Lofty Questions & Answers

Lofty is an AI-powered real estate CRM platform designed to help professionals streamline their business operations.

How Lofty Can Benefit Your Real Estate Business:

• Lead Insights & Scoring
• Smart Suggestions
• Business Forecasting
• Listing Management
• Communication Integration
• Performance & Business Reports

Here’s how you can manage lead distribution and lender collaboration:

Assigning Leads to Team Members

• Auto Lead Distribution – Set up rules to assign leads based on location, price, type, or source.
• Manual Assignment – Navigate to the lead profile and select 'Assigned To' to choose an agent or assistant.
• Lead Pond – Share leads within your team so agents can claim them as needed.
• Blast Alert & Next Up – Ensure leads are contacted within a predefined period to improve follow-ups.

Collaborating with Lenders

• Lender Led Routing – Go to Settings > Lead Routing > For Lender to create routing rules.
• Direct Lead Assignment – Assign a lead to a lender from the lead profile page.
• Shared Notes & Tasks – Use @tags in notes to notify lenders about updates.
• Limited Access for Lenders – Lenders can view basic lead details but not full communication history.

Yes, you can customize AI assistants to align with your communication style.

The Lofty mobile app is designed to keep real estate agents connected and productive while on the go. Here are some of its key features:

Key Features of the Lofty Mobile App

• Mobile Lead Management – Sort, filter, and engage leads directly from your phone, ensuring you never miss an opportunity.
• Instant Notifications & Chat – Receive real-time alerts for new leads, task reminders, and AI assistant messages. Communicate with leads and team members seamlessly.
• Power Dialer – Automatically dial prospects and drop voicemails, making outreach more efficient.
• Listings Management – Access and share property listings, filter leads by matched buyers, and generate showing links.
• Social Studio – Manage social media posts, track engagement, and schedule content to boost brand awareness.
• AI-Powered CRM – Get smart recommendations for lead nurturing and business forecasting.