If you run a real estate brokerage in India, three things are almost certainly true: your leads live in brokers' personal WhatsApp, your property inventory lives in an Excel that goes stale in a week, your milestone payment tracking is someone's memory plus a bank statement.
Result: 60% of enquiries go silent, every site visit costs 3 hours, milestone billing errors cost you client goodwill.
Property inventory that's actually current
Every record: title, project name, type (residential/commercial/plot/villa), BHK, carpet + built-up area, city, price + price/sqft, RERA registration ID, status, possession date, photos.
Leads pipeline as a real Kanban board
Every lead has a stage — New → Contacted → Site visit scheduled → Site visit done → Negotiating → Booked → Lost. Filter by source (walkin / 99acres / MagicBricks / Housing / Google Ads / FB Ads).
Deal lifecycle — booking → registration
Booked → Agreement signed → Registration → Possession given. Broker commission (percentage or fixed) auto-computed on deal close.
Milestone payment schedule
Define per deal: Booking ₹5L on 15 Jul, Agreement ₹10L on 30 Jul, Slab 1/2/N. Auto-reminder over WhatsApp 7 days before. Overdue aging report.
Multi-currency for NRI buyers
Captured in buyer's currency with live FX to INR. FIRC + EDPMS 9-month RBI aging views included.
The pair — YarnTally + AI Agents
YarnTally for Real Estate = back-office. AI Agents for Real Estate = front-office (60-second portal reply, buyer qualification). Buy both, complete stack.
YarnTally for Real Estate: Leads Kanban, RERA Inventory, Milestone Payments