Once you activate your Lofty account and setup your password, it's time to setup your Lofty CRM. The Lofty Onboarding Flow will take you through the entire process. But if you get lost or need to revisit a section, you can check out the Lofty Training Roadmap - which has resource guides for each section and links to Live Training.
Please note: it can take 1-3 weeks to fully setup your CRM. Please budget time accordingly and stay on top of your tasks.
When you are ready to get started, login to Lofty - make sure you have the following items available:
- A headshot
- Registered Domain Name
- MLS Member Information
- Note: please use idx@therealbrokerage.com as the Broker email for all signatures.
- Brand Logo - PNG Format
- Leads/Contacts to import
- Logins to any services you want to integrate - e.g. gmail, gcal, calendly
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