Introduction
The Office Add-On creates your organizational structure. Set your own office website, lead routing rules, reporting, and more to improve efficiency and performance. Learn more about your Enterprise account hierarchy here: Enterprise Organization and Hierarchy Overview
Summary
Who can purchase an office add-on?
Company and Office Owners have the ability to purchase an office add-on. The Office Add-On can be purchased for $399/month per office. The office add-on allows you to create your company structure and place your agents in the correct offices. To purchase, navigate to Marketplace > Office Add-On
When creating a new office, there are two (2) options to select who will be paying for the office add-on. You can either pay for it yourself or you can invite another user to pay for the office and be the office owner. If you choose to invite another user to be the payer, the office will be inactive until they accept the invitation and provide their payment details.
Office Add-On Features
Office Website
The Office Add-On comes with an Office-level website that is branded to the Office's identity. The site will require its own MLS approval to display data. This website will be managed by the Office Owner.
Learn more here: Enterprise Websites
Office Lead Capture
Lead Capture channels can set the lead ownership to the Office. Learn more about Lead Capture settings here: Lead Capture
Office Lead Routing
Lead routing can be set up to assign leads from your office sources to the agents in your office. Navigate to Settings > Office > Lead Routing to access the Office specific lead routing rules. Learn more here: Enterprise Lead Routing
Office AI Assistant
The office will get its own AI Assistant to follow up with leads that are owned by the office.
Learn more here: AI Assistant / Chatbot FAQ
Office Lead Pond
Lead Ponds can be created at the office level. A lead pond is a place to store leads that are not assigned to any specific agent. The pond can also be used as an alternative lead distribution method, outside of your lead routing rules. Learn more here: Lead Pond
Office Smart Plans
Set Smart Plans at the office level to automated lead follow-ups and improve business conversation rates for the agents in your office. Learn more here: Managing Smart Plans
Office Reporting
Business data reporting is generated at the office level. This data can be used for business analysis, observing lead behavior, and monitoring the performance of agents in your office. Learn more here: Reporting
Office Email Templates
Configure office level email templates that your office members can use to efficiently communicate with leads. Learn more here: Email Templates
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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