Introduction

*Please note that the availability of certain features outlined in these release notes will vary depending on the package and add-ons you have purchased and the account type you have (admin/agent user). For any questions related to your Lofty package or feature availability, please contact Lofty Support (support@lofty.com). 

 

Release Date

Tuesday, July 26th, 2022

 

Summary

• Lofty Calendar Scheduling Link: Conflict Checking 
• Enterprise White Label: Company/Brand Name
• Smart Plans: Last Touch Optimizations
• Lender Improvements
• Home Report 
• AI Assistant: Meeting Scheduling 
• AI Assistant: Enterprise Settings Access for Admins
• Seller Report 

 

Lofty Calendar Scheduling Link: Conflict Checking 

An update you have all been waiting for! The scheduling link will now check your calendars for conflicting events to ensure you are not double-booked. 

To access this setting, navigate to Tasks > Calendar View > My Calendar > Settings:

 

 

You will then see the Lofty Calendar and all integrated calendars that you can toggle on and view details to select specific calendars from within that integration.

All selected calendars with appointments will have those time slots removed from available options on your scheduling link.

 

 

Learn More: Lofty Calendar

 

Enterprise White Label: Company/Brand Name

*Please note that this feature is only available for Enterprise accounts. 

In addition to existing white label settings, you can now choose the company/brand name and this will sync to display on the mobile app along with your logo.

 

 

Here is where it will be changed on the mobile app:

 

 

Learn More: White Label

 

Smart Plans: Last Touch Optimizations

We have improved how specific you can get when you use "Last Touch" to trigger a Smart Plan. Instead of having to select all email, text, or call conversation types, you can now get specific as to what type you want to be considered as "Last Touch" for Smart Plan triggering criteria.

With this update, "Last Touch" can be broken down as follows:

• Not Contacted
• All
• Emailed
  • Property Alerts
    • This includes Property Alerts, Market Reports, and Market Snapshots sent via Lofty.
  • Smart Plan Auto Emails
  • Welcome Emails
  • Manual Emails
    • This includes manual emails sent individually or as part of mass emails sent via Lofty.
• Texted
  • Smart Plan Auto Texts
  • AI Auto Texts
  • Auto Welcome Texts
  • Other Auto Texts
    • This includes other auto texts sent via Lofty such as those sent from text codes, postcard engagement texts, or meeting scheduling texts.
  • Manual Texts
  • Manually-Logged Texts
• Called
  • Slybroadcast Voicemail
  • Manual Calls
  • Manually-Logged Calls

Detailed options for each type of communication:

 

 

These same options can now be used to filter leads on the People page:

 

 

Lender Improvements

Ads Landing Pages

  Lead gen campaigns that are being cost-shared and that use Lofty landing pages will now feature the lender's contact information as well as the agent's information.

If you are cost-sharing a lead generation campaign with multiple lenders, the campaigns will be separate. Therefore, the lender featured on the landing page will be different as well.

 

 

Website Improvements

Lender Profiles

  Lender profiles are now listed directly on the CMS Editor. This gives easy access to display the lenders associated with an account on the website.

 

 

By default, this content will synchronize from the lender's Lofty account profile. So, it is important for a headshot and contact information to be added to that profile. You can edit the introduction for the lender if you would like, but all other details will be locked.

 

Lender Page

  A new Partner Lender Page has been added to all websites by default but will be in the "Hidden Navigation" section unless there is a cost-sharing lender. If there is a cost-sharing lender, it will force the Lender Page to display and cannot be hidden in order to help maintain RESPA compliance.

 

 

Agents Can Invite Individual Lenders

  Lenders can now be invited by individual agent users on an account as well. They can be invited via Settings > Lender or via the Assigned To section of a lead profile page.

 

 

*IMPORTANT: Currently, all invited lenders are shared throughout the whole account. Future optimizations will allow this to be better segmented.

 

Lender Billing Page

  If you have a lender-type account, you will now have access to the Lofty Billing Center by clicking your profile image in the top-right of your CRM and then clicking Billing.

This will give you access to update your billing card on file. 

 

 

Currently, this does not display any additional information and is only for adding a new billing card if necessary.

 

Home Report 

*This feature is now available for all users via purchase in the Lofty Marketplace. We will further improve the feature to fit the Canadian region.

When cost-sharing the Home Report with a lender, the lender's information will now be listed at the bottom of the report right along with the agent's details.

 

 

Learn More: Home Report

 

AI Assistant: Meeting Scheduling 

*This feature is available to all users with AI Assistant packages.

 

Now that the Lofty Calendar's scheduling link can check your calendars for conflicts, the AI Assistant can now share your scheduling link to help get calls for you on your calendar. 

*Note: The AI Assistant will not send any scheduling link if you do not have it configured in your calendar settings.

Supported Scenarios

There are three scenarios where the AI Assistant will share your calendar scheduling link:

  (1) The lead requests a call

The AI Assistant will provide the Lofty user's phone number in case the lead wants to call directly and it will also provide a scheduling link if they want to book a time with you instead.

  (2) The lead wants to be contacted later

If the lead is busy and says they cannot talk now, the AI Assistant will provide the scheduling link so that the lead can book a time for a call if they would like to do so.

  (3) The lead is interested in a buyer/seller consultation

The AI Assistant regularly offers to schedule buyer/seller consultations. To do so more effectively, the AI Assistant will now share your scheduling link.

 

Additional Details

Once scheduled, appointments will be shown in the title of the event that is scheduled. It will look something like this:

 

The AI Assistant will also monitor conversations with leads whenever a scheduling link is shared. It will watch and determine whether or not the lead has booked a time using the calendar link.

• If the lead did book a time, the AI Assistant will contact the lead 10 minutes later to confirm that they saw an appointment was scheduled and provide the Lofty user's contact information in case they would like to reach out or if their availability changes.
• If the lead did not book a time, the AI Assistant will send a reminder text at least seven hours later (if the link is sent before 12 PM) or if the link was sent after 12 PM it will be sent the next morning at 11 AM. This text will inquire as to whether the lead needs any additional assistance in scheduling an appointment. 
  • If the lead indicates that they are okay for now, the AI Assistant will reply with the link again and ask the Lofty user to follow up as needed.
  • If the lead says they would prefer not to be contacted or do not need assistance, the AI Assistant will end the conversation politely. 

 

AI Assistant: Enterprise Settings Access for Admins

*This feature is only available to Enterprise users with AI Assistant packages.

 

Enterprise Admins can now also be given access to help manage AI Assistant settings.

Enterprise users with the "Company Features" permission can now access Enterprise AI Assistant settings.

 

 

Seller Report 

A new report is now available within Lofty to send to your seller leads. This report, titled the Seller Report, is intended to give the seller lead more information on what activities you are doing to market the property.

 

For a Seller Report to be generated, the following criteria must be met:

• Lead
  • Seller Lead
  • Valid Email
• LoftyUser
  • Lofty IDX Website
  • Active listings (including pocket listings)

 

To add a Seller Report to a lead, navigate to their lead profile and then get to the Engagement tab. Click on + New Report under the "Seller Report" heading.

 

 

You will then configure the following:

• Email Subject
• Choose from your listings
• Select a frequency
• Choose the schedule

 

 

If you have not utilized enough tools within the Lofty platform, the system will be unable to generate a Seller Report and will tell you that this is the case with a warning.

You must have used at least three of the available tools to produce listing activity before being able to send the report.

 

 

Click Preview Report to see what the report will look like before sending it out.

 

 

Here is what the Seller Report email will look like:

• Traffic Overview
  • Listing Page Views
  • Favorites
  • Potential Buyers
• Listing Activity
  • A potential buyer registered via ___________
    • a promotional ad
    • a social post
    • a flyer
    • a landing page
    • an open house form
    • a text code
• Agent Activity
  • AgentName created ____________
    • a promotional ad
    • a social post
    • a flyer
    • a landing page
    • an open house form
    • a text code

 

When viewing the actual report, the lead will be redirected to your website and a seller report landing page. This is what that page will look like:

• Same as Seller Report Email
• Full list of activities (email only shows the last five)
• Form for lead message submission

 

Learn More: Seller Report

 

 

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 chat with us through your Lofty CRM.