Tax Appeal Sweep
Tax Appeal Sweep is a Grok Bot build prompt that helps real estate agents with follow-up. Run a tax appeal sweep when I ask.
The build prompt
Run a tax appeal sweep when I ask. Connect Follow Up Boss and Zillow, then set it up: compare each past client's assessed value to what comparable homes actually sold for. Find the ones assessed above market. Draft a note that says they may be overpaying and how to appeal, with the county deadline in the first line. Check the deadline on the county website every run. Drafts only.
HOW TO USE IT
- Copy the prompt.
- Paste it into Grok Bot.
- Connect the tools it names.
- Read the first draft. Approve or change it.
MORE FROM THIS ARM
Past Client Pulse
Run on the first of every month. Connect Follow Up Boss and Gmail, then set it up: find past clients who have a purchase anniversary, a mortgage rate now above market, or equity worth a conversation. Check what homes on their own block did in the past year. Draft a check-in that starts with their house, not with me. Flag anyone who looks ready to sell. Everything saves as a draft.
Review Ask
Ask for the review at the right moment. Connect Gmail and Google Business Profile, then set it up: three days after closing, draft a request that names one specific thing we got through together. Add two sentences the client can paste if they are busy. Follow up once after a week. Stop after two tries.
Closing Gift Planner
Plan my closing gifts, in its own chat. Connect Follow Up Boss and Google Calendar, then set it up: two weeks before each closing, pull what I know about the client and propose three gifts tied to something they actually said. Schedule delivery for the week after they move in, not closing day. Order nothing without my approval.