Round-robin with deadline
The qualified lead goes to the next broker in the queue. They have 15 minutes to reply; with no reply, the lead moves on to the next one, and anyone who is late three times in a week leaves the queue.
For real estate agencies and developers
AI SDR for real estate agencies: from listing to sale
The ad lead gets a reply in seconds on WhatsApp, is qualified, and goes to the next broker in the queue, with a deadline to reply. Every stage, from the visit to credit approval, flows back to your CRM.
- Replies in seconds, 24/7
- Round-robin with deadline
- Legal basis on every lead
Where the sale slips away today
The ad lead goes cold before a broker replies
Each listing generates dozens of “is this still available?” messages, and most arrive at night or on weekends.
The lead lands in a spreadsheet or the system and waits for someone's turn, with no deadline and no owner.
The manager doesn't know which ad brought in the sale: the cost per loan file and per deed is in the dark.
The lead's journey
A straight line from listing to deed signing
Today, the lead lands in a spreadsheet or a system and waits for a broker. Here, they're served right away, and every step is logged on the pipeline card.
- AdForm or click to WhatsApp
- AI repliesIn seconds, at any hour
- QualificationQuote, deadline, and interest
- Round-robinThe next broker in the queue
- Broker15 min to reply
- Loan fileThe business data on the card
- ApprovalBank and date on the card
- SaleSyncs back to your CRM
Done in the dashboardSyncs back to your CRM
Built for real estate agencies
The team of 40 brokers working at the same pace
The pipeline the real estate agency uses
New, qualified, in progress, visit, loan file, credit approval, and sale. Each stage requires what it needs: without the bank and the submission date, the file doesn't move on to approval.
Your CRM still knows everything
Qualified, sent to a broker, changed stage, sold, or lost: your system gets an alert right away, with a retry if it's offline.
From Spend to Deed
Upload your ad spend spreadsheet and see, by campaign, ad set, and ad, what each lead, each file, and each sale cost, plus the return on commission.
Teach your ads to bring in buyers
With conversions on, every qualified lead, visit, and sale is sent back to Meta, with the sale value. Campaigns start looking for people similar to those who bought, not just those who clicked. Phone numbers and emails are sent encrypted.
Examples use fictional companies, people and numbers.
Ready on day one
During onboarding, the specialist sets up your account for the “Real estate” industry, and it starts out ready to go
This is what your account gets on first login, taken from the same template that builds the dashboard. You can change everything later, from stage names to questions.
The pipeline
- New
- Qualified
- In progress
- Visit
- Loan file
- Credit approval
- Sale
The qualification questions
- Buy or rent“Are you looking to buy or to rent?”
- Property and area“Which neighborhood or area do you prefer?”
- Budget range“What's the most you're thinking of investing in the property?”
- Payment method“Do you plan to finance or pay in full?”
- Time to move“When are you thinking of moving?”
- Who decides together“Is anyone else going to decide with you?”
By the numbers
- Pipeline stages
- 7
- Deal fields
- 7
- Qualification items
- 6
- Re-engagement messages
- 3
Industry considerations: The AI shares what's in the knowledge base, qualifies the lead, and books the visit. Negotiating price is up to the broker, and the AI doesn't ask for income, CPF, or documents.
Book a demoHow it starts
In one afternoon, without replacing your CRM
Connect the real estate agency's WhatsApp
The official account, with approved templates. The lead gets the first message within seconds.
Connect your lead system
The lead distributor or your website form sends each lead with the campaign and the legal basis.
Choose the Real estate template
In Pipeline → New board, the board comes with the stages, the deal fields, and round-robin already on. Then just set up the broker queue.
Do I have to replace the CRM the real estate agency already uses?
No. The dashboard notifies your CRM at every lead step and, if you allow it, lets it update the stages back.
What about LGPD?
Each lead comes in with the legal basis you declare, recorded with your name, the date, and the time. Anyone who asks not to receive messages never gets an automated message again.
How much does the first message cost?
The template's price shows up before you call. With the real estate agency's own WhatsApp account, Meta charges its card directly.
Watch your next lead get a reply in seconds
We'll show you with your own ads and pipeline.