AI Studio · Real estate
Site visit scheduling automation for real estate teams
Site visits are where most property sales are actually decided, yet arranging them is mostly phone tag. A buyer wants Saturday morning, the sourcing agent is at another project, and the sample flat is locked. Finaley AI Studio coordinates those details for you. It offers buyers real slots, confirms with the agent and the site office, sends directions and reminders, and records what happened after the visit so the next step is never forgotten.
Weekends fill up, and half the visits never happen
Developers and brokers squeeze most visits into Saturday and Sunday. Bookings are made over calls and noted in personal diaries. Buyers forget, arrive at the wrong gate or bring family members nobody planned for. Agents double-book across two projects. After the visit, feedback lives in someone's head, so a buyer who liked the three-bedroom unit on the twelfth floor never hears back about it.
How the automation runs
- 1
Offer real time slots
AI agentOnce a lead asks for a visit, the buyer receives a choice of slots built from agent calendars and the site office timings you provide.
- 2
Confirm every party
AI agentThe chosen slot is confirmed with the buyer, the assigned agent and the site manager, and the sample flat or show unit is reserved.
- 3
Share directions and details
AI agentThe buyer gets a location pin, the gate to use, parking guidance and the name and number of the person meeting them.
- 4
Send reminders and handle changes
AI agentReminders go out the day before and two hours ahead; reschedule requests are rebooked into open slots without a phone call.
- 5
Meet the buyer on site
Professional checkYour agent conducts the visit, answers questions about the project and notes the buyer's reaction and preferred units.
- 6
Record the outcome and next step
AI agentAfter the visit it asks the agent for a quick update, logs it in your records, and schedules the agreed follow-up.
Uses your calendars and sales records
Visits are booked on the calendars your agents already carry, usually Google Calendar or Outlook, and logged in your CRM or project sheet. Messages go out through your WhatsApp Business number. If the site office keeps a separate visitor register, the automation adds bookings there too, so the security desk knows who is coming.
Sales managers see each exception
When a buyer asks for a slot outside site hours, wants a visit to a unit that is blocked, or brings up pricing, the request goes to a sales manager rather than being answered automatically. No-shows and cancellations are reported daily so a person can decide whether to call the buyer.
What you get
- Visits booked without rounds of calls
- Fewer buyers arriving at the wrong gate or time
- Agents never double-booked across projects
- Post-visit notes captured while they are fresh
Questions
Can buyers pick a slot themselves?
Yes. They receive a short list of open times and reply with their choice, or tap a booking link if you prefer. Only times when the agent and site are both available are offered, so a confirmed slot does not need to be checked again by phone.
How does it handle a project with several towers or sites?
Each tower or site can have its own timings, meeting point and show units. Buyers are booked into the right one based on the unit they enquired about, and directions point to that specific gate or sales lounge.
What happens if an agent falls sick on the day?
The agent or manager marks the slot as unavailable, and the automation offers the buyer either another agent at the same time or a new slot. A manager approves any reassignment if you want that control in place.
Does it work for virtual site visits too?
It can. For video walkthroughs it schedules the call, sends the meeting link instead of a location pin, and reminds both sides in the same way. Outcomes are recorded alongside physical visits so your pipeline stays in one place.
How do we get it set up?
Show us how your team books a visit today, through a screen recording or a short call. We build the scheduling flow around your calendars and project timings, test it on past bookings, and switch it on when everything matches.
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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.