How can we help you?
Getting Started
CRM
-
Dashboard
-
Listing Alert
-
Showing
-
Account & Permissions
- Private Instance Team Add On
- Single Sign On (SSO) Configuration
- Agent Tags
- Enterprise Permissions
- Enterprise Organization and Hierarchy Overview
- Complete your Lofty Profile, Email Signature
- CRM Settings
- How to reset your Lofty Password
- Log In to your Lofty Account
- Permissions
- See all 0 articles >
Billing
Security and Account Access
Team Management
User Settings
-
Lead Management
- Facebook Lead Form Ads + Lofty Integration
- Lead Capture/Email Parsing
- Realtor.com Integration
- Zillow Integration
- Zillow Two-Way Integration
- Lead Pond
- Lead Privacy: Company/Team Leads vs. Private Leads
- Partial Lead Door Knock Feature
- Partial Leads
- Assigning Leads to Custom Roles
- Assignment Group
- Duplicate Leads + Merging Duplicates
- Enterprise Lead Routing
- In-Depth: Round Robin & Next Up
- Lead Export
- Lead Import (via CSV/Spreadsheet)
- Lead Import (via Google Contacts)
- Lead Import (via Lofty App)
- Custom Fields
- Lead Organization with Filters
- Lead Organization with Pipeline Stages
- Lead Organization with Segments
- Lead Organization with Sources
- Add a Lead
- How to Delete/Erase Leads
- How to Manage the Family Members of a Lead
- Lead Phone Number Validity
- Lead Profile Page
- See all 0 articles >
Assigning Leads & Collaboration
Lead Capture
Lead Category & Privacy
Lead Distribution
Lead Import & Export
Organize Leads
People List & Detail Page Overview
-
Notifications
-
AI Assistant
-
Lead Communication & Automation
- Adding / Removing Call or Text Packages
- Billing, Usage, and Availability for Call/Text Packages
- Call/Text Package Settings
- Enterprise Call/Text Packages
- Three Line Dialer Guide
- Availability (Working Hours) for Phone Calls
- Call List (Standard)
- Call Questionnaires
- Call Scripts
- Calling Leads Best Practices
- Email Opt-In Status
- Email Subscription Status
- Email Templates
- How to Add a Video to Emails
- How to Add a YouTube Video to Emails
- Company Number
- Getting Started with a Virtual Number
- Personal Virtual Number
- Port In Number(s) to Lofty
- Port Out Number(s) from Lofty
- See all 0 articles >
A2P 10DLC
Call and Text Packages
Calling
Email
Lead & Agent Variables
Mass Emails & Texts
Smart Plan
Tasks and Appointments
Texting
Virtual Number
Workspace
-
Listing (CRM)
-
Marketing & Advertising
- 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
- Marketing Section - Lofty Lead Capture Tools
- Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI
- See all 0 articles >
Ads Compliance
Brand Awareness
Geographic Farming
Lead Generation
Listing Ads
Marketing Tools
-
Integrations
- Gmail Email Integration
- IMAP/SMTP Email Integration
- Office 365 Email Integration
- Sending Email Address
- See all 0 articles >
API Nation Integration
Audio & Video Integrations
Chrome Browser Integrations
CMA Integrations
Document Integrations
Email Integrations
Google Integrations
Integration FAQ
Lead Integrations
Lead Scoring Integrations
Microsoft Integrations
Transaction Integrations
Zapier Integrations
-
Transactions
-
Reporting
-
Add-Ons
- How to Create a CMA and Listing Presentation
- How to Create a CMA Template
- How to Purchase the Lofty Present Add On
- Auto-Generated Listing Videos
- Automatic Listing Posts
- Introduction to Social Studio Pro
- Social Media Feed Block
- See all 0 articles >
Home Report
Lofty Present: CMA and Listing Presentation
Seller Report
Social Studio
Social Studio Pro
Website
-
Landing Page
-
Featured Area
-
CMS
-
Member Website
-
SEO (Search Engine Optimization)
- Enhancing Real Estate SEO through Strategic Backlink Building
- Google Search Console: Understanding Index Coverage Issues
- How Lofty Supports SEO
- Navigating Common SEO Pitfalls in Real Estate
- Edit Website Meta Tags
- Header Meta tags (Search Console)
- Search Engine Optimization (SEO) Tool
- SEO Checklist and Page Report
- SEO Optimization and Google Search Console Integration
- See all 0 articles >
SEO Best Practices
SEO Tool
-
Lead Conversion
-
MLS (Multiple Listing Service)
-
Listing Filters
-
Domain
-
Financial
-
Reporting
-
Reviews
-
Templates
-
Integration
-
Blog
-
Customization
-
Listing Plugin
-
Closely