Agencies & property developers

AI automation for real estate

Respond to property enquiries and follow up more consistently.

We connect incoming enquiries with qualification questions, viewing requests, CRM updates and follow-up reminders, so agents spend less time managing messages and more time with buyers.

No upfront consultation fee. Free discovery and a free tailored proposal.

ViewingsFrom shared calendars
Property enquiryExample run
  1. WhatsApp enquiryBuyer asks about a 3-bedroom listing
  2. Qualification questionsBudget, timeline and requirements
  3. Viewing slots offeredFrom the agent's shared calendar
  4. Financing questionHanded to the agent with context
Where this helps

Leads are ready now. Agents can't be everywhere.

Agents lose hours to messages that follow the same pattern: listing questions, scheduling and follow-ups that slip when the week gets busy.

See what changes for each team ↓
01

Agents answering the same listing questions

Enquiries arrive on WhatsApp, portals and forms at all hours, and each one waits for an agent to reply.

02

Negotiators stuck in scheduling ping-pong

Booking one viewing takes a string of messages to find a time that suits the buyer and the agent.

03

Team leads losing track of follow-ups

Buyers who aren't ready today are forgotten by next week, and nobody can see who was last contacted.

04

Admin staff updating the CRM by hand

Lead details, viewings and notes are copied from chats into the CRM, when someone remembers.

Workflows we automate

Lead workflows, with agents handling the advice.

The top workflows for agencies and developers, connected to your enquiry channels, CRM and calendars. Pick a team to see what changes day to day.

  • Listing questions answeredReplies on WhatsApp and other connected channels, using listing details you have approved.
  • Your qualification questions askedThe questions you agree are asked before the lead reaches an agent, and the answers are saved.
  • Pricing and advice go to an agentPricing, financing and negotiation questions go to an agent. The assistant makes no offers or commitments.
Explore WhatsApp AI chatbots
TriggerA buyer asks about a listing"Is the corner unit still available?"
AIListing matchedAnswered from approved details
ActionLead saved to the CRMWith the buyer's answers
Your teamPricing questions to an agentNo offers or commitments made
ActionLead routed to the right agentUsing the rules you set
  • Open slots offeredBuyers pick a time from the agent's shared calendar, where calendars and CRM permissions allow.
  • Viewings confirmed, reminders sentConfirmations and reminders go out on WhatsApp, with an easy way to reschedule.
  • Agents approve if you chooseBookings can wait for agent approval, and the request goes to the agent if a calendar can't be reached.
Explore chatbots & voice agents
TriggerA buyer asks to view the unit"Can I see it this Saturday?"
AIRequest understoodViewing, preferred day noted
ActionOpen slots checkedOn the agent's shared calendar
Your teamAgent approves the bookingIf you choose to review first
ActionViewing booked, reminders setAdded to the diary and the CRM
  • The CRM updated as you goLead details, answers, viewings and notes are recorded in your CRM, so the team sees the same history.
  • Quiet leads followed upBuyers who opted in hear about new matching listings, in a message an agent can review first.
  • Agents reminded when to callTeam leads and agents are told when a lead needs a personal call rather than another message.
Explore API integrations
TriggerA lead goes quietNo contact for two weeks
ActionConsent and history checkedOpted-in buyers only
AIFollow-up draftedWith new matching listings
Your teamAgent reviews the messageBefore anything is sent
ActionSent and logged in the CRMActivity recorded on the lead
  • Routine calls answeredA voice agent handles routine calls about listings and viewings, so fewer calls go unanswered.
  • Viewing requests taken by phoneCallers can ask for a viewing, booked where calendars allow or passed to the agent.
  • Advice calls transferred to an agentBuyers who need advice on price, financing or the deal are transferred to an agent.
Explore AI voice agents
TriggerA buyer calls about a listingWhile the agent is at a viewing
AIVoice agent understandsListing details, viewing request
ActionCall logged to the leadSummary and next step
Your teamAdvice calls transferredPricing or financing to an agent
ActionListing details sentApproved information only
  • Listing posts draftedPost and ad copy drafted from the listing details in your agency's tone, ready for your approval.
  • Approved posts publishedOnce approved, posts go out to your connected channels without being copied across by hand.
  • Results reported backEnquiries and engagement for each listing in one report, so you can see what is working.
Explore sales & marketing automation
TriggerA new listing is addedDetails entered in your listing sheet
AIPost and ad copy draftedIn your agency's tone
Your teamCopy approvedEdited before anything goes out
ActionPublished to your pagesConnected channels, as approved
ActionResults reportedEnquiries and reach per listing
Scope and cost

Tailored scope, private quote.

Start with a free discovery consultation. We prepare a tailored initial plan and proposal with a private quote before any build starts. These are the factors that shape it.

Channels and tools we often connect
WhatsAppFacebookInstagramMetaGoogle AdsHubSpotGoogle CalendarCalendlyGmailGoogle SheetsWordPressNotionn8n

Enquiry channels

WhatsApp, web forms, social inboxes, and portals that send leads by email or API.

Calendar and CRM permissions

Whether agents keep shared live calendars, and what your CRM lets the system read and update.

Agents and listings

How many agents, projects or listings, and where listing data is kept.

Qualification and routing rules

The questions you ask, and how leads are assigned by area, project or agent.

Consent and messaging rules

How opt-in is recorded, and which follow-ups need approved message templates.

Data handling and hosting

Which AI providers are approved for buyer data, and your infrastructure or a managed server.

Control and data

Agents handle the advice and the deal.

We agree these with you before anything goes live.

Handover for advice

Questions about pricing, financing, negotiation or property details beyond the approved listing information go to an agent. The assistant makes no offers or commitments.

Bookings depend on shared calendars

Viewings are booked automatically only where agents keep shared live calendars and CRM permissions allow. Otherwise, or if a calendar can't be reached, the request goes to the agent.

Buyer data and consent

Follow-ups go only to buyers who opted in, within each channel's messaging rules. Data handling, AI providers and hosting are confirmed per project.

FAQ

Real estate automation questions.

Straight answers about scope, data, ownership and support. Can’t find yours? Ask us directly below.

What can AI automation do for my real estate business?

It handles repetitive work that costs your agents hours: replying to enquiries quickly, asking qualification questions, offering viewing slots, chasing follow-ups and preparing listing posts. Your agents stay responsible for advice, viewings and closings, and take over when a buyer needs them.

Does it work with my CRM and calendar?

Usually, yes, where your CRM, calendar and scheduling tools offer an API and the right permissions. The automation can then read listings and shared availability and add confirmed viewings to the agent's diary. We confirm what each system supports during discovery.

Can it respond to enquiries instantly?

It can reply quickly when an enquiry arrives from a connected channel, such as WhatsApp, your website, a lead form or a portal that sends leads by email or API. It shares listing details you have approved, answers common questions and offers a viewing. Response times depend on the channels and systems in scope.

Can it qualify leads before they reach my agents?

Yes. The assistant asks the questions you agree on, such as budget, timeline and requirements, records the answers in your CRM and routes the lead to the right agent. Questions about pricing, financing or property details are handed to your agents rather than answered by the AI.

Can it book viewings automatically?

Yes, where agents keep a shared live calendar and the CRM permissions allow it. It offers open slots, confirms the viewing, adds it to the diary and sends reminders, which cuts down the back-and-forth. Your team can choose to approve bookings before they are confirmed.

Can it answer enquiries outside office hours on WhatsApp?

Yes, within the channels in scope. We can set up an AI assistant on WhatsApp, web chat and social inboxes that answers common listing and availability questions outside office hours and hands complex cases to your agents. WhatsApp needs an eligible WhatsApp Business account and Meta approval, which we help you prepare for but cannot guarantee.

Can it promote my listings and run ads?

It can draft listing posts and ad creative for your team to approve, publish approved posts to your connected channels, and report on campaign performance from Meta and Google so you can decide what to scale or pause. Spending decisions stay with you.

Will it keep following up with leads that go quiet?

Yes. Nurture flows can keep in touch with buyers who are not ready yet, share new matching listings and re-engage past enquiries, subject to their consent and the channel's messaging rules, so fewer leads go quiet without follow-up.

Do I stay in control of what it sends?

Yes. You decide what runs automatically and what waits for approval, messages follow your agreed tone, and workflow actions are logged where the systems allow. We confirm data handling for each project, including which AI providers are used, their no-training terms where available, and where the system is hosted (your infrastructure or a managed server).

How long does it take to set up?

It depends on scope, access and approvals. A focused build such as a WhatsApp enquiry assistant or viewing-booking flow is quicker to set up than a full automation across lead response, qualification, scheduling, follow-up and listing promotion, which is usually delivered in phases. We set out the proposed phases and timeline in your proposal.

What if our agents don't share a live calendar?

Then the assistant collects the buyer's preferred times and passes the viewing request to the agent to confirm. Automatic booking needs shared live calendars and the right CRM permissions, which we check during discovery.

Can the AI answer questions about price or financing?

It can share listing details you have approved, such as a published asking price. Questions that need advice, such as negotiation, financing, legal or valuation questions, are handed to an agent rather than answered by the AI.

How much does it cost?

We don't use one-size-fits-all project pricing. Cost depends on your channels, number of agents, integrations and approval needs. We discuss these during a free discovery consultation and quote your project privately in the proposal.

Next step

Let's map this workflow for your business.

The right solution depends on how your team works today, the software you use and where people need to stay in control. Start with a free discovery. We'll prepare a tailored initial plan and proposal, then quote implementation after we understand your requirements.