Introduction

The Office and Team Add-Ons empower Lofty users to transform an individual Lofty platform into a cohesive, team-driven solution with enhanced marketing and management tools. These add-ons come packed with features like a dedicated website, lead routing rules, reporting, and more to improve efficiency and performance. Learn more about how Lofty supports Organizational Hierarchy here: Organizational Hierarchy in Lofty

Summary

• • Who can purchase an Office add-on?
  • Who can purchase a Team add-on?
  • Add-On Features
    • Branded Website
    • Lead Capture
    • Lead Routing
    • AI Assistant
    • Lead Pond
    • Smart Plans
    • Dedicated Reporting
    • Email Templates

Who can purchase an Office add-on?

Company and Office Owners can purchase an Office add-on. The Office Add-On can be purchased for $299/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 > Account Upgrades > Office Add-On.

Who can purchase a Team add-on?

All Lofty users, besides Company and Office Owners, can purchase a Team Add-On. The Team Add-On can be purchased for $299/month per Team. To purchase, navigate to Marketplace > Account Upgrades > Team Add-On. 

Add-On Features

Dedicated Website

The Office and Team Add-Ons come with a dedicated website that is branded to the Office or Team's identity. The site will require its own MLS approval to display data. This website will be managed by the Office or Team owner.  

Learn more here: Enterprise Websites

Lead Capture

Lead Capture channels can set the lead ownership to the Office or Team. Learn more about Lead Capture settings here: Lead Capture

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

AI Assistant

The Office or Team will get their own AI Assistant to follow up with leads that are owned by the Office or Team. 

Learn more here: AI Assistant / Chatbot FAQ

Lead Pond

Lead Ponds can be created at the office or team 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

Smart Plans

Set Smart Plans at the office or team level to automated lead follow-ups and improve business conversation rates for the agents in your office. Learn more here: Managing Smart Plans

Dedicated Reporting

Business data reporting is generated at the office or team level. This data can be used for business analysis, observing lead behavior, and monitoring the performance of agents in your office or team. Learn more here: Reporting

Email Templates

Configure office or team-level email templates that your 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.