What is Lofty, and how can it benefit my real estate business?

Here are some best practices to maximize their effectiveness:

Best Practices for Calling Leads

• Prioritize High-Intent Leads
• Optimize Call Timing
• Use the Power Dialer
• Leverage Live Transfers
• Document Call Notes

Best Practices for Texting Leads

• Automate Follow-Ups
• Personalize Messages
• Use Mass Messaging Wisely
• Monitor Response Rates
• Stay Compliant

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.

Here are some the communication tools are available within Lofty to interact with clients:

Lofty’s Client Communication Tools

• AI-Powered Messaging – Automates responses and follow-ups based on client interactions.
• Live Chat & SMS Integration – Enables real-time conversations with leads and clients.
• Email Campaigns – Allows agents to send personalized emails and automated drip campaigns.
• Social Studio – Manages social media engagement and scheduled posts.
• Call Tracking & Power Dialer – Logs calls, records conversations, and automates outreach.
• Market Snapshots & Property Alerts – Sends automated updates on listings and market trends.

To effectively manage leads using Lofty's CRM, focus on nurturing, segmentation, and tracking.

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