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Every lead in BrokerOS travels through 13 statuses. Each stage has a clear owner and a specific trigger. For the pre-sales stages, an AI pipeline also runs in the background after every call.

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Status Reference

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AI Pipeline: What Happens After Every Call

When a Pre-Sales Agent finishes a call and the recording is uploaded, BrokerOS runs a background pipeline automatically, requiring no manual action. Step 1: Transcription AI models transcribe the call audio. It handles Romanized Hindi and Marathi as well as English, since real estate calls often mix languages. Step 2: Call Summary & Data Extraction The transcript is passed to an LLM. It extracts:
  • A 2–3 sentence call summary
  • The lead’s budget (converts “50L” → 5000000, “1.5CR” → 15000000)
  • Project interest matched against active projects by name
  • Preferred location and property requirements
  • The next-step suggestion for the agent written as a single, specific action
Extracted fields are written to the lead record only if that field is currently empty. The AI never overwrites data the agent entered manually. Step 3: Lead Scoring AI scoring runs on the first 3 calls, and only if the lead’s score is still 0. The LLM evaluates intent from the transcript and assigns a score on a 0–100 scale: Step 4: Auto Follow-Up Scheduling If the call ends positively, the AI creates a follow-up entry automatically. The scheduled date respects what the lead said (“call me next week”, “call on Monday morning”). If nothing was specified, the AI defaults to 1–3 days out. Follow-ups are never scheduled on Sundays.

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After Booking: The Post-Sales Chain

Once BOOKING is confirmed, the lead converts into a Customer record and the unit is locked to RESERVED. The post-sales journey then tracks four sub-stages:
  1. DOCUMENT: Post-sales exec collects KYC, income documents, and property papers from the buyer.
  2. LOAN: Home loan application submitted to the bank. Sanction letter and disbursement tracked in the Loan Case record.
  3. AGREEMENT: Sale agreement drafted and sent for e-signature or physical registration.
  4. HANDOVER: Keys and possession certificate handed over. When marked done, the unit status is permanently set to SOLD.