Introduction
An important part of any productivity tool is notifications. This is especially the case in the real estate world knowing that timing is everything. Lofty's goal is to enable its users to act quickly regarding important aspects of the system.
This is done via notifications that are outlined in this article.
Summary
Editing Notification Settings
To edit your notification preferences, navigate to Settings > Notifications.
On this page, you can toggle on/off any notifications that you would like as well as choose the notification methods that you would prefer (email/text/push).
Any edits to the push notifications via the web app will also sync to your mobile app as well (and vice-versa).
*Please note that some notifications are not available via text.
To edit from the mobile app, do the following. This is on an Apple, but Android will be very similar.
*Please keep in mind that your notifications must be enabled for the Lofty CRM app in your mobile settings. Learn more: How To Setup Lofty Notifications on Your Mobile Phone
Notification Samples
Push Notifications (Web and App)
The same notifications will trigger on both the web app and the mobile app. In other words, there will be a push notification both in the web app and the mobile app.
Here are the different push notifications that will trigger:
| Notification | Trigger |
| New Email | There is a new email received at the _____@lofty.com email address or synced from the integrated email account. |
| Sharing Note | Another agent or lender has @tagged you in a note. |
| Missed Call | When you have missed a call to your Lofty virtual number. |
| Lead Import | When your .csv file import or phone contact import is completed |
| Lead Export | When your .csv lead export is completed |
| New Lead Alert | When a new lead has entered your CRM from any source except the manual import. |
| New Lead Alert (Lead Routing Reassigned) | When a lead is assigned to you via a rule in lead routing. Applies to "Next Up" or "Blast Alert" |
| New Lead Alert (Manually Reassigned) | When someone assigns a lead to you manually. |
| New Partial Lead Alert | When there is a new partial lead generated via your website's Home Evaluation page. |
| Reassign Partial Lead Alert | When someone assigns a new partial lead to you manually. |
| Opportunities | When existing leads generate specific actions. Refer to this article for criteria: Opportunities. |
| New Task | When someone creates a new task with you as the assignee. |
| Task Reminder | Triggered 30 minutes before task start time. |
| New Appointment | When someone creates a new appointment for you. |
| Appointment Reminder | Triggered 30 minutes before appointment start time. |
| New Message Notification | When a lead sends you a text message or sends a chat message on the website. |
| AI Assistant Notification | There are Text and Push notifications related to AI Assistant, click here to learn more. |
There are three notification types in the CRM web view.
General Notifications
You can access this by clicking on the "bell" icon in the top-right when logged into the web CRM. The notifications will be sorted into the following categories:
- Lead
- @Me
- Comms
- Transaction
- Task
- AI Assistant
Task Reminders
You can get to the Task Reminder section by clicking "Task" from the notification categories:
When a task or an appointment is created manually, or tasks are created from Smart Plans, you will receive a task reminder or an appointment reminder 30 minutes before the task or appointment time.
You can also receive a New Task or New Appointment notification if other team members create a task or appointment for you.
Opportunities
You can enter the Opportunity notification center by clicking the "computer" icon in the top-right corner of the CRM web navigation.
Learn More: Opportunities
Email Notifications
The following are the types of email notifications that are triggered in Lofty:
| Notification | Trigger |
| Daily Insight | Sent to Lofty users every day. Contains a summary of leads, tasks, and lead activities. |
| New Lead Alert | When there is a new lead entering your CRM from any source except the manual import. |
| New Lead Alert (Lead Routing Reassigned) | When a lead is assigned to you via a rule in lead routing. Applies to "Next Up" or "Blast Alert" |
| New Lead Alert (Manually Reassigned) | When someone assigns a lead to you manually. |
| New Partial Lead Alert | When there is a new partial lead generated via your website Home Evaluation page. |
| Reassign Partial Lead Alert | When someone assigns a new partial lead to you manually. |
| Showing Request | When a lead submits a showing request on a listing detail page of the IDX website. |
| Leaves a Message | When a lead leaves a message in the "Get more information" or "Leave a message" web forms. |
| New Submission | When a lead who is logged in already submits a contact form on the Lofty website, an email notification will be sent to the Lofty user. |
| Sharing Note | Another agent or lender has @tagged you in a note. |
The "New Submission" email notification looks like the following:
The "Sharing Note" email notification looks like the following:
Text Notifications
The following are the types of text notifications that are triggered in Lofty:
| Notification | Trigger |
| New Lead Alert | When there is a new lead entering your CRM from any source except the manual import. |
| New Lead Alert (Lead Routing Reassigned) | When a lead is assigned to you via a rule in lead routing. Applies to "Next Up" or "Blast Alert" |
| New Lead Alert (Manually Reassigned) | When someone assigns a lead to you manually. |
| New Partial Lead Alert | When there is a new partial lead generated via your website's Home Evaluation page. |
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.
Comments
0 comments
Article is closed for comments.