Automation & RPA

Automation that stops lead leakage and speeds up bookings

Most teams use Excel and siloed tools. We connect them with n8n workflows and RPA, so leads flow smoothly from capture to booking — across builders, agents, and buyers.

Automation that delivers measurable results

Every workflow we build is designed to reduce manual work, speed up response times, and improve conversion rates. See the impact automation has on real estate operations.

2 Days
Avg. Response Time Reduction
35%+
Lead Conversion Increase
80%+
Manual Tasks Automated
100%
Client Satisfaction
Book a discovery call
Automation and RPA for Real Estate
Why choose us

Why choose UrbanHouzz for automation

We understand real estate and under-construction project workflows. We don’t force new software — we make your existing tools work together.

What We Offer

End-to-end automation for real estate and under-construction projects.

Lead & Marketing Automation

Capture, qualify, and nurture leads automatically from portals, forms, social media, and campaigns.

Auto-capture from portals, forms, QR codes, and expos
Chatbots for initial queries and FAQs
Automated email and WhatsApp sequences based on behaviour
Social media auto-posting of project updates and offers
Lead scoring and prioritisation for sales teams

Sales, Follow-up & Site Visit Automation

Ensure every lead is acknowledged, followed up, and guided to a site visit without manual chasing.

Instant acknowledgement via WhatsApp / SMS / email
Automated follow-up sequences for warm and hot leads
Automated appointment and site visit scheduling
Reminders for buyers and alerts for sales teams
Post-visit nudges with offers, videos, and next steps

Documentation, Approvals & Compliance

Reduce errors and delays in paperwork, approvals, and regulatory steps for projects and buyers.

Digital document management for contracts, plans, and KYC
Automated approval workflows for changes and discounts
E-signature flows and document status tracking
Standardised templates for proposals and allotment letters
Audit-friendly logs for compliance and RERA reporting support

Payments, Finance & Commission Automation

Automate reminders, reconciliation, and payouts for buyers, builders, and agents.

Milestone-based payment reminders and receipts
Automated reconciliation of payments against units
Integration with accounting / ERP for expense tracking
Commission tracking and calculation for agents and partners
Basic predictive cash flow and collection health views

Project Progress & Experience Automation

Give buyers and agents timely, reliable project progress without manual follow-ups.

Progress logs and update workflows linked to project stages
Virtual tour and media distribution to prospects and buyers
Automated progress update emails and WhatsApp campaigns
Internal alerts when milestones or deadlines slip
Hooks to add IoT / drone / vision-based progress later

Reporting, Analytics & Stakeholder Dashboards

Bring data from construction, sales, and finance into one place for clear decision-making.

Data centralisation from portals, CRMs, sheets, and payment systems
Dashboards for leads, site visits, bookings, and collections
Automated reports for management, investors, and lenders
Market comparison and basic predictive analytics on velocity
Sentiment and feedback analysis from buyers and agents

What we do for Builders & Developers

Automations focused on under-construction projects — connecting construction, sales, finance, and buyer communication.

Project progress & compliance tracking

Automate how you track and share project progress, with fewer manual follow-ups and missed updates.

Structured progress logs linked to construction milestones
Automated collection and organising of site photos / videos
Compliance and documentation reminders for regulatory needs
Easy sharing of verified progress with management and buyers

Sales & marketing for under-construction projects

Keep your funnel warm with consistent, automated communication and rich project experiences.

Virtual tour and brochure distribution from a central system
Behaviour-based email and WhatsApp campaigns
Lead scoring from website and social media engagement
Chatbots to answer project queries 24/7

Documentation & approvals

Speed up internal approvals and reduce paperwork errors during launches, offers, and change requests.

Digital document management for plans, approvals, and agreements
Automated workflows for change requests and special approvals
E-signature collection and status tracking
Centralised, searchable repository of project documents

Payments, cash flow & reconciliation

Link project milestones with payment schedules to keep collections on track.

Automated, milestone-based payment reminders to buyers
Reconciliation of payments against units and stages
Expense tracking linked to project progress
Basic predictive cash flow views from sales and collections data

Construction operations & inventory

Reduce manual coordination across materials, labour, and site teams.

Material procurement triggers based on project timelines
Labour tracking hooks (e.g. biometric / attendance data)
Inventory and material movement tracking
Alerts for delays or shortages impacting key milestones

What we do for Agents & Channel Partners

Automations that help agents respond faster, stay in touch with clients, and manage multiple projects with less manual work.

Lead management & nurturing

Help agents work smarter with structured lead flows and timely reminders.

CRM integration with automated follow-up sequences
AI-powered lead matching by budget, location, and preferences
Automatic appointment and site visit scheduling
Smart notifications when projects have updates or new offers

Client communication automation

Keep buyers informed without agents manually chasing every update.

Automated progress update emails and WhatsApp messages
Quick-update templates for price changes and new towers/wings
Personalised video or brochure links at key milestones
Automatic feedback collection after site visits

Sales process & documentation support

Reduce time spent on repetitive paperwork and information sharing.

Automated proposal and offer letter generation
Document collection workflows for KYC and booking files
Commission tracking and calculation for multiple projects
Automated comparison reports between shortlisted projects

Marketing automation for agents

Help agents stay active on digital without manual posting every day.

Social media auto-posting of project and inventory updates
Automated distribution of virtual tours and brochures to leads
Dynamic content blocks based on project stage and inventory
Automated testimonial and review collection flows

Generic Services – Cross-Function Automation

Automation that connects the entire ecosystem — builders, agents, buyers, and management — on top of your existing tools.

Buyer experience journeys

Make the buyer journey predictable and transparent, across builders and agents.

Buyer portals or mobile views for progress and payment status
Automated payment portals with instalment tracking
AR/VR or visualisation hooks for finished spaces and layouts
AI-powered interior or unit suggestion flows (long-term roadmap)

Data analytics & insights

Use your existing data to make better decisions without manual spreadsheets.

Predictive analytics on sales velocity and inventory ageing
Automated market and competitor comparison snapshots
Sentiment analysis from feedback, calls, and messages (where data exists)
Simple KPI dashboards for management and investors

Integration platforms & unified view

Connect construction, sales, and finance so everyone sees the same truth.

Unified dashboards connecting CRM, project tools, and finance systems
API integrations between CRM, project management, and accounting
Centralised data repository for all project information
Automated stakeholder reporting via email or WhatsApp

Phased implementation & governance

Roll out automation safely across teams with clear ownership and control.

Quick wins in 1–3 months (chatbots, email sequences, basic tracking)
Medium-term projects in 3–6 months (CRM automation, virtual tours, payment reminders)
Long-term roadmap in 6–12+ months (IoT sensors, AR/VR, predictive analytics)
Governance around data access, security, and change management
Our approach

Start with quick wins, then scale across the funnel

We prove value with 2–3 high-impact automations, then extend to construction, finance, and analytics in a phased way.

01
Identify pain points & quick wins

Identify pain points & quick wins

We start with a discovery session to map your current process, highlight friction points, and shortlist 2–3 automations that can show visible ROI in 1–3 months.

02
Design a future-ready automation blueprint

Design a future-ready automation blueprint

We create a simple blueprint that covers short, medium, and long-term ideas — from lead follow-up and CRM automation to IoT, AR/VR, and predictive analytics.

03
Build & launch high-impact workflows

Build & launch high-impact workflows

We implement and test the first set of workflows in n8n and/or RPA, integrate them with your tools, and roll them out to a pilot group for real feedback.

04
Extend to full funnel & key systems

Extend to full funnel & key systems

Once the pilots work, we extend automation to the full journey: construction progress, documentation, payments, and reporting across teams and tools.

05
Train teams, monitor & optimise

Train teams, monitor & optimise

We train your builders’ teams and agents, monitor adoption and results, then fine-tune workflows, messages, and rules based on real-world data.

Our Expertise

Technologies and tools we use to build and run automation.

n8n workflow automation

n8n workflow automation

API integrations (CRMs, sheets, WhatsApp)

API integrations (CRMs, sheets, WhatsApp)

RPA for non-API portals

RPA for non-API portals

Webhook setup and management

Webhook setup and management

Data centralization and ETL

Data centralization and ETL

WhatsApp Business API

WhatsApp Business API

SMS and email automation

SMS and email automation

Dashboard and reporting tools

Dashboard and reporting tools

How We Work

A clear process from discovery to ongoing support.

Discovery workshop

1–2 day workshop to map your workflows, identify automation opportunities, and prioritise what to build first.

Workflow mapping

Document the current process, design the automated workflow, and get your team's approval before building.

Build & test

Build the workflows in n8n, test with sample or live data, and refine based on your team's feedback.

Train team

Train your sales, marketing, and operations teams on how to use the workflows, what to expect, and how to flag issues.

Iterate

Monitor usage, gather feedback, and iterate on workflows to improve efficiency, adoption, and reliability.

How automation touches every stage

From the moment a lead comes in to post-booking documentation, automation supports the entire journey.

Lead in

Automatically capture leads from portals, forms, QR codes, expos, and broker networks.

Auto acknowledgement

Send instant WhatsApp or SMS acknowledgement to the lead, confirming receipt and next steps.

Assign

Route the lead to the right sales team member or channel partner based on location, budget, or assignment rules.

Follow-up sequences

Automated follow-ups for warm and hot leads, with reminders for sales teams to call at the right time.

Site visit reminders

Send reminders to leads about upcoming site visits and reminders to sales teams to confirm attendance.

Post-visit nudges

Follow up after site visits with additional information, offers, and incentives to convert.

Booking & documentation

Automate booking confirmations, document collection, payment reminders, and handover to post-sales teams.

Book a discovery call

Tell us about your current lead and project management process and we'll share automation opportunities.