Introduction

When you first log into Lofty (formerly: Chime), 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.

 

Summary

• Team Dashboard
• My Dashboard
• Company Dashboard
• Group Dashboard

 

Team Dashboard

If you are the Account Owner/Admin on a Team level Lofty account, you have the option to see the Team Dashboard:

Only those with the "Access All Team Leads" permission (see Permissions) will see this dashboard when logging in. Those with this permission can also switch between the "Team Dashboard" and "My Dashboard" depending on which numbers they would like to see by simply clicking on either of the two options.

 

Top Notifications

At the top, this dashboard gives access to the following sets of notifications but the data will be populated based on Team Leads (see Lead Privacy: Team Leads vs. Private Leads) for the entire team:

• New Leads
• Opportunities
• Tasks
• Business Goal

When any of the above options is clicked, you will be taken to either the People page where you have additional information about those new leads, opportunities, etc., or the Tasks or Reporting pages for the last two options.

 

Smart Plans

Some very basic Smart Plan data will be presented here for Team Smart Plans (learn more here: Smart Plans) including the number of auto emails sent, opened, and replied to. More in-depth information regarding emails can be found here: Email Accountability (Reporting). 

A couple of suggested Smart Plans will be displayed as well. These are suggested based on the triggering criteria that is set up in the Smart Plan itself, meaning you still want to review the content of any Smart Plan prior to applying it to a group of leads.

 

Today's Hot Listings

This will be the same on both "My Dashboard" and "Team Dashboard" if you are looking at it as an admin user. See the explanation below under the "My Dashboard" section for how this portion of the Dashboard functions.

 

Property Alerts

This section will show some basic information about property alerts for the Team leads including the number of property alert emails that are sent, opened, and clicked. It also displays the number of listings viewed and saved as well as how many leads do not have property alerts. For more detailed information regarding property alerts, see Property Alerts & Market Snapshots (Lead Engagement).

 

Learning Center

The right section of the dashboard has a spot for the Lofty Learning Center. This is a spot where users can click on the blue button to start/continue watching basic and more advanced videos on how to use Lofty to its fullest potential. Each individual user can track their own learning completion in this section. 

Currently, there is no "report" that can be pulled by a Team Owner/Admin to determine which agents on their team have reviewed all of the training content. 

 

Add-On Features

If you are interested in any of the following add-on features or programs, you can request more details in this section. 

• Geographic Farming. If you are interested in doing postcard mailers to a specific farm, you can work with our Geographic Farming Sales Team to learn about the products available to do so. This will integrate directly with Lofty. You can learn more here: https://geographicfarm.com/. 
• Lofty Lead Generation. You will need to discuss this directly with your Account Manager or Customer Success Manager. Reach out to them for more information. You can also send a request to the Chime Support Team (support@chimeinc.com) to request more information on this topic. Options include buyer/seller lead generation, DARE (dynamic ads), etc.
• Lofty Referral Program. If you would like to learn more information about the Lofty Referral Program, you can go to this link here: https://lofty.com/refer.
• Chime AI Assistant. The Chime AI Assistant can be used to help you qualify leads automatically. See the following article for more information: AI Assistant/Chatbot FAQ

 

Call/Text Packages

If you have a call/text package, you will have some basic usage information available in this section. This includes the number of daily texts sent as well as minutes used for calling.

 

Emails

On the "Team Dashboard," this section shows the number of emails sent from your team as a total. You will see the total "Team usage this month" as well as the users with the "Max Usage" and "Min Usage." These are the emails sent from your "@chime.me" email address (see @chime.me Email Address).

 

My Dashboard

Every individual team user will have access to "My Dashboard" with their information visible. 

 

Top Notifications

At the top, this dashboard gives access to the following sets of notifications showing numbers associated with the current user viewing the page:

• New Leads
• Opportunities
• Tasks
• Business Goal

Smart Plans

Some very basic Smart Plan data will be presented here for My Smart Plans (learn more here: Smart Plans) including the number of auto emails sent, opened, and replied to. More in-depth information regarding emails can be found here: Email Accountability (Reporting). 

A couple of suggested Smart Plans will be displayed as well. These are suggested based on the triggering criteria that is set up in the Smart Plan itself, meaning you still want to review the content of any Smart Plan prior to applying it to a group of leads.

 

Today's Hot Listings

This section is related to the Listing Discovery – All Listings & Hot Sheets feature. Basically, the top three hot sheets that exist on Listing Discovery will be displayed in this part of the dashboard. 

 

Property Alerts

This section will show some basic information about property alerts for the leads assigned to the current user including the number of property alert emails that are sent, opened, and clicked. It also displays the number of listings viewed and saved as well as how many leads do not have property alerts. For more detailed information regarding property alerts, see Property Alerts & Market Snapshots (Lead Engagement).

 

Learning Center

The right section of the dashboard has a spot for the Lofty Learning Center. This is a spot where users can click on the blue button to start/continue watching basic and more advanced videos on how to use Lofty to its fullest potential. Each individual user can track their own learning completion in this section. 

 

Add-On Features

If you are interested in any of the following add-on features or programs, you can request more details in this section. Most of these will have to be set up by the Team Owner/Admin on your team (if that person is not you). 

• Geographic Farming. If you are interested in doing postcard mailers to a specific farm, you can work with our Geographic Farming Sales Team to learn about the products available to do so. This will integrate directly with Chime. You can learn more here: https://geographicfarm.com/. 
• Lofty Lead Generation. You will need to discuss this directly with your Account Manager or Customer Success Manager. Reach out to them for more information. You can also send a request to the Chime Support Team (realsupport@lofty.com) to request more information on this topic. Options include buyer/seller lead generation, DARE (dynamic ads), etc.
• Lofty Referral Program. If you would like to learn more information about the Chime Referral Program, you can go to this link here: https://lofty.com/refer
• Lofty AI Assistant. The Lofty AI Assistant can be used to help you qualify leads automatically. See the following article for more information:  AI Assistant/Chatbot FAQ.
•  

Call/Text Packages

If you have a call/text package, you will have some basic usage information available in this section. This includes the number of daily texts sent as well as minutes used for calling. If you do not have a call/text package, it will have to be added by the Team Owner/Admin.

 

Emails

On the "My Dashboard," this section shows the number of emails that you have sent this month. These are the emails sent from your "@chime.me" email address (see @chime.me Email Address).

 

Company Dashboard

If you are the Account Owner/Admin on an Enterprise Lofty account, you have the option to see the Company Dashboard. A drop-down menu in the top-right can be used to select the tier at which to display dashboard data. Simply click on the group, etc. that should be displayed in the dashboard blocks.

 

Group Dashboard

Group Owners/Admins on an Enterprise Lofty account will see a dashboard with all of their group data. If they have any subgroups nested underneath, they will also see a drop-down in the top-right that allows them to select which group to view in the dashboard blocks.