Frequently asked questions about BrokerIA

BrokerIA is a marketing, customer service and sales platform for the real estate market. It combines a CRM, an AI-powered WhatsApp bot and Meta Ads integration in one place, serving sales and rental agencies, developers, land subdividers and independent agents in Brazil — new developments, resale properties, rentals and property swaps.

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$ 799/month (Smart) — with unlimited users, you never pay per agent. Independent agents start free with the MCMV Simulator + Kanban CRM + Hotsite.

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.

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).

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.

With BrokerIA, the bot serves leads 24/7, qualifies them by profile, sends the property catalog and schedules visits — both for people who want to buy (income, down payment, FGTS, MCMV simulation) and for people who want to rent (rent range, guarantee, move-in date, pets). It hands off to a human agent when it detects clear intent or an explicit request.

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.

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.

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.

BrokerIA has a Free plan for independent agents (MCMV Simulator + Kanban CRM + Hotsite, up to 50 listings) and paid plans with UNLIMITED USERS — you never pay per agent, and everyone gets Donna: a free 7-day Trial (card upfront, no charge until day 7), Smart (R$ 799/month — 1,500 AI messages/month in a single BIA + Donna pool, 300 BrokerCredits of analytical AI, Meta Ads and your own site), Scale (R$ 1,499/month — 3,000 AI messages, 500 BrokerCredits, automations, commission and omnichannel), Scale Pro (R$ 2,490/month — 5,000 AI messages, 1,500 BrokerCredits, BrokerIA Brain and multi-WhatsApp) and Enterprise on request for developers, franchises and groups.

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

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.

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. It has a showcase for properties for sale and a showcase for properties for rent, plus a landing page to capture owner listings. Indexed by Google and discoverable by LLMs (ChatGPT, Claude, Perplexity).

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.

The bot collects name, city of interest, number of bedrooms and timeline — plus, depending on intent, approximate income and financing status (buying) or rent range, available guarantee and move-in date (renting). It classifies the lead as pre-service, qualified, in visit or in proposal — and hands it to the agent ready to close.

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

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.

Yes. The bot qualifies people who want to rent (rent range, guarantee, move-in date, pets), the website has a showcase for properties for rent and a landing page to capture owner listings, and the pipeline keeps rentals separate from sales. To be clear about the scope: we cover marketing, customer service and closing — portfolio administration (rent collection, owner payouts and inspections) stays in your property management system.

It works for both. Beyond launches from developers and land subdividers, you register resale and third-party properties in the CRM, with a showcase on your site, a hotsite per property and the same customer service bot. Each property has its own reference code, so a lead that arrives from a portal quoting the listing reference is matched to the right property.

Yes, as a deal condition. The bot understands when a lead says they have a property to offer as part of the payment, records it during qualification, and the agent tracks the swap (full or partial) inside the negotiation in the pipeline. Appraising the offered property remains with the agent — BrokerIA does not price it or issue a valuation report.

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.

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

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