Introduction

Lofty CRM now logs Preference Profile activity in a lead's activity timeline. When a lead's property search preferences are created or updated, either by the lead through the website or by an agent in the CRM, a timeline event is recorded so you have a complete history of how their search criteria have changed over time.

Summary

• What Are Preference Profiles?
• Preference Profile Timeline Events
• How to View Preference Profile History
• Why This Matters

What Are Preference Profiles?

A Preference Profile captures a lead's property search criteria, including:

• Property type (single family, condo, townhouse, etc.)
• Price range (min/max)
• Bedrooms and bathrooms
• Location (cities, ZIP codes, neighborhoods)
• Other filters (garage, pool, lot size, etc.)

Leads can update their preferences directly on the Lofty-powered website, or an agent can update them manually in the CRM.

Preference Profile Timeline Events

The following events are now recorded in the lead's activity timeline:

How to View Preference Profile History

1. Open the lead's profile
2. Look at the Activity Overview Timeline
3. Update to the search Preferences will be available on the overview
4. Click any preference event to expand it and see the full details of what changed

Why This Matters

Tracking preference changes gives you powerful insight into where a lead is in their search:

• Price range expanded → lead may be getting more serious and exploring more options
• Location narrowed → lead is zeroing in on a specific area — great time to send targeted listings
• Preferences not updated in 60+ days → lead may have gone cold or found a property

Use this data to time your outreach and personalize your follow-up based on what the lead is actually searching for.

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.