How to Personalize ChatGPT for Real Estate Agents: My Step by Step Setup That Gets Better AI Results

How do you personalize ChatGPT so it understands who you are, how you speak, and what you need as a real estate professional?

You personalize ChatGPT by filling out the Custom Instructions correctly. When you teach ChatGPT who you are, who you serve, and how you want content delivered, the accuracy and quality of your AI results improve instantly.

Why Personalizing ChatGPT Matters for Real Estate Agents

Every time I teach my AI classes, I always say the same thing. If you want better output from ChatGPT, you have to personalize it. And most agents skip this part because they either don’t know it exists or they don’t know what to say.

ChatGPT works best when it clearly understands who you are, what you do, and how you communicate with your audience. When you fill out the Custom Instructions correctly, ChatGPT starts writing in your voice, following your rules, and giving you output that feels natural and usable.

So I’m going to walk you through exactly how I set mine up, step by step, using the same transcript from my video.

Start in the Personalization Settings

Once you’re logged in to ChatGPT, head to your profile on the bottom left and click Personalization. Inside this section, ChatGPT asks a series of questions.

Most people rush through them. I take my time because this is where ChatGPT learns who I am and how I want it to respond.

Here’s how I break it down.

1. Define Your Role Clearly

ChatGPT asks: How should ChatGPT understand who you are professionally?

This is where you spell out your identity and your expertise. I tell ChatGPT:

I’m an account executive at Chicago Title Colorado. I help real estate agents and mortgage lenders grow their business through marketing education, AI tools, title insurance knowledge, and community events.

That one sentence alone gives ChatGPT clarity about the world I operate in.

If ChatGPT is going to help you with scripts, blogs, emails, or social media, it needs to know your role.

I always joke with agents. If you don’t know what to say here, ask ChatGPT:

What questions do you have for me in order to give me the best result?

That question alone unlocks better answers forever.

2. Clarify Your Goals With AI

ChatGPT asks: What are your goals? What are you trying to accomplish?

I tell it:

My goal is to educate and support real estate professionals. I create a lot of marketing content, blog posts, social media scripts, email campaigns, and tools that help agents save time. I also teach classes, host events, and provide title insurance insights from Chicago Title.

This helps ChatGPT understand the type of work I do every day so it can anticipate the style of content I need.

3. Identify Your Audience

ChatGPT asks: Who are you speaking to?

For me, it’s almost always real estate agents and mortgage lenders. That influences tone, vocabulary, examples, and the level of detail.

If ChatGPT understands who you serve, your content becomes more relevant and useful.

4. Explain the Types of Content You Create

I tell ChatGPT that I create:

• Video scripts

• Blog posts

• Social media content

• Email campaigns

• Educational materials for classes and workshops

This signals the formats I want output delivered in. ChatGPT adapts automatically.

5. Set Your Tone and Voice

ChatGPT asks: How do you want it to sound?

This is huge because this is where ChatGPT starts writing like you.

I tell it:

I speak in a first person narrative.

I’m conversational, helpful, and direct. I want content that feels like I’m talking to my audience.

I also give ChatGPT a simple brand personality:

Confident but approachable.

Expert but friendly.

Educational but conversational.

Once ChatGPT knows this, the outputs feel like something I would actually say out loud.

6. Set Formatting Preferences

This part changes everything.

Here’s what I tell ChatGPT:

• Never use m dashes

• Use clear, simple language

• Avoid assumptions

• Avoid hype

• Avoid filler

• Keep the tone natural

• Suggest image ideas when writing content

• Include calls to action when appropriate

When ChatGPT knows your rules, it follows them in every output without you reminding it.

7. Tell ChatGPT How to Think

I also tell ChatGPT to think like a marketing strategist and a title insurance rep who supports real estate professionals.

This helps the AI give better advice, context, and ideas. When ChatGPT understands how you think, it stops giving generic answers and starts giving strategic ones.

8. Share the Tools You Use Regularly

This is optional, but I like doing it.

I tell ChatGPT that I use:

• AI tools

• ChatGPT

• Canva

• CapCut

• YouTube

• Instagram

• MLS data

When ChatGPT knows your workflow, it tailors answers that fit your actual process.

9. Set Boundaries

This is where you explain what not to do.

My boundaries:

• Avoid hallucinating or making up data

• Avoid long explanations unless requested

• Avoid jargon

• Avoid overcomplicating answers

Real estate agents don’t need complicated language. They need clarity and action steps. So I make sure ChatGPT knows that.

10. Link Your Website

The final thing I add is a link to MileHighTitleGuy.com.

This lets ChatGPT study my brand voice, my content, and my overall message. It learns how I talk, how I teach, and how I show up in the real estate community.

And when ChatGPT understands your brand, your content instantly becomes more consistent.

How Voice Dictation Speeds Up the Process

I’m a huge fan of voice dictation because I speak faster than I type. If you haven’t tried speaking your answers into ChatGPT, give it a shot. It’s smoother and more natural, especially for long answers in the personalization settings.

Why This Setup Makes Your Content Better

Once you personalize ChatGPT, everything gets better:

• Your scripts sound like you

• Your emails become more natural

• Your blogs stay on brand

• Your social media content becomes consistent

• Your ideas flow faster

• Your output becomes easier to publish

And the best part? You only do this setup once.

After that, ChatGPT remembers everything and uses your rules in every conversation.

Your Final Takeaway

If you take away just one thing, let it be this.

Personalizing ChatGPT is the fastest, easiest way to get dramatically better AI results as a real estate professional.

Don’t skip the Custom Instructions. Fill them out with clarity and detail. This one step will save you hours every week and make AI feel like a true assistant in your business.

Questions? Contact:

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You can also reach me directly:

Phone: 303.630.9430

Email: Info@MileHighTitleGuy.com