After logging into your Lofty CRM account, you can start to build your website through the CMS (Content Management System). To avoid delays with connecting your MLS(s) to your Lofty IDX website, you will want to get started as soon as possible.
Setting up the Lofty Profile is a key step in making sure your account is ready to go before interacting with clients via the CRM. The fields that can be edited in this section will be displayed in emails sent from the Lofty CRM, including Property Alerts and Welcome Emails, so it is very important to have your profile set up from the very beginning.
This article is a quick guide to help you get your user preferences set up as you get started with Lofty. The preferences include your time zone, working hours, email name, additional emails, and notifications.
When you first log into Lofty, you will start at the Lofty Dashboard Page. Depending on your role/permissions within a team, you will see a different version of the Dashboard: Team Dashboard and/or My Dashboard. Both dashboards are explained in this article.
Team Owners/Admin can create additional custom roles for their team members to fill when working with individual leads. Each additional role will appear in the bottom-left section of a lead profile called "Assigned to".
Lofty allows real estate agents and teams to partner with mortgage lenders for a seamless process of providing leads with home-buying and loan resources all at once. The lender access is slightly limited because it does not use the established seat limit available with a purchased package.
Lenders/Agents will have access to add notes, @tag, and collaborate with other Lofty Users within their team. Lenders do not have the ability to add additional contact information, delete the lead, etc.
This provides you with a list of Integrations that are available with Lofty. This continues to expand so if you don’t see what you are looking for here, please click the title and it will take you to the most current list of integrations offered by Lofty.
A "Company Number" is a virtual number that is shared by all team members on a Lofty team. This is different from what is referred to as a "Personal Number" which is the virtual number that belongs to and is utilized by an individual user. A "Company Number" is simply a virtual number and does not have its own allocated usage. Usage (call minutes or text messages) is still pulled from an individual user's associated call/text package (included or added-on).
Please also note that in order to have a Personal Number, you will need to upgrade your text/call package which includes the use of a Personal Number.
- Company Number Settings
- Outbound Logic
- Inbound Logic
Every real estate team experiences changes in agents, structure, etc. Lofty allows you to quickly add/remove members of your team to keep the roster clean and accurate, and to easily reassign leads as necessary.
- Add Team Members
- Remove Team Members
- User Activity Log
- Display Only Agents
- Adding Agents as Leads
This article was written for Account Owners/Admins and provides guidance on the different levels of permissions that are available within a team. Some permissions are enabled by default, but all teams are different. This is why permissions are maintained at an individual team level.