AI and automation for real estate agencies and developers
Real estate companies pay for plenty of ad traffic and answer little of it in time. Leads from Meta, Google and listing portals write at any hour, ask the same questions and go cold if the agent is slow. We connect capture, CRM and WhatsApp to reply instantly, qualify the buyer and book visits.
Who it is for: Agencies, brokers and developers with projects on sale or pre-sale that generate inquiries through ads and listing portals.
Where the sale is lost
- Leads arrive at all hours and the agent replies hours later: the prospect already spoke to another agency.
- Ad spend goes to inquiries that are not buyers: browsers, rentals when you sell, or budgets out of range.
- The same questions on price, size, delivery and financing take up the team all day.
- Booked visits that do not happen and warm leads nobody follows up.
- In pre-sale, little clarity on which units are actually available and where each buyer stands on payments.
The flow, step by step
Each step shows what the system does, where a person decides and what gets recorded.
Step 1 of 7
Capture
What the system automates
Unifies Meta Lead Ads, Google, listing portals (such as Encuentra24 or Compreoalquile in Panama), each project's landing page and WhatsApp in one CRM, with campaign and project of origin.
Where a person decides
Sets projects and budget by channel.
What gets recorded
Source, campaign and project.
What we connect
- Meta Lead Ads and Google Ads
- Listing portals
- CRM (HubSpot, Pipedrive or Zoho)
- WhatsApp Business API
- Google Calendar or the agent's calendar
- Project unit inventory
- Looker Studio or BI
What we measure
- Cost per qualified lead
- Ad spend divided by buyers who meet budget, timeline and need.
- First response time
- From the prospect's message to the first useful answer.
- Lead to visit and visit to reservation
- Where the buyer drops out between stages.
- Days to reservation
- Sales cycle length by project.
- Sales by channel and project
- Which ad and which portal brought the closed sale.
Human control and compliance
- The agent does not negotiate prices, give legal or financial advice, and only uses the project's current information.
- Legal details (purchase promise, loan terms) are confirmed by a person. In Panama the buyer should have the contract reviewed by their own lawyer.
- Every follow-up message respects consent and voluntary opt-out.
- Personal documents are not requested in the chat: they are received in the developer's or bank's system.
What a conversation sounds like
Illustrative example, not a real client.
I'm looking for a 2-bedroom apartment near downtown.
Sure. Is it to buy or rent, and what price range are you thinking about?
Buy, up to $180K. I'd move in about 6 months.
I have three units that fit. I'll send them with photos and sizes. Would you like to see one in person this week?
In your systemWarm lead (buying in 6 months) in the CRM, 3 units sent. Follow-up scheduled at 3 and 10 days.
Where to start
Replies in under a minute
WhatsApp agent with each project's real fact sheet, at any hour.
First step: Load the fact sheets, define the questions that escalate to the agent and test for a week.
Qualification before the sales agent
The sales team receives only buyers with budget, timeline and need confirmed.
First step: Define the qualification criteria with sales and measure the discard rate.
Visit scheduling without phone calls
Real slots, reminders and automatic rescheduling.
First step: Connect each agent's calendar.
Warm lead follow-up
Sequences by stage with real news from the project.
First step: Reactivate the last 90 days of leads as a first test.
First weeks. The first 4 weeks: unify lead sources in the CRM, load the project fact sheets, activate the WhatsApp agent and measure response time and cost per qualified lead.
Frequently asked questions
What can AI automate in real estate?
Capture: Unifies Meta Lead Ads, Google, listing portals (such as Encuentra24 or Compreoalquile in Panama), each project's landing page and WhatsApp in one CRM, with campaign and project of origin. First reply: Answers in seconds with prices, sizes and delivery date taken from the project's current fact sheet. Qualification: Asks whether they buy or rent, budget, timeline, whether they need financing and who the purchase is for. Assigns a score and a stage. Mortgage pre-qualification: Collects basic data and refers to the project's partner bank. Visit: Offers real slots from the agent's calendar, confirms, reminds the day before and reschedules if something fails. Follow-up: Keeps a sequence by stage for those who have not decided: new units, price changes, construction progress. Honors opt-out requests. Reservation and contract: Reminds buyers of the payment schedule and pending documents: reservation, purchase promise, loan process and handover.
What does a person always decide?
The agent does not negotiate prices, give legal or financial advice, and only uses the project's current information. Legal details (purchase promise, loan terms) are confirmed by a person. In Panama the buyer should have the contract reviewed by their own lawyer. Every follow-up message respects consent and voluntary opt-out. Personal documents are not requested in the chat: they are received in the developer's or bank's system. Capture: Sets projects and budget by channel. First reply: Keeps the fact sheet up to date. Qualification: The agent receives only ready buyers, with a summary of the conversation.
What is measured to know it works?
Cost per qualified lead: Ad spend divided by buyers who meet budget, timeline and need. First response time: From the prospect's message to the first useful answer. Lead to visit and visit to reservation: Where the buyer drops out between stages. Days to reservation: Sales cycle length by project. Sales by channel and project: Which ad and which portal brought the closed sale.
How does a project start in this sector?
With a 30 to 45 minute discovery session at no cost, followed by a 1 to 2 week diagnosis. The first 4 weeks: unify lead sources in the CRM, load the project fact sheets, activate the WhatsApp agent and measure response time and cost per qualified lead.
Start with a diagnosis.
Tell us what you want to improve. We will message you to set up a 30 to 45 minute discovery session at no cost.