Real estate

Automation and AI for real estate agencies

An estate agency lives on replying fast and doing viewings. A digital employee answers every prospect within minutes, qualifies them, proposes a viewing in the agent's calendar and collects the documents for the deal.

In real estate, most leads are lost in the first few hours: the prospect writes to several listings at once and visits the flat of whoever answers first. Meanwhile, agents spend a good part of the day answering the same questions and juggling calendars.

The processes that eat the most hours

Handling portal leads

Every property listed on Idealista, Fotocasa or Habitaclia generates contacts by email, phone and WhatsApp. Many ask what's already in the listing; others don't fit on price or area. Separating one from the other takes hours.

Viewing schedules

Proposing times, confirming, reminding, rescheduling and telling the agent. Every viewing means several messages back and forth.

Listing and updating properties

Adding each property to several portals, with its photos and features, and updating price and status when they change.

Deal documents

Land registry extract, energy certificate, the owner's and the buyer's or tenant's documents and, as an obliged entity under Spanish anti-money laundering law, identifying each client.

What a digital employee does at your agency

  • Replies to every lead within minutes, at any time, with the property's information.
  • Qualifies the prospect: budget, financing, area, timeline and whether they have a home to sell.
  • Schedules the viewing in the agent's calendar, sends the address and the reminder and flags any changes.
  • Follows up after the viewing and records the answer in the CRM.
  • Collects the documents for each deal and flags what's missing.
  • Keeps listings up to date on the portals when the property's price or status changes.

What replying sooner is worth

You can estimate how many deals slip away by answering late with the lead response cost calculator. How WhatsApp and email handling works technically is covered in how to automate lead handling on WhatsApp and email.

Frequently asked questions

Can it handle leads from Idealista or Fotocasa?

Yes. Contacts arriving from the portals, by email or through their integrations, are logged in your CRM and get a reply within minutes with the property's information and a viewing proposal.

How does it know which viewings to propose?

It checks the calendar of the agent in charge of the property and offers available slots. When the prospect confirms, it creates the appointment, sends the address and a reminder and notifies the agent.

Does it help with anti-money laundering paperwork?

It can request, collect and organise the identification documents your agency asks of each client, and flag what's missing or expired. Risk assessment and the decision stay with your team.

Does it work for rentals as well as sales?

Yes. For rentals, besides leads and viewings, it can collect candidates' proof of solvency and prepare the file for the landlord to decide.

Keep reading

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