Welcome to Lofty and to your guided setup experience! This process is designed to help users quickly configure your account and unlock all core features of the platform. Follow along step-by-step to get fully up and running.

1. Introduction Video

When you begin, you’ll be presented with a short introduction video.

This video provides:

• An overview of items to have ready
• What you’ll accomplish during setup 
• Tips to move through the process efficiently 

We recommend watching this before proceeding, so you understand the full journey.

2. Setup Experience Launches

After the introduction, the guided setup will automatically open.

This is your central checklist where:

• Each step is clearly outlined 
• Progress is tracked 
• New sections unlock as you complete earlier steps 

3. Profile Setup 

Your first actionable step is Profile Setup.

This section unlocks immediately and must be completed before moving forward.

Profile Setup Steps

In this stage, you’ll configure your marketing portfolio. 

1. Marketing Profile - Select your position within your business and upload a headshot image that will be used to build your marketing profile.

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2. Social Media - Link your social media accounts to Lofty to harness social posting features within the platform.

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Completing this ensures your account is properly personalized.

4. Website Setup 

Once your profile is complete, Agent Website Setup and the rest of your account setup become available.

Here, you’ll establish your online presence.

Agent Website Setup Steps

1. Set Your Website Prefix - To help you get started, we’ll create a free website that inherits your parent site’s content, MLS settings, and branding—saving you time on setup and paperwork. Just enter your preferred subdomain prefix (PREFIX.website.com)

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2. Connect MLS(s) - Verify your MLS membership to activate your site and unlock tools like property alerts, home valuations, and more. You will only be able to connect to the MLS(s) your account owner has connected at the company level. If you upgrade to a Full Agent Website, you will have the ability to apply to your own MLS(s)

5. Communication Setup 

Next, configure how you connect with your audience.

1. Connect Email - Connecting your email to Lofty will allow you to (a) synchronize email communication between your email application and Lofty and (b) automatically parse third-party new lead information from emails into Lofty.

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2. Connect Calendar - Manage your schedule in Lofty. Connect your calendars to ensure you never miss a meeting.

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This ensures you can send and receive messages seamlessly.

6. Build Database Setup 

Now it’s time to prepare your database.

1. Guide Video – Lead import video to guide you on the next steps

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2. Existing Leads - Add your existing contacts and clients to your Lofty platform.

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3. Zillow - Automatically synchronize your leads between Zillow and Lofty. Learn more here: Zillow Two-Way Integration

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4. Realtor.com - Automatically import your leads from Realtor.com to Lofty. Learn more here: Realtor.com Integration
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5. Lead Channel - Use your integrated email or lofty.me email address (below) to bring in leads from your third-party providers. 

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6. Automation Campaign - Utilize automated communication to engage your leads and provide them with valuable property/listing details.

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A well-structured database is key to managing relationships effectively.

7. Congratulations — You’re All Set!

Once all steps are complete, your setup is finished 🎉

You now have:

• A fully configured profile 
• Website foundations
• Communication tools ready 
• A structured database 

You’re ready to start using the platform to its full potential.

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 CRM.