Illustrative AI-generated imageA Wellness Total AI product
INMOBILIARIA IA
A property portal, a CRM and a virtual assistant answering around the clock, in one system wired to your own inventory.
Portal
Your inventory published, with a unique reference and a QR code on every property.
CRM with roles
Administrator, agent, buyer and investor. Each one with their own view.
Assistant on your channels
WhatsApp, Messenger, Instagram, Telegram and your portal chat.
Sample data. The agency, the agents and the properties in this walkthrough are invented.
02 · Journey
How one lead travels through the system
From an ad to a qualified lead inside the CRM, with nobody having to watch the phone.
Sees an ad, a site banner or a QR code
First contact can start anywhere. The system records where it came from.
Social
Meta ad
Street
Banner with a QR code
Portal
Property listing
Chat button
They write, and the assistant answers
It replies in seconds, whatever the hour, and always introduces itself as a virtual assistant.
Sunday, 10:41 p.m.
Hi, is the lot in Lerma still available?
Yes, it is still available. I am the virtual assistant for your agency. Would you like the size and the price?
Answered in 4 seconds
The assistant searches your inventory
It queries your catalogue. It will not answer with properties that do not exist or prices that were never loaded.
query · type: lot · area: Toluca and neighbouring municipalities · price <= 2,400,000
- REF-toluca-terreno-11 available
- REF-lerma-terreno-02 available
- REF-toluca-terreno-08 on hold · not shown
It gathers what a quote needs
It asks what the agent needs to know before the first call.
- Size needed
- 400 to 500
- Intended use
- a family home
- Name
- Roberto Salgado
- Phone and email
- captured
It asks permission before sharing them
It states what it will pass on and to whom, before passing it. The answer is logged.
I will share your name, phone, email and what you are looking for with the agent. Is that all right?
privacy notice · consent logged with date and time
It routes to the right agent
The transaction type decides where it goes. Your agency writes the rule.
If it is a rental
Laura
Rentals agent
If it is a sale
Carlos
Sales agent
If it is unclear
Laura and Carlos
Both are notified
It lands in the CRM
With the property, the originating ad and the agent. No manual entry.
Roberto Salgado
- Property
- REF-lerma-terreno-02
- Ad
- Lerma lots · video
- Agent
- Carlos · sales
- Channel
If they drop out mid-conversation, they get one follow-up
A single message, during office hours, picking up exactly where it stopped.
Good morning, Adriana. You mentioned you wanted to see the house in Metepec. Does Saturday at 10:00 work, or would a weekday suit you better?
sent 19 h later · 10:15 a.m.
03 · Conversation
The assistant at work
The same conversation on any of your channels. The channel label changes; the judgement behind the answer does not.
Virtual assistant for your agency
Good evening. I am the virtual assistant for your agency. I can help you find a property in the Toluca valley. What are you looking for?
I am looking for a lot in Toluca, around 2 million.
Happy to help. I have three lots in that range. All three are in the Toluca area: one inside the municipality itself and two in neighbouring municipalities that form part of the same conurbation.
Lot in Toluca, Santa María Totoltepec
REF-toluca-terreno-11 · 380 m² · $2,340,000
Lot in Lerma, La Estación
REF-lerma-terreno-02 · 420 m² · $1,950,000
Lot in San Mateo Atenco, San Pedro
REF-sanmateo-terreno-07 · 500 m² · $2,150,000
How many square metres do you need, and what will you use it for: a family home, a warehouse or an investment?
Between 400 and 500 metres. It is to build a house.
Understood. Could you share your name, your phone number and your email so an agent can follow up?
Roberto Salgado, 722 000 0000, roberto.s@example.com
Thank you, Roberto. I will share with the agent your name, your phone number, your email and what you told me you are looking for: a lot of 400 to 500 metres in the Toluca area, to build a house. Is that all right?
Yes, I agreeI would rather notYes, go ahead.
Done. Carlos, our sales agent, will contact you. If you would like to get ahead, you can message him directly from here.
Message Carlos- Typing…
- Full conversation · 10 messages
- Answers at night and on weekends
- Understands the areas and the neighbouring municipalities
- Never invents a price or availability
- Hands over to a person when asked
Live
Try it yourself: the real assistant
This is the conversation above, running on the actual system. Look for a house or an apartment: the inventory is sample data and nothing you type reaches an agency.
04 · Portal
Your inventory, on the portal
Houses, apartments, lots, commercial units and developments, each with a unique reference. The filters below work.
Illustrative AI-generated image · Sample dataHouse in Metepec, Providencia
3 bedrooms · 180 m² built · 200 m² lot
MX$4,850,000
REF-metepec-casa-01
Illustrative AI-generated image · Sample dataModel 3 House, Altavista development
4 bedrooms · 232 m² built · pre-construction
MX$5,640,000
REF-metepec-casa-03
Illustrative AI-generated image · Sample dataApartment in Toluca, city centre
2 bedrooms · 78 m² · one parking space
MX$14,500 a month
REF-toluca-depto-04
Illustrative AI-generated image · Sample dataApartment in Toluca, Las Américas
2 bedrooms · 92 m² · 4th floor with lift
MX$2,780,000
REF-toluca-depto-09
Illustrative AI-generated image · Sample dataLot in Lerma, La Estación
420 m² · residential use · utilities at the street
MX$1,950,000
REF-lerma-terreno-02
Illustrative AI-generated image · Sample dataLot in San Mateo Atenco, San Pedro
500 m² · 16 m frontage · mixed use
MX$2,150,000
REF-sanmateo-terreno-07
Illustrative AI-generated image · Sample dataLot in Toluca, Santa María Totoltepec
380 m² · residential use · title registered
MX$2,340,000
REF-toluca-terreno-11
Illustrative AI-generated image · Sample dataCommercial unit in Zinacantepec
95 m² · ground floor on a main avenue · roller shutter
MX$22,000 a month
REF-zinacantepec-local-05
No properties match those filters. Remove one to see more.
Development page
Altavista development, Metepec
Every development gets its own page, with its unit types and the availability of each one.
- Model 1 · 3 bedrooms · 164 m²Available
- Model 3 · 4 bedrooms · 232 m²Available
- Model 5 · 4 bedrooms · 268 m²On hold
How it is loaded
From a template, and the system validates it
Inventory is loaded from a spreadsheet template. Before anything is published, the system checks the data and sets aside whatever is incomplete.
- 48 rows readtemplate.xlsx
- 45 publishedvalid
- 3 held backprice or area missing
05 · Offline
QR codes on banners and at events
One code per property. Whoever scans it lands in the chat with the property already identified. Tap the code on the banner to see it.
Illustrative AI-generated imageBanner on site
Model 3 House
Altavista development, Metepec
Scan for details right away
REF-metepec-casa-03 · the same code goes on the portal listing, the flyer and the trade-show stand
Tap the QR code on the banner to see what happens on the other side.
The chat opens · REF-metepec-casa-03
Hello, I see you are interested in the Model 3 House in Metepec. I am the virtual assistant for your agency. Would you like the size, the price and the payment options?
source: banner · REF-metepec-casa-03 · saved to the CRM
06 · CRM
A CRM with roles
Everyone enters the same system and sees what belongs to them. Pick a role to change the view.
Administrator view
The whole board: where every sale stands, where leads come from, and how commission is split.
Sales by stage
- New46
- Contacted31
- Appointment booked18
- Viewing done11
- Offer received5
- Closed2
Leads by agent
- Carlos · sales21
- Mariana · sales16
- Laura · rentals9
Shared commission
Closing · REF-metepec-casa-01
- Carlos · sourcing
- Mariana · closing
The split is recorded at the moment of closing
Agent view
Their leads for the day, already summarised from the assistant conversation, and their viewing appointments.
Today’s leads
Roberto Salgado · 10:41 p.m. · WhatsApp
Lot of 400 to 500 m², Toluca area
Wants to build a family home. Mentioned a budget close to two million. The Lerma and San Mateo Atenco lots caught his interest.
Adriana Morales · 9:12 a.m. · Instagram
House in Metepec, 3 bedrooms
Buying with a bank mortgage, already pre-approved. Asked to see the Model 3 House on Saturday morning.
Héctor Vilchis · 11:48 a.m. · Portal chat
Apartment to rent, Toluca centre
Relocating in November for work. Asked to be called after seven in the evening.
Viewing appointments
- Adriana Morales
REF-metepec-casa-03Saturday 10:00 a.m.
Confirmed - Héctor Vilchis
REF-toluca-depto-04Saturday 12:30 p.m.
To be confirmed
Buyer view
How far along their process is, and their documents, without having to call and ask.
Process status
- HoldCompleted
- DocumentsUnder review
- AppraisalPending
- SigningPending
- HandoverPending
Documents
- Government-issued IDReceived
- Proof of addressReceived
- Mortgage pre-approval letterUnder review
- Hold agreementPending
Investor view
Only the opportunities your agency chooses to show them. Nothing else in the inventory is visible.
REF-lerma-paq-01
Package of 4 lots, Lerma
MX$7,400,000
A full block with utilities. The agency holds it on an exclusive basis.
REF-zinacantepec-local-05
Corner commercial unit, Zinacantepec
MX$3,100,000
Let on a twelve-month lease, contract in force with a deposit.
Visibility set property by property
Each agency defines its own role and permission matrix: what each role sees, what it can edit and what stays out of reach. The four roles above are a starting point, not a straitjacket.
07 · Routing
The right agent, straight away
The lead reaches the agent’s phone with everything they said, not with a bare “you have a new message”.
Illustrative AI-generated imageINMOBILIARIA IA · now
New lead for you, Carlos
- Name
- Roberto Salgado
- Transaction
- Sale
- Type
- Lot
- Area
- Toluca and nearby
- Budget
- MX$2,000,000
Looking for 400 to 500 m² to build a family home. Consented to having their details shared.
The routing rule
- RentalLaura · Rentals agent
- SaleCarlos · Sales agent
- UnclearLaura and Carlos
Both are notified; whoever answers first takes it
If nobody takes it within five minutes, the notification repeats and the lead is flagged for the administrator.
08 · Follow-up
Automatic follow-up
One message for whoever dropped out mid-conversation. It uses their name and picks up the question left unanswered.
Yesterday, 9:52 p.m.
Of course. Does Saturday at 10:00 work for seeing the house in Metepec?
no reply
Today, 10:15 a.m. · follow-up
Good morning, Adriana. You mentioned you wanted to see the house in Metepec, the three-bedroom one. Does Saturday at 10:00 work, or would a weekday suit you better?
One follow-up, and only one
If they do not reply, that is the end of it. The system does not nag or send message chains.
During office hours
A conversation that stops at eleven at night gets its message the next morning, not at midnight.
With the context of what was said
It picks up the property and the open question. It does not start over or ask for the details again.
09 · Attribution
Campaigns and attribution
Which ad each lead came from and which agent it ended with. That is the full chain.
Step 1
Ads
Meta and Google
Step 2
Assistant or portal
Where the click lands
Step 3
Lead in the CRM
With its originating ad
Step 4
Appointment
And the agent who handled it
Leads by ad and by agent
Sample data| Ad | Channel | Leads | Appointments | Agent |
|---|---|---|---|---|
| Lerma lots · video | Meta | 34 | 7 | Carlos |
| Metepec houses · carousel | Meta | 28 | 9 | Mariana |
| Toluca apartments to rent | 19 | 5 | Laura | |
| Model 3 banner · QR code | Banner | 12 | 6 | Carlos |
Measurement
The pixel and Conversions API are set up, so Meta still receives conversions when the browser blocks them.
Catalogue
The catalogue feed for dynamic ads and the Google Ads conversions are configured straight from the inventory.
10 · Calculator
Mortgage calculator
It sits on the portal, so a lead arrives with some idea of their monthly payment before the first call.
11 · Security
Security and your data
The accounts are yours. So is the access control.
Role-based access control
Every user signs in with their own account and sees only what their role allows.
Access log
Who signed in, when, and which records they viewed or changed is all recorded.
Daily automatic backups
Of the inventory and the CRM, every day, with nobody having to remember.
Privacy notice and consent
The assistant asks permission before sharing data, and the answer is stored with date and time.
ARCO rights
Access, rectification, cancellation and objection, with the procedure and the contact in plain sight. These are the data-subject rights under Mexico’s federal data protection law.
Everything in your agency’s name
Your accounts, your domains and your WhatsApp number stay in your agency’s name.
What version 2 adds
Nothing in this section is part of what is shown above. These are second-stage modules, with their own scope and their own price.
Version 2
Publishing to property portals
Listing and delisting automatically on sites such as Inmuebles24 and Mercado Libre, from the same inventory.
Version 2
Holds with a folio and payment plans
Placing a property on hold with its folio, its expiry and the agreed payment schedule.
Version 2
Automatic commission calculation
The split between sourcing and closing, calculated by the system as the transaction is recorded.
Version 2
Electronic signature
Hold agreements and lease contracts signed online, with their certificate of completion.
Version 2
3D tours
Virtual walkthroughs inside each property listing and each development unit type.
Illustrative AI-generated imageShall we see it running on your own inventory?
I will walk you through the system with real properties from your portfolio, in a one-hour working session.
Book a call on WhatsApp