Introduction

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Important: Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons that you have purchased as well as the account type that you have (admin/standard user). These features are subject to change at any time.

Release Date

Monday, September 8, 2025

Summary

• Lead Ownership Simplification
• PandaDoc Integration
• Sales Assistant Chat Box Update
• AI Marketer Update - September 24th Release
• AI Copilot Generated Multi-Step Tasks (BETA)
• Lofty Bloom Self-Purchase

Lead Ownership Simplification

We’ve simplified lead ownership for accounts with the Only allow Company-Owned Leads advanced setting enabled. When this setting is enabled, all leads are automatically company-owned, and ownership fields are hidden across the platform (lead profiles, people pages, and imports. This reduces complexity and confusion for agents that manage leads at the company level.

If your company needs individual lead ownership, it can be enabled anytime under Settings → Permission Profiles → Advanced Settings. Existing ownership data is preserved and will reappear if Flexible Lead Ownership is turned back on.

Learn more here: Lead Ownership

PandaDoc Integration

Lofty now supports PandaDoc for electronic signatures. Connect your existing PandaDoc account or create a new one directly from Lofty via the Marketplace, Personal Settings → Integrations, or the Transaction Detail Page → Documents → E-Sign. Once connected, documents (PDF, DOCX, RTF) can be bundled, sent for signature, and tracked in Lofty, while edits and signature setup are completed in PandaDoc.

The Send for E-Sign menu now shows all connected providers, giving users flexibility to choose between DocuSign and PandaDoc. Please note: PandaDoc does not support passing email subject or message content from Lofty, and you must allow browser pop-ups for the editor to open.

Learn more here: PandaDoc Integration

Sales Assistant Chat Box Update

The Sales Assistant website chat box now supports common markdown formatting, making conversations clearer and more professional. Messages can include line breaks, bold text, lists, hyperlinks, and other frequently used styles, improving readability and presentation compared to the previous plain-text format.

Learn more here: Getting Started with AI Sales Assistant

AI Marketer Update - September 24th Release

The following features will release on September 24th.

AI Marketer's capabilities are expanding to include an AI Competitor Analysis that informs your personalized Social Strategy. 

AI Social content will be generated 1 week at a time and does not require email authentication to post any more. 

We've improved the post list and engagement timeline so you can be better connected with the activity that takes place across your connected channels!

We now support AI-generated captions for listing auto-posts! These unique captions are optimized for engagement and social media algorithms. 

For more information on AI Marketer, visit AI Marketer.

AI Copilot Generated Multi-Step Tasks (BETA)

AI Copilot can now create multi-step task plans to help you stay on top of lead follow-ups. When viewing a lead or asking Copilot to handle multi-step actions (like sending weekly emails), it will generate a suggested plan with emails, texts, and call reminders. Once you review, adjust, and activate the plan, it will show up in the new “Lofty AI” calendar view as well as on the Lead Detail Timeline.

If a lead replies while a plan is running, Copilot automatically stops the remaining tasks and notifies you to take over. This makes follow-ups more consistent and less manual, while still giving you full control!

This feature is currently being BETA tested. Learn more here: Using AI Copilot Multi-Step Tasks

Lofty Bloom Self-Purchase

Bloom self-purchase is available, allowing you to purchase directly from the Bloom intro or zip code check page. The guided flow allows you to select up to 6 zip codes and configure the campaigns yourself. Each service area requires its own Property Monitor setup, along with postcard approval and lead capture settings.

This update eliminates the need for manual assistance from Lofty, giving you full control to purchase and launch Bloom campaigns quickly and independently. Learn more here: Lofty Bloom

Questions?

If you have any questions regarding this topic or any others, please contact 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.

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