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MatruOS for a real estate broker

Set up the way a real estate broker runs: brokerage on resale (1-2% of price, often both sides), on rentals (one month's rent, or half from each side), channel partner commission from builders (1-3% of agreement value), commercial leasing (one to two months' rent), referral fees from home loan lenders. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Real estate and propertyReady when you sign up

  • 8routines on a timetable
  • 2workflows with approvals
  • 3SOPs and checks
  • 4registers of your own
  • 4jobs for your AI team
  • 7licences tracked

7-day free trial, no card needed.

What this solves

What a real estate broker deals with today, and what MatruOS sets up for it

01Today

Buyer and owner meet behind the broker's back and skip brokerage. Listings go stale, clients are shown flats already let.

02In MatruOS

MatruOS sets up 8 routines, 2 workflows, 4 registers and 7 licences for a real estate broker, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. owner or builder
  2. broker (co-brokers share)
  3. buyer or tenant
  4. sub-registrar, bank

Your customers

  • Home buyers
  • Sellers
  • Tenants
  • Landlords
  • Builders and developers
  • Companies leasing offices or shops
  • NRI owners

Your suppliers

  • Property portals (listing packs)
  • Newspaper classifieds
  • Sub-brokers and co-brokers
  • Advocates (title search, agreements)
  • Home loan lenders and DSAs

Credit and cash

Rental brokerage on key handover; resale brokerage at registration (token share sometimes at agreement); builders pay channel partners 30-90 days after agreement or 10-20% payment milestone, minus 2% TDS

Lumpy: rentals pay weekly, resales once in 1-3 months; builder payouts slow; office runs on the previous quarter's commissions

Your screens use your words

  • CustomerClient
  • OrderRequirement
  • ItemListing
  • InvoiceBrokerage bill
  • productProperty
  • SupplierCo-broker

How it works

How MatruOS is set up for a real estate broker

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Real estate broker", typed when you sign up.
  2. Recognised as a real estate brokerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a real estate broker

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Sales executive

Reads new requirements, matches each to available listings by locality, budget and configuration, and drafts the shortlist to send

Reads client requirements and listings

Asks you before sending

Operations head

Drafts the evening WhatsApp message to each client listing the properties shown and by whom, so the introduction is on record

Reads site visit slips and listings

Asks you before sending

Operations head

Lists listings not confirmed in 14 days, drafts availability check messages to owners and marks the ones to withdraw

Reads listings

Asks you before sending

Accountant

Lists brokerage not received after key handover or registration, drafts builder payout bills and reminders, and flags TDS gaps

Reads deals and brokerage and builder booking forms

Asks you before sending

1 / 4

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 10:00 amMorning leads and listing matchBroker · 3 steps
    1. 1Read overnight portal leads and WhatsApp group requirements
    2. 2Match each new requirement to 3-5 available listings
    3. 3Call clients and fix evening visits
  • 5:00 pmEvening and weekend site visitsField executive · 3 steps
    1. 1Collect keys or confirm owner is home
    2. 2Show properties and get the visit slip signed with addresses shown
    3. 3Note client feedback in the visit register
  • 8:30 pmSend visit confirmations to clientsOffice assistant · 2 steps
    1. 1Send each client a WhatsApp message listing the properties shown today and by whom
    2. 2Schedule follow-up calls for liked properties

Every week1

  • MonWeekly check that listings are still availableOffice assistant · 3 steps
    1. 1Message owners of listings older than 14 days to confirm availability and price
    2. 2Withdraw stale listings from portals and groups
    3. 3Renew boosted portal listings

Every month1

  • 5thMonthly brokerage and channel partner payout follow-upBroker · 3 steps
    1. 1List deals registered or keys handed with brokerage not received
    2. 2Send bills to builders for last month's bookings with booking forms attached
    3. 3Check TDS credit against Form 26AS

Every year1

  • JanRERA agent registration and competency renewal checkBroker · 3 steps
    1. 1Check RERA agent registration expiry (5 years) and apply 60 days before
    2. 2Check staff competency certificates where the state asks (Maharashtra)
    3. 3Make sure the RERA number is on boards, cards and portal profiles

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Rental deal

  1. 1Visit done and tenant likesField executive
  2. 2Rent and deposit agreedBroker
  3. 3Token paid to ownerBroker
  4. 4Agreement draftedOffice assistant
  5. 5Owner and tenant sign and registerOffice assistantNeeds approval
  6. 6Police verification filedOffice assistant
  7. 7Keys handed and brokerage paidBroker

Resale deal

  1. 1Price agreed and token paidBroker
  2. 2Title papers checkedBroker
  3. 3Agreement to sell signedBrokerNeeds approval
  4. 4Loan sanctionedOffice assistant
  5. 5Sale deed registeredBroker
  6. 6Brokerage received both sidesBroker

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Listings

    Listing type · Property · Locality and society · Configuration · Carpet area sq ft · Asking price or rent · Deposit asked · Owner name

  • Client requirements

    Client name · Phone · Wants · Localities · Configuration · Budget · Loan needed · Source

  • Site visit slips

    Date · Client name · Properties shown · Shown by · Client signed slip or confirmed on WhatsApp · Feedback

  • Deals and brokerage

    Property · Buyer or tenant · Seller or landlord · Deal value or rent · Token date · Agreement or registration date · Brokerage from buyer side · Brokerage from seller side

  • Site visit and commission protection

    Prove the introduction so the brokerage is not skipped

    4 steps with checks

  • Rental closing

    Close a rental legally so owner, tenant and broker are protected

    5 steps with checks

  • Resale title and closing check

    Avoid a deal on a defective title

    5 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Resale flat brokerage (1% of price) · deal99722218%
Rental brokerage (one month rent) · deal99722218%
Shop or office lease brokerage · deal99722218%
Plot or land deal brokerage (2%) · deal99722218%
Builder channel partner commission · booking99722218%
Home loan referral fee · loan99715918%
Rent agreement drafting and online registration · agreement99839918%
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • PANIncome Tax Department
  • RERA registrationState RERA authorityIf it applies
  • GST registrationGST department (GSTN)If it applies
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)If it applies
  • Professional tax registrationState professional tax officeIf it applies
  • TAN (tax deduction account number)Income Tax DepartmentIf it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

BrokerTakes listings from owners, negotiates price and terms, closes deals, chases brokerage, handles builder tie-ups.
Field executiveShows properties, keeps visit slips signed, collects keys, checks listings are still available.
Office assistantPosts listings on portals, drafts agreements, books registration slots, keeps the brokerage ledger.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a real estate broker?

Type one line about your business when you sign up, for example "Real estate broker". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a real estate broker on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901