Getting Started with Homeowner Agent (Lofty AOS)

Introduction

Homeowner Agent is Lofty's automated nurture system for homeowners in your database. It monitors properties, classifies each homeowner by intent, and sends personalized Home Reports and campaigns so you stay top-of-mind with potential sellers over the long term.

Opening Homeowner Agent

1. In the left menu, go to Automation → Homeowner Agent.

The page opens on the Overview tab, with Homeowners, Campaigns, and Settings tabs beside it and Ask Lofty AI in the top-right corner.

Reading the Performance Overview

The Overview tab shows how your monitored homeowners are tracking:

• The Performance banner shows your Properties quota (for example, “11/1000”, “1% Full”) with a Manage Quota button, plus counts for Total Monitoring, Warming Up, Hand-Off, and Long-term Nurturing homeowners.
• Homeowner Analysis breaks homeowners down by intent — Likely Seller (High Interest), Newer / Long-term Nurture, Absentee Owner / Investor, Foreclosure / Pre-foreclosure, and Other / General Homeowner — as a chart and a table crossed with Warming Up, Hand-Off, and Long-term Nurturing.
• Engagement and Reach Out Performance cards track activity (opens, home-report views, back-to-site visits) and email delivery over the last 30 days.

Configuring Monitoring and Content

Click the Settings tab to control who's enrolled and what they receive.

• Monitoring Conditions → Lead Enrollment lists your enrollment rules. Manual Enrollment shows how many homeowners you've added by hand, and Specified Conditions shows the automatic rule (for example, by Source and Primary Agent). Each rule has Manage and Delete, and Add Auto Rule creates a new one.
• Cash Offer manages the offer cards shown in the Home Report (for example, “List Your Home With Us”), with a Show in Home Report toggle per card and Add New Card.
• Lender lets you attach a lender to your Home Reports with Choose a Lender or Add New Lender.
• Welcome Email holds the personalized Home Report email that new homeowners receive.

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.