Yesterday, I opened an email that made my jaw drop.
A $2,000 bill for bookkeeping services. With a 261-line spreadsheet attached.
I looked at that spreadsheet for about 30 seconds. Then I opened ChatGPT.
What I Did Next
I uploaded the spreadsheet to ChatGPT and typed one sentence:
*"Categorize these transactions by type, flag any unusual expenses, and give me a summary of my top 5 spending categories."*
It took 47 seconds.
The output was cleaner than anything I'd received from my bookkeeper. It caught two duplicate charges I'd missed. It flagged a subscription I'd forgotten about that was costing me $89/month.
The Real Cost of Not Using AI
I'm not saying fire your bookkeeper. I'm saying understand what you're paying for.
More Closings. Fewer Financing Surprises.
Tired of deals dying because your buyer's lender dropped the ball? Keith is the mortgage partner listing agents call when they need deals protected, difficult files approved, and buyers who show up pre-qualified.
If you're paying $2,000 for someone to categorize transactions in a spreadsheet, that's a task AI can do in under a minute.
The value of a good bookkeeper is in the interpretation, the strategy, the tax planning. Not the data entry.
Three AI Tools Every Real Estate Agent Should Use
1. ChatGPT (or Claude) for document analysis Upload any PDF, spreadsheet, or contract and ask questions about it. Summarize it. Find inconsistencies. Extract key data.
2. Notion AI for note-taking and follow-up After every client meeting, paste your notes into Notion AI and ask it to generate a follow-up email, a task list, and a summary.
3. Otter.ai for meeting transcription Record every Zoom call. Otter transcribes it automatically. Ask ChatGPT quick recap: the key decisions and action items.
The Bottom Line
AI won't replace you. But an agent who uses AI will replace an agent who doesn't.
Start with one task this week. Pick the thing you do most often that feels like data entry. Try doing it with AI first.
You might be surprised. , Keith
Keith has helped 2,980+ families close on homes across 12+ markets over 24+ years, with $310M+ in closed loans. He specializes in difficult files, listing-agent partnerships, and the kind of complex deals most lenders turn away.
He writes the Realtor Money Alerts to give agents the plays, programs, and systems that protect deals and generate more closings.
Want plays like this every week?
Drop your email and I'll send you the next one first.
Let's Talk About Your Business
If you want to see if we can get more buyers and sellers for you, a 15-minute call is all it takes. No pitch. No pressure. Just a real conversation about your business.
Keith works with a small number of agents in each market. If there is a fit, you will know by the end of the call.
"Keith helped us get an offer on a $2.8 million dollar listing in Arrington, TN with a custom funnel. Incredible results."
"Keith has been instrumental in the growth of our listing leads coming in. He is a true partner."
We help you grow your business and get you more clients · Keith Goeringer NMLS #488023 · No obligation