Secure AI Agent · Real Estate
AI applied to
your property portfolio
A specialist configured to keep listings reliable, qualify leads, guide clients to the visit, and track every contract deadline.
Companies that trust UPX
Capabilities
What the Real Estate Agent
can do
Main areas of work for the Real Estate Brokerage AI Agent in your operation.
Listing quality
Flags listings without photos, with missing data, or out of date.
Lead qualification
Understands what the client wants and separates who is ready to visit.
Visit scheduling
Organizes the broker's calendar and confirms the visit with the client.
Contract deadlines
Tracks expirations, adjustments, and lease renewals.
Deal documentation
Builds the list of what is missing and chases the parties involved.
Post-visit follow-up
Resumes contact and records each client's response.
Skills
Capabilities that compose the specialist
Skills add specific capabilities to the Secure AI Agent according to the processes it needs to execute.
- Listing cleanup
- Flags incomplete or outdated listings.
- Lead qualification
- Separates who is ready to visit from who is still researching.
- Deadline control
- Tracks contract expirations and renewals.
How it worksFrom the lead to the visit,
From the lead to the visit,
with review at every step
Connect your CRM and channels, define what the agent can do, and let the process happen within your agency's limits.
- Connect CRM and service channels
- The agent works where the lead already arrives.Connect the CRM, the property portfolio, and the messaging channels so the Secure AI Agent has access only to what it needs to handle each conversation.
- Ask for the work
- Talk to the agent in natural language.Request a listing cleanup, the lead status, or the expiring contracts through the available channels. The agent understands the context, applies the configured skills, and follows the agency's rules.
- The agent guides. The broker negotiates.
- From qualification to closing, with control.The agent qualifies, schedules, and follows up within the defined permissions. Negotiating price, closing the deal, and signing the contract stay with the licensed broker.
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Integrations
Connected to the systems your agency already uses
The Real Estate AI Agent can query your portfolio and run tasks in the systems your team already uses.
Pipedrive Google Calendar 
Flow
What goes in,
what the agent does, and what comes out
From the raw lead to a scheduled visit, following your agency's rules and permissions.
Inputs
- Incoming leadCRM
- Property portfolioCSV
- Lease contractPDF
Processing
Secure AI Agent
Processing the task
- Read
- Qualify
- Cross-checkrunning
- Schedule
Skill appliedRules verified
Output
Completed
Handling prepared
- Leads qualified by interest
- Matching properties suggested
- Expiring contracts flagged
Control
You define how far the Agent can act
Different actions can operate with different autonomy levels, always within your agency's rules.
- 1
Query
Reads the portfolio and CRM and answers with the reference.
- 2
Prepare
Qualifies the lead and suggests matching properties.
- 3
Request review
Waits for validation from the responsible broker.
- 4
Execute
Performs the action within the defined limits.
Levels are configured per type of action, according to each company's policy. Negotiating price, closing deals, and signing contracts always stay with the licensed broker.
Get started
Put a Secure AI Agent to work.
Start on the platform or choose the plan that fits the pace of your operation.
Security and compliance
Security that can be verified.
Certifications and attestations
UPX maintains SOC 2 Type II and ISO 27001, with independent audit over its information security controls.
Privacy and regulation
- LGPD
- Operations follow Brazil's Law 13.709/2018. In AI Agent contracts, UPX acts as data processor; the legal basis remains with your company.
- Zero Data Retention
- A product policy, not a certification: with compatible providers and configurations, processed content is not retained after execution.
- Retention and deletion
- The retention policy is defined by contract. Once the contract ends, data is deleted within the agreed period.
Frequently asked questions
Common questions about the Real Estate Agent
What agencies usually ask before putting an agent to support their sales process.
Does the agent close deals for the broker?
No. Brokerage requires a licensed professional. The agent qualifies the lead, suggests matching properties, and schedules the visit; negotiating and closing stay with the broker.Does it appraise property value?
The agent can gather comparable properties from your own portfolio to support the analysis. Formal appraisal and reports remain the licensed professional's responsibility.Does it handle clients on WhatsApp?
Yes, if you connect the channel. The agent understands what the client wants, answers from the portfolio, and hands over to the broker when the conversation moves to negotiation.How does it keep listings reliable?
The agent flags listings without photos, with missing data, outdated prices, or already-sold properties, and chases whoever maintains the record.Is client data used to train models?
No. Content processed by Secure AI Agents is not used to train UPX models or third-party models.Can we audit what the agent did?
Yes. Every action is logged: what was queried, what was proposed, when, in which system, and under which permission. The history stays available for review and auditing.How long does it take to go live?
It depends on the systems involved. The starting point is connecting the CRM and the portfolio, then expanding the scope as results come in.
Secure AI Agent
Bring a Secure AI Agent to your brokerage
Talk to our specialists and see how to adapt this AI Agent to your processes, systems, and needs.