Purchasing a home is usually a family decision, thus all the decision-makers in a family need to be considered and contacted by real estate agents. Lofty supports easy management of leads' family member info. Follow this guide to learn how to create and manage a lead's family members.
Create Family Members For A Lead
To create family members for a lead, click "+Add Family Member" in the Lead Details section of a lead's profile page.
Enter the family member's information in the fields that appear on the right side. You may want to input e.g. husband, son, in the Relationship field to note the relationship of this family member to the lead.
Auto Emails in the Smart Plans, Auto Property Alerts, and Market Reports will also be sent to the family members of a lead. If you want the family member to not receive these kinds of automated emails set up for the lead, check the corresponding option in the Family Member Unsubscribe options.
Click "Save" when you finish. Shortly after, you will see the family member's information on the left side of the lead's profile page. You can add up to four family members.
Contacting a Lead's Family Member
To contact a lead's family member via call, email, or text message, click the down arrow on the right of the Call, Email, or Text button on the top left of the lead's profile page. The emails or phone numbers of the family members will be shown in the menu that appears. Click the one you want to contact the family member with.
- Please note that currently, any communication made to a family member on a lead will show up on the lead profile as if you are contacting the primary lead. Keep that in mind if you plan on merging leads. You can always reference the email address and/or phone number and who it belongs to in order to distinguish who the communication was with, but it will display as if it was always to the primary lead. If that will not work for your established workflow, an alternative option of connecting two leads could be to copy the URL for one lead, add it as a note in another lead, and pin that note to the top. Repeat the other way around. By doing this, you have connected the two leads, who are completely separate, but you do have a pinned note pointing out their relationship.
- Currently, any mass email sent to leads will only be sent to the primary lead, not the family members of that lead.
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.