Lead and buyer messaging for real estate agents and brokers
Call every portal lead before a rival broker does, send brochures buyers can forward to family and get serious buyers to the site visit.
Which channels should a real estate agent or broker use?
Real estate agents and brokers win most with fast follow-up: AI Voice calls portal and ad leads within minutes and qualifies budget and BHK, WhatsApp carries brochures, floor plans, walkthrough videos and location pins, a missed call number captures hoarding enquiries, and SMS confirms site visits. Separate IVR numbers show which campaign each call came from.
Updated
Key facts: messaging and calls for real estate agents and brokers
- Start with
- AI Voice (Instant lead calls)
- Channel mix
- AI Voice, WhatsApp Business API, Missed call service, IVR, Bulk SMS, RCS messaging
- One account
- Shared contacts, delivery reports and webhooks across every channel
- Integration
- REST API and webhooks into any CRM or app that can call an API. API and webhooks
- Pricing model
- Prepaid credits quoted by volume, GST extra; WhatsApp at Meta's rate by category plus a platform fee. How pricing works
Which channels work best for real estate agents and brokers?
How do the channels work together for real estate agents and brokers?
- EnquiryAI call in minutesA portal lead gets a call within minutes, and the AI agent confirms budget, BHK, preferred area and loan need.
- Same dayWhatsApp brochureMatching projects arrive with floor plans, a walkthrough video and the price sheet you approved.
- Day before visitVisit reminderA WhatsApp reminder with the location pin, and SMS for buyers without WhatsApp, cuts Sunday no-shows.
- After bookingMilestone remindersBooking amount and construction-linked instalment dates are reminded on WhatsApp and by call.
What does each channel do for real estate agents and brokers?
- Site visit confirmation
- Enquiry follow-up
- Project launch and open house
- Instant reply to ad and portal leads
- Brochure and walkthrough sharing
- Site visit confirmation
- Matching listings carousel
- Site visit confirmation
- Brochure and floor plans
- One tracked number per source
- Project and budget menu
- Masked buyer-agent calls
- Site visit reminder
- Launch or open house invitation
- Construction milestone demand
- Brochure on WhatsApp
- Price range and RERA number by SMS
- One number per ad
Step-by-step guides for real estate agents and brokers
Use-case guides with templates, set-up steps and metrics that fit this industry.
Questions about messaging for real estate agents and brokers
How fast should a real estate agent call a new lead?
Within minutes if possible. Portal buyers enquire with several brokers at once and usually visit with the one who responds first. An AI agent that calls immediately and qualifies budget and timeline lets your sales team spend its time on buyers worth a site visit.
Can brokers send property promotions by SMS?
Yes, as promotional SMS. You need DLT-registered promotional templates and a numeric header, messages go only between 10 am and 9 pm and not to DND numbers, and the list should be people who opted in. Bought databases bring complaints and can get your header blocked.
Are cold promotional calls to property buyers allowed?
Only within TRAI's rules. Unsolicited promotional calls must come from the 140-series numbers set aside under TRAI's numbering rules and must respect DND preferences. Calling someone who enquired about your project is follow-up, but keep it relevant and stop if they ask you to.
Do RERA rules affect property messages?
Yes, for registered projects. RERA generally requires advertisements for a registered project to show its registration number, so include it in brochures, RCS cards and promotional messages. Requirements vary by state, so check your state RERA authority's website.
Which works better for brochures, WhatsApp or RCS?
WhatsApp, for most brokers. Nearly every buyer uses it, they can forward brochures to family and reply with questions. RCS suits builders running a launch campaign to Android users with a branded card, but it reaches fewer phones and needs SMS as a fallback.
Can these channels connect to our real estate CRM?
Yes. Leads from portals, social media forms or your website can trigger calls and messages through MsgClub's APIs, and webhooks send call outcomes and replies back. Any CRM that can call an API or receive a webhook works, such as LeadSquared or Zoho through the API or Zapier.
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