Use CasesReal Estate
Real Estate

Leads. Site visits. Bookings. Collections. No more Sunday-evening consolidation.

Real estate developers, brokers, and property management companies all operate with the same stack: a lead tracking sheet, a site visit register, a booking log, and a payment collection tracker — all in Excel, all owned by different people, none of them connected.

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4
Core Workflows
Live
Lead Pipeline (not Sunday stale)
Hot-first
Pre-sorted Tele-calling List
Auto
Legal Escalation for Overdue Payments
The Problem

The Sunday-evening consolidation that never ends

Channel partners send leads in their own format. Tele-callers update the calling log manually. The sales head consolidates everything on Sunday evening. By Monday morning, it's already stale.

  • A lead tracking sheet with no standard format from each channel partner
  • A site visit register that needs manual updating after each visit
  • A booking log, a payment tracker — all in separate Excel files
  • The sales head reconciles everything manually, then it's out of date by Monday
MISBuddy replaces the Sunday-evening consolidation exercise with a live, classified pipeline.
Core Workflows

The entire sales cycle, from lead to possession

1
Lead Management & Scoring
Configuration: Real Estate Leads
lead_id string lead_source choice mobile_number unique_id property_type_interest choice budget_min float budget_max float purpose choice buying_timeline choice employed_type choice lead_quality choice site_visit_scheduled choice last_call_outcome choice assigned_to string
Disposition Logic: Lead Priority Classification
P1
HOT_IMMEDIATE
buying_timeline = Immediate AND lead_quality = Hot AND site_visit_scheduled = No
P2
SITE_VISIT_CONFIRMED
site_visit_scheduled = Yes AND site_visit_date is set
P3
WARM_CALLBACK
lead_quality = Warm AND last_call_outcome = Call Back
P4
HOT_UNASSIGNED
lead_quality = Hot AND assigned_to is empty
P5
NRI_PROSPECT
employed_type = NRI
P6
INVESTOR
purpose = Investment AND budget_max > ₹50,00,000
P7
COLD_ARCHIVE / INVALID
lead_quality = Cold AND buying_timeline = Just Exploring, or last_call_outcome = Invalid
2
Site Visit Tracking
Configuration: Site Visits
visit_id string visit_date date visit_type choice sales_executive string channel_partner string visit_outcome choice feedback_price choice shortlisted_unit string follow_up_date date
Disposition Logic: Post-Visit Follow-Up Queue
P1
BOOKING_INTENT
visit_outcome = Booking Intent
P2
REPEAT_VISIT_CANDIDATE
visit_outcome = Interested AND visit_type = First Visit
P3
PRICE_OBJECTION
feedback_price in [Expensive, Very Expensive]
P4
NO_SHOW_FOLLOW_UP
visit_outcome = No Show
P5
COLD
visit_outcome = Not Interested
3
Booking & Agreement Management
Configuration: Bookings
booking_id string unit_type choice total_consideration float loan_sanctioned choice agreement_executed choice rera_number string brokerage_paid choice booking_status choice cancellation_reason choice
Disposition Logic: Booking Health Monitor
P1
AGREEMENT_PENDING
agreement_executed = No AND booking_status = Active
P2
LOAN_PENDING
loan_sanctioned ≠ Yes AND loan_amount > 0
P3
BROKERAGE_PENDING
brokerage_paid ≠ Yes AND brokerage_amount > 0
P4
CANCELLATION_RISK
booking_status = Active AND loan_sanctioned = No AND booking_date is set
P5
HEALTHY
agreement_executed = Yes AND loan_sanctioned = Yes AND booking_status = Active
4
Payment Collections (Demand Notes)
Configuration: Payment Schedule
demand_id string milestone choice demand_date date due_date date demand_amount float gst_amount float balance_due float payment_mode choice payment_status choice days_overdue integer reminder_sent choice
Disposition Logic: Collections Priority
P1
LEGAL_NOTICE
days_overdue > 90 AND reminder_sent ≠ Legal
P2
HIGH_VALUE_OVERDUE
balance_due > ₹10,00,000 AND days_overdue > 30
P3
SECOND_REMINDER_DUE
reminder_sent = First AND days_overdue > 15
P4
FIRST_REMINDER_DUE
payment_status = Overdue AND reminder_sent = None
P5
PARTIAL_PAYMENT
payment_status = Partial
P6
RECEIVED
payment_status = Paid
Integrations

Connects to your existing stack

🏠
99acres / MagicBricks
Lead export CSV → upload to leads config
💼
CRM (Salesforce, Zoho, LeadSquared)
API push or CSV export of lead data
🏢
ERP (SAP, Tally)
Payment data CSV export for reconciliation
🤝
Channel Partner Portals
Custom CSV template → direct upload
Business Outcomes

What changes for your team

Sales Head
Has a live lead pipeline sorted by priority without consolidating 5 files. Monday morning starts with current data, not stale Sunday exports.
Tele-calling Team
Gets today's calling list pre-sorted — Hot leads first, no-shows next, cold leads last. Zero manual filtering.
Finance
Generates monthly demand note status report in minutes. LEGAL_NOTICE packet ready for legal team without manual review.
Channel Partner Manager
Tracks brokerage outstanding without chasing individual CPs. BROKERAGE_PENDING packet updated on every upload.
Legal Team
Gets a monthly list of overdue accounts requiring notice, automatically. No manual filtering of payment trackers.

Ready to replace your Sunday-evening consolidation?

Book a 30-minute demo. We'll map your lead tracking sheet to a MISBuddy configuration and run a live priority classification.

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