Agentic AI for Listings, Site Visits & Closures
Converiqo brings every inquiry, shortlist, negotiation, and documentation workflow into one screen so brokers respond faster, move serious buyers forward, and protect margins.
Pressure points
Challenges Property Dealers Must Solve
Automation keeps inventory, clients, and deal teams aligned from first lead to final registration.
Fragmented Portal & Referral Leads
Listing sites, walk-ins, and partner brokers pour in duplicate leads so agents waste hours triaging instead of selling.
Untracked Site Visits & Feedback
Visit confirmations, reschedules, and buyer reactions live in chats making it hard to prioritise hot inventory.
Inventory & Mandate Visibility
Status of keys, documents, exclusivity, and owner expectations is rarely updated in one place, causing embarrassing gaps during tours.
Slow Response to Buyer Questions
Pricing, approvals, or utility clarifications bounce between owners and agents, letting serious prospects go cold.
Documentation & Dispute Delays
Agreement drafts, KYC, and registration slots trigger frantic follow-ups with no defined workflow or accountability.
No Insight Into Team Performance
Owners lack real-time visibility on enquiry-to-deal funnels, ageing deals, and commission forecasts.
How Converiqo Streamlines Brokerage Operations
Agentic workflows connect lead desks, field agents, back-office, and finance so every deal progresses with clarity.
Unified Deal Desk
Centralise lead capture, scoring, agent assignment, and SLA tracking so every enquiry gets timely attention.
Buyer & Tenant Concierge
Allow prospects to self-serve shortlists, visit slots, and property docs while keeping agents looped in.
Ticketing & Compliance Guardrail
Turn documentation doubts, owner approvals, and dispute flags into structured tickets with owners and deadlines.
Inventory & Intelligence Fabric
Blend mandate status, pipeline metrics, and feedback data to guide pricing and marketing decisions in real time.
Core module
Sales & Lead Engine
Lead capture, property matching, visits, and negotiations run from one connected command center.
Automation Flow
Sales / Lead Engine – Enquiries, Shortlists & Deals
Capture leads from portals, WhatsApp, broker networks, walk-ins, and campaigns with locality, budget, and intent tags.
Score prospects by seriousness (funds ready, move timeline, property type) and auto-route to available agents.
Auto-generate curated property decks, comparables, and amenity highlights the moment a lead is assigned.
Track stages from enquiry → shortlist shared → visit booked → negotiation → closure with SLA nudges.
Alert teams about dormant deals, ageing site visits, and mandates needing fresh visibility.
Trigger re-engagement workflows for deferred buyers using fresh inventory, price adjustments, or market insights.
Automation Flow
Customer Self-Service – Buyers, Tenants & Owners
Provide branded portals and chat widgets where prospects view shortlists, brochures, videos, and floorplans anytime.
Let buyers request visit slots, reschedule appointments, and confirm attendance without chasing agents.
Expose live deal status (documents pending, owner review, registration date) to reduce repeated calls.
Enable owners to upload mandates, see lead interest, and approve negotiations through guided flows.
Offer fee calculators, locality FAQs, and payment tracking for transparent decision-making.
Send automated reminders for token payments, registration appointments, and move-in tasks.
Automation Flow
Ticketing System – Documentation, Disputes & After-Sales
Convert document clarifications, clause changes, and utility transfer queries into tickets with priority labels.
Route technical/legal questions to specialists, owner approvals to relationship leads, and payment issues to finance.
Log evidence (calls, attachments, site photos) against each ticket for compliance and future reference.
Provide escalation ladders for high-stake disputes or delayed registrations to keep leadership informed.
Auto-close FAQs with knowledge snippets while keeping complex cases personalised.
Capture CSAT after resolution to monitor trust levels across buyers, tenants, and owners.
Automation Flow
Knowledge Management – Inventory & Locality Intelligence
Store property mandates, exclusivity terms, utility details, and price guidance with role-based access.
Maintain neighbourhood notes schools, transit, developer reputation agents can reuse instantly.
Keep templates for LOIs, sale agreements, lease deeds, and co-broker MoUs updated and versioned.
Publish negotiation playbooks, objection handlers, and owner communication SOPs for new hires.
Surface relevant articles during chats to ensure policy-accurate responses every time.
Track content usage and gaps to continuously enrich the brokerage brain.
Automation Flow
Marketing Module – Listings, Alerts & Nurture
Automate launch campaigns for new mandates, price drops, or exclusive inventory across WhatsApp, SMS, and email.
Segment outreach by buyer profile (investor, end-user, tenant) and locality interest for higher engagement.
Send automated new-listing alerts, market reports, and neighbourhood updates to stay top-of-mind.
Reactivate cold leads with curated recommendations, virtual tour videos, or financing offers.
Share success stories, reviews, and move-in timelines to nudge hesitant buyers forward.
Feed campaign performance back into mandate owners so marketing spend follows demand.
Automation Flow
Workflow Automation – Visits, Deals & Handover
Automate visit prep checklists (keys, access cards, staging) and share them with field teams.
Standardise negotiation approvals, token recording, and documentation requests with digital trails.
Connect CRM, DMS, and accounting so offer updates, agreement drafts, and payments stay synchronised.
Trigger reminders for registration slots, NOC procurement, and utility transfers to avoid last-minute chaos.
Coordinate handover workflows snag lists, meter readings, welcome kits with proof-of-completion.
Expose dashboards showing pipeline velocity, risked deals, and forecasted commissions by team.
Automation Flow
Feedback / Survey – Buyer, Seller & Owner Experience
Collect sentiment after site visits, negotiation milestones, and registrations to learn what drives trust.
Gauge owner satisfaction on mandate visibility, lead quality, and communication cadence.
Link NPS/CSAT scores to agents, property types, and marketing sources for targeted coaching.
Capture referral willingness and automate review-generation workflows for promoters.
Spot service gaps when detractors cite documentation, pricing, or timeline friction.
Feed insights back into training, marketing, and mandate acquisition strategies.
Stakeholder outcomes
Benefits Across Your Brokerage
Owners, brokers, marketers, coordinators, and clients share one automation source of truth.
Brokerage Owners & Directors
- Real-time view of leads, visits, deals, and commissions across geographies.
- Audit-ready logs for mandates, KYC, and co-broker obligations.
- Scale to new asset classes with reusable workflows and insights.
Sales Agents & Relationship Leads
- Prioritised queues, property intel, and next-best actions in one workspace.
- Automated reminders ensure no enquiry or visit feedback slips.
- Mobile-friendly access to mandates, documents, and scripts on the go.
Back-Office & Documentation Teams
- Structured ticketing and workflows reduce manual chasing.
- Template libraries keep agreements, invoices, and compliance aligned.
- SLA dashboards surface bottlenecks before clients escalate.
Marketing & Demand-Gen
- Link campaigns to actual visits, offers, and closures for better ROI control.
- Auto-segment audiences by behaviour, location, and budget.
- Reuse social proof and market updates without reinventing every deck.
Owners, Buyers & Tenants
- Transparent updates on shortlists, visits, offers, and paperwork stages.
- Faster resolution of disputes or documentation clarifications.
- Professional, guided experience that builds referral-ready trust.
Channel Partners & Co-Brokers
- Shared visibility on mandates, lead status, and commission splits.
- Standardised onboarding and compliance for new partners.
- Automated payment and settlement updates reduce friction.
Deployment fit
Capabilities for Every Property Business
From boutique brokers to multi-city channel networks.
Residential Brokerages
Run new-build, resale, and rental mandates with predictable workflows.
Commercial & Retail Advisors
Coordinate multi-unit inventory, enterprise tenants, and long sales cycles.
Luxury & Boutique Agencies
Deliver concierge-level service with lean teams and curated inventory.
Channel Partner & Franchise Networks
Share playbooks, compliance, and reporting across partner offices.
PropTech & Online Brokerage Models
Blend product-led journeys with human advisory for remote buyers.
NRI / Investor Desks
Manage offshore clients, curated portfolios, and white-glove communication.
Proof of impact
Property Firms Close Deals Smarter
Pipelines stay warm and clients stay informed with Converiqo
28%
Improvement in enquiry-to-visit conversion
42%
Reduction in ageing or stalled deals
2.9x
Faster dispute/document ticket resolution
+31 pts
Increase in referral-ready clients
Customer voice
“With Converiqo we finally run the entire brokerage on one playbook leads, visits, paperwork, even post-sale care. Agents close faster, owners trust our reporting, and no client wonders what is happening next.”
Sanjana Bhatt, Managing Partner, Axis Realty Advisors
Need-to-know
Frequently Asked Questions
Answers for brokerage owners, sales leaders, coordinators, and partner managers.
How can agentic AI help modern property dealers?
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Agentic AI automates enquiry handling, follow-ups, and pipeline tracking. It helps property dealers manage multiple listings, buyers, and tenants with less manual work while improving response time and deal closure chances across residential and commercial segments.
What challenges do property dealers face managing enquiries?
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Dealers struggle with duplicate leads, slow responses, scattered conversations, and missed follow-ups across portals and referrals. Automation centralizes enquiries, prioritizes serious buyers or tenants, and ensures every lead is touched systematically and on time.
Can automation improve site-visit and follow-up coordination?
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Yes. Automation schedules reminders, tracks visit confirmations, and logs feedback after each tour. It helps dealers sequence follow-ups properly, understand which properties are preferred, and move hot leads faster toward negotiation and closure.
How does AI help manage multiple property listings better?
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AI helps categorize listings, match requirements to inventory, and surface best-fit options. It reduces time spent manually mapping buyer needs to properties and ensures more relevant recommendations across budget, location, and configuration.
Which KPIs should property dealers track with automation?
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Important KPIs include enquiry-to-visit conversion, visit-to-offer ratio, response time, dropped-lead percentage, and client satisfaction. Platforms like Converiqo help property dealers clearly see performance across teams, channels, and inventory categories.
How does Converiqo’s Lead Engine improve deal conversion?
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Converiqo’s Sales / Lead Engine captures leads from portals, walk-ins, brokers, and campaigns. It scores intent, tags locality and budget, and routes leads to the right agent, significantly improving response speed and closing probability.
How does Converiqo’s CSSE support buyer and tenant self-service?
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Converiqo’s Customer Self-Service lets prospects view shortlisted properties, basic details, FAQs, and status updates. It reduces repeated questions, keeps expectations clear, and helps property dealers look more organized and professional.
Why should property dealers use Converiqo’s Ticketing System?
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Converiqo’s Ticketing System converts issues like documentation queries, dispute points, and delay concerns into trackable items. It ensures clear ownership and faster resolution, especially when multiple parties are involved in a transaction.
How does Converiqo’s marketing module help nurture leads?
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Converiqo’s Marketing Module automates follow-ups, new-listing alerts, locality updates, and reactivation flows for old leads. It keeps buyers engaged over long decision cycles and brings dormant prospects back into the pipeline.
How do Converiqo’s workflows and knowledge base improve operations?
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Workflow Automation in Converiqo standardizes steps from enquiry to documentation, while Knowledge Management stores locality notes, pricing guidance, and process SOPs. Combined with the Feedback module, it helps property dealers refine service quality continuously.
Digital learning excellence
Ready to Orchestrate Every Deal Stage?
Plug Converiqo into your brokerage stack to unify enquiries, inventory, visits, negotiations, and paperwork without ripping out existing CRMs or portal tools.