Level 1 taught how AI tools work and fail with property and market information, what client data may never reach them, and the licence law and fair housing duties that do not move. Level 2 puts that to work on the tasks that fill an agent's week. It is written for licensed sales agents and associate brokers, listing and buyer's agents, transaction and listing coordinators, marketing staff and leasing agents who draft, research and communicate under a broker's supervision. Every module takes one real task and builds a supervised, repeatable way to do it, with the reviewing licensee's step shown and a record kept.
Modules one to three build the instrument. Module one triages a task before any tool sees it, runs it from verified facts to a deliverable a licensee has reviewed, questions a vendor's accuracy claim before relying on it, and opens the transaction AI use record while the work happens. Module two writes reusable prompts that supply the listing record, contract terms and rule text instead of asking a model to recall them, builds advertising identification and fair housing limits into the instructions, refines drafts without losing facts, and reduces the risk of instructions hidden in enquiries and uploaded documents. Module three turns a good prompt into an owned, versioned team library entry, tested before release and retested when a law, MLS policy, code, form or model changes.
Modules four to six are where copy and images reach the public. Module four builds a verified property file, drafts listing remarks only from it, catches invented features, measurements and neighbourhood claims, and sets the licensee's read before anything reaches the MLS. Module five reviews AI copy, images and consumer answers against the Fair Housing Act and HUD's advertising regulation, including seller instructions, where an ad runs, and neighbourhood wording that signals without naming anyone. Module six classifies photo edits and virtual staging under California's altered-image law, carries the disclosure and original-image link downstream, and explains Wisconsin's rule, which takes effect on January 1, 2027, and New York's consumer alert.
Modules seven and eight are about value and evidence. Module seven prepares a comparative market analysis with AI support, puts the required statement and broker name on a written estimate using Texas as the example, keeps appraiser contact and reconsideration of value requests within valuation independence, and answers a seller who arrives with an automated estimate. Module eight is a verification protocol for comparables, property records and market statistics, from whether a sale exists to how the check is recorded for the supervising broker.
Modules nine to twelve follow the client relationship. Module nine prepares the written buyer agreement conversation before the first tour, checks compensation terms, uses Texas's statute as a worked example, and summarises offers without advising on legal effect. Module ten builds client updates and showing feedback the file can support, keeps confidential facts out of the wrong inbox, and explains AI use to clients before the licensee sends. Module eleven runs lead follow-up by text, call and email within consent, do-not-call, calling-hour and revocation rules, and treats AI-generated voices under the FCC's 2024 ruling. Module twelve covers fake reviews and testimonials, endorsements and material connections, RESPA's limits on referral payments and gifts, and the questions to take to counsel about lead platforms and lender referrals.
Modules thirteen and fourteen close the level. Module thirteen classifies a live transaction file and everything AI makes from it, drafts with placeholders, sets up client permission conversations, and tracks changing tool terms and California's privacy thresholds and automated decision dates. Module fourteen keeps the transaction AI use record for as long as the records it supports, walks through the first hour after a suspected closing wire fraud, organises incident response and breach notice with California as one example, checks a vacated federal rule's status, and prepares the Level 2 portfolio. The level ships with a printable workbook and ten templates, a final examination that draws forty scenario questions from a reviewed bank, and a capstone portfolio built on fictional brokerages, clients and listings.
Statements of authority are labelled throughout, and each says whom it binds: licensing is by state, the NAR Code of Ethics binds REALTOR® members, MLS rules bind that MLS's participants, and learners are told to check their own commission and MLS every time a state rule appears.
Everything here is professional education. It is not legal advice, and it does not replace a real estate licence, brokerage supervision, MLS rules or the fair housing, licensing, consumer contact and privacy laws of any jurisdiction. Completing the level earns an independent educational certificate issued by AI Coalition Network with a public verification page. It is not a real estate licence or a professional designation, carries no jurisdictional education hours, and satisfies no pre-licensing, post-licensing, renewal, fair housing training or association requirement.