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Getting Started
CRM
IDX Website
User Community
Mobile App
What's New!
Getting Started
Getting Started Guides
Lofty Team Owner/Admin Setup & Training Guide
Lofty Agent User Setup & Training Guide
See all 2 articles >
Other - Getting Started
How to Access the Lofty Learning Center
Lofty User Transfer
Multi-Team Edition Introduction
Being a Lender with Lofty
See all 4 articles >
CRM
Listing Management
Listing Showing Management
Manual Listings
Smart Listings
Listing Discovery – All Listings & Hot Sheets
Listing Discovery - My/Team Listings
See all 5 articles >
Account Settings
Language Translation and Currency Conversion Add On
Sending Email Domain
Single Sign On (SSO) Configuration
Account Access
CRM Settings
Dashboard Overview
See all 13 articles >
Team Management
Private Instance Team Add On
Agent Tags
Enterprise Lead Routing
Enterprise Permissions
Enterprise Organization and Hierarchy Overview
Reassignment Groups
See all 18 articles >
Reporting
Activities Timeline
Performance by Agent (Reporting)
Business Summary (Reporting)
Marketing Source Analysis
Email Accountability (Reporting)
Site Traffic Report
See all 7 articles >
Lead Capture
Zillow Two-Way Integration
Social Media Account Troubleshooting Guide
Social Studio Pro
Boost Post
Seller Report
Home Report
See all 48 articles >
Lead Management
Lead Import (via Lofty App)
Buyer Home Tour
Lofty Internal DNC List and Permission to Contact
Re-Run Lead Routing
Assignment Group
People Page
See all 26 articles >
Lead Nurturing & Automation
AI Writing Assistant
Scheduled Emails
Managing Smart Plans
Lofty Workspaces
Email Opt-In Status
Sending Email Address
See all 21 articles >
Lead Generation and Advertising
RESPA & Lofty
AI Marketing Assistant
Brand Awareness Ads
Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI
Google My Business Setup Guide for Google Local Service Ads (LSA)
Google Local Service Ads (LSA)
See all 12 articles >
Notifications
Dashboard Announcement Board
My Vs. Team Dashboards
Lofty Notifications
Opportunity Notifications
See all 4 articles >
Tasks and Appointments
Lofty Calendar
Task Management
Appointments
See all 3 articles >
Transaction Management
Commission Disbursement Authorization (CDA) Generation
Transaction Management Documents
Transaction Management Introduction
Transaction Management Checklists
How to Assign a Vendor, Partner, or Contact to a Transaction
Offer Management
See all 6 articles >
AI Assistant
Action Insight - Beta
AI Assistant: Manual Triggers and Recommendations
AI Assistant / Chatbot Qualification Process
AI Assistant / Chatbot FAQ
AI Assistant / Chatbot Setup Process
AI Assistant + Facebook Messenger
See all 8 articles >
Call and Text Packages
A2P 10DLC Registration
Personal Virtual Number
Enterprise Call/Text Packages
MMS, Image Messaging
Live Call Transferring
Text Templates
See all 26 articles >
Integrations
Google My Business Integration
HomeLight Integration
Apination / API Nation Integrations
Zapier Zaps + Smart Plans
Managing Authorization by Third-Party Apps & Services
Sisu Integration
See all 26 articles >
CMS Tool
General
Google, Zillow, and RateMyAgent Reviews Integration
Agent Websites vs. Agent Subdomains
Agent Websites
Agent Subdomains
See all 4 articles >
Website Essentials
Enterprise Websites
Accessibility / ADA / WCAG Solution
Start your Lofty IDX Website
MLS FAQs
How to Save / Restore Website Versions
Changing the Website Theme
See all 9 articles >
URL / Domain / SSL
Vanity Domain Purchase
Domain Configuration Guide
Website SSL Certificates
See all 3 articles >
Website SEO (Search Engine Optimization)
SEO Updates Timeline
Website SEO (Search Engine Optimization)
See all 2 articles >
Page Editor
Custom Website Fonts
Header Meta tags (Search Console)
Listings Pages
Market Snapshot Page
Link Page
Blank Page
See all 22 articles >
Block Library
Guide Block
Group Block
Embed Block
External Website Widgets
Form Block
List Your Home Block
See all 32 articles >
Listing Filter
Listing Filter Basics
Advanced Control Panel for Agent/Office Criteria
See all 2 articles >
Global Settings
Adwerx Integration
Personal Disclaimer
Block Emails
Website Team Info
Registration Pop-up Style & Settings
Google Chrome One-Click Website Registration
See all 20 articles >
Landing Pages
Landing Pages
See all 1 articles >
Website Custom Template
Website Template Library
See all 1 articles >
Mobile Apps
Lofty Mobile App
Lofty Real Estate App
Property Alerts & Market Snapshots from Mobile App
Merge Leads via Mobile App
Partial Lead Door Knock Feature
Download Lofty CRM Mobile App
How to Set Task/Appointment Reminders in the Lofty Mobile App
See all 11 articles >
Closely Mobile App
Introduction to Closely Mobile App
See all 1 articles >
Open House Tablet App
Open House Tablet App
See all 1 articles >
Help & Troubleshooting
Instagram Connection Troubleshooting
How to Submit a Product Request and Feedback
Feature Availability for Users in Canada
Post Codes Browser Settings - Canadian Users
Chime Bank Support (Not Lofty)
How to Contact Lofty Support
See all 6 articles >
Developers
Lofty API + OAuth 2.0
See all 1 articles >
Lofty Feature Updates
Feature Updates for Lofty 4.2
Feature Updates for Lofty 4.1
Feature Updates for Lofty 3.70
Feature Updates for Lofty 3.69
Feature Updates for Lofty 3.68
Feature Updates for Lofty 3.67
See all 111 articles >