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How Buyer Property Alerts and Market Snapshot Work
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Buyer/Renter Tour
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Listing Showing Management
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Lead Management
Assigning Leads & Collaboration
Agent to Agent Lead Collaboration
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Lead Capture
Facebook Lead Form Ads + Lofty Integration
Lead Capture/Email Parsing
Realtor.com Integration
Zillow Integration
Zillow Two-Way Integration
Lead Category & Privacy
Lead Pond
Lead Privacy: Company/Team Leads vs. Private Leads
Partial Lead Door Knock Feature
Partial Leads
Lead Distribution
Assigning Leads to Custom Roles
Assignment Group
Duplicate Leads + Merging Duplicates
Enterprise Lead Routing
In-Depth: Round Robin & Next Up
Lead Import & Export
Lead Export
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Lead Import (via Google Contacts)
Lead Import (via Lofty App)
Organize Leads
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Lead Organization with Sources
People List & Detail Page Overview
Add a Lead
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How to Manage the Family Members of a Lead
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Notification
Add an additional email address to receive new lead alerts
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Adding the AI Assistant / Chatbot
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AI Assistant / Chatbot Qualification Process
Service Bot
Action Insight - Beta
AI Marketing Assistant
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Lofty Mobile App Assistant
Lead Communication & Automation
A2P 10DLC
A2P 10DLC Registration
Lofty Internal DNC List and Permission to Contact
Call and Text Packages
Adding / Removing Call or Text Packages
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Call/Text Package Settings
Enterprise Call/Text Packages
Three Line Dialer Guide
Calling
Availability (Working Hours) for Phone Calls
Call List (Standard)
Call Questionnaires
Call Scripts
Calling Leads Best Practices
Email
Email Opt-In Status
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Email Templates
How to Add a Video to Emails
How to Add a YouTube Video to Emails
Lead & Agent Variables
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Mass Emails & Texts
Send Mass Emails & Texts
Smart Plan
Managing Smart Plans
Smart Plans FAQs
Zapier Zaps + Smart Plans
Tasks and Appointments
Appointments
Lofty Calendar
Task Management
Texting
MMS, Image Messaging
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Texting via Lofty
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Getting Started with a Virtual Number
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Port Out Number(s) from Lofty
Workspace
Lofty Workspaces
Listing (CRM)
Listing Discovery (Web & App)
All Listings & Hot Sheets
REBNY Listing Management Partner
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My/Team Listings
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Properties (Lead Detail)
How To Add a Property Address Under Lead's Preferences
Marketing & Advertising
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Brand Awareness
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Geographic Farming
Print House: Mailers
Lead Generation
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 FAQ
Listing Ads
Boost Post
Listing Blast
Marketing Tools
Marketing Section - Lofty Lead Capture Tools
Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI
Integrations
API Nation Integration
Apination / API Nation Integrations
Audio & Video Integrations
BombBomb Integration
Dubb Integration
Slybroadcast Integration
Chrome Browser Integrations
How to Add Grammarly to Your Browser
CMA Integrations
CloudCMA Integration
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Docusign Integration
Email Integrations
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Office 365 Email Integration
Sending Email Address
Google Integrations
Google Calendar Integration
Google My Business Integration
Integration FAQ
Managing Authorization by Third-Party Apps & Services
Lead Integrations
HomeLight Integration
Ylopo Integration
Lead Scoring Integrations
Aidentified Integration
Revaluate Integration
Microsoft Integrations
Microsoft Outlook Calendar Integration
Microsoft Teams Incoming Webhook Connection
Transaction Integrations
Brokermint Integration
Dotloop Integration
Sisu Integration
SkySlope Integration
Zapier Integrations
Connecting MailChimp to Lofty
Send Facebook Leads to Lofty via Zapier
Zapier Integration
Transactions
Transaction
Commission Disbursement Authorization (CDA) Generation
How to Assign a Vendor, Partner, or Contact to a Transaction
Offer Management
Transaction Management Checklists
Transaction Management Documents
Reporting
Reporting
Activities Timeline
Agent/My Accountability (Reporting)
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Email Accountability (Reporting)
Marketing Source Analysis
Add-Ons
CMA
How to Create a CMA Report
How to Create a CMA Template
How to Purchase the CMA Tool
Home Report
Home Report
Seller Report
Seller Report
Social Studio
Social Media Account Troubleshooting Guide
Social Studio
Social Studio Pro
Auto-Generated Listing Videos
Automatic Listing Posts
Introduction to Social Studio Pro
Social Media Feed Block