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
Open House Forms let you collect sign-in information from visitors at a showing or open house, either as a simple form or a full questionnaire, and route the leads it captures into your CRM.
Opening Open House Forms
- In the left menu, go to Content Studio → Open House Form.
The page opens on the Forms tab, with Create and Ask Lofty AI in the top-right corner. A second tab, Questionnaires, sits next to it.
Browsing Forms
Each form is shown as a card with the property photo, the address, who created it (Created By), and a lead-count icon.
- Filter by Agent Name or Office using the dropdowns above the grid.
- Use the Search box to find a form by address or name.
Note: A card can show Failed to upload N leads with a View Details > link when some of the leads collected at the open house couldn't be imported.
Creating a Form or Questionnaire
- Click Add New in the top-right corner.
- Choose Forms or Questionnaires from the menu.
Note: Each option opens its own builder; this article covers the list views only.
Working with Questionnaires
Click the Questionnaires tab to see your saved questionnaires instead of forms. The table shows Questionnaire Name, the number of Questions, the Creator, Last Modified, and Actions. Filter by team member with the All Members dropdown.
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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