The #1 recommended source for

Lofty CRM Setup, Automation, & Consulting

Streamline your workflow. Automate your follow-up. Close more deals.
We’re a Lofty Certified Partner helping agents, teams, and brokerages get the most out of Lofty CRM, from initial setup to advanced training and automation. Nobody has more experience than we do.

A Full-Service Lofty CRM Partner You Can Trust

At Lofty Setup, we specialize in building Lofty CRM systems that work for real estate professionals – not work against you. From lead capture to Smart Plans to daily agent workflows, we’ll help you set up your system, train your team, and grow your business.

We’ve helped 1,000+ agents and teams make Lofty work for them.

Are you next?

Why Choose LoftySetup.com?

We understand the automation workflow and architecture of Lofty better than anyone. We leverage that to make it easier for people to trust you before they ever meet you.

Trusted Consultant to Lofty

Since 2019, we have consulted Lofty with many improvements to the automations you use today like Smart Plans and the AI Sales Agent. Smart Plans operate like they do because of us.

Lofty Certified Success Partner

We’re vetted & approved by Lofty. Founder, Adam Frank is the first licensed agent to earn Lofty’s Certified Success Partner status, backed by real-world expertise.

Real Estate Meets Technology
We understand how agents work because we are agents. Our setups are built to support your actual business, not just check technical boxes. We use automation as a tool, not a crutch.

Results-Driven Systems
You won’t just have a pretty screen – you’ll have a CRM that converts. Our clients consistently see better engagement, fewer missed opportunities, and higher ROI.

Here's exactly how we accomplish this.

Our process is tried, tested, and proven to nurture leads to convert into trusting clients. These are the strategies we execute with surgical precision.

Smart Plans

Our writing style is a casual professional tonality optimized to the lead timing, motivation, and behavioral responses.

Deep Segmentation

Every lead type at each pipeline has a specific follow up path crafted to nurture from curiosity to consultation.

Campaign Structure

Sending the right content at the right frequency matching the motivation and capability of the lead is our specialty.

Intelligent Automation

Your database is dynamically organized based on lead behaviors. Your follow up changes with their activity.

Website Engagement

Leads are better engaged with your site and your behavioral follow up continues to engage based on site activity.

Human Focused

Leverage automation to help make human connections more focused and meaningful with every appointment.

We are an official Lofty Certified Success Partner. Lofty has certified us to our knowledge, experience, and services, helping Lofty users achieve the most success possible. Adam Frank, founder of LoftySetup.com, is the first licensed real estate agent to achieve this certification in April 2025.

When you see this certification badge from an official Lofty Certified Success Partner, you can rest assured you are working with a service that has been tested and vetted by Lofty and is dedicated to your success.

Find us in the Lofty Marketplace under “Lofty Certified Partners”!

Want to leverage automation and AI in your CRM?

If your current CRM isn’t doing what you see here, why are you using it? None of what you see here can be done on other real estate CRMs. Click the button, get a demo, and see how else Lofty can make you forget about your old CRM. You owe it to your clients, your business, and yourself.