Welcome to Lofty!

Let's get started:

Getting Started Guide

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Make note of resources

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Set up your subdomain website

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Set up your CRM

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Review how to use Lofty

To register for Agent Training sessions, click the calendar below, or visit https://lofty.com/training

Getting Started Guide

Attend your Getting Started Courses here: Learning Center (Onboarding Courses )

• Onboarding: Agent Platform (lofty.com)
• Onboarding: Enterprise Platform (lofty.com)
• Onboarding: Multi-Team Platform (lofty.com)
• Onboarding: Enterprise Group Owners (lofty.com)
• Onboarding: Premier Platform (lofty.com)
• Onboarding: Core Platform (lofty.com)

Resources

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

Lofty Help Center

https://help.lofty.com/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 as well as other topics related to the Lofty platform. 

Subdomain Website Setup

*If you will not be using an agent subdomain, you can skip this part of the article.

Does your team allow for agent subdomain websites to be set up? Lofty supports the ability of each individual agent on a team to have a subdomain website. However, not all teams are set up this way. If you need a subdomain website, please check with your Team Owner/Admin. They can reference Add Websites for Your Team Members for more information. 

You can find out more information about what can and cannot be configured on an Agent Subdomain by referencing THIS article.

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. Set up all integrations
4. Learn how to move leads through the pipeline
5. Learn about using segments
6. Select auto property alert settings
7. Learn about Smart Plans
8. Set up your virtual number
9. Set up lead capture sources
10. Import your leads to Lofty
11. 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

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.