Welcome to Lofty!

Let's get started:

Complete Your User Guided Setup

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Join Live Training Sessions

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Additional Resources

Getting Started with Lofty

Welcome to Lofty! This guide will walk you through the essential first steps—setting up your account, joining live trainings, and accessing the resources you’ll need for continued success

1. Complete Your User Guided Setup

Before you dive in, you'll need to complete the User-Guided Setup to ensure your profile, preferences, and system settings are ready to go.

• Follow the step-by-step guided prompts in your CRM.
• Use the Agent Settings Checklist PDF located at the bottom of this article for a detailed walkthrough of what to configure
  This will ensure your account is optimized and you’re ready to take full advantage of Lofty.

2. Join Live Training Sessions

Lofty hosts live training sessions every weekday, guiding you through key tools and workflows with dedicated time for Q&A.

• Agent Training Catalog:
  • Make Money With Lofty (Training #1) → This is the first place you'll want to start as a new agent in Lofty. Learn how Lofty helps you generate leads, close deals, and get ROI.
  • Close More, Earn More: Engage & Convert (Training #2) → Ready to unlock your lead potential? Learn how to organize your database, connect with leads, and use AI to uncover opportunities that turn every lead into a win.
  • Smart Follow-Up: Automate Your Business (Training #3)→ Automate emails, texts, and campaigns with Lofty Smart Plans to nurture leads, stay connected, and free up time to focus on your hottest prospects.
  • Expand Your Reach: Market Your Business (Training #4)→ Learn how to harness Lofty’s marketing tools to showcase your brand, generate more leads, and create content that captures attention.

Additional Training:

• Agent Q&A Session (Weekly) → Open forum where you can bring any questions and get guidance from Lofty trainers.
• Lofty App → See the Lofty Mobile App in action and learn how to take your business with you on the go!

👉 View the full schedule and register here: Lofty Training Calendar 

💡 Tip: For the best learning path, begin with Make Money With Lofty (Training #1), then advance to Close More, Earn More, and Smart Follow Up.

In addition to live sessions, you’ll find a library of video recordings inside your Lofty CRM — perfect for on-demand learning or quick refreshers. Access guides, tutorials, and best practices anytime by clicking the question mark icon.

3. Additional Resources

Your Lofty journey doesn’t stop at setup and training. Be sure to bookmark these ongoing support resources:

• Help Center → Step-by-step guides, FAQs, and troubleshooting articles
• Lofty Support Team → Available via chat, email, or phone directly inside your CRM.
• Lofty Facebook Group → Join the community to share ideas, ask questions, and connect with other Lofty users.

✨ Use these resources to hit the ground running—set up confidently, master new skills, and unlock your success with Lofty.

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 Communication & 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
• 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.