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

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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.

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What are the best practices for using Lofty's calling and texting features?

Here are some best practices to maximize their effectiveness:

Best Practices for Calling Leads

Best Practices for Texting Leads

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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.