What features does the Lofty mobile app offer for real estate agents?

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.

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

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.