A name and a phone number, but no budget, area, timeline or language. Someone has to call back just to find out who they are.
The enquiry arrives. The viewing books itself. In the client's language.
Bilingual intake and valuation forms and two booking calendars, built into Sofi Pro, so an enquiry becomes a qualified contact and a booked viewing without phone tag.
Sofi is our live AI receptionist, not a recording. Calls are recorded.
An enquiry is not a viewing yet.
Between the first message and the viewing there are questions, a language barrier and several rounds of "does Tuesday work?". Every round is a chance for the buyer to call the next agency.
Without a dated consent record, every later message to that contact rests on memory instead of a record.
Two agents book the same slot, or nobody takes the enquiry because everyone thought someone else had.
Three steps.
You tell us how your team books.
During onboarding you give us your calendar availability, your time zone and who is on which calendar. We add your users and connect the calendars.
We set up the forms and calendars.
The buyer intake form in Spanish and English, the seller valuation form, the viewings calendar and the valuations calendar, with your branding and connected to your pipeline.
The client books the slot.
The enquiry is tagged by language, scored and routed to the right agent. The reply carries the booking link, and reminders go out before the viewing.
- Buyer intake form in Spanish and English, with GDPR consent and a separate, optional WhatsApp consent, both timestamped.
- Seller valuation form that feeds your valuations calendar and your listings pipeline.
- Buyer qualification fields: language, nationality, budget range, area, buying timeline, financing route and whether they need relocation help.
- Viewings calendar: 45-minute slots with a 30-minute buffer, Monday to Saturday, shared across your agents.
- Valuations calendar: 30-minute slots, Monday to Friday.
- A reply within 60 seconds in the client's language with the booking link, viewing reminders at 24 hours, 2 hours and 15 minutes, and a rebooking link when someone does not show up.
Made for how you work.
One booking flow for every agent.
- Viewings shared across the team, with no double bookings.
- Every enquiry gets an owner and a next action in the pipeline.
- Multiple teams or offices on one account, each with its own calendar routing.
Built for buyers who don't speak Spanish.
- Intake form in Spanish and English, reply in the client's own language.
- Consent recorded with date and time before any follow-up.
- Clients who need relocation help are flagged at intake.
Good questions.
Clear answers.
If your question is not here, ask us directly. We answer on WhatsApp in business hours.
Let's talk it throughCan clients book a viewing without calling us?
Yes. The client picks a free slot in the viewings calendar, in their language. The slots follow the availability you give us, so nobody books a time your team cannot cover.
Why is WhatsApp consent recorded separately?
Because it is a different permission. The form records GDPR consent and, separately and optionally, WhatsApp consent, each with a date and time, so every later message rests on a record rather than on memory.
What happens if a client does not show up?
The no-show rescue sends them a link to rebook and creates a task for the agent, so the lead is followed up instead of forgotten.
Is this sold separately?
No. Forms and booking calendars are part of Sofi Pro, together with the pipeline, the unified inbox and the three AI assistants. They are set up during onboarding, which runs over three calls.
See a real enquiry become a booked viewing.
In a live account.
Ask for a demo: we push one enquiry through the system and you watch it come out the other side as a booked viewing with its reminders.
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