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Real Estate Automation

Collect KYC documents from buyers via WhatsApp — no email, no courier, no delays

WhatsPortal guides buyers through document submission on WhatsApp — Aadhaar, PAN, income proof — collected, logged, and ready for your team without a single follow-up call.

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Official Meta BSP · End-to-end encrypted

  • Official WhatsApp BSP
  • Free plan — no credit card required
  • Instant webhook integrations
  • Custom WhatsApp Flows
  • Billed in INR via Razorpay

Document collection is where deals go to die.

01

You send a buyer an email asking for KYC documents. They don't open it. You follow up three days later. They say they'll send it over the weekend. It never comes. The deal stalls.

02

Some buyers don't know how to attach documents to an email. Others don't check email regularly. Asking them to use a portal adds one more step that kills momentum.

03

Your team has no visibility into which buyers have submitted documents, which are pending, and which need a follow-up. Every status check requires a call or manual triage of your inbox.

The solution

WhatsPortal collects KYC documents through a guided WhatsApp conversation — no friction, no follow-up required.

Guided document flow

The bot walks buyers through document submission step by step — 'Please share a photo of your Aadhaar card front.' Buyers take a photo and send it. Done in two minutes.

  • The bot walks buyers through document submission step by step
  • 'Please share a photo of your Aadhaar card front.' Buyers take a photo and send it
  • Done in two minutes

Automatic acknowledgement and tracking

Every document received triggers an acknowledgement. Your team's inbox shows which buyers have submitted all documents, which are partial, and which haven't started.

  • Every document received triggers an acknowledgement
  • Your team's inbox shows which buyers have submitted all documents, which are partial, and which haven't started
  • Fully automated system
  • Real-time notifications

Automated follow-up nudges

Buyers who haven't submitted get an automatic reminder at 24 and 48 hours. No awkward calls, no manual tracking — the system follows up for you.

  • Buyers who haven't submitted get an automatic reminder at 24 and 48 hours
  • No awkward calls, no manual tracking
  • the system follows up for you

Secure and logged

All received documents are stored against the contact record in WhatsPortal. Your team can access them from the shared inbox at any time.

  • All received documents are stored against the contact record in WhatsPortal
  • Your team can access them from the shared inbox at any time
  • Fully automated system
  • Real-time notifications

How it works

Streamlined automation in four simple steps.

  1. 01

    Trigger the document flow

    When a buyer reaches the KYC stage, trigger the document collection flow manually or automatically from your CRM or booking system.

  2. 02

    Buyer submits on WhatsApp

    The bot guides them through each document, one at a time. No forms, no portals, no confusion.

  3. 03

    Documents arrive in your inbox

    Your team sees every submission in the shared inbox, confirms completeness, and moves the deal forward — without chasing anyone.

  4. 04

    Sync to CRM & agents

    All submitted details, documents, and chat records sync directly with your real estate CRM and notify the assigned agent.

R

Rahul M.

Kumar Realtors

Hi Rahul! Thanks for your interest in our 3BHK properties in Baner, Pune. I'm from Kumar Realtors 🏠

9:02 PM ✓✓

Are you looking for a ready-to-move property or under construction?

9:02 PM ✓✓

Ready to moveUnder constructionOpen to both

Ready to move

9:04 PM ✓✓

Perfect! What's your budget range?

9:04 PM ✓✓

₹60L–₹80L₹80L–₹1CrAbove ₹1Cr

₹80L–₹1Cr

9:05 PM ✓✓

We have 3 options that match exactly. I'll send the brochure and floor plans now. Our team will call you tomorrow to arrange a site visit 📍

9:05 PM ✓✓

Example conversation — automated by WhatsPortal

What our customers say

“KYC used to take 5–7 days per buyer. With WhatsPortal, most buyers complete it in under 24 hours because they can do it on WhatsApp.”

— [Real estate agency name, city]

Live

WhatsApp document collection significantly reduces time-to-KYC completion compared to email

< 1 min

Average setup time for standard workflows

3×

Increase in response rates compared to email alerts

₹0

Get started for free — free plan included

FAQ

Common questions about real estate kyc document collection

Is it safe to collect identity documents over WhatsApp?

WhatsApp Business API messages are end-to-end encrypted. Documents shared on WhatsApp are as secure as a standard WhatsApp conversation. For additional security, you can use a WhatsApp Flow to collect documents via a structured in-chat form (available on Premium).

What document types can buyers submit?

Buyers can share photos, PDFs, or scanned documents directly on WhatsApp. You can request specific formats in the bot message to keep submissions consistent.

Can the bot remind buyers who haven&apos;t submitted?

Yes. You configure the reminder timing — 24 hours, 48 hours — and WhatsPortal sends the nudge automatically. Your team only gets involved if a buyer still hasn&apos;t responded after reminders.

What does WhatsPortal cost?

Free plan: ₹0, 100 messages/month. Standard: ₹1,199/month (5,000 messages). Premium: ₹2,499/month (unlimited). Billed in INR via Razorpay.

Related workflows

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Fintech KYC document collection

Send and manage automated WhatsApp campaigns tailored for Real Estate operations.

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Deals stall at documents. Remove that bottleneck today.

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