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YarnTally for Real Estate: Leads Kanban, RERA Inventory, Milestone Payments

15 July 2026 ยท 7 min read

Property brokers lose 60% of leads to slow follow-up and Excel chaos. YarnTally fixes it: Kanban leads, RERA-tagged properties, milestone billing, broker commission.

If you run a real estate brokerage in India, three things are almost certainly true:

1. Your leads live in your brokers' personal WhatsApp. Not a CRM. 2. Your property inventory lives in an Excel that goes stale in a week. 3. Your milestone payment tracking is someone's memory + a bank statement.

Result: 60% of enquiries go silent, every site visit costs 3 hours, milestone billing errors cost you client goodwill.

We built YarnTally for Real Estate to fix exactly this. It's live, priced from โ‚น2,999/month for Pro, and one of 19 industry verticals.

Property inventory that's actually current

Every property record includes: title, project name, type (residential/commercial/plot/villa), BHK, carpet + built-up area (sqft), city, price + price/sqft, RERA registration ID, status (available/under offer/sold), possession date, notes, photos.

Bulk CSV import for new project launches. Every unit is a row you own, not an Excel cell someone forgot to update.

Leads pipeline as a real Kanban board

Every lead has a stage โ€” New โ†’ Contacted โ†’ Site visit scheduled โ†’ Site visit done โ†’ Negotiating โ†’ Booked โ†’ Lost. Drag cards between columns. Filter by source (walkin / 99acres / MagicBricks / Housing / Google Ads / FB Ads).

Each card shows: name, phone, budget range, "what they're looking for", broker assigned, next-action date. Overdue follow-ups turn amber. Cards untouched for 5+ days get flagged by the AI copilot.

Site visits scheduler + feedback

Schedule โ†’ auto-reminder 24h + 1h before โ†’ capture attendance + feedback โ†’ next-step. No-show rates drop by 40%.

Deal lifecycle โ€” booking โ†’ registration

Booked (booking amount) โ†’ Agreement signed (agreement value + date) โ†’ Registration (registered value + date + office) โ†’ Possession given. Broker commission (percentage or fixed) auto-computed on deal close.

Milestone payment schedule

Define per deal: Booking โ‚น5L on 15 Jul, Agreement โ‚น10L on 30 Jul, Slab 1/2/N, Possession โ‚น10L. Auto-reminder over WhatsApp 7 days before. Payment mode + reference captured on receipt. Overdue aging report.

Multi-currency for NRI buyers

Captured in buyer's currency with live FX to INR. FIRC + EDPMS 9-month RBI aging views included for larger developers.

The pair โ€” YarnTally + AI Agents

YarnTally for Real Estate = back-office (properties, leads, deals, payments, commissions). AI Agents for Real Estate (also from MNB Research) = front-office (60-second portal lead reply, buyer qualification, site-visit booking).

Buy both, get the full stack.

Pricing

  • Suitable โ‚น999 โ€” small independent broker, 3 seats
  • Pro โ‚น2,999 โ€” growing brokerage, 15 seats (most popular)
  • Premium โ‚น7,999 โ€” multi-branch developer, 50 seats
  • Enterprise โ‚น24,999+ โ€” large developer, unlimited, white-label

Try it in 5 minutes

/signup โ†’ pick "Real Estate / Property" โ†’ 14-day free trial โ†’ import a few properties โ†’ add a lead โ†’ drag through Kanban โ†’ book a site visit.

Try YarnTally

Ready to see it in your business?

14-day free trial. Every module unlocked. Zero credit card.

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