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 - Websites - 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 Sales Assistant conversation results during lead qualification. Not using the Lofty AI Sales Assistant? No problem! There is a Smart Plan included to engage new leads which sorts them if they respond or don't respond. 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
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Highlights
- Hot: 0-3 Months
- Warm: 4-6 Months
- Cold: 7-12 Months
- Buyer Nurturing: 848 days
- Seller Nurturing: 495 days
White Glove Website
Get a customized and properly built website so you can focus on results, and exceptional client service.
Complete website build
Client experience on your website is super important to your business. Navigation built for mobile experience first. Brand yourself with a custom Lofty website showcasing your process, value, local pages, preferred lender, guides, and more! Full website from a simple approach to tons of neighborhood pages, get your branding, logos, color palette, and more all set up.
Features
- Local pages for best conversion
- Fully customizable IDX website
- Clean designs using Lofty site blocks
- Three packages to cover all your needs
White Glove Landing Page
Get a customized and high converting landing page to generate leads through social media posts and ads, Google PPC, or database retargeting.
Custom landing page build
Lofty landing pages covert higher than other platforms, so you're in good hands! Tons of custom options specific to your needs and process. Promote a listing, service, neighborhood, event, and more! Great for social media and paid advertising. All pages are set up to organize the database automatically upon lead capture, so your follow up automations are properly triggered and run on autopilot.
Features
- FB Pixel and Google Analytics Connected
- Builder Showcases
- Custom Listing Pages
- Automated Lead Organization
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
- Weekly or Monthly audits
- Monitor database for new opportunities
- Adjust Smart Plans & Property Alerts
- Monitor incoming texts and emails
- Customized for your business
White Glove CRM Package
Take the guess work out of setting the system up properly, focus on results, and leverage proven strategies from years of experience.
Complete turnkey CRM platform solution
Perhaps you can't justify the cost of Lofty directly, but you don't have to miss out on using the best CRM platform for real estate! Our Lofty CRM package includes single seat access with website fully set up and ready to use. We take care of all the setup so this is just about as turnkey as you can get. Database import, lead capture sources, etc are all done for you. Plus, you get direct access to me for support and guidance in addition to quarterly audits to keep you nurturing better and converting more leads into closings! All this for LESS than the cost of Lofty directly.
Features
- Single-seat access to Lofty CRM platform
- Fully customizable IDX website
- White Glove Setup Service
- Exclusive LoftySetup.com Smart Plans
- Priority direct access to support
- Quarterly system audits for best practices
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