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Lofty

Lofty

Quick links to helpful resources.

Communication Centre

Get in the habit of using the communication centre! Your one stop shop for all lead and client emails – you’ll never miss communication from a prospect. 

4 Things To Do When you Receive a New Team Lead

The 4 things you need to do when you receive a new team lead to set you up for success 

Using Tasks to Create your Daily Workflow

The millions are in the follow-up!  Download the Lofty App and never miss an important task or deadline. 

Create Your Own Stunning Email in Lofty

Easy peasy, lemon squeezy. 

Copy a Smart Plan + Auto Apply

Learn how to copy and execute smart plans with Lofty.

Manually Apply a Smart Plan

Learn how to manually add a smart plan to a lead profile. 

Streamline Follow Up with Email Templates

Use an email template for a single lead follow or mass followup campaign. 

Import Existing Leads into Lofty

Use an email template for a single lead follow or mass followup campaign. 

Tips When Working with Seller Leads in Lofty CRM

These three things will help to keep you in contact with the prospects that have a home to sell.