You’re all set.
Your profile is saved and your first post is ready. Head to Home to see your dashboard and content.
Jordan's Brief
Good morning.
Your team is ready.
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Your Team's Work
Generated automatically while you were away
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Your Analyst
Your Analyst is checking your market…
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Your Writer
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⚖️
Your Auditor
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Needs Your Approval
Cleared by Your Auditor · Ready for your review
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Your Scheduler
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🚀
Your Publisher
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Your Requests
Content you asked your team to create
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Studio
Generate niche-aware content based on your saved identity.
Live workspace
Generate a post
Pick a situation for your niche. The Writer crafts it in your voice.
In my business
A closing, an open house, a client moment, a hard week. Your real work, shaped into a post worth reading.
Market pulse
Paste your MLS data. The Writer builds a hyper-local market post.
Local intel
Type an address or development. The Analyst researches, The Writer tells the story.
Schedule
Set The Scheduler to auto-generate on your cadence. Set it once, it runs.
Quick post
A thought, a moment, an observation. Type anything — The Writer finds the real estate story in it.
Create video
The Analyst finds a topic. The Writer scripts it in your voice. Your video, start to finish.
Your identity · select a niche for this post
Adjust in Identity →
Identity not set yet. Go to Setup to define your niche and focus.
Identity
Your voice, your market, your niches. The foundation every post is built on.
Identity layer
01
Primary Niches
Select the niches that define your real estate focus. Add your own if yours isn't listed.
Describe a niche, client type, or market focus that isn't listed above. This context shapes content across all your selected niches.
02
Content Schedule
Set it once. The Scheduler auto-generates content for each niche on your cadence and drops it into your Records as a Pending item — ready for your review before anything goes public.
Complete Steps 1–2 and save your setup — then your schedule controls will appear here.
03
Save Your Setup
Your identity is saved to your account and used every time content is generated — manually or on schedule.
Workspace
Review and edit your content. Changes save automatically back to Records.
Editing
No content here yet. Generate content and it will appear in Records — click Edit in Workspace to refine it here.
Your Provenance Registry
Records
0 selected
No content yet. Generate content and it will appear here.
My Profile
Update your account information at any time.
Account
Account info
Update your name, brokerage, email, or phone number.
No logo
PNG or JPEG · Max 5MB · Landscape format recommended
Defaults to your login email if not set. Use this to route leads to a different inbox.
📱 SMS Approval Notifications
Get a text message when content is ready for your review. Your email always receives the approval link regardless of this setting.
Used to flag content that may conflict with your MLS advertising rules.
Change password
Must be at least 8 characters with uppercase, lowercase, and a number or symbol.
Content Identity
This shapes every piece of content The Writer generates — your market, voice, credentials, and audience. Set it once and it's woven into everything.
Your Zone of Greatness Makes your content sound like you, not an AI
These four questions shape every piece of content. Answer honestly — not the polished version, the real one.
How to Reach You
Up to 3 methods
Every post ends with a real path to you. Add one or more contact methods — each appears naturally in your content CTA.
Recruiting CTA
When enabled, a subtle P.S. line appears at the bottom of every post inviting people to learn more about joining your brokerage. Always below the main CTA — never competing with it.
Content Language
AutoMates generates your content in the language you choose. Bilingual produces both versions in every generation — ready to post to two audiences with one click.
Language preference saves automatically when you select an option.
Your Platforms
Turn on the platforms you post to. The Writer will generate the right content for each platform automatically. Your handle is optional — add it now or any time later.
Instagram
Feed post + Reels script
TikTok
Video script + Film This
YouTube Shorts
Video script + Film This
Facebook
Written post + AI image
LinkedIn
Written post + AI image
X / Twitter
Posts + video
Nextdoor
Hyperlocal — posts reach the exact neighborhoods you serve
Reddit
Community posts — optional
Handles save automatically when you move to the next field.
Required Disclaimer *
This text will automatically append to every piece of content AutoMates generates — posts, scripts, and compliance reports. Required by most offices and brokerages. If you haven't received specific language, ask your managing broker or legal counsel. Example: "John Smith is a licensed real estate agent in Colorado with XYZ Brokerage. Equal Housing Opportunity."
Disclaimer saves automatically when you move away from this field.
Subscription & Billing
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Settings
Your voice, your market, your account. Everything in one place.
Your Specialties
Niches, market, and content schedule
Select the niches that define your real estate focus. Your schedule is set per niche below.
Describe a niche, client type, or market focus not listed above. Shapes content across all your selected niches.
Voice and Style
How your content sounds
These fields shape every piece of content The Writer generates. The more specific, the better.
Bilingual produces both English and Spanish versions in every generation.
About You
Zone of Greatness, designations, recruiting
These four questions shape every piece of content. Answer honestly — not the polished version, the real one.
Recruiting CTA
When enabled, a subtle P.S. line appears at the bottom of every post inviting people to learn about joining your brokerage.
What you've told us
Your own answers, in your words
The answers you have shared with your team, kept here so you can read them anytime.
Connections
Social platforms you post to
Turn on the platforms you post to. The Writer generates the right content for each platform automatically.
Instagram
Feed post + Reels script
TikTok
Video script + Film This
YouTube Shorts
Video script + Film This
Facebook
Written post + AI image
LinkedIn
Written post + AI image
X / Twitter
Posts + video
Nextdoor
Hyperlocal — reaches the exact neighborhoods you serve
Reddit
Community posts — optional
Handles save automatically when you move to the next field.
Account
Name, email, phone, photo, password, notifications
Your account information and notification preferences.
No logo
PNG or JPEG · Max 5MB · Landscape recommended
Defaults to your login email. Use this to route leads to a different inbox.
Used to flag content that may conflict with your MLS advertising rules.
How to Reach You
Up to 3 methods
Every post ends with a real path to you. Add one or more contact methods.
📱 SMS Approval Notifications
Get a text when content is ready for your review. Your email always receives the approval link regardless.
Change Password
Billing
Plan, usage, and subscription management
Subscription & Billing
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Checking your subscription status…
Disclaimers
Required brokerage and state disclosures
This text appends to every piece of content AutoMates generates. Required by most offices and brokerages.
Disclaimer saves automatically when you move away from this field.
Your Schedule
Set when your team auto-generates content for each niche.
Add your niches in Settings first -- then your schedule controls will appear here.
HB Marketing Home
Marketing briefing and activity summary
Your marketing briefing will appear here.
Your content activity summary will appear here.
Admin
Platform overview — all users, all activity, all controls.
Active Agents
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Paying members
CPR Records
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Total on the registry
Pages Indexed
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Update from GSC →
Monthly Revenue
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Update →
Last 7 Days
Agents
Office Dashboard
Your agents, their content activity, and compliance — all in one place.
Your Office Code
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Share this code with agents when they register. It links them to your office automatically.
Total Agents
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In your office
Pending Review
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Across all agents
Published
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Total pieces live
Avg Compliance
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Across your office
Invite an Agent
Send an invite link to any agent. They'll sign up and be automatically linked to your office.
Results
Your content footprint — every piece generated, approved, and published.
Live
Generated Total
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All content ever created
This Month
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Last 30 days
Active Schedules
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Auto-generating niches
Content by Niche
No content yet. Generate your first piece to start tracking.