random prompts and disconnected tools, this conversation will show you how to start building your own AI operating system, one workflow at a time. You'll learn how to identify the work AI should handle, connect it to the way you already operate, and ultimately create more time to focus on your clients and grow your business. Guest: Adrian Provost Web: adrianprovost.com | oneterminus.com | levelstudios.io LinkedIn: linkedin.com/in/adrianprovost Instagram: https://www.instagram.com/adrian.provost  X: @adrian_provost YouTube: youtube.com/adrianprovost TikTok: @adrianprovost Contact: [email protected]    Resources Mentioned:  Free Higher State Index diagnostic at higherstate.app/index   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  AI Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site

In this episode, I'm joined by Bob Kelley, team leader at Berkshire Hathaway HomeServices Fox & Roach REALTORS®, to discuss how he uses AI to strengthen every part of his business, from client appointments and team systems to business planning, process improvement, and content creation. We explore practical ways to use AI as a thought partner that challenges assumptions, uncovers opportunities, and helps you make better decisions for both your clients and your business. If you want to build a business that gets better every week, this conversation will show you how to use AI to evaluate your systems, uncover blind spots, ask better questions, and continuously improve the way you serve your clients. The result isn't just greater efficiency. It's better decisions, stronger client outcomes, and a business that's built to keep evolving. Guest: Bob Kelley Site: https://www.bobkelleyteam.com Contact info: https://linktr.ee/bobkelleyteam Resources Mentioned:  Podcast - Diary of a CEO with Steven Bartlett Books:  Thinking in Bets by Annie Duke. Bob's top recommendation for real estate professionals because it explores decision-making when you don't have complete information, something agents face every day. Steve Jobs Biography by Walter Isaacson The Ride of a Lifetime by Bob Iger Lorne by Susan Morrison Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  AI Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site  

In this episode, I'm joined by Krista Recker of Moor Realty Group in Boston to discuss how she built an AI-powered business around the probate niche. We explore how she uses AI to uncover opportunities, automate research, personalize outreach, create content that answers the questions families are already asking, and build workflows that free her to focus on what matters most: helping people through one of life's most difficult transitions. If you've ever wondered how to stand out in a crowded market, this conversation will show you how to use AI to build a business that attracts the right clients, creates lasting trust, and gives you more time to focus on the human relationships that drive long-term success. Guest: Krista Recker Probate Tech Collective: probatetechcollective.com Krista Recker Properties: kristareckerproperties.com LinkedIn: linkedin.com/in/krista-recker Instagram: https://www.instagram.com/kristareckerproperties  Brokerage: Moor Realty Group, Boston, Massachusetts   Resources Mentioned:  Greg Isenberg's podcast. Krista says she listens regularly because the conversations with founders help her think about what can be built, which systems can be improved, and how to turn technical ideas into practical applications.   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  AI Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site

In this episode, I'm joined by Conor Doyle, commercial and residential real estate advisor with Keller Williams and the McCann Team, to discuss how he's built a team of AI specialists that support everything from investment analysis and CMAs to compliance, market research, and negotiations. We explore how to train AI like a new analyst, why human oversight remains essential, and practical ways agents can build repeatable systems that improve decision-making and create better client outcomes. If you've ever wished you had a research analyst, compliance expert, investment advisor, or marketing assistant on your team, this conversation will show you how AI can help you build those capabilities yourself, one workflow at a time. Guest: Conor Doyle Six Ten Associates - https://www.sixtenrealestate.com  Instagram - https://www.instagram.com/six_ten_real_estate/  LinkedIn - https://www.linkedin.com/company/six-ten-real-estate/    Resources Mentioned:  All-In Podcast, Conor's pick for the podcast that has influenced him the most. Doing more with less guide - https://drive.google.com/file/d/1Q0iXZkEsN8nAPXbf49ens8CBXCdtrb25/view?usp=share_link    Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  ChatGPT Claude Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site   

In this episode, I'm joined by Vincent Cyr, team lead at Real Brokerage, to discuss how he's integrating AI into every stage of the client journey, from listing presentations and pricing strategies to AI search optimization and custom-built workflows. We explore why human judgment still matters, how specialized AI skills create better client experiences, and practical ways agents can build repeatable systems that save time while improving the quality of their advice. If you're looking to move beyond experimenting with AI and start using it to create better outcomes for your clients, this conversation is full of practical ideas you can apply to your business. Guest: Vincent Cyr The Cyr Team - https://www.thecyrteam.com Inherited Property (situation-specific) - https://thecyrteam.com/your-situation/inherited-property/ Downsizing (situation-specific) - https://thecyrteam.com/your-situation/downsizing/ Chadds Ford / Distinctive Homes (location + service) - https://thecyrteam.com/chadds-ford-pa/distinctive-homes/   Books Mentioned:  Unabridged: https://www.amazon.com/Miserables-Signet-Classics-Victor-Hugo/dp/045141943X Streamlined: https://www.amazon.com/Miserables-Penguin-Classics-Victor-Hugo/dp/0140444300   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe  ChatGPT Claude Conversion Guide - https://switch-ai-field-guide.rajeevsajja.chatgpt.site  

Why AI makes human connection more important is about using AI to strengthen relationships, not replace them. In this episode, I'm joined by Skye Michiels, founder of With Heart Coaching and former national coach at Compass, to discuss how agents can use AI to remove the friction that keeps them from connecting with the people who matter most. We explore practical ways to identify who to contact, when to reach out, and what to say, while using AI to personalize conversations, create hyperlocal content, and build habits that lead to consistent relationship-based growth. If you're looking for practical ways to combine AI with authentic human connection, this conversation will help you spend less time wondering what to do next and more time building meaningful relationships that grow your business. Guest: Skye Michiels LinkedIn: https://www.linkedin.com/in/skye-michiels/  Website: https://www.withheartcoaching.com/  Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our Weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe   

How AI Helps Agents Deliver Five-Star Client Service explores how AI can create better systems so you spend less time managing tasks and more time serving clients. In this episode, I'm joined by Jen Berbas, team lead of the Berbas Group in Austin, Texas, to discuss how she uses AI to replace a fragmented software stack with custom-built tools that automate workflows, reduce friction, and create a more seamless client experience. We also explore why AI is becoming a thought partner for solving business problems, how small operational improvements compound over time, and why great systems allow agents to stay calm, present, and focused during some of their clients' biggest life transitions. If you're looking for practical ways to use AI to improve your operations while delivering a more personalized client experience, this conversation is full of ideas you can apply to your own business. Guest: Jen Berbas Website: berbasgroup.com Linkedin: www.linkedin.com/in/jenberbas Instagram: www.instagram.com/berbasgroup  Facebook: facebook.com/berbasgroup Youtube: https://www.youtube.com/@berbasgroup   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja   Podcast Resources:  Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get a 14-day Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe

Why AI Rewards Specialists, Not Generalists is about more than showing up in AI search. It's about becoming the trusted expert that both AI and consumers turn to when expertise matters. In this episode, I sit down with Cyndee Haydon, REALTOR®, AI educator, and longtime technology innovator, to discuss why the future belongs to agents who narrow their focus, build a consistent digital identity, and create content that demonstrates real expertise. We explore practical strategies for improving AI visibility, auditing your online presence, building trust through consistency, and using AI to amplify your knowledge instead of replacing your judgment. If you're looking to stand out in an AI-driven world, this conversation will help you move beyond being just another agent and become the expert AI is confident recommending. Guest: Cyndee Haydon Facebook: https://www.facebook.com/cyndeehaydon/ Linkedin: https://www.linkedin.com/in/cyndeehaydon/ Instagram: https://www.instagram.com/cyndeehaydon/ Resources Mentioned:  AI That's Easy Implementers Club - Our Community: https://www.skool.com/ai-thats-easy-implementer-club Facebook Group - Still Human Just Smarter: https://www.facebook.com/groups/stillhumanjustsmarter OtterlyAI is the Content Intelligence Platform for AI Search: Otterly.ai   Host: Rajeev Sajja Website: http://www.realestateaiflash.com Facebook: https://www.facebook.com/rsajja Instagram: http://www.instagram.com/rajeev_sajja LinkedIn: http://www.linkedIn.com/in/rsajja Other Resources: Join our Instagram Real Estate AI Insiders Channel - https://ig.me/j/AbZCJG37DqBPPtxi/ Get 14 days Wispro Flow Pro Free Trial - https://ref.wisprflow.ai/rajeev-sajja  Subscribe to our weekly AI Newsletter: https://realestateai-flash.beehiiv.com/subscribe