Services
We are the most experienced Lofty setup service available. Since 2019, we've been helping agents get the most out of the system to help grow your business. We specialize in Smart Plans, automation workflows, and backend CRM setups. Single agents, small and large teams, complete brokerages have benefited from our services. Smart Plans - Training - Management - Consulting
Smart Plan
Packages
Easily automate your Smart Plans to get more responses, build more relationships, and convert more leads from curiosity to close than you ever did before.
Proven Smart Plan automation solutions
Designed for online leads, our Smart Plan packages will help you sort and nurture tons of online leads so you can be sure to know who to follow up with and when. Packages include email and text templates plus automations to cascade the lead to the next coldest pipeline as time goes on. The Automation package automatically sorts your leads based on the AI Assistant conversation results during lead qualification. Extensive testing and over four years in the real world have built one of the most celebrated follow-up systems for the Lofty CRM. These are the same Smart Plans I use to run my outbound lead referral business and they are only available here exclusively to Lofty CRM platform users.
Features
- Lead qualification and nurturing
- Time-tested and proven follow-up system
- Seller and Buyer Smart Plans
- Automatic database organization
- Done For You Installation
Consulting
A powerful CRM platform needs proper systems, workflows, and daily activity guides to properly manage and grow your business.
Improve system workflow and productivity
Lofty Consulting service will advise you of the more advanced methods and strategies to using Lofty for your business. You're looking to really take this system to the limit of what it can do. Let's discuss what that looks like and how to implement that strategy on any size scale. If you are an agent or broker interested in moving to the Lofty CRM platform, we can discuss the benefits of the system and how to minimize disruption of your business while transitioning to Lofty.
Features
- Recorded Zoom call
- Advanced business structures
- Marketing and lead gen
- Lead management and follow-up
- Agent onboarding
CRM Setup
Take the guess work out of setting the system up properly, focus on results, and leverage proven strategies from years of experience.
White Glove Setup
Get a full backend setup, a la carte style. Domain, lead capture, integrations, MLS connection, AI Assistant, lead pond, listing filters, agent permissions, database format (pipelines and segments), call package settings, lead routing, and more. This is a custom setup using proven strategies to make your business run smoothly and efficiently.
Starting October 1, the White Glove Setup will only be available as part of the White Glove Management service. Current orders will be processed and fulfilled as described.
Features
- Pick what sections you want set up
- System setup to process your lead gen
- Easily add agents and staff to the system
- Single agents, teams, and brokerages
- Proven strategies and settings
Database Management
Spending hours a day staring at your CRM isn't good use of your time. Get your database professionally managed so you can focus on your client relationships and transactions.
White Glove Management
Like most agents, you don't enjoy working in your CRM, combing through leads, figuring out who goes where, who needs your attention, tuning drip campaigns, and adjusting property alerts. Automation can do a lot, but your leads still need hands-on care. Leverage the White Glove database management to free your time to focus on the money making activities. Smart Plans are written custom to fit your unique business. Have more freedom, enjoy less stress, and keep consistency in your business.
Features
- Daily, weekly, or monthly audits
- Monitor database for new opportunities
- Adjust Smart Plans & Property Alerts
- Monitor incoming texts and emails
- Customized for your business