Start with the task, then minimize the data.
A good prompt does not need every detail you know. If the task is to outline a video about preparing for an open house, the tool needs the topic and format. It does not need the buyer’s name, contact information or financing history.
Before pasting text, identify what the system must know to complete the task. Replace a private situation with a general question where possible. Removing a name alone may not be enough if a street address, unusual transaction or combination of details still identifies someone.
Keep credentials and client records out.
Do not put passwords, authentication codes, API keys, account cookies or private access links into an AI conversation. An assistant does not need your login credentials to explain a process. Connect external accounts only through an approved authorization workflow.
Consumer documents, bank information, credit details, income, Social Security numbers and loan application information do not belong in AI Realtor Pro’s writing and coaching workflows. The same caution applies to screenshots and uploaded files: visible text, metadata and file names can contain information you did not intend to share.
- Remove direct identifiers and sensitive transaction details.
- Check quoted messages, screenshots and attachment names.
- Use only data you have permission to process for this purpose.
- Read the tool’s actual privacy information and your organization’s policy.
Use a safe substitute.
A useful anonymized brief preserves the problem without preserving the person. Instead of asking a tool to respond to a named client’s financing concern, ask for a general educational outline about the questions buyers can bring to a licensed mortgage professional.
Keep the output general as well. An AI draft should not reconstruct missing facts or pretend to give a personalized qualification decision. When the task genuinely requires private information, move it into the approved system and professional review process for that task.
Help me outline a general educational video about the documents a buyer may want to discuss with their mortgage professional. Do not request documents, assess qualification or describe a specific person. End by encouraging viewers to ask their own professional about their situation.
Know where the information goes.
Different workflows process information differently. The public guided example on this site runs in your browser. Private AI drafting sends the information needed for the request to the configured external AI service. Signing in, contacting the product and connecting an integration involve separate systems.
Read the current Privacy Notice before using those features. Do not assume a vendor deletes data after a particular period or that a tool is approved by your brokerage just because it is available. Automated input checks are a useful backstop, but they cannot detect every kind of sensitive information. Your review is still necessary.
