Introduction

Lofty users can collaborate on leads in a variety of ways using the Lofty platform, even across Groups on an Enterprise account. This article will describe all of those options. 

Summary

• Lead Access
• Collaborating / Sharing Notes
• Tasks
• Document Sharing
• Lender Collaboration

Lead Access

If you want certain people to have access to leads within your account, you can manage their visibility via lead privacy and user permissions. 

• Lead Privacy: Team Leads vs. Private Leads
• Team Permissions

In summary, as long as a user has access to a lead, collaboration can happen between those users within the lead profile.

Collaborating / Sharing Notes

By design, all notes and logs will be shared with anyone who has access to a lead. When a note is made, all individuals in the "Assigned To" section (and those with admin access) will have access to view that note. No notifications will be sent to those individuals by default, however. Instead, in order to send a notification to another user with access to that lead, users can @tag each other in notes to send notifications to the other party by doing the following within a lead profile for a specific lead. . .

This is what the sender would see when doing the @tag:

When the @tag is used, a push notification will be triggered via the app/web as well as via email to the person tagged. This is the ideal way to communicate between participating parties.

On the receiving end, this is what the web app notifications will look like:

The email notification looks like this and includes a link to the lead profile as well as a copy of the note:

The mobile app notifications look like this:

Tasks

Tasks can be assigned to anyone who has access to that lead. 

The assignee will then receive a notification that a task is assigned to them. There is no email notification for tasks, but there is a web app and mobile app notification.

Here is what the web app notification for a task assignment looks like: 

Here is what the mobile app notification looks like:

Document Sharing

Any documents added to a lead profile will be accessible to any user who has access to that lead.

Lender Collaboration

For more information on how to collaborate between agents and lenders, see the following article: Lender and Agent Lead Collaboration.

Lead Referrals

You can share a lead with any other agent, even if they are not on the same Lofty account as you. Leads can be shared via email or text, or via the chat feature in the mobile app.

Note: You can only share a lead if you are that lead's primary assigned agent or if you have the Access All Team/Company Lead permission enabled on your Lofty account.

Invite via Email

Enter the email address of the agent you would like to share the lead with. They must click "Accept Lead" on the invitation email to view the lead detail page. They will need to log into or create a Lofty account to access the lead's information.

Share via Chat

This invite method is only available on the Mobile App. Clicking on the lead card will open the lead detail 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.