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Real estate

Automation for real estate

Gather enquiries in one place. Send a quick first reply. Organise viewings without re-entry.

Analyse my businessSee solutions for this industry
Real estateIllustrative example

  1. Portal enquiry received

  2. Project qualified

  3. Matching properties offered

  4. Viewing booked

  5. File tracked in CRM

What we can automate

  • Capture enquiries

    Centralising leads from every portal. Quick first reply with useful information.

  • Qualify projects

    Qualifying project, budget and timing. Matching with available properties.

  • Organise viewings

    Viewing slots offered and confirmed. Reminders before each viewing.

Explore the examples

  • Inbound enquiry qualification

    Every enquiry is read, sorted and passed to the right person.

    Prospects contacted sooner.

    See the example

  • Property matching and viewing offers

    Each buyer enquiry gets matching properties and viewing slots.

    A relevant reply, even after hours.

    See the example

  • Document generation from templates

    Contracts, quotes and letters are produced from your templates.

    Documents drafted faster, ready to review.

    See the example

  • Tenancy file checks

    Rental applications are checked and missing documents requested.

    Complete files, sooner.

    See the example

  • Rent reminders and arrears tracking

    Unpaid rents are chased and tracked every month.

    Steady follow-up with less manual work.

    See the example

  • Recurring owner reporting

    Owners receive a regular update on their properties.

    Owners kept informed regularly.

    See the example

What you gain

  • A quick first reply, even out of hours

  • Fewer cancelled viewings thanks to reminders

  • Complete tenancy files sooner

  • Owners kept regularly informed

You stay in control

  • Tenants' personal documents require restricted access
  • Application decisions stay human
  • Regulated information must be checked before it is sent

Works with your tools

  • HubSpot
  • Pipedrive
  • Gmail
  • WhatsApp
  • Google Sheets
  • Airtable
  • Calendly
  • Stripe

What's possible depends on your tools and the access available.

Going further

More possibilities for your business (5)
  • CRM and file-status updates
  • Processing and checking tenancy documents
  • Handling tenant requests
  • Rent chasing and arrears tracking
  • Recurring owner reporting
Common problems
  • Enquiries come from several portals and get lost
  • A few hours' delay is enough to lose the contact
  • Viewings and reminders are handled manually
  • Tenancy documents are incomplete and requested several times
  • Owner reporting takes time every month
How to measure progress

To measure for your business, not guaranteed results.

  • First-response time
  • Confirmed viewing rate
  • Time to complete a file
  • Late payments tracked

Frequently asked questions

Can we also reply on WhatsApp?

Yes. Where your business account allows it, the same circuit can cover email, forms and messaging.

A process you'd like to move forward?

Tell us about it: we'll look at what can be automated for you.

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