A brokerage lives on its agents, and new agents have a hundred small questions in their first months. Most of them land on an office manager or a busy colleague.
Kate Hulbert, marketing director at Bozeman Real Estate Group in Bozeman, Montana, described in an Inman column how the brokerage changed that.
What Bozeman Real Estate Group did
Bozeman Real Estate Group built custom GPTs for different jobs. One references the company's policies, internal documents and MLS guidelines, so agents get clear, consistent answers in real time without tracking down an office manager or digging through PDFs. Another is trained on onboarding documents, educational materials, MLS rules, best practices, policy documents and marketing standards.
Hulbert writes: "It creates a single source of truth." She adds that the policy assistant has become an onboarding tool that helps new agents get up to speed quickly. The column reports no figures.
What it already gives the business
The brokerage has put its rules and standards in one place that answers questions in plain language. New agents can ask as often as they need to, and everyone works from the same information.
In Hulbert's words: "Giving agents a place to ask questions as they arise, and as many times as they need, helps reduce overwhelm and builds confidence faster."
The ExValu perspective, a hypothesis
Where a Company Brain could take it next
Policies tell agents what is allowed. Top agents also know things no policy covers: how they calm a nervous first-time buyer, which inspection issues end deals in that market, when to call the listing agent.
A Company Brain could capture that experience with the agents' consent and connect it to the policy answers, so a new agent learns both the rules and the craft. That is a hypothesis to test against the brokerage's own results.
What an owner and a buyer would look for
Track time to first closed deal for new agents, questions that still reach managers and the share of agents who use the tool each week.
A buyer of a brokerage values agents who stay productive whoever runs the office. Keep client data out of general AI tools and review the answers whenever MLS rules change.
The problem behind this case
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About this analysis
* The image is AI-generated and does not show Bozeman Real Estate Group staff. The facts and figures on this page come from the published source named below.
This is an independent ExValu analysis of a published case. Facts, figures and names are as reported in the source below, which our team checked on October 12, 2026. The ideas for next steps are our own perspective and make no claim about conditions inside Bozeman Real Estate Group. To request a correction or removal, write to [email protected].
Primary source: Contributed column, Inman, January 2026. Available at www.inman.com/2026/01/20/3-ways-this-brokerage-implements-ai-to-improve-operations.