CRM Integrations

• Aidentified Integration
• BombBomb Integration
• Calendly Integration
• Canva Integration
• CloudCMA Integration

Website Integrations

• Adwerx Integration
• Bing Meta (Search Console)
• Facebook Pixel Integration
• Google Analytics Integration
• Google Calendar Integration

Market Report

• Market Reports

Property Alert/Market Snapshot

• Property Alerts & Market Snapshots
• Property Alerts: Automatically Send Relevant Listings to Your Leads
• Setting Up and Using Auto Property Alerts
• Setting Up Automated Property Alerts (Lofty AOS)

Buyer/Renter Tour

• Property Tour

Showing Management (Web & App)

• Listing Showing Management
• Navigating Showings (Lofty AOS)

Billing

• Billing Center
• Pay for Lofty with ACH (Automated Clearing House)
• Sales Tax

Security and Account Access

• Lofty CIPA Defense Program
• Managing Your Account & Security (Lofty AOS)
• Security and Account Access

Team Management

• Managing Your Organization's Users (Lofty AOS)
• How to Import Agents into Lofty CRM
• Agent Opt-In Model: Pay By Entity
• Office and Team Add-Ons
• Private Instance Add On (Retired)

User Settings

• Complete your Lofty Profile, Email Signature
• CRM Settings
• Editing Your Profile (Lofty AOS)
• Goal Setting Portal
• How to reset your Lofty Password

Assigning Leads & Collaboration

• Agent to Agent Lead Collaboration
• Lender and Agent Lead Collaboration

Lead Category & Privacy

• Lead Ownership
• Lead Pond
• Partial Lead Door Knock Feature
• Partial Leads

Lead Distribution

• Assigning Leads to Custom Roles
• Assignment Group
• Duplicate Leads + Merging Duplicates
• In-Depth: Round Robin & Next Up
• Lead Routing FAQs

Lead Import & Export

• Lead Export
• Lead Import (via CSV/Spreadsheet)
• Lead Import (via Google Contacts)
• Lead Import (via Lofty App)

Organize Leads

• Adding a Segment (Lofty AOS)
• Custom Fields
• Filtering the People List with All Filters (Lofty AOS)
• Lead Organization with Filters
• Lead Organization with Pipeline Stages

People List & Detail Page Overview

• Add a Lead
• Adding a New Lead (Lofty AOS)
• Deleting a Lead (Lofty AOS)
• How to Delete/Erase Leads
• How to Manage the Family Members of a Lead

Notification

• Add an additional email address to receive new lead alerts
• Dashboard Announcement Board
• Lofty Notifications
• Managing Your Notification Preferences (Lofty AOS)
• Opportunity Notifications

Agent Studio

• Getting Started with Lofty Agent Studio

AI Assistant

• AI Assistant
• AI Lead Health Analysis: Understand and Prioritize Your Leads
• Using AI Assistant Multi-Step Tasks
• AI Assistant Smart Notifications
• AI Copilots Call Summary + Transcript

AI Smart Plan Workflows

• AI Smart Plans Workflow

Homeowner Agent

• Getting Started with Homeowner Agent (Lofty AOS)
• About the Homeowner Agent (Lofty AOS)
• Sharing Homeowner Agent with a Lender
• Homeowner Agent

Lofty Cowork

• Using Cowork Tools (Lofty AOS)
• Getting Started with Cowork (Lofty AOS)

Sales Agent

• Sales Agent: Apply Smart Plans to Leads
• Sales Agent Call Functionality
• Sales Agent Follow-Up on Property Alert Clicks
• Sales Agent Automatic Pipeline Updates
• Using a Team and Personal Sales Agent Together

SEO Agent

• SEO Performance Overview: Understand What’s Driving Your Online Growth
• SEO Setup Checklist

Social Agent

• Social Agent Overview: Today, Posts, Topics, and Brand
• Creating a Social Post (Lofty AOS)
• Getting Started with the Social Agent (Lofty AOS)
• Generate AI Listing Videos with Social Agent
• Social Agent

Website Building Agent

• How to Create Your Website with the Website Building Agent

Call and Text Packages

• Adding / Removing Call or Text Packages
• Call/Text Package Billing and Availability
• Call/Text Package Settings
• Three Line Dialer Guide

Calling

• Availability (Working Hours) for Phone Calls
• Blocking Calls
• Call Questionnaires
• Call Scripts
• Calling Leads Best Practices

Compliance

• 10DLC Best Practices
• A2P 10DLC - What It Is & Which Plan to Choose
• DNC.com (Contact Center Compliance) Integration
• Do Not Contact Settings
• How to Register for A2P 10DLC

Email

• Email Bounce Optimization
• Email Marketing Dashboard
• Email Opt-In Status
• Email Subscription Status
• Email Templates

Lead & Agent Variables

• Email and Text Variables

Mass Emails & Texts

• Creating Text Codes (Lofty AOS)
• Send Mass Emails & Texts
• Understanding Your Mass Email Sending Results

Smart Plan

• Applying and Tracking Smart Plans on a Lead (Lofty AOS)
• Building a Smart Plan from Scratch (Lofty AOS)
• Getting Started with Smart Plans (Lofty AOS)
• Smart Plan Builder
• Smart Plan Enrollments Tab

Tasks and Appointments

• Adding a Task (Lofty AOS)
• Adding an Appointment (Lofty AOS)
• Appointments
• Managing Tasks (Lofty AOS)
• Navigating the Calendar (Lofty AOS)

Texting

• Group Texting
• MMS, Image Messaging
• Navigating Text Marketing (Lofty AOS)
• Text Templates
• Texting via Lofty

Virtual Number

• Company Number
• Follow Up Boss Port In Process
• Getting Started with a Virtual Number
• Office Virtual Number
• Personal Virtual Number

Workspace

• Lofty Workspaces
• Navigating the Inbox (Lofty AOS)
• Setting Up Your Email (Sending Address & Signature) (Lofty AOS)
• Using Global Search (Lofty AOS)

Listing Discovery (Web & App)

• All Listings & Hot Sheets
• Navigating Listings (Lofty AOS)
• REBNY Listing Management Partner

Manual Listing

• Adding a Manual Listing (Lofty AOS)
• Manual Listings

My/Team Listings

• Buyer Agent Compensation
• My/Team Listings
• Smart Listings

Properties (Lead Detail)

• How To Add a Property Address Under Lead's Preferences

Ads Compliance

• RESPA & Lofty

Brand Awareness

• Branding Bundle
• Lofty Bloom
• Navigating Brand Awareness (Lofty AOS)
• Sphere Ads

Geographic Farming

• Design Center
• Geographic Farming
• Print House: Mailers

Lead Generation

• Facebook Landing Page Ads
• Google & Microsoft Bing PPC Search Ads
• Google Local Service Ads (LSA)
• Google My Business Setup Guide for Google Local Service Ads (LSA)
• Lofty Lead Generation FAQs

Listing Ads

• Boost Post
• Getting Started with Lofty Blast (Lofty AOS)
• Launching a Listing Blast (Lofty AOS)
• Listing Blast
• Zip Code Blast

Marketing Tools

• Marketing Section - Lofty Lead Capture Tools
• Navigating Assets (Lofty AOS)
• Navigating Campaigns (Lofty AOS)
• Navigating Designs (Lofty AOS)
• Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI

Transaction

• Adding a Transaction (Lofty AOS)
• Commission Disbursement Authorization (CDA) Generation
• Navigating Offers (Lofty AOS)
• Navigating Transactions (Lofty AOS)
• Offer Management

Reporting

• Activities Timeline
• Agent Accountability Activity Leaderboard
• Agent Activity Metrics
• Business Summary (Reporting)
• Email Accountability (Reporting)

Lofty Present: CMA and Listing Presentation

• Creating a CMA or Listing Presentation (Lofty AOS)
• Getting Started with Lofty Present (Lofty AOS)
• How to Create a CMA and Listing Presentation
• How to Create a Listing Presentation Template
• How to Purchase the Lofty Present Add On

Seller Report

• Seller Report

Social Studio

• Creating Marketing Content with Lofty AI (Lofty AOS)
• Navigating Social (Lofty AOS)
• Social Media Account Troubleshooting Guide
• Social Studio
• Uploading and Organizing Assets (Lofty AOS)

Social Studio Pro

• Auto-Generated Listing Videos
• Retired - Social Studio Growth and Elite
• Social Media Feed Block

Landing Page

• Landing Pages

Featured Area

• Add / Edit Featured Areas

Block Library

• Add / Remove / Edit Blocks on Pages
• Agent Block
• Agent Block (Lofty AOS)
• Blog Block
• Blog Block (Lofty AOS)

Blocking Spam

• Block Emails

Favicon

• How to customize website favicon?

Header/Footer/Logo

• Customizing Your Website Footer (Lofty AOS)
• Customizing Your Website Header (Lofty AOS)
• Footer
• Header
• Logo

Multilingual & Currency

• Language Translation and Currency Conversion Add On

Page Editor

• Add / Edit Website Pages
• Cancel, Reset, or Downgrade Your Website (Lofty AOS)
• Edit Website Navigation Bar
• Editing Your Website Navigation Bar (Lofty AOS)
• How to Save / Restore Website Versions

Pages

• About Page
• Adding and Managing Website Pages (Lofty AOS)
• Blank Page
• Contact Us Page
• Home Page Overview

Website Creation

• Cancel, Reset, or Downgrade Website
• Navigating the Website CMS (Lofty AOS)
• Navigating Your Sites (Lofty AOS)
• Start your Lofty IDX Website
• Website Team Info

Agent Subdomain

• Agent Websites

Agent/Group Website

• Agent Websites (Lofty AOS)
• Hyperlocal Website
• Understanding Website Options: Agent Websites vs. Vanity Domain Sites vs. Full SEO Sites

Office/Team Websites

• Initiating your Office Website
• Websites on Lofty

Third Party Website Integrations

• AgentFire Integration

SEO Best Practices

• Enhancing Real Estate SEO through Strategic Backlink Building
• Enhancing Real Estate SEO through Strategic Backlink Building (Lofty AOS)
• Google Search Console: Understanding Index Coverage Issues
• How Lofty Supports SEO
• How Lofty Supports SEO (Lofty AOS)

SEO Tool

• Edit Website Meta Tags
• Edit Website Meta Tags (Lofty AOS)
• Google Search Console: Understanding Index Coverage Issues (Lofty AOS)
• Header Meta Tags (Google & Bing Verification) (Lofty AOS)
• Header Meta tags (Search Console)

Home Valuation

• Home Valuation Block
• Home Valuation Page
• Home Valuation — Block and Page (Lofty AOS)

Registration Form

• Form Block
• Form Block (Lofty AOS)
• Questionnaire Settings (Lofty AOS)
• User Consent Disclaimer (Lofty AOS)

Registration Setting

• Questionnaire Settings
• Registration Pop-up Style & Settings
• Registration Pop-up Style & Settings (Lofty AOS)
• Registration Pop-up Trigger Rule
• Registration Pop-up Trigger Rule (Lofty AOS)

Webchat

• Chat Box Settings
• Chat Box Settings (Lofty AOS)
• Facebook Page Set up

MLS Application & Compliance

• Global Listing Filters
• How to Connect Your MLS to Your IDX Website
• How to Connect Your MLS to Your IDX Website (Lofty AOS)
• MLS Application - Agreement Process
• MLS Application - Instruction Process

Listing Block

• Listing Blocks

Listing Detail Page

• Listing Info Settings
• Location Search Bar Settings
• Property Detail Pages
• Property Detail Pages (Lofty AOS)

Listing Filter Settings

• Advanced Control Panel for Agent/Office Criteria
• Advanced Control Panel for Agent/Office Criteria (Lofty AOS)
• Global Listing Filters (Lofty AOS)
• Listing Filter Basics
• Listing Filter Basics (Lofty AOS)

Listing Search Pages

• Listing Pages

SSL

• Website SSL Certificates
• Website SSL Certificates (Lofty AOS)

Website Domain

• Domain Configuration Guide
• Domain Configuration Guide (Lofty AOS)
• GoDaddy Domain Configuration Guide
• GoDaddy Domain Configuration Guide (Lofty AOS)
• Strategy for handling DNS issues

Mortgage / Affordability Calculator

• Affordability Calculator
• Calculator Block
• Financial Calculators (Mortgage & Affordability) (Lofty AOS)
• Mortgage Calculator Page

Custom Fonts

• Custom Website Fonts

Custom Templates

• Website Template Library

Lofty Templates

• Changing the Website Template
• Choosing and Changing Your Website Template (Lofty AOS)
• Navigating Templates (Lofty AOS)
• Recruiting Templates
• Website Template Library (Lofty AOS)

Theme Color & Font

• Changing the Website Theme
• Customizing Your Website Theme and Fonts (Lofty AOS)

Blog

• Blog Page
• Creating and Publishing Blog Posts (Lofty AOS)
• Setting Up and Managing Your Blog (Lofty AOS)

Customization

• Advanced Website Customizations
• Advanced Website Customizations (Lofty AOS)

Listing Embed

• External Website Widgets

WordPress Plugin

• Getting Started with the WordPress + Lofty IDX Plugin
• WordPress + Lofty IDX Plugin
• WordPress + Lofty IDX Plugin (Lofty AOS)

Closely

• Closely Mobile App (Lofty AOS)
• How to set up the Closely mobile app
• Introduction to Closely Mobile App