Steps for getting started:

1. Make a learning plan
2. Attend Onboarding Courses
3. Make note of resources
4. Set up your WEBSITE
5. Set up your CRM
6. Review how to use Lofty

Need Help Picking a Course to Attend?

 

Choose a live group training to attend from our schedule:

Register for live trainings here: Lofty Live Training Calendar

 

 

You can also utilize Lofty’s Learning Center to find Additional Onboarding Courses. 

• Onboarding: Agent Platform (lofty.me) 
• Onboarding: Enterprise Platform (lofty.me) 

Resources

Make note of the following resources that you can take advantage of as you get started:

Lofty Help Center

https://help.lofty.me/hc/en-us

Lofty's searchable database includes articles, training videos, and step-by-step instructions.

- Click HERE for CRM articles

- Click HERE for Website articles

Lofty Support

support@lofty.com

1 (855) 981-7557 | 8:00 am - 5:00 pm Pacific Time

Lofty User Forum Facebook Group

https://www.facebook.com/groups/loftycrm

Lofty's Official User Group. Join in the conversation! This is a place to collaborate and discuss general real estate topics and other topics related to the Lofty platform. 

Website Setup

Set up the basics on your website by clicking the links below. Each will open in a new tab. Come back to this list when you are ready to continue!

1. Complete MLS Application(s) and start Your Lofty IDX Site
2. Set up the website header
3. Set up the website footer
4. Set up the hero image/video
5. Finish your "About Us" page
6. Add neighborhood/city pages
7. Choose your featured listings
8. Configure your domain for your brand

CRM Setup

Get the basics ready in your CRM by clicking the links below. Each of these will also open in a new tab. Come back to this list when you are ready to move on!

1. Set up your CRM profile
2. Choose your preferences
3. Add agents, and lenders, and choose agent roles
4. Set up all integrations
5. Define your pipeline stages
6. Set up your segments
7. Select auto property alert settings
8. Build personalized Smart Plans
9. Set up your virtual number
10. Configure lead routing (if applicable)
11. Set up lead capture sources
12. Import your leads to Lofty
13. Download the mobile app and log in

Step-by-Step Guides 

The following sections in the Lofty Help Center include articles that will give you an in-depth view of how to get the most out of the Lofty platform. If you are looking for information on a specific topic, be sure to take advantage of the Help Center search bar and type in keywords that might apply.

• CRM
  • Account Settings
  • Notifications
  • Team Management
  • Reporting
  • Lead Management
  • Lead Nurturing & Automation
  • Tasks and Appointments
  • AI Assistant
  • Call and Text Packages
  • Integrations
  • Lead Capture
• Website
  • Website Basics
  • Lofty Lead Generation
  • URL / Domain / SSL
  • Website Essentials
  • Page Editor
  • Block Library
  • Listing Filter
  • Global Settings
  • Landing Pages
• Mobile App
  • Lofty Mobile App

FAQs:

• I am a Team Owner, can I also share the training schedule link with my members if they want to join?
  • Yes, but they must keep in mind that there will be some features unavailable to them as they are only available at the admin level. There is agent-specific training available in the learning center that may be more helpful to a team member. Please see Lofty Learning Center - Agents for more information.
• Do you have a Live Q&A session during the webinars or do they just watch a training video?
  • There is a live Q&A after every webinar.

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.