SoFi AI CRM combines conversational AI, two-way SMS, live MLS data, and smart deal pipelines into one platform — built exclusively for real estate brokerages and agents.
<60s
AI Response Time
Live
MLS Connected
24/7
AI Agent Active
∞
Scalability
The moment a lead comes in, SoFi's conversational AI responds via SMS — qualifying them, answering questions, and booking appointments around the clock. Your agents show up to warm, ready-to-talk prospects.
SoFi AI Agent
● Active now
Platform Features
SoFi scores and ranks every lead in real time — so agents always know exactly who to call next, and why.
Search and share live MLS listings from inside the CRM. AI-matched property alerts fire automatically to the right leads.
SoFi's AI agent responds to new leads in under 60 seconds — 24/7. It qualifies, nurtures, and books appointments so your team wakes up to warm opportunities.
Built-in two-way SMS and voice with full conversation history. Every touchpoint is logged, automated, and synced to the deal record.
Every lead has a clear path to close. SoFi advances contacts through your pipeline and triggers the right action at exactly the right time.
Live dashboards show every agent's production, conversion rates, and pipeline activity. Full visibility — zero micromanaging.
One Platform. Two Power Users.
For Brokerages
Total visibility into every agent, lead, and deal — in real time. Scale without scaling your overhead.
For Agents
SoFi handles follow-up, texts, and scheduling — so you focus on what only you can do: close.
The moment a lead says they want a 3-bed in Scottsdale, SoFi pulls live matches, sends alerts, and tracks engagement — all feeding back into their AI lead score automatically.
SoFi AI · fully automated
Simple Setup
01
SoFi plugs into your MLS feed and immediately starts matching live listings to your contacts. No dev work, no plugins.
02
Import your contacts and SoFi AI starts scoring leads, building pipelines, and activating the AI agent to follow up automatically.
03
Your AI agent texts leads, books appointments, and advances deals. Your agents show up to warm opportunities, ready to close.
How SoFi Compares
| Capability | Typical CRMs | SoFi AI CRM |
|---|---|---|
| Conversational AI Agent | ❌ Not available | ✅ Built in |
| Two-Way SMS & Calling | ❌ Plugin required | ✅ Native |
| Live MLS Integration | ❌ Plugin required | ✅ Native |
| AI Lead Scoring | ❌ Manual tagging | ✅ Automatic |
| Brokerage + Agent Layer | ❌ Separate tools | ✅ Unified |
| Commission Tracking | ❌ Spreadsheet | ✅ Automatic |
| Setup Time | ❌ Weeks | ✅ Same day |
See exactly how SoFi AI CRM would work for your brokerage — live MLS, AI agent, SMS automation, and everything in between.
Personalized walkthrough · No commitment