Qualify the lead before the viewing.
Property leads arrive in bursts and convert over months. The follow-up is the job, and it is the first thing that slips.
Estate agents, brokers, and developers use business messaging to qualify property leads and keep them warm across a long buying cycle. A message about a listing needs budget, location, and timing established before anyone spends an afternoon on a viewing, and a buyer who is six months out needs contact that does not depend on someone remembering them.
What usually goes wrong.
- Every new lead looks identical at first
- A serious buyer and a browser send the same message. Without qualification, agents spend their scarcest resource, time on site, on whoever replied first.
- The follow-up cycle outlasts attention
- Property decisions take months. A lead that goes quiet for eight weeks disappears from a spreadsheet and from memory at about the same rate.
- Listings and conversations live in different systems
- The property details are in one place, the conversation is in another, and the agent copies between them.
What Otobiz does about it.
Qualification inside the conversation
Budget, area, timing, and financing are asked as part of the reply and stored on the contact as structured facts, so the next person to open the thread does not start over.
- Captured answers written onto the contact record
- Custom fields for budget, area, and timing
- Segments that combine those fields with engagement recency
Listing details answered from your own content
Load listings and policy documents, or crawl the site they already live on, and the AI answers specification, price, and availability questions from them with the sources shown.
- Files, crawled pages, and Q&A pairs as sources
- Card carousels for shortlisted properties
- Anything about an offer or a contract handed to an agent
Long follow-up that does not rely on memory
Sequences keep a lead warm over weeks with steps that stop the moment they reply, and segments surface people whose stated timing has come around.
- Sequences that exit on reply or opt-out
- Segments on stated timing, budget, and last contact
- Per-contact frequency caps across campaigns
A person on anything that matters
Campaigns, scheduled sends, and anything that writes to another system queue for approval. The approval is bound to the exact message you approved and re-checked at send time, so what the approver saw is what goes out.
- Approve, edit, or reject before anything leaves
- The message you approved is the message that sends
- Every send logged with who approved it
Viewings booked without a scheduling loop
Publish viewing slots with a duration and a buffer, let the buyer pick from real availability, and send a reminder before the appointment on the channel they use.
- Only the slots that are genuinely free
- Two customers cannot take the same slot
- One reminder per viewing, on the buyer's own channel
Common questions
Can it qualify a lead before an agent gets involved?
- It can ask your qualifying questions and store the answers as structured fields on the contact, then hand over with the thread and the answers attached.
Will it quote a price or negotiate?
- It answers listed details from your own content. Offers, negotiation, and anything contractual go to a person.
How do we keep a six-month lead warm?
- Sequences with steps spaced over weeks, exiting on reply, plus segments that surface contacts whose stated timing has arrived.
Can several agents work one number?
- Yes, with assignment, statuses, and internal notes so two agents do not chase the same buyer.
Can an agent be limited to their own leads?
- Yes. A member can be restricted to contacts assigned to them, and contact details can be masked.
Do you connect to our property system?
- Listing content is loaded as documents or crawled from your own site, so the answers match what a buyer would read there.
Can buyers book a viewing themselves?
- A booking page shows the slots your rules leave genuinely open and links or creates the contact record when someone books.
Can we send photos and floor plans?
- Yes on WhatsApp and Messenger, including documents. Instagram carries images and video but not documents, so a link is the route there.