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Getting Started
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Getting Started Guides
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Other - Getting Started
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Integrations
- Aidentified Integration
- BombBomb Integration
- Calendly Integration
- Canva Integration
- CloudCMA Integration
- Adwerx Integration
- Bing Meta (Search Console)
- Facebook Pixel Integration
- Google Analytics Integration
- Google Calendar Integration
- Adwerx Integration
- Aidentified Integration
- Apination / API Nation Integrations
- Bing Meta (Search Console)
- BombBomb Integration
- Brokermint Integration
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CRM Integrations
Website Integrations
CRM
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Open House Forms
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Dashboard
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Listing Alert
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Showing
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Account & Permissions
- Agent Opt-In Model: Pay By Entity
- Office and Team Add-Ons
- Private Instance Add On (Retired)
- Single Sign On (SSO) Configuration
- Agent Tags
- Complete your Lofty Profile, Email Signature
- CRM Settings
- Goal Setting Portal
- How to reset your Lofty Password
- Log In to your Lofty Account
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Billing
Security and Account Access
Team Management
User Settings
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Lead Management
- Assigning Leads to Custom Roles
- Assignment Group
- Duplicate Leads + Merging Duplicates
- Enterprise Lead Routing
- In-Depth: Round Robin & Next Up
- Lead Export
- Lead Import (via CSV/Spreadsheet)
- Lead Import (via Google Contacts)
- Lead Import (via Lofty App)
- Custom Fields
- Lead Organization with Filters
- Lead Organization with Pipeline Stages
- Lead Organization with Segments
- Lead Organization with Sources
- Add a Lead
- How to Delete/Erase Leads
- How to Manage the Family Members of a Lead
- Lead Phone Number Validity
- Lead Profile Page
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Assigning Leads & Collaboration
Lead Category & Privacy
Lead Distribution
Lead Import & Export
Organize Leads
People List & Detail Page Overview
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Notifications
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Lofty AI Workforce
- AI Assistant
- Smart Homeowner Agent
- Using AI Assistant Multi-Step Tasks
- AI Copilots Smart Notifications
- AI Copilots Call Summary + Transcript
- Getting Started with AI Sales Agent
- Sales Agent/ Chatbot Qualification Process
- AI Sales Agent / Chatbot FAQ
- AI Sales Agent Manual Triggers and Recommendations
- AI Smart Auto Property Alert (BETA)
- Understanding the AI Copilots Ecosystem: Assistant and Agents
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AI Copilot
AI Marketer
AI Sales Assistant
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Lead Communication & Automation
- Adding / Removing Call or Text Packages
- Billing, Usage, and Availability for Call/Text Packages
- Call/Text Package Settings
- Three Line Dialer Guide
- Availability (Working Hours) for Phone Calls
- Call List (Standard)
- Call Questionnaires
- Call Scripts
- Calling Leads Best Practices
- A2P 10DLC Guide
- DNC.com (Contact Center Compliance) Integration
- Do Not Contact Settings
- How to Register for A2P 10DLC
- Telephone Consumer Protection Act (TCPA) Guide
- Email Opt-In Status
- Email Subscription Status
- Email Templates
- How to Add a Video to Emails
- How to Add a YouTube Video to Emails
- Company Number
- Follow Up Boss Port In Process
- Getting Started with a Virtual Number
- Personal Virtual Number
- Port In Number(s) to Lofty
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Call and Text Packages
Calling
Compliance
Email
Lead & Agent Variables
Mass Emails & Texts
Smart Plan
Tasks and Appointments
Texting
Virtual Number
Workspace
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Listing (CRM)
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Marketing & Advertising
- Facebook Landing Page Ads
- Google & Microsoft Bing PPC Search Ads
- Google Local Service Ads (LSA)
- Google My Business Setup Guide for Google Local Service Ads (LSA)
- Lofty Lead Generation FAQs
- Marketing Section - Lofty Lead Capture Tools
- Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI
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Ads Compliance
Brand Awareness
Geographic Farming
Lead Generation
Listing Ads
Marketing Tools
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Postcards & Letters
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Transactions
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Reporting
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Add-Ons
- How to Create a CMA and Listing Presentation
- How to Create a Listing Presentation Template
- How to Purchase the Lofty Present Add On
- Auto-Generated Listing Videos
- Retired - Automatic Listing Posts
- Retired - Social Studio Growth and Elite
- Social Media Feed Block
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Lofty Present: CMA and Listing Presentation
LoftyWorks - Property Management
Seller Report
Social Studio
Social Studio Pro
Website
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Compliance
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Landing Page
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Featured Area
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CMS
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Member Website
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SEO (Search Engine Optimization)
- Enhancing Real Estate SEO through Strategic Backlink Building
- Google Search Console: Understanding Index Coverage Issues
- How Lofty Supports SEO
- Minimize SEO Setbacks when Changing your Site Domain
- Navigating Common SEO Pitfalls in Real Estate
- Edit Website Meta Tags
- Header Meta tags (Search Console)
- Search Engine Optimization (SEO) Tool
- SEO Checklist and Page Report
- SEO Optimization and Google Search Console Integration
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SEO Best Practices
SEO Tool
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Lead Conversion
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MLS (Multiple Listing Service)
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Listing Filters
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Domain
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Financial
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Reporting
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Reviews
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Templates
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Blog
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Customization
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Listing Plugin
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Closely