Intake, facts and fair housing
The intake form that captures every fact with its source, the rules that keep copy legal, and the agent brand kit built once per agent.
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Full lesson & technical details
The intake form that captures every fact with its source, the rules that keep copy legal, and the agent brand kit built once per agent.
Facts with sources
Square footage (tax record, appraisal, builder), year built, lot size, HOA fees, taxes, school district (named only as the district, not as “great schools”), recent updates (with receipts or the seller’s written statement), and what the seller loves (their words). Anything without a source is phrased softly (“seller reports”) or left out.
Fair housing in advertising (plain version)
Describe the property, never the buyer. Forbidden: references to race, color, religion, national origin, sex, familial status, disability, and state-added classes (age, source of income, orientation in many states). That rules out “perfect for families”, “bachelor pad”, “walking distance to the mosque”, “safe”, “exclusive”, “ideal for empty-nesters”, “master bedroom” in some boards (use “primary”). Allowed: “four bedrooms”, “near Main Street Elementary (Round Rock ISD)”, “zero-step entry”, “ten minutes to downtown”.
Other rules
Brokerage name and license text per the board; no unverifiable claims (“best block in town”); “approximately” for measurements; equal-housing logo on print pieces; photo rules (no edited sky if the board forbids; no AI-generated or virtually staged images without the required disclosure).
The agent brand kit (once)
Headshot, logo, brokerage logo, colors, fonts, phone, email, website, license number, disclaimer line, voice words (three), signature sign-off. Loaded into the Canva templates and the AI workspace. Every listing then takes minutes, not an hour.
The checklist
Runs on every description and caption: protected-class language, unverifiable claims, measurement hedges, brokerage line, spelling of the street, price and beds/baths match the intake, MLS character limit.
Worked example
“Perfect for a growing family” → familial status; replace with “four bedrooms and a fenced backyard”. “Safe, quiet cul-de-sac” → implies protected characteristics and unverifiable; replace with “cul-de-sac lot”. “Updated plumbing throughout” → no receipt in intake; change to “seller reports plumbing updated in 2024” or remove. “2,150 sq ft” → add “approximately (tax record)”. Missing brokerage line → append.
Instructions you can copy (prompts)
Copy the instructions, replace the words inside {braces} with your details, and paste them into your AI tool. Check and edit the answer.
Check this real estate listing copy against fair-housing advertising rules (federal protected classes plus these state classes: {state classes}) and accuracy rules. Flag every phrase that references or implies a protected class or an ideal buyer, every claim not supported by these intake facts {paste facts} (require “seller reports” or removal), measurements without “approximately”, missing brokerage line {brokerage line}, and MLS length over {limit} characters. Return the flags with the fix, then the corrected copy. {paste copy}
Fill the intake for one of Mara’s listings (capstone page) or a public listing, build her brand kit sheet, and run the checklist on a description you find online. Paste the flags you found.
Done when: Facts with sources, a brand kit, and a checklist that catches real violations.. Sign up to save your work to your account.
Quick knowledge check
3 questions, 60% passes. Checkpoints, the certification exam (three versions) and the reviewed final project are unlocked with a free account.
- Listing copy describes:
- A seller’s claim without documentation is:
- Square footage is written: