
How REALTORS® Can Use AI to Automate Their Business and Close More Deals
In this episode, Scott is sharing how the smartest agents are using AI to do more with less effort. This isn't about using AI as a search engine or a content writer. This is about wiring AI directly into the tools you…
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Show notes
Scott Dillingham is a Licensed Mortgage Agent Level 2 who has helped clients finance over $2B+ in real estate. He works closely with REALTORS® across Canada to help their clients get financing approved — and in this episode, he's sharing how the smartest agents are using AI to do more with less effort. This isn't about using AI as a search engine or a content writer. This is about wiring AI directly into the tools you already use so your business runs itself.
Scott breaks down the real way to leverage AI: by mapping out your existing workflows and building automated systems around them. He explains the difference between APIs and MCP servers — what they are, which is more secure, and when to use each. Whether you want to automate your social media, scrape leads from listing platforms, or have AI send personalized follow-up emails from your CRM, Scott walks through real examples that any REALTOR® can apply right now.
You'll hear how Scott uses AI to power his own podcast — from uploading the audio file to writing the description, adding timestamps, and scheduling the episode to publish — all triggered just by dropping a file into a folder. He also shares how he used AI to scan his LinkedIn feed and identify everyone talking about real estate and investing, so he could reach out to them directly without spending hours scrolling through his feed manually.
Scott also highlights which REALTOR®-focused CRMs already have MCP servers built in — including Follow Up Boss and Zoho — so you can instruct your AI to find cold contacts, draft personalized outreach, and send emails automatically. The technology is already there. This episode is your guide to finally using it strategically to grow your real estate business.
Key Takeaways
- AI is most powerful when connected to your tools — not just used as a search engine or content generator.
- Map your workflows first — then build AI automation around the steps you already take.
- MCP servers are the more secure way to connect AI to your platforms; use APIs only when necessary.
- Browser agents let AI browse the web for you — finding leads, compiling lists, and even drafting outreach messages.
- Many REALTOR® CRMs already have MCP servers — including Follow Up Boss and Zoho — ready to connect with AI today.
- You can automate your social media entirely by connecting AI to a scheduler and image generator.
- LinkedIn lead generation can be automated — have AI scan your feed, find prospects talking about real estate, and build your outreach list.
- The hardest part is the initial setup — once your connections are in place, the system runs itself.
Show Resources
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Links and Show References
No external resources were mentioned in this episode.
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- (00:01) - Introduction & Welcome
- (00:11) - Why AI Is More Than Just a Search Engine
- (00:44) - Mapping Your Workflows to Build AI Systems
- (01:30) - APIs vs. MCP Servers Explained
- (02:36) - Automating Social Media With AI
- (03:52) - Browser Agents: AI That Browses for You
- (04:53) - Connecting AI to All Your Real Estate Tools
- (05:28) - Real-World Example: AI-Powered Podcast Publishing
- (06:24) - Using AI to Leverage More and Do More
- (07:35) - REALTOR® CRMs With MCP Servers (Follow Up Boss, Zoho)
Realtor questions from this episode
How does Scott recommend realtors use AI beyond a search engine or content writer?
Scott says to plot out your workflows and build a system around them, connecting the AI to your tools through APIs or MCP servers so it can do work such as scheduling social posts, creating images or reviewing your CRM.
What is the difference between an MCP server and an API in Scott's explanation?
Scott describes both as ways to let your AI connect to your tools. MCP servers are the safer, more secure option because they limit what the AI can do, so he uses them first. The API gives more control and speed, such as reviewing 100 Notion pages at a time instead of 10, but is riskier, so he uses it only where needed.
What are examples of AI tasks for realtors from the episode?
Scott gives three: a browser agent that searches Kijiji for for-sale-by-owner listings from the last 30 days and compiles seller contacts; going through your LinkedIn feed to find people talking about real estate or investing; and connecting an AI to a realtor CRM that has an MCP server, such as Follow Up Boss or Zoho, to list everyone you have not spoken to in 90 days and draft personalized emails.
Transcript
Transcript of the episode as recorded. Rates, fees and program details are as stated on the recording date and may have changed.
Welcome to the Close More Deals podcast.
Welcome to the Close More Deals podcast. I'm your host, Scott Dillingham. Today, I'm gonna be talking to you about how to use AI to really grow your business. Everyone's talking about AI and it's blah, blah, blah. There's a lot of junk out there, but I'm gonna literally show you ways that you can use it to grow your business. Most people use it as a search engine or they'll use it to create some content for them. And that's okay, but the thing with AI is the content.
it's robotic sounding and like it's hard for it to get your tone and it kind of can and it's just, it is a good use of it, but it's not the best use of it. So I'm going to share a couple of things. So one of the things that I think that you should do is to plot out your workflows, what you do, right? And then build a system around it. So practically all the AI models have a system. where you can tap into different resources.
So for an example, uh let's say that you want to make social media stuff, okay? You wanna build it into a workflow instead of doing multiple connectors, right? So you would have a conversation with the AI and say, how do I build this? So ultimately what you would do is you wanna tap into APIs. or MCP servers, that's where AI becomes super, super powerful. Now you're asking what the heck are those? um Those high level and in English, it just allows your AI to connect to your tools to do things um that are different.
Now MCP servers are the safer, more secure way to go because it limits the AI functionality. but there are some tools that I use where the MCP server is limited. And I'll give you an example in Notion, right? I record all my podcast episodes that I've done and I've got a list of the ones that I wanna do. If I'm speaking to my AI and having it review all of this through the MCP server, it could only review 10 pages at a time.
But if I have a few hundred to go through, it's a slow and long process.
But if I have a few hundred to go through, it's a slow and long process. where the API gives it 100 pages at a time. So it can review all the content much, much faster through the API. The API though is more risky because it gives you more control over the program. So I only use the API where you have to, then I use the MCP server as a primary for security first. So what I would do, just to give you an example of the flow, I would first connect a scheduler, a social media scheduler to this.
Okay, so that's part one. Part two is I would create, em whether it's images or you are actually doing videos, uh you can have, connect to another AI to then pull in images and create images based on your content. Or if you've already done the videos, it can cut them up into little clips too, but you wanna have a connection for that so it's automatic. And then you wanna set up, a schedule for all of us to run. So ultimately through the connections and through AI, I can go to it and I can either A, set it on a schedule to take care of all of this, or I can come in daily and say, hey, create a social media post for me based on today's trending topics.
And it'll do that. Now, because it's connected to the scheduler, it's connected to the image generator and it is an AI, so it'll create the content. When I hit that enter button, it'll publish it all for me fully. fully automated, right? And it's fantastic. uh So that's one way. Another way that I would recommend using it, and uh a lot of the AIs, have browser agents. So it's where it can control your browser and find stuff, right? So give it tasks that nobody's doing.
like, or nobody wants to do, right? So you can have it like, perfect example. Look through Kijiji, so you could prompt it, look through Kijiji, find all the properties that are for sale by owner that have been listed in the last 30 days, and get me the seller's name and phone number if it lists it on the listing. And if it doesn't, give me the link to the listing so I can reply through Kijiji. I'm just making this up, right? And then it will compile and do all this stuff for you.
And if it has their emails and stuff, then you can say, email them all…
And if it has their emails and stuff, then you can say, email them all this message. or create a message to email them so they might list the property through me instead. And it can do all of this because it connects. Now that's what I want to preface here. That's the secret sauce here is how you can have AI connect to all of the potential tools that you use. And you'd be surprised how many platforms have an API or an MCP server.
You'd be surprised. I didn't realize how many things have this already, but it's, there. So the probably hardest part and the longest part is getting all the things connected right for your workflow. But when it's done, you're good. So I'll give you one final example here of how I use it for this podcast. So I have a folder that I drop my podcast into it. Then as soon as it notices that I've placed the audio there, it grabs it. it uploads it to transistor.fm.
That's where I host my podcast at. It brings it there. It will then automatically pull in uh keywords. It writes up the description for me. It'll then add timestamps, like important timestamps if I've talked about something in a certain order. And it schedules it to go out because I publish these every Monday at 9 a.m. So it does all of that for me just by me dropping the file into a folder that I've told it to look for. So the goal of all of this, and I know people are concerned with AI, but I think for me, the goal of doing it is so we can do more, right?
We can leverage more faster because on my end, I'll have it do a task and then I'll do something else on my laptop. And then I'll come back and it's done over here. And then I continue over there and like, it's, it's fantastic, but for you guys for scraping data or you can even have it go over your feed. So I've done that before too. I had it go through my LinkedIn feed and I'm like, okay, tell me who's talking about real estate, who is talking about investing.
I wanna know who they are so I can reach out to them and see how we can…
I wanna know who they are so I can reach out to them and see how we can do business. And it found all those people and did it all for me. So I'm not spending an hour or two hours. siphoning through all of this. does it. It makes the list and then I can contact them directly. anyways, this is a little bit of a longer episode. I'm only scratching the surface. I'm not here to obviously coach on AI, but I just want to help you guys to close more deals.
And I think AI when you use it in that way, where it connects to your stuff, not as a search engine, which they're good for that too, but use it to connect to your tools to automate your work. flows, you would be surprised. Guys, Follow Up Boss has one. Zoho has one. There's just so many more REALTOR® based CRMs that I know of that have an MCP server. So you can be like, hey, who are all the people I didn't speak to in the past 90 days?
It gives you a whole list. Okay, email them all and draft up a personalized email that you think will convert deals. So they'll, they're going to want to work with me. Boom, done. Do you know what I mean? Like it's just a matter of getting creative and how to use it, but these tools are available now, so use them. Anyways, I hope this episode was valuable. If you liked it, please share, please follow, you know, all that good stuff. It means the world to me. Thank you so much. Take care.