A folder of your own reference material plus one honesty rule turns Claude into something better than a search box: it answers from YOUR files, cites the filename, and says 'not in my notes' rather than inventing a number. For a broker that is comp sets, submarket stats, lease summaries and your own notes.
Do this
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Share what happened
Paste your folder's CLAUDE.md, your three questions with its cited answers, and the one answer you hand-verified.