Steps for getting started:

1. Complete your Guided Setup

2. Set up your Office / Team CRM

3. Set up your Office / Team Website

4. Attend Live Training Sessions

5. Additional Resources

Welcome to Lofty!

This guide will walk you through the essential first steps—setting up your office, 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 upon logging into your CRM. This will ensure your account is optimized, and you’re ready to take full advantage of Lofty and setup your Office/Team.

2. Set up your Office / Team CRM

Click the links below to get the basics ready in your Office / Team CRM. Each link will open in a new tab. When you are ready to move on, come back to this list! 

1. Office and Team Add-Ons 
2. Office Lead Capture 
3. Office Lead Routing 
4. Office AI Sales Agent 
5. Office Virtual Number 
6. A2P 10DLC 
7. Office Smart Plans 
8. Office Email Templates 
9. Office Text Templates 
10. Office Reporting

3. Set up your Office / Team Website 

1. Initiating your Office Website 
2. Connecting your MLS 
3. Website Basics 
4. Lofty Lead Generation 
5. URL / Domain / SSL  
6. Page Editor 
7. Block Library 
8. Listing Filter 
9. Landing Pages

4. Join Live Training Sessions 

Lofty hosts Lofty Live Training Webinars every weekday, guiding you through key tools and workflows with dedicated time for Q&A.

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.

5. 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.

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.