Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Lofty Present is where you build and store CMAs (Comparative Market Analyses) and listing presentations for your clients. The page lists everything you've created, with quick links to view each report and add new ones.
Opening Lofty Present
- In the left menu, go to Content Studio → Lofty Present.
The page opens with the header Lofty Present, a workspace switcher next to it, Create and Ask Lofty AI buttons in the top-right corner, and a table of every CMA and presentation you've made.
Reading the List
The table shows, for each item:
- Presentation Name — the title you gave it, with the type underneath (CMA, Buyer Presentation, or Seller Presentation).
- Estimated Price, Last Updated, Client, and Linked Agent.
- View Report — icons to view the report online or as a PDF.
- Actions — an edit icon to open the item again.
Use All Types in the top-left corner to filter the list by presentation type.
Note: A red warning icon next to an item's name flags something that needs your attention, such as missing information.
Adding a Team Member
Click + Member in the top-right corner to add a teammate who can access this workspace's presentations.
Starting a New CMA or Presentation
- Click Create in the top-right corner.
- Choose CMA or Listing Presentation from the menu.
Note: Each option opens its own multi-step builder. This article covers the Lofty Present list; a separate article will walk through building a CMA or presentation step by step.
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.
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