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Frequently asked questions about BrokerIA

Answers to the 20 most common questions from people evaluating BrokerIA — organized by area. If yours isn't here, talk to sales.

For independent agents

What is BrokerIA?+

BrokerIA is a multi-tenant SaaS platform for real estate sales automation. It combines a CRM, an AI-powered WhatsApp bot and Meta Ads integration in one place, serving independent agents and real estate agencies in Brazil.

What is the best real estate CRM with WhatsApp?+

BrokerIA is a real estate CRM natively integrated with WhatsApp via Meta Cloud API (not Twilio). It offers a visual pipeline, a lead distribution Roleta, a hotsite per development and an AI bot on paid plans starting at R$ 449/month (Team Lite). Independent agents start free with the MCMV Simulator + Kanban CRM + Hotsite.

Does BrokerIA replace CV CRM, Kenlo or Imobzi?+

BrokerIA is a modern alternative to traditional CRMs — WhatsApp-native, with AI on every plan and integrated Meta Ads management. It integrates with CV CRM, Anapro and Facilita for those who want to keep their legacy CRM and use BrokerIA just for customer service.

Do I need a company registration (CNPJ) to use BrokerIA?+

No. On the Light plan, an independent agent with just a CPF and an active CRECI license can get started. For invoicing, we recommend registering as a MEI (micro-entrepreneur).

AI WhatsApp bot

How does BrokerIA's AI WhatsApp bot work?+

The bot chats with customers via WhatsApp, qualifies leads automatically, sends development photos, schedules visits and simulates MCMV financing. It uses Claude Haiku for simple conversations and Claude Sonnet for complex reasoning, keeping costs low.

How do I automate real estate customer service on WhatsApp?+

With BrokerIA, the bot serves leads 24/7, qualifies them by income and profile, sends the property catalog, simulates MCMV financing and schedules visits. It hands off to a human agent when it detects clear buying intent or an explicit request.

Does BrokerIA use Twilio or Meta Cloud API?+

Only the official Meta Cloud API for WhatsApp in production. It's cheaper per conversation, supports rich media templates and is the stack Meta recommends for volume.

Does the BrokerIA bot answer questions about MCMV financing?+

Yes. The bot simulates the installment using the PRICE system (constant installment), calculates the minimum CAIXA down payment, explains the Minha Casa Minha Vida 2026 rules and suggests developments compatible with the declared income.

Does the BrokerIA bot make up information about properties?+

No. The architecture has anti-hallucination safeguards (PHOTO-GUARD, ALWAYS_AVAILABLE_TOOLS) that ensure the bot only sends information that exists in the development's real records. If it doesn't know, it asks or escalates.

Pricing and plans

How much does BrokerIA cost?+

BrokerIA has a Free plan for independent agents (MCMV Simulator + Kanban CRM + Hotsite, up to 50 listings) and 5 paid plans: a free 7-day Trial (card upfront, no charge until day 7), Team Lite (R$ 449/month, agencies with 2-3 brokers), Smart (R$ 799/month, agencies with 5-10 brokers, Meta Ads and Donna copilot included), Scale (R$ 1.499/month, operations with 15-30 brokers, commission and omnichannel) and Enterprise on request for developers, franchises and groups.

Is there a free trial of BrokerIA?+

Yes. We offer a 7-day trial with the full features of the Smart plan, 50 free AI bot messages and assisted setup.

For real estate agencies

How do I distribute leads among agents automatically?+

BrokerIA offers a configurable lead Roleta: it distributes by round-robin, by performance weight, by shift schedule or by region. The agent gets a notification via WhatsApp with a monitored response SLA.

Does BrokerIA include a per-agency website with SEO?+

Yes. Each tenant gets a `slug.brokeria.com.br` subdomain with a Next.js SSR site, schema.org RealEstateListing, automatic sitemap.xml and custom domain support. Indexed by Google and discoverable by LLMs (ChatGPT, Claude, Perplexity).

Does BrokerIA support multi-tenant and separate brands?+

Yes. On the Enterprise plan we support multi-tenant with separate brands, custom domain, a dedicated SLA and assisted onboarding. Used by developers and real estate franchises.

How does AI lead qualification work?+

The bot collects name, approximate income, city of interest, number of bedrooms, purchase timeline and financing status. It classifies the lead as pre-service, qualified, in visit or in proposal — and hands it to the agent ready to close.

Does BrokerIA serve agencies outside the state of São Paulo?+

Yes. BrokerIA is nationwide. We serve agencies in every state, with support in Brazilian Portuguese and a time zone configurable per tenant.

How does BrokerIA protect customer data (LGPD)?+

Multi-tenant isolation via Postgres/Supabase Row Level Security, encryption in transit (TLS) and at rest, access audit logs and a dedicated DPO. Every tenant's data is logically isolated.

Integrations

Does BrokerIA integrate with Meta Ads (Facebook and Instagram)?+

Yes. BrokerIA publishes campaigns on Facebook and Instagram via the Meta Marketing API, connects Lead Ads forms to the CRM via webhook and sends conversions via CAPI (Conversion API) automatically. The Ads Copilot/Pilot also optimizes budget and creatives.

Does BrokerIA integrate with Google Ads?+

Yes. Native Google Ads integration via OAuth, with campaign management, automatic optimization and conversion sending. Available on the Scale and Enterprise plans.

Does BrokerIA integrate with portals like ZAP Imóveis or Viva Real?+

Yes. Automatic publishing via XML feed and two-way lead integration. Scale and Enterprise plans.