Sofia, calls and texts

Hot lead? Live transfer.

Sofia stays on, tells the agent who is calling and why, connects all three, then drops off.

5 steps2 min readUpdated 10/30/2026

RealtyMind is in private pilot. Screens show sample data.

Try it in the demoRead the steps
Warm transferSample
KCaller
Sofia
AAgent
  1. Ringing agent
  2. Agent briefed
  3. 3-way connected
  4. Sofia dropped off
SOFIA TO AGENT, CALLER CAN'T HEARKevin, buyer, Fort Lauderdale, 3 bed with a yard, up to 890K, next 30 days, English. Pre-approved. Buyer agreement signed. Wants to see 318 Sample Lane today.

Step by step

0 of 5 done

Tap a number to check off a step as you go.

  1. Sofia spots the moment

    She transfers when the caller wants to see a home today, is ready to make an offer, is a seller ready to list, is upset, or asks for a person.

  2. She rings the right agent

    The call goes to the agent the routing rules picked, for example by language, area or price.

  3. She briefs the agent first

    Before you hear the caller, Sofia tells you their name, buying or selling, area, price, timeline, language and buyer agreement status.

  4. All three connect

    The caller hears "Let me get your agent on the line." Then you are on together.

  5. Sofia drops off

    Once you are talking, she leaves the call. The transcript and summary are saved on the lead.

A sample call ending in a warm transfer
A sample call ending in a warm transfer. Sample data.
Good to know
  • No answer in 20 seconds? Sofia tells the caller you are with a client, promises a callback, and creates the task.
  • Set the hours your agents take live transfers in Setup, step 4.

Questions

Can I transfer a call myself?

Yes. In Calls and texts, open a live call and tap "Transfer to agent".

Try it in the demo

Try "Transfer to agent". Clickable, with sample data.

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