Real Estate CRM Software Questions & Answers

Lofty's AI Copilot is an AI-powered assistant designed to streamline lead management and daily operations for real estate professionals.

How Lofty AI Copilot Assists in Lead Management

• Lead Prioritization
• Automated Follow-Ups
• Smart Lead Filtering
• Task Automation
• Contextual Conversations
• Mass Messaging
• Property Listings Integration

Lofty's AI Marketer is designed to automate social media marketing and listing promotions, helping real estate professionals maintain a strong online presence with minimal effort.

Agent website customization options generally revolve around visual elements and content.

Yes! Lofty offers several training resources to help new users get started. Here are some common types of resources typically available:

• Lofty Help Center
• Onboarding Webinars
• Video Tutorials
• Lofty University (if available)
• Customer Success Manager / Account Setup Help
• Community & Support

How to Set Up Property Alerts

• Open the Lofty Mobile App and navigate to the Property Alerts section.
• Select Buyer Preferences – Choose criteria like location, price range, and property type.
• Sync with MLS Filters – If you’ve set up filters on the Lofty web app, they’ll be available on mobile.
• Enable Notifications – Ensure alerts are sent via email or SMS to keep clients updated.
• Save & Activate – Once configured, Lofty will automatically notify buyers of matching listings.

How to Set Up Market Snapshots

• Go to the Market Snapshots Section in the Lofty mobile app.
• Select Seller Preferences – Define the area and property type for market insights.
• Review Market Trends – Lofty provides automated reports on pricing, demand, and competition.
• Share Reports – Send market snapshots to sellers via email or direct messaging.
• Monitor Updates – Keep track of market shifts and adjust strategies accordingly.

To export listings from KVCore, go to the "Listings" section, select the listings you want, and use the export option to download them as a CSV file.

CRM helps real estate agents by organizing client information, tracking interactions, sending reminders for follow-ups, and automating marketing, thus making it easier to close deals and manage relationships.

You can automate a real estate business using CRM by setting up automated emails, reminders for follow-ups, and tasks. This saves time, keeps you organized, and ensures no leads are missed.

It refers to software platforms that help real estate professionals manage interactions with clients, track leads, organize property data, and streamline communication, ultimately improving client relationships and increasing sales.

Some free software options for real estate agents to save property data include Zillow, HubSpot CRM, and Google Sheets. These tools allow for basic property management, lead tracking, and communication with clients, although more advanced features may require paid plans or additional integrations.