For estate agents

WhatsApp for real estate: every enquiry answered, every viewing followed up

WhatsApp for real estate: estate agents, letting agents and property teams. Buyers and tenants message the negotiator they met, on that negotiator's own phone. The branch cannot see the enquiry, the viewing is confirmed by memory, and the follow-up depends on who is in. Companion keeps the negotiator's number and gives the branch the rest.

14 days free. No card. Your team keeps its numbers.

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What you use

WhatsApp for real estate, from the first message to the offer

Negotiators keep their own numbers. The branch gets one inbox, faster responses, WhatsApp viewing reminders, a property enquiry follow up that happens whoever is in, and a record that outlasts any one person. WhatsApp for letting agents and property management works the same way.

Enquiries qualified before anyone picks up the phone

A guided flow asks the questions you always ask: budget, area, timescale, position. By the time a negotiator replies, they know whether this is a viewing this week or a conversation for the spring.

  • Collects budget, area, bedrooms and buying position
  • Runs instantly, including evenings and weekends
  • Hot enquiries are flagged for a fast human reply
Hi, is the two-bed on Albert Road still available?19:22
It is. A few quick questions so we can arrange the right viewing.19:22
Enquiry flow · chain-free · budget to £425k

Viewings booked and confirmed in the chat

Offer times, take the booking and send a reminder the day before, all in the same thread. A reply is enough to confirm or rearrange, so fewer negotiators stand outside empty properties.

  • Viewing times offered and booked in a flow
  • Reminders sent automatically before the appointment
  • Rearranging takes one message, not a game of voicemail
Hi Priya, a reminder of your viewing at 14 Albert Road, Saturday at 2pm. Reply CHANGE if you need another time.10:00
See you there10:12

Follow-up after every viewing

The day after a viewing is when interest is highest and when follow-up most often slips. A check-in goes out automatically and the sequence stops the moment the applicant replies.

  • Feedback requested the day after, every time
  • Similar properties suggested when it was not the one
  • Vendors and landlords kept updated without extra work
Viewing feedbackThe morning afterSent
Similar propertiesThree days later, if no offerQueued
Still looking?Two weeks later, then stopQueued

The branch sees every conversation

Each negotiator's threads land in one inbox with an owner, notes and history. A colleague can cover a day off, a manager can see what is live, and applicants stay with the business when someone moves on.

  • Negotiators keep their own numbers and phones
  • Cover and handover without forwarding screenshots
  • Response times and activity by negotiator
PRPriya RamanCould we see it again on Tuesday?Tom
JCJon CarterWe would like to make an offerAmara
SKSofia KaurIs the garden south facing?Unassigned
The difference

Personal service, with a branch-wide memory

Unlike portal lead forms and generic property CRMs, the estate agent WhatsApp set-up in Companion works in the channel applicants already use, without moving negotiators off their own numbers. WhatsApp Business for real estate, and WhatsApp marketing for real estate, from the numbers the branch already has.

Portal leads and a generic CRM

  • Enquiries arrive as forms and wait for a call back
  • Conversations live on individual phones
  • Follow-up depends on a negotiator's memory
  • Relationships leave when a negotiator does

With Companion

  • Enquiries are answered and qualified in minutes
  • Every conversation is visible to the branch
  • Follow-up runs after every viewing, automatically
  • History and contacts stay with the business

See plans from £49 a month

In practice

What this looks like in a working branch

Two worked examples of how a team would set this up. They are illustrations of the product, not customer results.

Responding to evening enquiries

Most portal enquiries arrive after six, when the office is shut. By morning the applicant has booked viewings with whoever answered first.

  • An enquiry flow replies within seconds, at any hour
  • Qualified applicants are offered viewing times immediately
  • The negotiator starts the day with booked viewings, not a call list

Keeping landlords and tenants informed

A lettings team juggles tenants, landlords and contractors across several personal phones, and updates fall through the gaps.

  • All numbers feed one inbox with owners and notes
  • Maintenance updates go out on approved templates
  • Anyone can answer a query with the history to hand
FAQ

WhatsApp for real estate: what branch managers ask

Do negotiators keep their own WhatsApp numbers?

Yes. Each negotiator keeps their number and the WhatsApp Business app on their own phone. Every conversation also lands in the branch inbox with an owner, notes and the full history, so a colleague can cover a viewing or a day off.

Can WhatsApp qualify a property enquiry before a negotiator picks it up?

Yes. A guided flow asks budget, timing, position and the property of interest in one exchange, any hour, and hands the qualified enquiry to a person with the answers attached.

Can viewings be booked and reminded on WhatsApp?

Yes. Viewings are booked in a flow with a calendar step, reminded the day before on an approved template, and followed up afterwards automatically. Replies come back to the branch inbox.

What happens to the conversations when a negotiator leaves?

They stay with the branch. History, notes and the applicant relationship are in the shared inbox, not only on a phone that has walked out of the door.

See your branch's conversations in one inbox

Start a free trial and connect a number your team already uses, or book a short call and we will set the first one up with you.

14 days free. No card. Your team keeps its numbers.

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