Finaley AI Studio
Real estate automation
Leads, site visits, paperwork and rent collection, handled end to end.
Starts when
A buyer or tenant enquires on a portal, WhatsApp or your website
- 1
Qualify the lead
Asks about budget, location and timeline on WhatsApp, and scores the lead.
- 2
Book the site visit
Shares matching listings and schedules a visit with your agent.
- 3
Verify the property
A field verifier inspects the property and submits photo and GPS proof.
- 4
Prepare the paperwork
Drafts the agreement, collects KYC and tracks stamp duty and registration.
- 5
Legal check
An advocate reviews the agreement and the title documents.
- 6
Collect rent and payments
Sends reminders, reconciles payments and updates the owner every month.
Checked by Advocate and field verifier. You get: Every enquiry followed through, from first message to signed agreement.
Runs in Salesforce, HubSpot, Zoho CRM, WhatsApp, Gmail, Google Sheets, Excel and the web portals your team already uses.
Real estate automation by tool
- Google SheetsFinaley tracks rent due dates from your Google Sheet, sends tenant reminders, matches payments from bank statements and flags overdue units.Read more ›
- WhatsAppFinaley answers property enquiries on WhatsApp, shares matching listings, books site visits and hands serious buyers to your brokers with full context.Read more ›
- Zoho CRMFinaley pulls leads from property portals into Zoho CRM, removes duplicates, assigns them to the right sales executive and tracks every follow-up.Read more ›
Industries
Show us how your team does it.
Send a screen recording or book a call. We build it, test it on your past work, and only switch it on when the results match your team's.