Replace drip emails with an AI lead agent built in Claude Code that follows up on the homes each lead looked at
Kasey Jorgenson, founder and designated broker of Jorgenson Real Estate, an independent brokerage in Round Rock, Texas (15 agents and four staff in Central Texas, plus three agents in Jacksonville, Florida), on the Real Estate AI Flash podcast
His first build was an AI agent the brokerage named Claire, made with Claude and Claude Code; Claude walked him through the setup, including server space on Cloudflare. Claire has her own Gmail account and her own CRM account. A lead's activity on the brokerage website can flag her to reach out, along the lines of: "Hey, I noticed you looked at this property. Here's some more information. Here's two more properties like it. Would you like to set up an appointment?" When a contact is ready, the agent gets an email from Claire saying so, with the contact's availability.
Claude $17/mo billed annually ($20 monthly); Cloudflare hosting and his CRM: prices not in our data
Advanced · or we do it from $149/mo
Claude, Cloudflare, Gmail
The problem
Jorgenson says cold calling has become much harder in Texas after recent legislation, so email carries more of his brokerage's lead conversion. Drip emails go out on a set day and time, and in his words they "haven't really been effective."
What happened
He says Claire "has saved an inside sales role" and removed the need to keep tweaking drip emails and campaigns. He says that five years ago a build like this would have needed a developer and tens of thousands of dollars, and that a build session can use up his Claude limits. No reply, appointment or sales figures are given. Owner-told.
Quoted in the source: Kasey Jorgenson, founder and broker, Jorgenson Real Estate. Source: Real Estate AI Flash, EP 127: How Agents Use AI to Create More Time for Relationships (Rajeev Sajja with Kasey Jorgenson) (2026-06-17) · Added 2026-10-20.
How to set it up yourself
- What Kasey Jorgenson does: Claire, an AI agent he built with Claude and Claude Code, has her own Gmail and CRM accounts, emails leads about the homes they looked at on the brokerage website plus similar ones, and tells the agent when a contact is ready for an appointment.
- Our DIY build: start by hand. Pull last week's website activity (homes viewed, saved searches) for five leads from your CRM or IDX site.
- For each lead, paste the activity and two or three matching active listings from your MLS into Claude with the prompt below, and check every listing detail before you send.
- Only when the drafts are reliably right, ask Claude Code to help you connect your CRM and email so drafts are created for you, and keep a person approving each send. Include an opt-out line in every email.
Copy-paste prompt
You write follow-up emails for {AGENT NAME}, a real estate agent in {MARKET}. Lead: {FIRST NAME}. Their website activity this week: {HOMES VIEWED, SAVED SEARCHES}. Matching active listings from my MLS: {2-3 LISTINGS WITH ADDRESS, PRICE, BEDS, BATHS, LINK}. Write a short, friendly email under 100 words that mentions the home they looked at, offers the two closest matches from my list and asks if they'd like to see any of them. Use only the details given; never invent prices, features or availability. If something is missing, write [CHECK].One short email a day: 3 new AI use cases from real small businesses, each with its source and setup steps, plus a Tool of the Day. Free, no spam, unsubscribe anytime.
Tools used
Claude
AI assistant for writing, long documents, analysis and coding help.
From $17/mo billed annually ($20 monthly) (checked 2026-10-18)
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Checked prices: Claude: from $17/mo billed annually ($20 monthly) (verified 2026-10-18)
Rather not do it yourself?
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