The Lofty Cheat Sheet

How to use this guide

This guide is built in two tiers so it works whether you have thirty seconds or thirty minutes:

• QUICK The Quick Map below is a one-glance table of where everything lives. Print it, pin it next to the monitor, done.
• DEEP Each numbered section underneath walks through what a feature is in plain English, why it makes (or saves) money, and the exact click-path to do it.

Every section follows the same rhythm: What it is → Why it matters → Do it (web) → On mobile → Pro tips. A new hire can read top to bottom; you can jump straight to the part you don't touch today.

Quick Map — where everything lives

The single most useful page in this document. If you only print one thing, print this.

The engine room — leads & automated follow-up

Think of Lofty's CRM as a tireless assistant that catches every lead, remembers every conversation, and nudges you (or texts the lead automatically) so nobody slips through the cracks.

The People page — your database

Every lead lives on the People page, split into Leads (buyers, sellers, renters) and Contacts (other agents). From here you can filter, tag (label a lead, e.g. "Sandy / luxury"), and group leads into Segments (saved lists). Tags and segments are what make automation smart — they decide who gets which follow-up.

Smart Plans — automation that does the follow-up for you DEEP

A Smart Plan is a recipe: "When X happens, send these texts/emails and create these reminder tasks, on this schedule." Set it once; it runs forever.

Where: Automation › Smart Plans VERIFY — in some Lofty menus this sits under Marketing › Automation › Smart Plans. Same feature either way.

Build one:

1. Go to Automation › Smart Plans and choose Start From Scratch, Start From a Template, or Import by Shared Code. Templates in the Library are the fastest start.
2. In Settings, name the plan, pick the scope (My / Office / Company) and the Target Lead Type it applies to (Buyer, Seller, etc.).
3. On the visual canvas, add a Trigger — e.g. "Lead Created," "Tag Changed," "Website Activity," or a date/holiday — to decide when it starts.
4. Add Conditions for timing: "Wait 2 days," "Wait until a specific date," or Branch logic that sends different leads down different paths.
5. Add Actions: Auto Email, Auto Text, a Call/Text task for you, a postcard, a property alert, or "Change Pipeline / Tag."
6. Turn on Auto-Apply if you want it to run automatically for every matching lead; leave it off to apply by hand.

Apply by hand: On the People page, check the leads → More › Smart Plan › Add Smart Plan. Also works from any lead's profile.

Safety valve — Auto Pause: Set the plan to stop automatically the moment a lead replies, calls, texts, or a call is marked "talked." This keeps automation from talking over a live human conversation. Use it on every plan.

Lead routing & the AI assistant

• Lead routing (team accounts): auto-assign incoming leads by price, location, source, or type so the right agent gets them instantly.
• AI Sales Assistant: Lofty's AI can text leads, qualify them, and hand off to you when they're warm. Inside a Smart Plan, the Sales Agent Action step controls whether the AI watches a lead or stays muted. VERIFY — AI features depend on your subscription tier.

Listings — and the benefit most agents miss

In Lofty, "listings" isn't just where your own listings sit — it's a search-and-share engine over the whole MLS that quietly tells you which buyers are serious.

First, a one-time setup: add your MLS Agent ID

Lofty gathers your listings automatically — but only if it knows who you are in the MLS.

1. Go to Settings › Profile.
2. Find MLS Agent ID and search by your name or email; pick yourself from the list.
3. Save. Your active and sold listings now flow into My Listings / Team Listings on their own.

Note: a few MLSs don't share an Agent ID and can't auto-collect — Lofty support can confirm yours.

Listing Discovery — browse & share the whole MLS

Where: Listings › Discovery. Click any home to slide out Media, Details, Map, History, and Mortgage. From the "…" menu you can Send to Leads, Create a CMA, set a text code, or post to social. Check several homes at once to send a batch or build a Buyer Tour.

Do I "create" a listing in Lofty?

For MLS-listed homes, no — Lofty pulls them in for you. You'd manually add a property mainly for coming-soon / pre-MLS or pocket listings, or to feed a CMA. The day-to-day value is in discovering and sharing, not data entry.

CMAs — how you win the seller appointment

A CMA (Comparative Market Analysis) is the report that says "here's what your home is worth, based on what similar homes actually sold for." It's the centerpiece of a listing appointment — and in Lofty the basic version is free and unlimited.

Lofty Present — two flavors

Run a CMA (web) DEEP

1. Go to Marketing › Tools › Lofty Present and click CMA, then choose Seller or Buyer.
2. Select the lead the report is for and give the report a name.
3. Enter the subject property — address, type, beds/baths, living area (fields with * are required). Add a photo and details like year built and taxes for polish.
4. Click Continue and pick comparable listings: apply filters, adjust the search radius, or draw a polygon on the map. Choose comps that genuinely resemble the subject (max 30).
5. Review the Estimate — Lofty suggests a price range and buy/sell cost estimates; every field is editable, so apply your local expertise.
6. Click Continue to the final report, then email or text it to the lead. (The free CMA opens as a web landing page; it does not produce a PDF.)

Want a downloadable PDF + custom pages? Use Listing Presentation instead — same flow, but you pick a template (4 seller, 1 buyer, 1 agent), rearrange pages, and export to PDF. The Quick Presentation option auto-selects comps and pricing to generate the whole thing in seconds.

Shortcut: You can also launch a CMA straight from a lead's profile or the Listing Discovery page — no need to start in the menu.

The mobile app — Lofty when you're out with buyers

The mobile app is the whole CRM in your pocket. Out at a showing, you can pull up a home, text it to a buyer, log what they thought, and book the next stop — without going back to a desk.

The five screens that matter

A real "out with a buyer" sequence

1. Open Listings › Discover, search the area, and tap the home in front of you.
2. Tap share → filter to Matched Buyers or pick your buyer → send by text/email (Lofty makes a short, clean link).
3. On the lead's profile, log a quick note on their reaction — it's saved for everyone and can feed automation.
4. Book the next stop from Showings/Tours (next section) without leaving the app.

Scheduling & managing showings without phone tag

The Showing tool replaces the back-and-forth of "what time works?" — buyers (or other agents) request a slot you've pre-approved, and you confirm with a tap.

If you're the listing agent — set it up once

1. Go to Listings › My Listings › Manage Listing.
2. Click Showing Configuration (top-right) and set your available days/times and any rules (notice required, etc.).
3. Now anyone — even non-Lofty agents — can hit Book a Showing on that listing and pick an open slot. Requests come to you to approve.

Manage everything from the Calendar

Where: Calendar › Showings/Tours. The side panel sorts every showing by status — Requested, Pending, Approved, Completed, Canceled — for you and your team. Approve, reschedule, or cancel from here.

Build a buyer's tour (multiple homes in one trip)

1. In Listing Discovery, check the boxes on the homes you want to show.
2. Choose Buyer Tour (a.k.a. Property Tour) from the options bar.
3. Set the meeting time and place, then Add Listings as stops. Lofty calculates drive time between each stop and builds the itinerary.
4. Share the tour with your buyer so they have the route, times, and addresses on their phone.

From under-contract to closed — and paid

Transaction Management is the deal tracker: every active deal as a card you drag through stages, with checklists that spawn the right tasks at the right time and a built-in commission calculator at the finish line.

Two ways to look at deals

• Kanban view — columns by stage; drag a deal card from "Under Contract" to "Pending" to "Closed." Each column shows a live count.
• List view — sortable rows with every date and field; best for reporting and deadline-scanning.

Each deal type — Purchase, Listing, Lease, Other — has its own pipeline. Defaults like Pre-Contract → Under Contract → Pending → Closed are fully editable (up to 15 stages): gear icon › Customize Transaction Stages.

Add a transaction DEEP

1. From a lead's profile › Transactions › Add New Transaction (a deal always ties to a lead) — or hit + Add on the Transactions page.
2. If your MLS Agent ID is set, click "__ unclaimed MLS transactions" to pull closings straight from the MLS and claim them — the fields auto-fill.
3. Optionally check Send Introduction Email on Assignment to auto-introduce yourself to the deal's contacts.

Checklists do the remembering

On the transaction's Checklists tab, apply a template so that moving a deal to the next stage automatically creates that stage's tasks (order title, schedule inspection, etc.). Set these up once per deal type and the platform never lets a deadline go untracked.

Closing & commission

1. Move the deal to Closed.
2. Enter sold price, GCI, and commission splits — adjustments before splits, the splits themselves, and adjustments after splits. Lofty totals each payout in real time.
3. Generate a CDA (Commission Disbursement Authorization) if your brokerage uses them.

Other tabs on a deal: Accounting (the numbers), Contacts (loop in lender/title/vendors), Documents (store the file copies), and History (a full activity log). Transactions can also sync to SkySlope, Dotloop, or Brokermint if you use them.

Worth knowing once the basics click

First 30 days — for whoever sets up the account

A sequenced punch-list so your partner (or a new hire) builds the foundation in the right order. Roughly week by week.

Week 1 — Foundation

• Complete Settings › Profile: photo, bio, branding/colors, contact info.
• Add the MLS Agent ID so listings & unclaimed transactions auto-collect.
• Install the mobile app; enable push notifications, caller ID, and Face ID/fingerprint login.
• Connect email/calendar so messages and appointments sync.

Week 2 — Lead capture & follow-up

• Import existing contacts into People; tag and segment them.
• Import 2–3 Smart Plans from the Library: New Lead, Buyer Nurture, Past-Client/Sphere.
• Turn on Auto Pause ("lead responds") for every plan before enabling Auto-Apply.
• (Team) Configure lead routing rules.

Week 3 — Listings & sellers

• Confirm My Listings populated correctly; fix the MLS ID if not.
• Run one practice CMA end-to-end so the workflow is familiar before a live appointment.
• Decide whether the Listing Presentation add-on ($19.99/mo) is worth it for your seller volume.
• Set Showing Configuration on any active listings.

Week 4 — Deals & rhythm

• Build transaction checklist templates for Purchase and Listing deal types.
• Customize pipeline stages to match how you actually work.
• Set the habit: start every day on the mobile Dashboard; clear "Your Priorities."
• Connect Social Studio and schedule the first week of posts.