Home› WhatsApp AI Platform› Templates› Real Estate
🏠 Real Estate Template

Your Property Business on
WhatsApp — Search, Visit & Close

Deploy a WhatsApp real estate assistant that handles property search, site visit booking, home loan calculations, legal guidance, and post-purchase support — turning every enquiry into a converted lead.

7
Buyer & Seller Flows
3×
Lead Conversion Rate
4h
Deploy Time
24/7
Lead Capture
7 Pre-built Scenarios

Every Stage of the Property Journey, Covered

From first enquiry to possession handover — each scenario is a fully wired conversation flow that nurtures leads and closes deals faster.

SCENARIO 01
🔍
Property Search
AI-powered property discovery by location, BHK, budget, and amenities — with rich property cards and shortlisting across sale and rental listings.
Listing APIRAG + Filters
View Demo →
SCENARIO 02
🏘️
Property Details & Comparison
Full property specs, floor plans, amenities, developer background, nearby schools, hospitals, and commute times — and side-by-side comparisons.
Maps APIAI Compare
View Demo →
SCENARIO 03
📅
Site Visit Booking
Schedule site visits for any shortlisted property with available agent slots, instant confirmation, directions, and automated reminders.
Calendar APIAuto-Assign
View Demo →
SCENARIO 04
🏦
Home Loan Eligibility
Instant EMI calculation, loan eligibility estimate, and bank comparison — connected to your lending partners for pre-approved offers in minutes.
Loan APIBank Compare
View Demo →
SCENARIO 05
⚖️
Legal & RERA Guidance
RERA registration check, document checklist for purchase, stamp duty calculator, title verification steps, and registration process guide.
RERA APIStamp Duty
View Demo →
SCENARIO 06
🔑
Rental & Tenant Management
Rental property search, tenant screening FAQ, lease agreement guidance, rent payment reminders, and maintenance request submission.
Rental FlowMaintenance
View Demo →
SCENARIO 07
🏗️
Post-Purchase Support
Construction progress updates, possession date alerts, snag list submission, society registration, and move-in checklist — keeping buyers engaged till handover.
CRM SyncProgress API
View Demo →
Interactive Demos

Live Property Conversation Flows

Real buyer and tenant journeys — every flow is pre-built and ready to activate for your inventory.

‹
🏠
PropAssist
online
📞 ⋮
🏠 Welcome to PropAssist! I help you find your perfect property. Are you looking to:
🏡 Buy a Property
🔑 Rent a Property
📊 Check My Property Value
10:00 AM
Buy a Property
10:00 AM ✓✓
Great! Tell me your preferences:
📍 Preferred location?
10:01 AM
Whitefield, Bangalore · 3BHK · Budget ₹80–100 lakhs
10:01 AM ✓✓
Found 3 properties matching your criteria:
🏢
Prestige Lake Ridge — 3BHK
₹89 Lakhs
📍 Whitefield · 1,450 sq ft · Ready to Move
🏊 Pool · 🏋️ Gym · 24h Security
🏗️
Brigade Orchards — 3BHK
₹94 Lakhs
📍 Whitefield · 1,520 sq ft · Dec 2025
⭐ RERA Registered · Green Building
Want to know more or book a site visit?
10:01 AM
Type a message...
➤
SCENARIO 01

Property Search

Buyers describe what they're looking for in plain language — city, locality, BHK, budget — and receive a curated shortlist of matching properties with rich cards pulled from your live inventory.

Listing API RAG + Smart Filters Live Inventory
🔌
Live Listing Sync
Inventory pulled from your CRM (Salesforce, Zoho CRM), property management system, or listing portals (MagicBricks, 99acres API) — always current, zero manual updates.
listings.search(city, bhk, budget) → matches[]
🗣️
Natural Language Filters
Buyers can describe requirements conversationally — "near a metro", "with a park view", "vastu-compliant", "no east-facing" — and the AI applies the right filters.
📌
Shortlisting & Comparison
Buyers shortlist properties during the conversation and ask for a side-by-side comparison — price per sq ft, amenities, possession date, and developer track record.
‹
🏠
PropAssist
online
📞 ⋮
Tell me more about Prestige Lake Ridge
10:05 AM ✓✓
🏢 Prestige Lake Ridge — 3BHK

📍 Whitefield, Bangalore
💰 ₹89 Lakhs (₹6,138/sq ft)
📐 1,450 sq ft · 3 BHK · 2 Bath
🏗️ Status: Ready to Move
🏢 Floor: 8th of 22

🏊 Pool · 🏋️ Gym · 🎮 Clubhouse
🛡️ 24h Security · 🌳 Landscaped Gardens
🚌 BMTC bus stop — 200m
🏫 Ryan Int'l School — 1.2 km
🏥 Columbia Asia Hospital — 2.8 km
🛤️ Whitefield Metro — 1.8 km

RERA No: PRM/KA/RERA/1251/446/PR/171023/005021
📅 Book Site Visit
🏦 Check Loan Eligibility
📊 Compare with Brigade
10:05 AM
Type a message...
➤
SCENARIO 02

Property Details & Comparison

Complete property profiles with specs, amenities, RERA details, location intelligence (schools, hospitals, commute), and AI-powered side-by-side property comparisons.

Google Maps API AI Compare RERA Verify
📍
Location Intelligence
Google Maps API surfaces the nearest schools, hospitals, metro stations, shopping centres, and commute time to major tech parks — the questions buyers always ask.
maps.getNearby(lat, lng, radius, category)
✅
RERA Registration Lookup
RERA registration number verified live against the state RERA portal — project status, completion timeline, and builder complaint history surfaced instantly.
⚖️
AI-Powered Comparison
Ask "compare Prestige vs Brigade" and the bot generates a structured comparison table — price, size, amenities, possession, developer rating — all from live data.
‹
🏠
PropAssist
online
📞 ⋮
Book Site Visit
10:10 AM ✓✓
Available slots for Prestige Lake Ridge:

📅 Sat Jun 7 — 10:00 AM · 2:00 PM · 4:00 PM
📅 Sun Jun 8 — 11:00 AM · 3:00 PM
📅 Mon Jun 9 — 10:00 AM · 12:00 PM
Sat · 10:00 AM
Sat · 2:00 PM
Sun · 11:00 AM
10:10 AM
Sat · 10:00 AM
10:11 AM ✓✓
✅ Site Visit Confirmed!
SITE VISIT — PRESTIGE LAKE RIDGE
Date & TimeSat Jun 7 · 10:00 AM
Your AgentVikram Nair · +91-98XXX-XXXXX
AddressITPL Road, Whitefield
ParkingAvailable at Gate 2
VISIT-2025-WF-08841
📍 Google Maps link sent. I'll remind you Friday evening!
10:11 AM
Type a message...
➤
SCENARIO 03

Site Visit Booking

Live slot availability from agent calendars, instant confirmation with agent contact details and directions, and automated reminders — reducing visit no-shows by 45%.

Calendar API Agent Assign Google Maps
📅
Live Agent Calendar Sync
Slots pulled from your agents' Google or Outlook calendars in real time — bookings block immediately to prevent double-booking across channels.
agents.getAvailability(propertyId, date)
🧑‍💼
Smart Agent Assignment
Visit routed to the best-fit agent based on property specialisation, language preference, and proximity — ensuring the buyer gets an expert, not just the next available person.
🔔
Visit Reminders & Follow-ups
Automated reminder the evening before and 2 hours before the visit. Post-visit follow-up message at 6 PM — "How was your visit? Ready to make an offer?" — with CTA buttons.
‹
🏠
PropAssist
online
📞 ⋮
Check Loan Eligibility
11:00 AM ✓✓
Quick check — what's your monthly income (take-home)?
11:00 AM
₹1,40,000/month · HDFC Bank employee
11:01 AM ✓✓
Any existing EMIs per month?
11:01 AM
₹12,000 car loan
11:01 AM ✓✓
📊 Loan Eligibility Estimate
HOME LOAN CALCULATOR
Eligible Loan Amount~₹76 Lakhs
Property BudgetUp to ₹95 Lakhs
EMI @ 8.75% (20yr)~₹67,500/month
Down Payment Needed₹13–18 Lakhs

🏦 Best rates available:
• HDFC: 8.75% · SBI: 8.65% · ICICI: 8.70%

Want me to connect you with a loan officer?
✅ Yes, Get Pre-Approval
11:02 AM
Type a message...
➤
SCENARIO 04

Home Loan Eligibility

Instant EMI calculations, eligibility estimates based on income and existing obligations, live rate comparison across major banks, and direct connection to lending partners for pre-approval.

Loan Engine Bank API Pre-Approval
🧮
Real-Time EMI Calculator
Income, obligations, and property value input — the bot instantly computes eligibility using standard 40–50% FOIR norms across a range of tenures and rates.
loan.calculate(income, emi, tenure, rate)
🏦
Live Bank Rate Comparison
Current home loan rates from HDFC, SBI, ICICI, Axis, Kotak, and others pulled via banking APIs or partner feeds — buyers choose the best offer without leaving WhatsApp.
✅
Lending Partner Connect
One tap connects the buyer's lead to your tied-up bank or DSA partner — CRM record created with income details pre-filled, cutting application time by 60%.
‹
🏠
PropAssist
online
📞 ⋮
What documents do I need to buy a flat in Bangalore?
2:00 PM ✓✓
🏢 Property Purchase Checklist — Bangalore

Before Booking:
✅ RERA registration of project
✅ Builder's track record & past projects
✅ Title deed search (15–30 years back)
✅ Encumbrance Certificate (EC)
✅ Approved building plan (BDA/BBMP)

For Registration:
✅ Sale Agreement / Allotment Letter
✅ Aadhaar + PAN (both parties)
✅ Passport-size photos
✅ Khata & Property Tax receipts
✅ NOC from bank (if resale)

💰 Stamp Duty: 5% + Registration 1%
🗓️ Sub-Registrar appointment mandatory

Want a stamp duty calculation for your property?
🧮 Calculate Stamp Duty
✅ Check RERA Status
2:01 PM
Type a message...
➤
SCENARIO 05

Legal & RERA Guidance

State-specific document checklists, live RERA project status lookup, stamp duty calculations, and plain-language guidance through the registration process — no lawyer needed for basic queries.

RERA API Stamp Duty Calc State-Specific
🏛️
Live RERA Verification
Project RERA registration number verified against the state RERA portal — completion status, approved plans, number of units sold, and any registered complaints surfaced.
rera.verify(registrationNo, state)
🧮
Stamp Duty Calculator
Accurate stamp duty and registration charge calculations for all states — residential, commercial, first-time buyer exemptions, and gender-based concessions applied correctly.
📚
RAG Legal Knowledgebase
Transfer of Property Act, RERA Act, registration procedures, title verification steps — all ingested into the RAG engine for accurate, citation-backed answers.
‹
🏠
PropAssist
online
📞 ⋮
Looking for a 2BHK rental in Koramangala, ₹25–30k
9:00 AM ✓✓
Found 2 available flats in Koramangala:
🏠
2BHK · 5th Block, Koramangala
₹27,000 / month
📐 1,100 sq ft · Semi-Furnished · 2 Wheel Parking
🚌 Sarjapur Rd — 5 min walk
🏡
2BHK · 1st Block, Koramangala
₹29,500 / month
📐 1,200 sq ft · Fully Furnished · Lift
🛒 Forum Mall — 8 min walk
Interested? I can book a viewing or share the owner's contact!
9:01 AM
Type a message...
➤
SCENARIO 06

Rental & Tenant Management

Rental property search by locality, budget, and furnishing type — plus lease agreement guidance, rent payment reminders for existing tenants, and maintenance request submission.

Rental Listings Lease Guide Maintenance
🔍
Rental Inventory Search
Rental listings synced from your inventory or portals — filtered by locality, budget, furnishing, BHK, and tenant preferences (bachelor-friendly, pet-friendly, etc.).
📋
Lease Agreement Guidance
Tenants ask about security deposit norms, notice period, lock-in clauses, and maintenance responsibilities — answered from a knowledgebase of rental laws per state.
🔧
Maintenance Request Flow
Existing tenants raise maintenance requests by describing the issue and uploading a photo — ticket created in your property management system with priority and assigned technician.
maintenance.raise(tenantId, issue, photo)
‹
🏠
PropAssist
online
📞 ⋮
🏗️ Construction Update — Jun 2025

Hi Ravi! Here's the latest on your Prestige Lake Ridge (3BHK, Tower B):

📊 Progress: 78% complete
🪟 Current Stage: Internal plastering & tiling
📅 Estimated Possession: March 2026

Next milestone: Electrical fitting — Jul 2025

Questions about your unit?
📋 Submit Snag List
📄 Payment Schedule
🏘️ Society Details
9:00 AM
Submit Snag List
9:01 AM ✓✓
Please describe the issue or send a photo. You can list multiple items — I'll compile them into a formal snag report for the builder.
9:01 AM
Bathroom tile cracked · Living room window not closing properly
9:02 AM ✓✓
✅ Snag Report Submitted!

Ref: SNAG-2025-PLR-B-2204
Items logged: 2
Builder notified — expected response: 48 hours

You'll receive a rectification timeline on WhatsApp.
9:02 AM
Type a message...
➤
SCENARIO 07

Post-Purchase Support

Keep buyers engaged from booking to possession — construction progress updates, possession alerts, snag list submission, payment schedule reminders, and move-in checklists.

Progress API Snag Tracking CRM Sync
🏗️
Construction Progress Updates
Monthly progress broadcast to all buyers of a project — stage completion %, current milestone, next milestone, and revised possession date from your project management system.
project.getProgress(unitId) → progress%
📋
Digital Snag List
Buyers submit snag items (defects) with photos via WhatsApp before possession. Bot compiles a formal report and submits it to the builder's customer service — no printed forms.
💰
Payment Schedule Reminders
Construction-linked payment (CLP) due dates sent as proactive WhatsApp reminders 15 days and 3 days in advance — reducing payment delays and builder penalties.
Architecture

How the Real Estate Bot Works

Every buyer or tenant message is routed intelligently across your CRM, listing inventory, banking partners, and legal knowledgebase in under 2 seconds.

REAL ESTATE BOT — MESSAGE PROCESSING PIPELINE
🏠
Buyer / Tenant
WhatsApp message
🔐
Lead Identify
Phone → CRM record
🎯
Intent Classify
Search / Visit / Legal
⚙️
Route Handler
Listing / Calendar / Loan
🔌
RE APIs
CRM · RERA · Maps
💬
WA Response
< 2 sec
SEARCH INTENT
Location + BHK + budget → listing API filter → ranked property cards → shortlist → visit booking
VISIT INTENT
Property ID → agent calendar availability → slot selection → CRM lead update → confirmation + reminder
LEGAL INTENT
Legal question → RAG search across RERA Act, registration guides → RERA API verify → stamp duty calculator
POST-SALE INTENT
Buyer identified → project progress API → snag form → payment schedule → possession checklist
Proven Results

More Leads Converted. Less Time Wasted.

3×
Higher Lead-to-Visit Conversion vs Cold Calling
45%
Reduction in Site Visit No-Shows via Automated Reminders
4.7/5
Buyer Satisfaction Score Across All Interactions
24/7
Lead Capture — Including Late Nights and Weekends
Go Live in 4 Steps

From Zero to Property Bot in One Day

1

Connect Your CRM & Listing Inventory

Provide API credentials for your CRM (Salesforce, Zoho, custom) and listing database. We configure property search, buyer profile lookup, and lead creation adapters for real-time sync.

  • Salesforce, Zoho CRM, Freshsales, HubSpot, or custom
  • MagicBricks / 99acres listing API for portal sync
  • New enquiries auto-created as CRM leads
2

Set Up Agent Calendars

Connect each sales agent's Google or Outlook calendar. The bot fetches live availability per project, assigns visits based on specialisation and language, and blocks slots on booking.

  • Google Calendar & Outlook integration
  • Agent–project mapping configuration
  • Configurable visit duration (30 / 45 / 60 min)
3

Configure Banking & Legal Partners

Add your tied-up bank and DSA partner APIs for loan eligibility. Upload state-specific legal documents and RERA project details to the knowledgebase for instant buyer guidance.

  • Loan partner API keys (HDFC, SBI, ICICI, or DSA)
  • State-specific stamp duty tables
  • RERA portal integration per state
4

Brand & Go Live

Set your agency or developer brand name, bot persona, language preferences, and out-of-hours message. Share the WhatsApp number on property listings, hoardings, and your website.

  • WhatsApp QR for site hoardings and print ads
  • Multilingual: Hindi, Kannada, Tamil, Telugu, Marathi + English
  • Real-time lead analytics dashboard from day one

Ready to Convert Every
Enquiry into a Viewing?

Get the full Real Estate template pre-loaded into your METPL WhatsApp Platform instance. Live in one business day.

Get This Template View All Templates