Industry · Real estate

Pilot for real estate: faster closings, 24/7 WhatsApp support, and an AI CRM

Lead capture from portals, instant WhatsApp support, AI-scheduled showings, automatic pipeline follow-up, and reports for the broker. Built for real estate agencies, developers, and agents across LATAM who close more with the same team.

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Real estate agent reviewing the property pipeline and showing schedule in Pilot

Common challenges for a real estate agency

  • Leads from portals (Encuentra24, Mercado Libre, Properati, ZonaProp) that reach 3 different agents and no one knows who replies first.
  • After-hours WhatsApp inquiries that go cold because the agent answers the next day.
  • Showing schedules handled over chat that clash with other showings or personal commitments.
  • A messy pipeline: no one knows what stage each property is at or what's left to close.
  • A broker with no real visibility into conversion per agent, average time to close, or buyer NPS.

How Pilot solves each one

Pilot connects your real estate portals, your WhatsApp Business, and your CRM into a single operation. When a new lead comes in (from a portal, the website, Instagram, or a referral), the AI qualifies it in seconds by budget, target area, urgency, and property type, sends a first message with property info, and proposes three real showing times based on the assigned agent's calendar.

If a client writes on WhatsApp at 10 PM on a Saturday, the AI replies warmly, sends the digital brochure with photos and video, books the showing, and notifies the agent in the morning. Not a single hot lead lost for failing to reply in time. For common questions (available financing, transfer costs, zoning, condo maintenance) the AI answers with real info configured by the broker.

The CRM organizes each opportunity as a card: first contact, showing booked, offer sent, negotiation, closed. The AI flags stalled deals ('this US$185,000 proposal hasn't moved in 9 days') and proposes the next step: call, send a neighborhood comparison, offer financing, present a similar property.

The broker sees in real time: leads for the month by source, showing-to-offer conversion, average ticket, top agents, hot vs cold properties, average days to close. Every closing automatically feeds the team's commission billing and reconciliation with the client, the bank, and the referrer.

Recommended modules for real estate

A starter setup for agents, agencies, and developers.

CRM

Customers

One contact database, no duplicates, enriched by AI.

Sales

Sales board with live revenue and real-time alerts.

Customer tracking

Commercial memory: AI remembers every interaction with every customer.

Calendar

A calendar that understands your logic and blocks real time.

Team chat

Internal chat with AI summaries of long threads.

Broadcast

One message, every channel coordinated.

Reports

Dashboards that build themselves.

Typical integrations in real estate

HubSpotHubSpot SalesforceSalesforce PipedrivePipedrive Whatsapp-BusinessWhatsapp-Business GmailGmail Outlook / Microsoft 365Outlook / Microsoft 365 Google CalendarGoogle Calendar Meta Pages (Facebook/Instagram)Meta Pages (Facebook/Instagram)

Real real-estate use cases

Run the agency from WhatsApp

Agents check the pipeline, book showings, and move deals from their phone.

Follow-up automation

Automatic reminders and follow-ups so no lead falls through the cracks.

Showing scheduling

Buyers book showings over WhatsApp, respecting the agent's real calendar.

Pilot already runs in real estate agencies and developers across LATAM, with notable gains in response time and showing-to-offer conversion.

Frequently asked questions

Does it replace Wasi, Tokko Broker, Sperant, or Inmovilla?
Pilot covers lead capture, CRM, scheduling, WhatsApp, follow-up, and reports. For small and mid-size agencies (1-30 agents) it replaces the stack. For your own portals with a very complex public catalog, Pilot connects via API to your listings platform and operates as a commercial layer on top.
Does it connect with Encuentra24, Properati, ZonaProp, Mercado Libre Inmuebles?
Yes. The portals send leads by email or webhook; Pilot captures them, qualifies them with AI, assigns them to an agent by rules (rotating shifts, area, specialty), and starts the first WhatsApp contact in under 5 minutes.
Does it handle multiple agents with commissions?
Yes. Every closed deal records the lead agent, the commission splits (referral, co-agent), and triggers the corresponding billing. The broker sees the month's commission ranking and productivity reports per person.
What about developers with pre-sale projects?
Pilot manages inventory by project: available, reserved, and sold units; payment plans; status of each lot/apartment; signed documentation. Salespeople see in real time which units remain and at what price.
How much does Pilot cost for a real estate agency?
Pricing is customized based on the number of agents, the modules contracted, and WhatsApp message volume. Contact us for a proposal. There are options for independent agents, small agencies (3-15 people), and large operations (50+ agents with multiple sites).
Does it support virtual tours, video walkthroughs, and digital signing of reservations?
Yes. Each property can have a 360° virtual tour, a video walkthrough, downloadable floor plans, and a geo-referenced location. The prospect consumes it all from the link shared over WhatsApp. The property reservation (deposit payment) is closed with integrated digital signing and a payment link — without printing a single sheet of paper.

Want to see Pilot running your agency?

Book a 30-minute demo. We'll show you the full flow from a lead coming in from Encuentra24 to a closing with split commissions — on a sample agency.

Request a demo