Lofty Front Guided Setup: Your Post-Purchase Checklist

When you first log in to Lofty Front, Guided Setup walks you through everything needed to get fully up and running — organized into three goals. You can complete steps in any order, skip what doesn’t apply, and come back anytime.

Goal 1 — Get Your Website Live

1. AI Website Build Form (required first step) — tells us about your business and kicks off your Specialist build
2. Track your build — follow progress on the status page
3. Provide / configure your domain — use a Lofty subdomain or connect your own
4. MLS setup — provide your MLS board and membership details for your IDX feed

Goal 2 — Set Up Communication

Connect your sending email, email domain, and calendar (and texting setup where applicable) so you’re ready to respond the moment a lead comes in. See Setting Up Communication.

Goal 3 — Build Your Lead Database

Import your existing contacts and connect lead sources like Zillow and Realtor.com so every lead lives in one place. See Importing Leads & Connecting Lead Sources.

Tips

• Only the AI Website Build Form is required up front — everything else can be done while your Specialist builds your site.
• Skipped steps stay in your checklist so you can finish them later.