Privacy Policy

Information we collect

Contact and demo requests: when you submit our contact form or request a demo, we collect the information you provide — name, email, company, and any message content.

Sophi platform data: when Sophi answers a call on behalf of a subscribing brokerage, we process the caller’s spoken interaction, a text transcript of that interaction, and any information the caller provides — name, contact details, property preferences, budget, and timeline — to qualify the lead, book a viewing, or route a message to the right agent.

Call recording and transcripts

Calls handled by Sophi are recorded and transcribed for lead-delivery, CRM synchronization, and quality/verification purposes. Callers are notified at the start of the call that the interaction is being recorded and transcribed, consistent with provincial two-party consent requirements and the federal Personal Information Protection and Electronic Documents Act (PIPEDA).

SMS messaging and your choices

With appropriate consent, Sophi may send SMS notifications — including lead alerts, appointment confirmations, and CRM updates — to real estate agents and, where applicable, to callers. Message frequency varies. Message and data rates may apply.

You can opt out of SMS messages at any time by replying STOP to any message, or reply HELP for assistance. Phone numbers used by Sophi are registered with Canadian carriers — including Rogers, Bell, and Telus — under 10-Digit Long Code (10DLC) brand and campaign frameworks, as required for compliant business messaging in Canada.

How we use information

We use the information above to respond to inquiries and demo requests; operate Sophi’s call-handling, lead-qualification, and appointment-booking functions on behalf of subscribing brokerages; deliver leads, messages, and notifications to the correct agent; and maintain records required for billing and compliance.

Sharing and service providers

We do not sell personal information. We share information only with service providers who help us operate our services — for example, our email delivery provider and Canadian telecom carriers for SMS delivery — and only to the extent necessary to provide those services. We may disclose information if required by law.

PIPEDA and Quebec Law 25

We handle personal information in accordance with the federal Personal Information Protection and Electronic Documents Act (PIPEDA). Where personal information relates to residents of Quebec, we comply with Quebec’s Law 25 confidentiality and privacy standards, including respecting individual privacy rights in how consumer profiling and computerized lead handling are performed.

Data retention and security

We retain personal information for as long as necessary to provide our services, respond to inquiries, and meet legal and billing obligations. We use reasonable technical and organizational measures to protect personal information, though no method of transmission or storage is completely secure.

Your rights

You may request access to, correction of, or deletion of your personal information by contacting us using the details below. We will respond in accordance with applicable privacy law.

Cookies and tracking

This website does not use tracking or advertising cookies, and does not run third-party analytics.

Changes to this policy

We may update this policy as our services change — for example, as new features are added to this website or the Sophi platform. Material changes will be reflected on this page.

Contact

Questions about this policy, or requests regarding your personal information, can be sent to khalid@kqpac.com. See also our Terms of Service.