Matthew Rathbun would rather be building a cabin in the Virginia woods than sitting at a laptop, and that is exactly why his approach to Claude Cowork is worth copying. He oversees 300 agents at Coldwell Banker Elite and has rebuilt how his firm produces listing kits, training, and client emails around one downloadable app.

On this episode of AI Agent Advantage, JMan and Matthew break down Claude Cowork for real estate from the ground up: what it is, how to give it safe access to your files, and how projects and skills turn your repeat work into a one-word command.

What You'll Learn:
1: Why treating AI like an assistant you onboard beats treating it like a search box, and the exact starter prompt Matthew uses
2: What Claude Cowork actually is, how it differs from chat, and why it runs as a downloadable desktop app rather than a browser tab
3: How to set up a single controlled folder so Cowork only touches the files you choose, and how to revoke access in seconds
4: How feeding years of your own presentations and emails teaches the tool your voice and brand
5: How to build a Project for a repeatable workflow like buyer representation, including a 5 a.m. off-market listing search
6: How to create a Skill that turns a seven-prompt listing kit into a slash command that runs in four minutes

TIMESTAMPS:
00:00 Introduction and the cold open
01:00 The woods, the gadgets, and a lifelong fascination with thinking machines
05:00 Signing up for ChatGPT on day one and early industry skepticism
10:00 The onboarding mindset and why voice beats typing
13:00 Why Matthew added Claude, persistent memory, and trust
17:00 What Claude Cowork is and how it differs from chat
22:00 Setting up a controlled folder for safe file access
25:00 Why more context wins: presentations, emails, and class transcripts
32:00 Projects explained, including off-market listing searches
38:00 Skills, the listing kit slash command, and sharing a brand kit with your team
47:00 Common mistakes, the intimidation barrier, and trusting the tool
53:30 The single best AI tip and where to find Matthew

About the Guest:
Matthew Rathbun is Executive Vice President at Coldwell Banker Elite and a licensed broker across DC, Maryland, and Virginia, where he oversees roughly 300 agents. He is a multiple-time national Instructor of the Year and trains real estate professionals across the country on technology and practice. His AI tutorials and downloads live at matthewrathbun.com/ai.

Connect with Matthew Rathbun
Website: https://www.matthewrathbun.com
Guest LinkedIn: https://www.linkedin.com/in/matthewrathbun1
Instagram: https://www.instagram.com/matthew_rathbun/

FOUNDING SPONSORS:
1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business.

2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command.

3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off

About the Show:
AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday.

Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this.

https://www.jsquaredpodcast.com/

What if AI could tell you which homeowners are most likely to sell, before they even know it themselves? That's exactly what Homiere does, and in this episode, JMan sits down with co-founders Addy Kim and Chris Dimitriou to break down how their platform uses predictive data, off-market property search, and AI-optimized web presence to help real estate agents work smarter.

Key Takeaways:

1: Predictive lead scoring works by pattern-matching historical transaction data against current signals like equity, property condition, financial stress indicators, and macro conditions. The result is a short list of likely sellers rather than a database of everyone.

2: Off-market property search uses natural language. Agents describe what a buyer wants in plain speech and Homiere returns matching properties using enriched data that includes orientation, pool status, permit history, and development potential.

3: Homiere builds AI-optimized websites designed to show up not just in Google but in ChatGPT, Claude, Gemini, and other AI search tools. This shift from SEO to AEO is something most agents are not paying attention to yet.
4: Onboarding starts with a consultation call, not a login. The team works with each agent to understand their specific bottleneck before configuring any solution.

5: The biggest mistake new users make is treating AI like a light switch. The agents who get the best results stay in the driver seat and work the system consistently over weeks, not days.

"Find that one thing in your day that you absolutely do not like doing. Find an AI solution for it. Once you realize how much it enhances you, you will go down the rabbit hole of finding out how else you can make your life more efficient." — Addy Kim, CEO, Homiere

"Spend time thinking deeply about how you spend your day. If you do that, how to use AI will kind of just fall out from that." — Chris Dimitriou, CTO, Homiere

CHAPTERS:
00:00 Cold Open: Is AI replacing cold calling?
00:55 Welcome to AI Agent Advantage
01:18 Hook: What if you never had to cold call again?
01:45 Guest intro: Addy Kim and Chris Dimitriou
02:17 What Homiere does in plain English
03:04 How predictive AI identifies sellers before they list
04:13 Data sources and pattern matching explained
06:10 Finding off-market properties with natural language
09:21 Who is the ideal Homiere user?
10:23 Investor use case: property condition and development potential
11:54 Addressing the skeptic who already has a CRM and dialer
13:14 How Homiere builds AI-optimized websites for agents
17:15 The shift from SEO to AEO (answer engine optimization)
19:08 Mid-roll: Wise Agent sponsor spotlight
19:36 What the first 30 days with Homiere actually looks like
23:05 Handling the data quality objection: does it know my market?
25:33 Getting started: three steps to sign up
26:31 The quickest early win agents should expect
28:12 Common mistakes agents make and how to avoid them
29:56 One feature each co-founder uses daily
33:05 Natural language search and why it changes everything
35:46 Special discount for AI Agent Advantage listeners
36:10 Signature close: best tip for getting started with AI
39:09 Where to find Homiere and wrap-up

GET STARTED WITH HOMIERE:
Visit homiere.com and click Get Started. Mention AI Agent Advantage for a special listener discount on your first call.

FOUNDING SPONSORS:
1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business.

2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command.

3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off

About the Show:
AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday.

Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this.

https://www.jsquaredpodcast.com/

Most real estate agents rush into AI tools hoping for a shortcut. Robert Lee has a different question he asks first: where is your constraint? Because if your business model is broken, AI will just help you lose money faster. That one idea reframes everything about how agents should be using technology right now.

What You Will Learn:
1: How to identify the single bottleneck holding your real estate business back before using any AI tool
2: Why Claude is better suited for real estate business logic than ChatGPT or Gemini
3: How agentic AI builds a specific memory of your goals, your family constraints, and your business style
4: The 90 Minute Marketing Department BOS: a step-by-step business operating system powered by Claude Code
5: How Robert ran a live 150-home geo farming case study on a $3,500 budget using AI to plan every step
6: The single biggest mistake agents make with AI (and the simple voice memo habit that fixes it)

About Robert Lee:
Robert Lee is the founder of the Lesix Agency, a Real Gold Standard Instructor, and the creator of the 90 Minute Marketing Department Business Operating System. He teaches AI implementation for real estate at the national level and is currently running a documented live case study geo farming 150 homes outside Atlanta on a $3,500 budget.

TIMESTAMPS:
00:00 — Introduction + Show Open
01:00 — The question Robert asks every agent before selling them anything
02:30 — What a bottleneck (constraint) actually means in a real estate business
04:00 — How AI helps agents identify constraints faster using voice memos and Claude
05:30 — Why Claude is Robert's preferred AI platform (purpose before platform)
08:00 — Claude Code vs. Claude Chat: what agentic AI actually means
11:00 — Agentic AI as an intern: why you have to teach it about your life
13:00 — Building memory: how the agent learns your goals, constraints, and personality
16:00 — The 90 Minute Marketing Department BOS: setup and what to expect
19:00 — Robert's live case study: creating a full conference resource folder while sick at Disney
22:00 — Simple vs. easy: why this system is worth the setup investment
24:00 — The Michael Jordan principle applied to AI and real estate strategy
27:00 — How the 90 Minute BOS integrates with your existing CRM and tech stack (MCP)
30:00 — Webhooks, automation platforms, and the full AI workflow in action
32:00 — The single biggest mistake agents make with AI marketing
33:00 — The single best tip for getting started with AI
35:00 — Where to find Robert and get the free 90 Minute BOS

Connect with Robert Lee:
Website: rob.lesix.com
LinkedIn: https://www.linkedin.com/in/rwlee2/
Instagram: https://www.instagram.com/rwlee2/

FOUNDING SPONSORS:
1: Wise Agent | https://wiseagent.com/jsquared - The all-in-one CRM that helps real estate agents manage contacts, automate follow-up, and grow their business.

2: Subi | https://www.oksubi.com/ - Your AI transaction genie. From contract to close, your work is my command.

3: The CE Shop | https://j2.theceshop.com/ Use the discount code jsquared for an additional 35% off

About the Show:
AI Agent Advantage is the tactical AI podcast for real estate professionals. Hosted by JMan, every episode breaks down one expert, one tool, and one thing you can implement before your next client call. New episodes every Friday.

Subscribe so you never miss an episode. Share this with one agent who is still figuring out AI — that is how we grow this.

https://www.jsquaredpodcast.com/