Setting Up Automated Property Alerts (Lofty AOS)

Introduction

Automated Property Alerts keep your leads engaged by emailing them listings, market snapshots, and market reports on a schedule — without you sending anything by hand. You set the criteria and cadence once, and Lofty sends the matching content to qualifying leads automatically.

Opening Automated Property Alerts

1. In the left menu, go to Automation → Auto Property Alert.

The page is titled Automated Property Alerts and has 3 tabs: Property Alert, Market Snapshot, and Market Report. Ask Lofty AI sits in the top-right corner.

Configuring the Property Alert

The Property Alert tab controls the listing alerts leads receive:

1. Turn on Enable to activate the alert.
2. Set Exclude Source to skip leads from certain sources (default None).
3. Set Exclude Pipeline to skip leads in certain pipeline stages.
4. Choose the Property Status (default All) and Days Listed (default Any).
5. Set Location Criteria — for example, Same as Inquired City — to match listings to where the lead is looking.
6. Set Open House Only to YES or NO to limit alerts to open-house listings.
7. Pick the Frequency (for example, Daily).
8. Use the Schedule grid to choose the days (Sun–Sat) and times (AM / PM) the alert sends.
9. Set the alert to start immediately after lead registration, or choose another delay.

Setting Up Market Snapshots

The Market Snapshot tab sends leads a periodic snapshot of their market:

• Enable, Exclude Source, and Exclude Pipeline work as they do on the Property Alert tab.
• Lead Type targets the snapshot (for example, Seller).
• Property Status and Location Criteria narrow the market covered.
• Frequency defaults to Monthly, and the Schedule grid picks a single send slot across the week.

Setting Up Market Reports

The Market Report tab sends a recurring market report:

• Enable, Exclude Source, and Exclude Pipeline as above.
• Location Criteria (for example, Same as Inquired City) sets the report's area.
• Frequency defaults to Monthly.

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.