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Industries › Property & Construction › New Residential Property Sales

AI agents that already know new property sales.

Our agents come pre-equipped with Australian land, house-and-land and off-the-plan sales workflows, regulatory requirements, property data models, integration patterns and proven Salesforce configurations — turning industry knowledge into a faster, lower-risk implementation.

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Pre-solved

We have already solved the hardest challenges for new property sales before your project starts.

01

Create one live view of every property

Project, release, stage, lot, dwelling, price, incentive, reservation and availability are connected in one governed inventory model — so every salesperson and channel partner works from the same information.

02

Stop high-intent buyers falling between channels

Web, portal, display-suite, call-centre, event, builder and project-marketer enquiries enter one lead journey. Deduplication, attribution and routing preserve the buyer relationship and the true source of every sale.

03

Make reservations and contracts controlled

Time-bound holds, price approvals, deposit milestones, disclosure requirements and contract readiness are enforced through governed workflows — reducing double selling, errors, delays and margin leakage.

04

Keep every settlement visible and moving

Finance, valuation, registration, document and purchaser-readiness milestones are tracked in one settlement command centre, with risks surfaced before they become failed or delayed settlements.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

1
Discovery
Runs workshops from the pack’s land, house-and-land and off-the-plan process models. Asks “where does your reservation process differ from this baseline?” rather than “walk us through your process.” Outputs are captured as deltas against the pack baseline.
2
Design
Starts from the tenth draft. Pack stories, acceptance criteria, property inventory model and settlement workflows are pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.
3
Metadata
Diffs your existing Salesforce environment against the pack’s project, property, buyer, reservation and contract model — or validates a clean landing zone.
4
Build
Instantiates the pack’s Flow, validation and integration skeletons, parameterised to the approved design. Configuration is generated from validated patterns rather than created from scratch.
5
Test
Runs pack test suites using synthetic projects, buyers, inventory, reservations, contracts and settlements. Traceable story → acceptance criteria → test.
6
Deploy
Inherits the pack’s environment, data migration, release and deployment conventions.
7
Managed Services
Picks up the pack’s sales, inventory, channel and settlement reporting layer and continues to improve it after go-live.
Inside the pack

What makes our Agents ready for Salesforce implementation for new property sales

See exactly what our agents know and apply to your implementation.

Agent Skills
What it impacts
Process models
Project release → campaign → enquiry → qualification → property matching → appointment → reservation → deposit → contract → buyer engagement → settlement readiness → settlement. Variants for land, house-and-land and off-the-plan sales. Mermaid + structured JSON.
Data model extensions
Development, project, release, stage, property, lot, dwelling design, inclusion, price, incentive, buyer, household, property interest, reservation, deposit, contract, disclosure, finance milestone and settlement objects layered on Salesforce, with ERDs and design rationale.
Story & AC library
Parameterised user stories with acceptance criteria, tagged by use case, cloud, product type and persona — sales consultant, sales manager, project marketer, contract administrator, settlement coordinator, compliance officer and executive.
Flow / Apex patterns
Lead routing, property matching, inventory holds, reservation expiry, price and incentive approval, deposit confirmation, contract-readiness checks, cooling-off calculations, compliance gates and settlement milestone escalation.
Agent prompt & topic-action sets
Agentforce topics and actions for buyer qualification, property recommendations, enquiry responses, sales briefings, contract-status summaries, buyer updates and settlement-risk identification.
Test suites
Test scripts and synthetic data generators covering projects, staged releases, land lots, apartments, house designs, buyers, channel partners, reservations, contract variations and settlement scenarios.
Reporting packs
Dashboard and KPI definitions for speed-to-lead, channel attribution, conversion, inventory absorption, aged stock, reservation fallover, contract cycle time, settlement risk and forecast accuracy.
If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.
The solution

How we implement Salesforce for new property sales teams.

We connect the entire property sales journey — from inventory and campaigns through enquiry conversion, property selection, contract compliance and buyer settlement. Our agents apply disclosure, cooling-off and AML logic to automate work and identify risk before it becomes a problem.

20 of 20 use cases
Use case
Pillar
Salesforce
Agent / integration hook
Project, release and property inventory catalogue
Inventory & Campaigns
Sales Cloud, Data 360
Inventory agent unifies development, stage, lot, dwelling, price and availability data from property systems
Property release, pricing and incentive governance
Inventory & Campaigns
Sales Cloud, Revenue Cloud, Flow
Release agent applies effective dates, approval limits and governed price and incentive changes
Omnichannel campaign and launch management
Inventory & Campaigns
Marketing Cloud, Sales Cloud
Campaign agent coordinates project launches across portals, web, events, display suites and channel partners
Campaign-to-settlement attribution
Inventory & Campaigns
Marketing Cloud, Data 360, Tableau
Attribution agent connects first touch, influencing campaigns, reservation, contract and final settlement
Automated enquiry capture and deduplication
Enquiry & Conversion
Sales Cloud, Data 360
Enquiry agent consolidates web forms, portals, calls, events, walk-ins and partner referrals into one buyer profile
Lead scoring, prioritisation and routing
Enquiry & Conversion
Sales Cloud, Agentforce
Qualification agent scores intent and routes by project, location, product, language, capacity and SLA
Buyer needs, eligibility and finance profiling
Enquiry & Conversion
Sales Cloud, Financial Services Cloud
Buyer agent captures budget, deposit, pre-approval, purpose, timing, preferences and purchaser circumstances
Personalised buyer nurture journeys
Enquiry & Conversion
Marketing Cloud, Data 360, Agentforce
Nurture agent adapts content to buyer behaviour, project interest, finance readiness and purchase horizon
Property and house-design recommendation
Property Selection & Reservation
Sales Cloud, Agentforce, Data 360
Matching agent recommends lots or dwellings based on budget, location, frontage, configuration and timing
Display-suite, consultation and inspection booking
Property Selection & Reservation
Experience Cloud, Sales Cloud
Appointment agent manages self-service booking, reminders, consultant allocation and follow-up
Builder and project-marketer channel portal
Property Selection & Reservation
Experience Cloud, Sales Cloud
Partner agent provides controlled inventory access, lead registration and deal-status visibility
Lead protection, channel attribution and commission eligibility
Property Selection & Reservation
Sales Cloud, Revenue Cloud
Channel agent identifies ownership conflicts and applies agreed attribution and commission rules
Real-time property hold and reservation management
Property Selection & Reservation
Sales Cloud, Flow
Reservation agent validates availability, locks inventory, monitors expiry and automatically releases unused holds
Reservation deposit tracking and reconciliation
Property Selection & Reservation
Sales Cloud, MuleSoft
Deposit agent tracks requests and payment status through payment, finance and trust-accounting integrations
Contract-pack readiness and document generation
Contract & Compliance
Sales Cloud, Revenue Cloud, Document Generation
Contract agent validates buyer, property, price, incentive, disclosure and inclusion data before generating the pack
Digital execution, exchange and cooling-off management
Contract & Compliance
Sales Cloud, Flow, eSignature integration
Exchange agent coordinates signatures, deposit confirmation, contract status and jurisdiction-specific deadlines
AML/CTF customer due diligence and exception management
Contract & Compliance
Salesforce Platform, Agentforce, Data 360
Compliance agent orchestrates identity, beneficial-owner, risk and source-of-funds processes with verification providers
Personalised exchange-to-settlement communications
Buyer Engagement & Settlement
Marketing Cloud, Service Cloud
Engagement agent sends relevant project, registration, construction and settlement updates for the buyer’s property
Finance, valuation and settlement-readiness tracking
Buyer Engagement & Settlement
Sales Cloud, Experience Cloud, MuleSoft
Readiness agent coordinates loan approval, valuation, legal, registration and purchaser dependencies
Settlement command centre and risk prediction
Buyer Engagement & Settlement
Tableau, Data 360, Agentforce
Settlement agent detects missing milestones, predicts at-risk transactions and generates intervention actions
Platform

Salesforce clouds we deploy here.

Sales Cloud
Buyer, project, property, opportunity, partner, reservation, contract and settlement pipeline management.
Data 360
Unified buyer, property and transaction view across websites, portals, campaigns and operational platforms.
Agentforce
Buyer qualification, property matching, sales preparation, enquiry response and settlement-risk identification.
Marketing Cloud
Project launches, prospect nurture, appointment reminders and exchange-to-settlement communications.
Experience Cloud
Buyer, builder, broker, conveyancer and project-marketer collaboration portals.
Service Cloud
Contract queries, change communications, complaints, escalations and settlement support.
Revenue Cloud
Governed pricing, incentives, offers, contract terms and eligible channel commissions.
MuleSoft
Integration with property, finance, identity, document, construction, conveyancing and settlement systems.
Tableau
Sales conversion, inventory absorption, channel performance and settlement forecasting.
Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate
Property development & inventory platforms Estate, project & builder management systems Property portals & lead aggregators Website, CMS & digital advertising platforms Display-suite & appointment systems Finance brokers, lenders & valuation providers Identity verification, sanctions & PEP screening Document generation & eSignature platforms Conveyancing & legal platforms Trust accounting & payment providers Construction & project-update platforms Electronic settlement platforms, including PEXA Google Analytics, advertising platforms & web forms
Obligations we design for
Australian Consumer Law and truthful property, price and availability representations
State and territory real-estate licensing and conduct requirements
State-based vendor and off-the-plan disclosure obligations
Cooling-off periods and jurisdiction-specific contract requirements
Sunset-clause controls and purchaser notification requirements
AUSTRAC AML/CTF obligations applying to designated real-estate services
Foreign-investment purchaser identification and approval requirements
Deposit, trust-account and controlled-money requirements
GST withholding for applicable new residential premises and potential residential land
Privacy Act and Australian Privacy Principles
Spam Act, consent, unsubscribe and Do Not Call requirements
Electronic Transactions legislation and evidence requirements
Records retention, auditability and secure management of purchaser information
Proof

A sample of the actual output.

Rather than case studies, we show the artefacts. These are the Agent outputs a new property sales engagement starts from — the real deliverable, not a claim about it.

User stories
Three stories with acceptance criteria
Lead routing, time-bound property reservation and settlement-risk escalation — tagged by product type, persona and Salesforce cloud.
Data model
ERD extract of the project and property model
Development, project, release, stage, lot, dwelling, buyer, property interest, reservation, contract and settlement objects — with the rationale for every relationship.
Test suite
One executable end-to-end test script
Portal enquiry through qualification, property hold, contract exchange and settlement readiness — run against synthetic project, buyer and inventory data, traced story → AC → test.
How we deliver

The agents do the volume. Our forward deployed engineers do the judgement.

Our agents accelerate design and build without replacing human expertise. Forward-deployed engineers work alongside your operational leaders, using the platform to uncover root causes, solve real problems and own the outcome.

After go-live, the same agent capabilities continue into Managed Services — improving reporting, learning from every engagement and continuously strengthening our new property sales expertise.

Request Design Sprint

Request an Industry Design Sprint

Turn one of your highest-priority challenges into an actionable Salesforce solution — in just half a day.

We run a focused discovery session with your team, process the findings through our industry-trained agents, and validate the output with a domain expert.

What you receive
A clear view of the problem, root causes and opportunities.
A future-state process and recommended Salesforce solution.
Prioritised use cases, automation opportunities and integrations.
A practical roadmap with next steps, risks and expected value.
Request a Design Sprint
Related sub-sectors
Residential land development Shares the project, release, lot, reservation and registration milestone model Volume and project home builders Extends the journey into design selection, tender, pre-construction and build progress Build-to-rent and residential communities Shares prospect, property preference, availability and digital engagement patterns Commercial property sales and leasing Shares property inventory, relationship, deal, document and transaction-management capabilities
Interlinks follow the shared-component graph, not editorial judgement.