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

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.

Lofty’s IDX tools allow real estate agents to seamlessly integrate MLS (Multiple Listing Service) data into their websites, providing up-to-date property listings and advanced search features.

Steps to Integrate MLS Data Using Lofty IDX

• Sign Up for Lofty IDX – Visit Lofty IDX Plugin and request access to their IDX integration tools.
• Apply for MLS Access – Submit an MLS application through Lofty’s Listing Tab or CMS Tool.
• Connect Your MLS – Once approved, Lofty will sync your MLS data with your website.
• Install the Lofty IDX Plugin – If using WordPress, install the Lofty IDX plugin to embed MLS listings.
• Customize Property Search – Configure filters like price, location, and property type to match client preferences.
• Enable Lead Capture – Use Lofty’s built-in CRM to track and engage leads from your IDX website.
• Optimize SEO & Mobile Experience – Ensure your IDX pages are SEO-friendly and mobile-responsive for better visibility.