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 builds the client-facing presentations that win listings and guide buyers — CMAs (comparative market analyses) and full listing presentations. You create them here, tie them to a client, then present live or share as a PDF.
Opening Lofty Present
In the left menu, go to Content Studio → Lofty Present. The page lists your presentations.
Reading the List
Each presentation shows:
- Presentation Name and its type — CMA, Seller Presentation, or Buyer Presentation.
- Estimated Price, Last Updated, and the linked Client and Linked Agent.
- View Report — icons to present on screen or open the PDF.
- Actions — edit and delete.
Use All Types to filter by presentation type.
Creating a Presentation
- Click Create (or Add New).
- Choose what to build:
- CMA — a comparative market analysis that prices a property against comparable sales.
- Listing Presentation — a full presentation to walk a seller or buyer through your value and plan.
- Build the presentation in the editor, then save it.
Presenting and Sharing
From the list, use the View Report icons to present the finished piece on screen during an appointment or to download it as a PDF to send to your client.
Tip: Link the presentation to a Client so it's attached to that lead's record and easy to find later.
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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