Real Estate · Inbound

Home Loan & FinanceAI Agent.

Guides buyers on loan tie-ups, eligibility, and EMI options. Connect a phone number, attach your knowledge, and it takes live calls the same day.

Deploy this agent Talk to an engineer
2x
Loan Conversions
70%
Faster Guidance
24/7
Coverage
<1s
Response time

How it works /01

How a callflows.

From the first ring to the CRM note, the agent owns the whole conversation — your team only sees the calls that truly need them.

  1. 01

    Answer on the first ring

    Every call is picked up instantly — after hours, weekends, and volume spikes included. No IVR tree, no hold queue.

  2. 02

    Verify the caller

    Matches the caller against your CRM and confirms identity before anything sensitive is discussed.

  3. 03

    Resolve on the line

    Pulls answers from your knowledge base and takes real actions in your systems — not just FAQ readouts.

  4. 04

    Close the loop

    Writes a summary back to your CRM, raises tickets where needed, and books any follow-up before hanging up.

Situations /02

Where thisagent works.

Four situations home loan & finance handles, in the words of a real estate team.

01

A first-time buyer asking about EMI

A caller asks what the monthly instalment might be on a ₹75 lakh flat. The agent shares the EMI illustration your finance desk approved, with the assumptions written on it, and says clearly that the actual figure is set by the bank. It does not advise on how much to borrow.

02

Which banks work with the project

Buyers want to know whether their salary bank is on the list. The agent names the banks and housing finance companies from your tie-up sheet and the contact person at each, and offers to send the list by WhatsApp. For banks not on the sheet it says it has no information.

03

A caller worried about documents

Self-employed buyers and salaried buyers are asked for different papers. The agent reads out the document checklist you have supplied for each case and offers to send it in writing, so the buyer can gather the papers before meeting the loan officer.

04

An eligibility question it must not answer

When a caller asks whether they will get a loan, the agent explains that only the lender can say, and offers to connect them to your finance tie-up manager. The conversation is passed along as a short summary so the manager picks up where the agent stopped.

Example call /03

A call,start to finish.

An illustration of how the conversation goes. Names and details are made up; it is not a real customer call.

Inbound call at 5:30 PM from a buyer who has booked a flat and is asking about financing it.

  1. AgentHello, this is the finance help desk for Sunrise Towers. How may I help?
  2. BuyerI want to take a home loan for my flat. Which banks do you work with?
  3. AgentOur tie-up sheet lists three banks and one housing finance company. Which bank do you hold your salary account with?
  4. BuyerMine is with the first bank you mentioned.
  5. AgentThen they are on our list. I can share the document checklist for salaried applicants. Would you like it on WhatsApp?
  6. BuyerYes. Also, what will my EMI be for ₹60 lakh?
  7. AgentOur illustration for ₹60 lakh over 20 years is on the sheet I am sending, with the interest rate it assumes. The bank sets your real figure, so I cannot confirm what you will pay.
  8. BuyerThen who can tell me if I qualify?
  9. AgentOnly the bank can. I will connect you to our finance coordinator, Mrs. Iyer, and tell her you hold a salary account with that bank.

Capabilities /04

Built forreal calls.

The parts that matter on the call, and the parts that matter after it.

During the call

  • Natural, interruptible voice — callers can talk over it
  • Switches between 22 Indian languages + English mid-call
  • Reads and writes your CRM, ticketing, and payment systems live
  • Warm-transfers to a human with a full summary when it should

Around the call

  • Every call recorded, transcribed, and QA-scored
  • Outcome and sentiment dashboards update in real time
  • Configurable guardrails and compliance scripts
  • Retries, follow-ups, and scheduling handled automatically
Works with10 systems

Plugs intoyour stack.

Connects to the systems real estate teams already run.

  • 01Salesforce
  • 02Zoho CRM
  • 03LeadSquared
  • 04HubSpot
  • 05MagicBricks
  • 0699acres
  • 07Housing.com
  • 08Twilio
  • 09WhatsApp Business
  • 10Razorpay

Questions /05

Questionsbuyers ask.

Does the agent tell buyers whether they will get a loan?
No. It shares what the business has approved: tie-up banks, document checklists and EMI illustrations, and states that loan decisions are made by the lender. Anything that sounds like advice is handed to your finance coordinator.
Where do the EMI figures come from?
From the sheet you upload. If you update the illustration or change the assumptions, the next call uses the new version. The agent describes the figures as illustrations and does not calculate for individual circumstances.
Can it tell our finance team who asked?
Yes. Each conversation is transcribed, and a buyer who wants to speak to a person is warm-transferred or logged as a callback with a summary. The details can be written to your CRM, such as Salesforce, Zoho CRM, LeadSquared or HubSpot.
Will it call buyers about loans, or only answer when they call?
It is set up for inbound questions. If you also want it to reach buyers who have booked but not started a loan, you can build that list from CRM data and the call script, within the hours you set.

Runs alongside /06

Bettertogether.

Real Estate teams rarely deploy one agent. These share customer context and hand conversations to each other mid-call.

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