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Lofty Help Center
CRM
CRM
Open House Forms
Navigating Open House Forms (Lofty AOS)
Open House Forms
Dashboard
Dashboard Overview
Listing Alert
Market Report
Market Reports
Property Alert/Market Snapshot
Property Alerts & Market Snapshots
Property Alerts: Automatically Send Relevant Listings to Your Leads
Setting Up and Using Auto Property Alerts
Setting Up Automated Property Alerts (Lofty AOS)
Showing
Buyer/Renter Tour
Property Tour
Showing Management (Web & App)
Listing Showing Management
Navigating Showings (Lofty AOS)
Account & Permissions
Billing
Billing Center
Pay for Lofty with ACH (Automated Clearing House)
Sales Tax
Security and Account Access
Lofty CIPA Defense Program
Managing Your Account & Security (Lofty AOS)
Security and Account Access
Team Management
Managing Your Organization's Users (Lofty AOS)
How to Import Agents into Lofty CRM
Agent Opt-In Model: Pay By Entity
Office and Team Add-Ons
Private Instance Add On (Retired)
User Settings
Complete your Lofty Profile, Email Signature
CRM Settings
Editing Your Profile (Lofty AOS)
Goal Setting Portal
How to reset your Lofty Password
Lead Management
Assigning Leads & Collaboration
Agent to Agent Lead Collaboration
Lender and Agent Lead Collaboration
Lead Category & Privacy
Lead Ownership
Lead Pond
Partial Lead Door Knock Feature
Partial Leads
Lead Distribution
Assigning Leads to Custom Roles
Assignment Group
Duplicate Leads + Merging Duplicates
In-Depth: Round Robin & Next Up
Lead Routing FAQs
Lead Import & Export
Lead Export
Lead Import (via CSV/Spreadsheet)
Lead Import (via Google Contacts)
Lead Import (via Lofty App)
Organize Leads
Adding a Segment (Lofty AOS)
Custom Fields
Filtering the People List with All Filters (Lofty AOS)
Lead Organization with Filters
Lead Organization with Pipeline Stages
People List & Detail Page Overview
Add a Lead
Adding a New Lead (Lofty AOS)
Deleting a Lead (Lofty AOS)
How to Delete/Erase Leads
How to Manage the Family Members of a Lead
Notifications
Notification
Add an additional email address to receive new lead alerts
Dashboard Announcement Board
Lofty Notifications
Managing Your Notification Preferences (Lofty AOS)
Opportunity Notifications
AI Copilots
Agent Studio
Getting Started with Lofty Agent Studio
AI Assistant
AI Assistant
Getting Started with the AI Assistant (Lofty AOS)
AI Lead Health Analysis: Understand and Prioritize Your Leads
Using AI Assistant Multi-Step Tasks
AI Assistant Smart Notifications
AI Smart Plan Workflows
AI Smart Plans Workflow
Homeowner Agent
Getting Started with Homeowner Agent (Lofty AOS)
About the Homeowner Agent (Lofty AOS)
Sharing Homeowner Agent with a Lender
Homeowner Agent
Lofty Cowork (BETA)
Using Cowork Tools (Lofty AOS)
Getting Started with Cowork (Lofty AOS)
Sales Agent
Getting Started with the Sales Agent (Lofty AOS)
How to Connect Your Facebook Page to the Sales Agent
Sales Agent: Compliance & Responsible Use
Sales Agent Packages
Commanding Your Sales Agent
SEO Agent
SEO Performance Overview: Understand What’s Driving Your Online Growth
SEO Setup Checklist
Social Agent
Creating a Social Post (Lofty AOS)
Getting Started with the Social Agent (Lofty AOS)
Generate AI Listing Videos with Social Agent
Social Agent
Website Building Agent
How to Create Your Website with the Website Building Agent
Getting Started with AI Copilots (Lofty AOS)
Understanding the AI Copilots Ecosystem: Assistant and Agents
Lead Communication & Automation
Call and Text Packages
Adding / Removing Call or Text Packages
Billing, Usage, and Availability for Call/Text Packages
Call/Text Package Settings
Three Line Dialer Guide
Calling
Availability (Working Hours) for Phone Calls
Blocking Calls
Call Questionnaires
Call Scripts
Calling Leads Best Practices
Compliance
10DLC Best Practices
A2P 10DLC - What It Is & Which Plan to Choose
DNC.com (Contact Center Compliance) Integration
Do Not Contact Settings
How to Register for A2P 10DLC
Email
Email Bounce Optimization
Email Marketing Dashboard
Email Opt-In Status
Email Subscription Status
Email Templates
Lead & Agent Variables
Email and Text Variables
Mass Emails & Texts
Creating Text Codes (Lofty AOS)
Send Mass Emails & Texts
Smart Plan
Applying and Tracking Smart Plans on a Lead (Lofty AOS)
Building a Smart Plan from Scratch (Lofty AOS)
Getting Started with Smart Plans (Lofty AOS)
Smart Plan Builder
Smart Plan Enrollments Tab
Tasks and Appointments
Adding a Task (Lofty AOS)
Adding an Appointment (Lofty AOS)
Appointments
Managing Tasks (Lofty AOS)
Navigating the Calendar (Lofty AOS)
Texting
Group Texting
MMS, Image Messaging
Navigating Text Marketing (Lofty AOS)
Text Templates
Texting via Lofty
Virtual Number
Company Number
Follow Up Boss Port In Process
Getting Started with a Virtual Number
Office Virtual Number
Personal Virtual Number
Workspace
Lofty Workspaces
Navigating the Inbox (Lofty AOS)
Setting Up Your Email (Sending Address & Signature) (Lofty AOS)
Using Global Search (Lofty AOS)
Listing (CRM)
Listing Discovery (Web & App)
All Listings & Hot Sheets
Navigating Listings (Lofty AOS)
REBNY Listing Management Partner
Manual Listing
Adding a Manual Listing (Lofty AOS)
Manual Listings
My/Team Listings
Buyer Agent Compensation
My/Team Listings
Smart Listings
Properties (Lead Detail)
How To Add a Property Address Under Lead's Preferences
Marketing & Advertising
Ads Compliance
RESPA & Lofty
Brand Awareness
Branding Bundle
Lofty Bloom
Navigating Brand Awareness (Lofty AOS)
Sphere Ads
Geographic Farming
Design Center
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 FAQs
Listing Ads
Boost Post
Getting Started with Lofty Blast (Lofty AOS)
Launching a Listing Blast (Lofty AOS)
Listing Blast
Zip Code Blast
Marketing Tools
Marketing Section - Lofty Lead Capture Tools
Navigating Assets (Lofty AOS)
Navigating Campaigns (Lofty AOS)
Navigating Designs (Lofty AOS)
Supercharging Real Estate Advertising: Boosting Lead Quality with Facebook's Conversion API and Google's OCI
Postcards & Letters
Navigating Direct Mail (Lofty AOS)
Postcard Engagement: Text Codes and QR Codes
Recurring Postcards (Geographic Farming)
Sending Direct Mail (Postcards and Letters) (Lofty AOS)
Transactions
Transaction
Adding a Transaction (Lofty AOS)
Commission Disbursement Authorization (CDA) Generation
Navigating Offers (Lofty AOS)
Navigating Transactions (Lofty AOS)
Offer Management
Reporting
Reporting
Activities Timeline
Agent Accountability Activity Leaderboard
Agent Activity Metrics
Business Summary (Reporting)
Email Accountability (Reporting)
Add-Ons
Lofty Present: CMA and Listing Presentation
Creating a CMA or Listing Presentation (Lofty AOS)
Getting Started with Lofty Present (Lofty AOS)
How to Create a CMA and Listing Presentation
How to Create a Listing Presentation Template
How to Purchase the Lofty Present Add On
LoftyWorks - Property Management
Sunsetting of LoftyWorks (Property Management Add-On)
Seller Report
Seller Report
Social Studio
Creating Marketing Content with Lofty AI (Lofty AOS)
Navigating Social (Lofty AOS)
Social Media Account Troubleshooting Guide
Social Studio
Uploading and Organizing Assets (Lofty AOS)
Social Studio Pro
Auto-Generated Listing Videos
Retired - Social Studio Growth and Elite
Social Media Feed Block
Exploring the Marketplace (Lofty AOS)
