Casa Lead
From first contact to signature, for buyers, sellers and tenants
No enquiry left unanswered
Property portals · Email · WhatsApp · Phone · Website chat · Google Calendar · E-signature · Mutuo Desk · Totem Desk
An AI agent designed for real estate agencies. It answers enquiries from portals, the website, email and WhatsApp within seconds, understands what the client is looking for and takes them all the way to a booked viewing. Decisions and the client relationship stay with the agency.
What the agent does
- Replies instantly to portal emails (Immobiliare.it, Idealista, Casa.it), on WhatsApp and in the website chat
- Asks the qualifying questions: budget, area, timing and how the purchase will be paid for
- Suggests only properties from the agency’s portfolio
- Offers free slots from the agents’ calendars and books the viewing once the client confirms
- Offers, price negotiations and requests to speak to a person always go to the agency
- Every action is recorded in the activity log
- Reminds the client of the viewing and asks afterwards how it went
- Follows up with those who don’t reply and flags suitable new properties, only to those who have given consent
- Also answers the phone: a voice assistant with the same rules, which transfers the call to the agency when needed and sends a summary on WhatsApp
Owners and listings
- Every week the owner receives a report on their property: enquiries and sources, viewings, anonymous visitor feedback, showcase views and how many clients are looking for something similar. The agency can review it before it goes out
- Online valuation “What is your home worth” with an indicative estimate and an offer of a visit: the lead goes to the local agent
- Buyers who must sell their own home first are flagged as potential listings
- Unmet demand shows what active clients want that the portfolio lacks, by area, rooms and budget; each new listing shows the matching buyers
Offers and signatures from the phone
The viewing form and the purchase offer are signed from a phone with a simple electronic signature, in a fingerprinted PDF stored with the deal documents. The owner accepts or declines from their link.
Anti-money-laundering due diligence (Italian Legislative Decree 231/2007) is guided: client ID, risk profile, agent check, 10-year retention and an exportable register.
Rentals
The prospective tenant fills in job, income, household and guarantor from a phone and uploads documents. The agency sees the rent-to-income ratio with a traffic light and sends the owner a short summary to approve. Documents of unsuccessful applicants are deleted after 30 days.
After the deal
The relationship continues: review request with a tracked link, referrals, greetings on the purchase anniversary, a valuation offer after three years and a purchase proposal to tenants. Leads referred by clients reach Casa Lead and Statistics shows the results.
The agency dashboard
The day on one screen: new leads and things to handle, conversations with clients, deals, the viewing calendar, properties and mortgage files in progress.
Each agent has their own login. Properties come from the management software export, every morning agents and owner get a summary of the day, and statistics show response times, lead sources and results per agent.
A new agency starts with a six-step guided setup, with automatic checks on channels, properties and calendar.
Showcase and kiosks
The agency’s properties become a showcase: on the touch screen in the agency, on kiosks and on the phone. Whoever scans the QR code opens the property page and leaves their number, which reaches Casa Lead assigned to the right agent.
With Totem Desk properties scroll by themselves on kiosks, landscape or portrait, and a sold property disappears without touching anything.
Mortgages and documents with Mutuo Desk
When the buyer needs a mortgage, the agent suggests the partner credit advisor and, only with their consent, refers them to Mutuo Desk. The agency follows the progress of the file and sees which property documents are missing.
Each property has its own document folder (floor plans, land registry records, title deed, energy certificate): the owner fills it in from a link, without accessing the dashboard, and the agency sends it to the advisor in one click. The buyer’s personal documents stay with the advisor: Casa Lead never sees them.
On the client’s page the agency also sees the mortgage stages, with scheduled valuation and completion, and always knows where the file stands.
Project status
A working prototype with sample data is available, connected to Mutuo Desk and Totem Desk, with signing from the phone and a voice assistant. Write to us for a demo.