You’re In!

Your AI Assistant Is Ready to Help You Grow.

Use this page as your step-by-step guide — watch the videos, download your resources, and follow each section below to set up your Assistant quickly and easily.
📱 Scan the QR code below to open your Assistant anytime.

You’re In!

Your AI Assistant

Is Ready to

Help You Grow.

Welcome to the Real Estate Prospecting Assistant, your AI-powered tool for staying consistent with your outreach, follow-ups, and relationship building.

This page walks you through how to access, set up, and use your Assistant — plus how to upload multiple leads using Excel or CSV files.
📺 Watch the videos for visual walkthroughs of each step.


Step by Step Guide on How to Use The Real Estate Prospecting Assistant

It takes less than 10 minutes to set up your system — and it works for you every week.

Access ChatGPT &

Add The Real Estate prospecting Assistant

Open chat.openai.com and sign in or create a free account.
You can use the free version, but GPT-4 (Plus) provides faster and higher-quality performance.
Click the link or scan the QR code to open the Real Estate Prospecting Assistant.

Log Individual Prospects

Add a single contact by entering their details directly in the chat.
Your Assistant automatically organizes the entry, sets reminders, and creates follow-up actions.

Upload Multiple Contacts

Save time by uploading your entire lead list from Excel or CSV.
Upload the file using the paperclip icon inside ChatGPT, and your Assistant will review, confirm, and schedule follow-up reminders for each contact automatically.
(Download the CSV template for best results.)

Save and Import your calendar reminders

Ask your Assistant to generate a calendar reminder that you can import into your own calendar application

(Google Calendar, Outlook calendar, etc).

Follow Your Weekly Routine

Stay consistent by checking in a few minutes each week:

  • Monday: Review your call sheet

  • Midweek: Upload new contacts or make updates

  • Friday: Review and reschedule any missed follow-ups
    Consistency = credibility + closings.

Download Your Tools

📥 Click below to download your resources:

Quick Reference Sheet

Sample CSV Import Template

(These are also included in your confirmation email.)

National Association of FHA Consultants | powered by Catherine Hall Unlimited