Leads handled with reviewable rules
Turn a portal lead into a clear, reviewable opportunity
Flatzer records the property, availability and operational needs for human review.
Local simulation: no messages, bookings, assignments or data leave this browser.
The operational problem
The first response should retain the property reference
Portal leads arrive with little information and lose continuity.
A handed-off opportunity: it does not assess affordability or use or process protected characteristics; rules and viewings require human review.
How it handles a portal lead
A contact arrives from a listings portal and writes on WhatsApp. The agent keeps the reference, collects what is needed for the viewing and asks nothing that is not needed.
It keeps the portal reference, collects availability and property needs, and leaves inventory and viewing pending a person. It does not assess affordability or ask about anything that is not needed for the request.
Hi, I'm interested in reference REF-482 that I saw on the portal. Could I view it on Friday afternoon?
Message → data → handoff → summary
A workflow designed for this specific job
Links the lead to the property and the stated request.
MessagePortal leadKeep the referenceStructures a contact or viewing preference, without confirming it.
Structured dataREF-482Collect availabilityNever checks affordability, and keeps protected characteristics out of the decision.
HandoffSales teamApply reviewed rulesDelivers the opportunity for human review of inventory, rules and viewing.
Execution receiptViewing to reviewHand off to the sales team
Interactive simulation
Inspect the work, not a decorative conversation
This sandbox runs only in your browser. It contacts nobody, stores no data and performs no external action.
Sandbox · local simulation
Real estate agencies
Example message
“I am interested in property REF-482. I could view it on Friday afternoon.”
Boundaries that protect the work
Reliable automation shows what it knows and leaves everything else for review.
- It does not assess affordability or use or process protected characteristics.
- Qualification rules require human and local legal review.
- Inventory, requirements and viewings remain subject to human confirmation.
Where the agent stops and the salesperson begins
Qualifying means collecting what the viewing needs. No more, and never with criteria that cannot be reviewed.
- It does not assess affordability or ask for payslips, guarantors or employment status. If relevant, a person handles that later.
- It does not ask about or infer origin, religion, disability, family situation or any protected characteristic, and it does not use name, language or neighbourhood as a shortcut.
- It does not promise inventory. If it is not querying a real-time source, availability stays pending until the salesperson confirms it.
- It does not pick another property by similarity. If the reference does not match, it asks.
- The qualification rules are written by you, with legal review for your market, and applied the same way to everyone.
Design the process before you automate it
How to respond to leads from real estate portals without inventing inventory
Respond quickly to real estate leads, maintain reference and availability and leave inventory and visits pending actual verification.
Read articleReal estate qualification with reviewable rules
Design a real estate qualification based on service needs and objective rules, without inferring solvency or protected attributes.
Read articleWhat it needs from your agency
Your details in the business memory.
Areas, viewing hours, what you ask for before showing a property and how a viewing gets confirmed.
The qualification rules, in writing.
What to ask and what not to, reviewed by a person and by your legal adviser. The agent applies them; it does not invent them.
References exactly as they appear on the portals.
To link every message to the right property without guessing.
A connected channel.
The agency's WhatsApp, linked by QR code with your number, or the widget on your website.
Whoever confirms inventory and viewings.
Opportunities wait in the inbox with the history until the salesperson replies.
Frequently asked questions
Try it with your website
See the agent in action for your real estate agency
Paste your agency's website URL and we'll prepare a demo of the agent answering questions about your properties.
Start with a bounded task and a reviewable outcome
The sandbox shows the workflow contract. A live process requires verified rules, sources and destinations.
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