Contacts ›New leadsFRI OCT 24

New leads

Website forms, Sofia chat, Duplixxa DMs, phone and partner referrals all land here as one lead record with an intent tag, a source and a timestamped consent entry. Routing happens automatically; the response is human.

Speed-to-lead target 5 min · business hours Edit
Funnel · today Website + Sofia chat · staff traffic excluded · visitors are tracked only after cookie consent
Page views1,240St. Cloud hub leads the day
Chat opened866.9% of views
Qualified by Sofia3136% of chats
Leads1961% of qualified · consent logged
Appointments737% of leads · booked by Sofia

Waiting for a human

Lead Intent Source Consent Routed to Waiting Action
Priya RamanNew Jersey · $500k to $650k · March
 Relocate YouTube · Café con Real Estate 08:04 · call, SMS Joseph 2 min
Luis FerreiraWinter Garden · selling before a move to Texas
 Sell Google · home value form 06:51 · call, email Rob 1 h 12 m · over target
The Okafor familyDallas · $550k to $700k · spring 2027
 Relocate Referral partner · Dallas 07:58 · via agreement Joseph · TC Heidi 14 min
D. WhitfieldKissimmee duplex · cash · wants a quick close
 Cash / wholesale Instagram DM · Duplixxa 07:30 · DM, SMS Emanuel 9 min
K. AlvarezLicensed in FL · 3 yrs · asking about the platform
 Agent recruit teamaroa.com · apply form Yesterday · email Rob Scheduled
(407) 555-0199Open house sign-in · name unreadable
 Buy Open house · 2206 Mabel Loop Missing · no auto texts Sue · cleanup 20 min
No automated call, text or email goes to a lead without a logged consent entry. Consent wording is counsel-approved and versioned.

Routing rules

Edit
Sell · Guaranteed Offer
Rob · broker
Buy · Relocate
Joseph · buyer advisor
Cash · wholesale · investor
Emanuel
Private listing
Rob · access logged
Agent recruit
Rob
Incomplete record
Sue · cleanup
TC on contract
Heidi buyers · Holly sellers
After hours Sofia qualifies and books; a human picks up at 8:00 AM. Alerts by text and dashboard. The transaction broker notice (§475.278) is shown at intake and logged.

Sofia · web chat

3 ACTIVE
Visitor on the St. Cloud hub · New Jersey (IP region) · 4 min
We're moving from New Jersey in March. Are there homes near Lake Nona under $650k with a pool?
Sofia: Yes, there are. So I connect you with the right advisor: are you buying first or selling your New Jersey home first? And who is moving with you?
Selling first. Two kids, 8 and 11. Our current house has no yard and my commute is brutal.
Sofia: Thank you. Joseph is our buyer advisor for Lake Nona. I can book a 20-minute Clear Move Strategy call: Saturday 10:00 AM or Monday 6:00 PM Eastern?
Sofia gives facts about areas and schools and never describes who lives there. Transcripts are logged with consent and reviewed weekly.