Setting Up WhatsApp For Your Real Estate Business or Brokerage

May 31, 2024

In the competitive real estate market, effective and instant communication can make or break a deal. Using a WhatsApp bot for your real estate business can streamline operations, automate lead qualification, and enhance client interactions. Here’s a comprehensive guide to setting up a WhatsApp bot for your real estate business.


Why Use a WhatsApp Bot for Your Real Estate Business?


24/7 Availability

A WhatsApp bot ensures that potential leads receive immediate responses, no matter the time of day. This 24/7 availability can significantly increase your chances of capturing and converting leads.


Increased Conversions

Automating your initial interactions with leads helps in quickly qualifying them and moving them down the sales funnel. Bots can handle multiple queries simultaneously, ensuring no lead is left unattended.


Enhanced Client Interactions

A well-designed WhatsApp bot can provide instant information about property listings, schedule viewings, and even send reminders. This improves client satisfaction and frees up your time for more critical tasks.


Step 1 - Choose a WhatsApp Business API Provider

To get started, you need access to the WhatsApp Business API. Several providers, such as Twilio, MessageBird, and Nexmo, offer this service. Research and choose the one that best fits your needs.

If you want a WhatsApp bot that replies and talks exactly like, you can reach out to Kendal. In addition to that, it is also integrated into a real estate CRM or any CRM of your choice. Kendal also scores the leads, and allows for them to schedule calls with you.

What to Look for in an API Provider

  • Ease of Integration: Ensure the provider offers seamless integration with your existing systems.

  • Support and Documentation: Look for comprehensive support and detailed documentation.

  • Pricing: Compare different pricing plans to find the best value for your money.


Step 2 - Get Your Business Verified

Before using the WhatsApp Business API, you need to verify your business. This involves submitting documents to WhatsApp to confirm your business identity. The process may take a few days.

Verification Steps

  1. Create a Facebook Business Manager Account: Go to Facebook Business Manager and create an account.

  2. Submit Verification Documents: Upload documents like business registration proof, utility bills, etc.

  3. Get Approved: Wait for the approval, which can take a few days.


Step 3 - Set Up Your WhatsApp Business Account

Once your business is verified, set up your WhatsApp Business Account by linking your phone number to the API and configuring your profile.

Profile Setup Tips

  • Business Name: Use your official business name.

  • Profile Picture: Use your logo or a professional image.

  • Business Description: Provide a clear and concise description of your services.


Step 4 - Develop the Bot

Developing your WhatsApp bot involves programming it to handle various tasks and queries. You can use platforms like Twilio Studio or Chatfuel or Kendal to create and customize your bot without extensive coding knowledge.

Key Features to Include

  • Automated Responses: Set up quick replies for common inquiries.

  • Appointment Scheduling: Allow clients to schedule viewings or meetings.

  • Property Listings: Provide information on available properties.

  • Lead Qualification: Use the bot to qualify leads before passing them to a human agent.


Step 5 - Integrate with Your CRM

Integrate the WhatsApp bot with your CRM to log all interactions and follow up with leads effectively.

Integration Steps

  1. Choose a Compatible CRM: Ensure your CRM supports WhatsApp integration.

  2. Set Up API Connections: Use your API provider’s documentation to connect WhatsApp with your CRM.

  3. Test the Integration: Ensure data flows correctly between WhatsApp and your CRM.


Step 6 - Test and Optimize

Before launching your bot, thoroughly test it to ensure it handles all scenarios correctly. Continuously monitor and optimize the bot’s performance based on user feedback and analytics.

Testing Tips

  • Simulate User Interactions: Test the bot with different types of queries.

  • Check Response Accuracy: Ensure the bot provides accurate and helpful responses.

  • Monitor Performance: Use analytics to track engagement and identify areas for improvement.



Setting up a WhatsApp bot for your real estate business can significantly enhance your customer service and streamline operations. By following these steps, you can create a bot that meets your business needs and provides a seamless experience for your clients.

For more information on how to set up and optimize your WhatsApp bot, contact Kendal. We specialize in developing tailored solutions for real estate businesses, ensuring you get the most out of your digital marketing!

© by CrowdPad Incorporated

© by CrowdPad Incorporated