WhatsApp for Real Estate: From Inquiry to Viewing to Closed Deal
How real estate brokers and developers use WhatsApp: answer inquiries, send matching listings, book viewings, and link calls and deals to each client.
In real estate, clients ask on WhatsApp and decide after a call and a viewing. Use an AI agent that asks about budget, neighborhood and number of bedrooms and sends matching properties, then books a viewing and hands serious clients to a broker who calls them from the same profile. Modeer 360 brings WhatsApp, calls and deal stages together in one CRM.
01Real estate offices' problems with WhatsApp
- Every broker replies from their own phone, and the client is lost if the broker changes.
- The same questions every day: price, size, location.
- Viewings get forgotten or double-booked.
- Nobody knows how many serious clients each project has.
02Qualifying questions the agent asks
- Buy or rent?
- Approximate budget?
- Neighborhood or area?
- Number of bedrooms?
- When do you need to move?
- Bank financing or cash?
03Real estate deal stages in the CRM
| Stage | What happens | Handled by |
|---|---|---|
| Inquiry | Qualifying and sending matching properties | AI agent |
| Interested | A call and comparing options | Broker |
| Viewing | Booking the appointment and a reminder | AI agent + broker |
| Negotiation | Price offer and follow-up | Broker |
| Deal | Contract and commission | Management |
04Viewings without the chaos
05The call is part of the deal
Property is a big decision, and clients need a reassuring voice. In Modeer 360, the broker calls from the client's profile, and the call is logged next to the chats and viewings, so any colleague can pick up where they left off.
Key takeaways
- One official number keeps the office's clients from getting lost.
- An AI agent qualifies leads and sends matching properties 24/7.
- Viewings are booked and reminded automatically.
- Calls and deals sit in the same client profile.
Frequently asked questions
Does the agent send property photos?
Yes, it sends photos and details from the information you provide.
Does it suit real estate developers?
Yes, especially at project launches, when hundreds of inquiries arrive within days.
Can I assign clients by project?
Yes, with tags and assignment rules for each project's team.
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- #property viewing booking