The Buyer Tour tool allows Lofty users to create a listing showing itineraries for potential home buyers. This tool allows you to set the meeting time and location, as well as all the homes on the tour, and calculates the estimated travel time between each stop. If the home buyer has created a profile on your Lofty website, they are able to view the tour itinerary there and leave feedback for all of the homes they tour.
- Setting up the Buyer Tour
- Edit Buyer Tour
- The Lead Experience
Setting up the Buyer Tour
From the Calendar
Navigate to the Lofty calendar, click "+Create" and select "Add Buyer Tour"
A pop-up will prompt you to select the lead that is taking the tour. Enter their information here to find the lead in the CRM.
Once the lead has been selected, you may start planning the tour. Click "Start Planning" to begin.
Once you start planning, click "Add Listing" to add homes to the buyer's tour. Don't forget to also set a meeting location and time. If you need to change the order of the listings on the tour, click and hold the three-line icons to drag and drop the listings into their new order.
Click the three dots icon to contact the listing agent, view the listing details, or delete the listing from the tour.
By default, the tour will begin at 8 AM the following day. The tour will be added to your Lofty calendar, so please remember to schedule the correct time and date. The default time spent at each listing is 30 minutes, but can be as long as 2 hours. The tour will fail to generate if there are more than 10 listings on the tour and if the tour lasts longer than 24 hours.
Once the tour has been saved, you have the option to view the tour and email the tour to the lead. When sending the email, the template is pre-written and can be edited prior to sending. Be sure to click "Confirm" to save the tour.
From the Listings Page
Navigate to Listings and check the box next to at least one listing. Once the box is checked, click "Create Buyer Tour" to get started.
Next, the selected listings will be added to the tour and you will be prompted to select the lead for the tour.
Once the lead is selected, you have the opportunity to edit the tour. Again, remember to set your starting location, time, and date.
From the Lead Profile
Navigate to the lead's profile and select "Create Buyer Tour" from the menu in the three-dot icon.
Next, you may begin building the tour, exactly the same as described above.
Edit Buyer Tour
When a buyer tour has been scheduled with a lead, the tour will be available in the Appointments section of the lead profile.
Click the '...' menu to see the Buyer Tour Options.
Click Edit to change the Buyer Tour. This will open the tour and you have the ability to rearrange the tour order, delete the listing from the tour, and add another listing to the tour.
The Lead Experience
If the lead has set up a profile on your Lofty website, they are able to view any scheduled and completed tours in the "My Tours & Showings" section of their account. The lead is also able to provide feedback on the listings they tour. This feedback will be available to view on the lead's profile in the Lofty CRM.
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <email@example.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM.