In May of this year I met with 52 brokers representing over 20,000 agents through the Future of Real Estate (FORE) Group. During one of the sessions, I was paired with Marcus Green, a Keller Williams broker based in Utah. What followed was one of the most practical and impressive showcases of brokerage-level AI that I’ve seen to date.
Marcus and Shoney Ivens, CEO KW Westfield, aren’t talking about AI – they’re using it. And not in some abstract, gimmicky way. They’ve built a real system that improves operations, reduces costs, and scales knowledge across their organization. It’s all running on Notion, customized to their brokerage, and trained on their own content.
Their applications cover everything from recruiting and onboarding to legal compliance. One standout example: a “Legal AI” trained on state laws, MLS rules, association policies, and internal brokerage procedures. It now handles common agent questions that used to clog up staff time. That’s just one of many tools they’ve built in-house.
Watch the full discussion below. It’s a real-world example of what’s possible with Tier 2 AI – and it didn’t require a dev team or massive budget.
What is Tier 2 AI and why does it matter?
At WAV Group, we recently released a white paper called The Three Tiers of AI. Most brokerages are still operating at Tier 1 – individual experimentation. You’re paying $20-$30/month for ChatGPT or another tool and starting to understand what’s possible. That’s a good start.
Tier 2 is where it gets operational. This is what AI developers call RAG, or Retrieval-Augmented Generation. Instead of pulling answers from the open web, RAG models reference your documents – your playbooks, policies, workflows, and templates. It’s what Marcus and Shoney are doing with Notion. The AI pulls from a private library of your brokerage’s knowledge and delivers consistent, actionable responses to your team.
They’ve also built out a prompt library – templated questions and answers that cover everything from “how do I onboard a new agent?” to “what’s our listing process?” It’s like having a 24/7 training director who never forgets a detail.
Why brokers should care
This isn’t about chasing shiny tech. It’s about profitability, process, and positioning.
- Lower SaaS costs – Replace multiple point solutions with one AI that does more.
- Better onboarding – Deliver consistent training and support from day one.
- Stronger recruiting pitch – Show agents you’re leading the market on AI adoption.
- Operational excellence – Reduce the burden on staff, increase compliance, and make processes repeatable.
You don’t need a team of engineers to build this. If you’ve got your onboarding steps written down, your listing intake checklist, your brand standards – we can turn those into a working Tier 2 AI for your brokerage in a few days. No hype. Just real productivity gains.
Let’s get started
Watch the video. Then download The Three Tiers of AI white paper. It’s currently free, and it’ll give you a framework for how to approach this – whether you’re a small team or a national firm.
If you want help setting up your Tier 2 AI environment, call us. We’ll show you exactly how to do it.
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