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AI Studio · Real estate

Lead follow-up automation for real estate brokers

A buyer who fills a form on 99acres at eleven at night has usually messaged three other brokers by morning. The first agent who replies with the right listing tends to win the site visit. Finaley AI Studio answers each portal enquiry quickly, asks the questions your best agent would ask, and hands a warm, well-noted lead to the right person on your team. Your agents keep the relationship; the chasing happens without them.

Portal leads go cold faster than agents can call

Enquiries land in different places: portal dashboards, the IVR number, Facebook lead forms, walk-in registers and WhatsApp. Many are duplicates of one buyer asking about several listings. Agents call the newest ones, forget the follow-up after the second unanswered ring, and rarely write down budget or preferred locality. Within a week the CRM is full of names with no notes, and the brokerage cannot tell which campaign or project actually produced bookings.

How the automation runs

  1. 1

    Pull leads from every source

    AI agent

    New enquiries from 99acres, MagicBricks, Housing.com, your website and ad forms are gathered into one queue, with duplicates of the same buyer merged.

  2. 2

    Send a first reply quickly

    AI agent

    The buyer gets a short WhatsApp or SMS naming the property they asked about, written in the tone your team already uses.

  3. 3

    Ask qualifying questions

    AI agent

    It asks about budget, preferred locality, configuration, loan need and move-in timing, and records each answer against the lead.

  4. 4

    Suggest matching listings

    AI agent

    Using your current inventory, it shares two or three units that fit the stated budget and location, never properties marked sold or on hold.

  5. 5

    Hand off to the right agent

    Professional check

    Serious buyers are assigned by project or area, and the agent reviews the notes and takes over the call personally.

  6. 6

    Keep the follow-up cadence

    AI agent

    Leads that go quiet receive polite reminders on the schedule you choose, and stop the moment the buyer asks not to be contacted.

Fits the CRM and lead sheets you already run

Some brokerages work from a real estate CRM such as Sell.Do or LeadSquared; others live in Google Sheets and WhatsApp Business. Finaley uses whatever your agents already open each morning, through an API where the system offers one and through the screen where it does not. Lead stages, agent names and project codes stay as they are.

Agents own every promise made to a buyer

The automation shares facts that are already in your listings. Anything involving price negotiation, a discount, a payment plan or a legal question about the project goes straight to an agent or sales manager. Messages that fall outside your approved templates are held for a person to read first.

What you get

  • Every portal enquiry answered, including late-night ones
  • Budget and locality noted before an agent dials
  • No buyer contacted twice by two different agents
  • A clear view of which source produces real visits

Questions

Will buyers know they are talking to an automated assistant?

You choose the wording. Most brokerages introduce the first message as coming from the team's assistant and name the agent who will call. When a buyer asks something personal or detailed, a human agent replies, so the conversation never pretends to be someone it is not.

Can it handle leads for multiple projects and resale listings together?

Yes. Each enquiry is tagged with the project, listing or locality it came from, and the follow-up uses the details for that property. Teams that split work between new launches and resale can route each kind to a different set of agents.

What happens if a lead replies in Hindi or another language?

The assistant can reply in the languages your team uses with buyers, following the same templates. If a message is unclear or the buyer prefers a call, it flags the lead for an agent who speaks that language rather than guessing at the meaning.

Does it make calls as well as sending messages?

The standard setup sends messages and books callback slots on agent calendars. Agents make the actual calls. Where your telephony system logs call outcomes, the automation reads those logs so it knows not to chase a buyer who has already spoken to someone.

How do you learn the way our agents follow up?

Share a screen recording of an agent working a few fresh leads, or walk us through it on a call. We build the follow-up on that pattern, test it against your past enquiries, and switch it on once the replies match what your team would send.

More automations for Real estate

In the tools you use

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.

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