Before you paste anything about a client into an AI tool, ask which bucket it's in.
Your farm, your niche, your goals, published listings, public market data.
Your production numbers, competitor observations, anything about a client where the specific identity isn't the point. Describe the pattern, not the person.
Social security numbers, client financials, driver's licenses, bank statements, lockbox codes, anything out of a signed contract with personal data in it.
On texting. Everything here assumes you're contacting people who know you: past clients, your sphere, someone who handed you their card or signed in at your open house. Don't buy a list. Read up on the TCPA rules before you scale anything up.
On value. Never let AI hand a client a number as though it were an appraisal. Format the presentation; keep the judgment.
On neighborhoods. If a client asks about the demographics or "what kind of people" live somewhere, that's a fair housing line and it doesn't matter that a computer said it. Don't answer it and don't let AI answer it. Point them at public data and let them draw their own conclusions.