Introduction

*Please note that the features available to you on the Lofty platform will vary depending on the package you have purchased. For any questions in this regard, please reach out to your assigned Customer Success Manager or our Support Team for more information.

Release Date

The release date for this set of features is Monday, November 4, 2019.

Summary

• Import Reverse Option
• Add a Lead / Edit a Lead Field Consistency
• Bounced Email Filter
• Market Report Timing Optimization
• Open House Form Creation with MLS Data
• Opportunity Notification for Additional Form Submissions
• Transaction Customization

Import Reverse Option 

When importing leads, there is often a need to reverse the import and remove the leads that were created because the import was done incorrectly, etc. Lofty now allows users to reverse their import after one has already been processed as long as it is within 24 hours of actually importing the leads. This option is available under Settings > Features > Lead Import > Import History. 

This will work regardless of whether the leads have been contacted, etc. The option will no longer be available after 24 hours of processing the import. The leads will be deleted completely from the system with this option--meaning they will not be sent to the "Deleted Leads" section of the People page.

Add a Lead / Edit a Lead Field Consistency

Prior to this update, when adding a lead and editing a lead, the options available were different. Now, however, they are the same in both situations in order to stay consistent. 

Bounced Email Filter

An additional filter has been added on the People page that now allows Lofty users to filter their leads by those who have had an email address marked as "bounced." If that email is manually marked as "valid" by the Lofty user, it will no longer show up on the filter. This filter only applies to primary email addresses.

The filter option is available under the People page and "Contact Info" on the left side:

Market Report Timing Optimization

Lofty has optimized the schedule that a market report is sent out in order to make sure the data is ready before sending out an email with incomplete information. The market report will now be sent out after the data from the prior month is available--typically on the 5th of each month.

Open House Form Creation with MLS Data

When creating an Open House form via Lofty, the details and images of that property can now be auto-populated directly from the MLS. The option to manually upload an image is still available.

*This feature is currently only available on the Web App but will also be an option via the Mobile App in an upcoming release.

Opportunity Notification for Additional Form Submissions

In addition to the Opportunity notifications mentioned in this Help Center article: Opportunities, Lofty now supports an additional opportunity push and email notification when a current client completes a form on the "Lead Generation" landing page template as well as on the lead form found on neighborhood pages of Templates 1 and 2 (currently not on 3 and 4 because the form disappears for current clients on those templates). 

With each of these, a notification will be triggered like the following:

There will also be a note added on the lead profile indicating where the form was filled out on the website:

Transaction Customization

When adding/editing a transaction in Lofty, additional debits/credits can now be recorded per transaction. This is where each of them is recorded:

A summary of this information is also viewable on the Transaction Management page as seen here:

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> or by phone at 1 (855) 981-7557.