Lofty CRM Services
Since 2019, we've helped over 2,382 real estate pros get the most out of Lofty CRM. From setup to scaling, our done-for-you services are tailored to agents, teams, and brokerages who want to close more deals and waste less time.
Automation, Organization, and Follow Up That Actually Works.
LoftySetup.com exists for one reason. To help real estate agents, teams, and brokerages get real results from Lofty CRM without guesswork, clutter, or wasted time.
Lofty is powerful. But power without structure creates noise, not conversions.
Every service below is designed around how real leads behave, how real agents work, and how Lofty's automation tools are meant to be used together.
Automation Package
Proven Follow Up Running in the Background.
Your leads get contacted. Your pipelines stay organized. You stay focused on the conversations that matter.
The Automation Package delivers buyer, seller, and renter Smart Plans built around how Lofty actually works. No bloated drip campaigns. No gutter cleaning tips. Just short, intentional follow up timed to where each lead is in their journey.
This is built for agents who want automation that makes sense, not automation for the sake of it.
This is for you if you:
- ✓ Want consistent follow up without building it yourself
- ✓ Prefer to personally handle warm and hot lead conversations
- ✓ Want a proven system that runs quietly while you focus on closing
If you want Lofty working for you even when you are not logged in, this is the solution.
Order Now — $597Solo Agent Setup
Two Calls. Real Guidance. No Guesswork.
You know Lofty can do more for your business. You just need someone who knows the system to help you build it right the first time.
The Solo Agent Setup Intensive gives you two focused Zoom calls where we work through your setup together. Real answers to real questions about your specific system, not generic advice that may or may not apply to how you work.
You pick the times. I show up ready to work.
This is for you if you:
- ✓ Are a solo agent or working with one assistant
- ✓ Want guided implementation without a full team engagement
- ✓ Are ready to commit to two scheduled calls and get it done
If you want your Lofty system built right the first time without figuring it out alone, this is where you start.
Order Now — $797Have questions before you commit? Let's talk for 20 minutes.
Team Setup
Four Calls to Get Your Team Built and Aligned.
More people means more moving parts. More ways for things to work against you if the foundation is not right. The Team Setup Intensive gives your group enough time to build the system properly, get everyone on the same page, and make sure the people using Lofty daily actually know what they are doing.
Same process as the solo intensive. You pick the times through Calendly and we get to work.
This is for you if you:
- ✓ Have three or more people on your team
- ✓ Want structured implementation with room to do it right
- ✓ Need everyone aligned on how the system works before you go live
If you want your whole team on the same page and your system built to handle it, this is what you need.
Order Now — $1,497Have questions before you commit? Let's talk for 20 minutes.
Consulting
Training, Audits, and Strategy Calls.
These sessions are practical and focused. No fluff. No generic advice. If you want direct guidance tailored to your system and goals, this is the fastest way to get clarity. Come prepared for actionable takeaways and optimize your Lofty platform to get the most out of it.
Two options based on attendance:
Individual & Small Group
Custom guidance for your specific workflow and operations in a focused format.
Team & Brokerage
Larger session format for team leaders and brokerages who need strategic guidance across the whole operation.
If you want to learn how to get the most out of Lofty, this is what you need.
Schedule Now — Starting at $200/hrConsulting covers:
- ✓ Lofty training
- ✓ System audits
- ✓ Automation strategy
- ✓ Workflow troubleshooting
- ✓ Advanced setup guidance
This is ideal for agents and teams who want:
- ✓ Individual or small group format
- ✓ Custom guidance for your specific workflow and operations
- ✓ Experienced expert advice on what really works
- ✓ Confidence to operate Lofty just like you need
Lofty Lessons Community
Learn, Train, and Go Deeper with Lofty Lessons.
Lofty Lessons is my Skool-based training community built exclusively for real estate agents, brokers, and admin staff who want to get more out of Lofty CRM.
Free membership gets you access to the Lofty onboarding and setup courses right away. Paid membership tiers unlock weekly live group coaching calls, full course library access, and more.
Every tier is designed around one goal: helping you use Lofty with confidence so you stop guessing and start converting.
The Lofty Lessons community is where I share:
- ✓ Ongoing training
- ✓ Deeper strategy discussions
- ✓ Feature walkthroughs
- ✓ Automation examples
- ✓ Lofty-specific courses
From beginner topics to advanced Lofty strategies, this is where education lives.
This community is designed for agents who want:
- ✓ Continued learning
- ✓ Access to proven systems
- ✓ Practical education without overwhelm
- ✓ Support beyond one-time services
Free membership includes Lofty onboarding and setup courses. Paid tiers unlock weekly live coaching, full course library, and more.
Join Lofty LessonsPick the Option That Fits
Where You Are Right Now.
Lofty is one of the most powerful CRMs in real estate. But power without the right setup and system behind it is just a monthly expense. Every service on this page is built around one goal: helping you use Lofty the way it was designed to be used so your database works for you whether you are logged in or not.
Get Lofty