Lofty

Lofty is an AI-powered real estate platform that helps agents, teams and brokerages capture leads, follow up automatically and manage deals from first contact to closing.

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Overview

Lofty combines a real estate CRM, IDX websites, Smart Plans follow-up automation, transaction management and AI agents in one platform. Users capture leads from their website, route them to agents, nurture them across email, text, calls and direct mail, track goals and forecasts, and manage transactions with checklists, documents and e-signatures. Contacts can be imported from CSV files. Pricing is quoted by plan, seat count and add-ons.
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Who it is for

Organization Types
  • Business

Product

Solution Kind
Platform

Images

Features

Interaction Tracking

Live-updating website activity timeline per lead

One-off, mass and automated email and text

More details & conditions: Interaction Tracking

Communication analysis with third-party integrations such as Gmail, Mailchimp and Bombomb

Categories: Real Estate CRM

Lead Management

Track leads from first touch to close

Assign and route leads to agents

More details & conditions: Lead Management

Prioritized lead views with AI task prioritization

Contact Management

Unlimited contacts

Import contacts from CSV files

More details & conditions: Contact Management

Email and calendar integrations with Gmail and Outlook

Client/Property Matching

Match listings to the buyers that fit best through featured listing management

View new, reduced-price and back-on-market listings

More details & conditions: Client/Property Matching

Property alerts for leads

Lead Capture

IDX website search captures visitor details when searches or favorites are saved

Customizable landing pages and home valuation tool

More details & conditions: Lead Capture

AI chatbot on websites

Lead Generation

Delivery method: Paid add-on

IDX website captures leads from searches and saved favorites

Buyer and seller lead generation programs sold as paid services

Limits to check
  • Lead generation programs and ads are quoted separately; lead counts are estimates, not guarantees
More details & conditions: Lead Generation

Branding ads by zip code and for a sphere of contacts

Categories: Real Estate CRM

Lead Qualification

AI lead scoring based on lead activity

Indicators of transaction intention surfaced as business opportunities

Categories: Real Estate CRM

Pipeline Management

Pipeline stages per lead such as New lead, Appt set and Showing

Pipeline-based lead views

More details & conditions: Pipeline Management

Reporting and forecasting of goals by volume, closings, GCI and revenue

Categories: Real Estate CRM

Listing Management

Featured listing management matching listings to buyers

Add pocket listings to the IDX website

More details & conditions: Listing Management

Listing embed and external listing widget

Categories: Real Estate Agency

Transaction Management

Document collection, deadline tracking, task checklists and milestone notifications

Client-facing portal to track transaction progress

More details & conditions: Transaction Management

E-signatures with signed documents stored in the transaction record

Integrations with Dotloop, Brokermint and Skyslope

Categories: Real Estate Agency

Commission Management

Delivery method: Managed service

Track GCI and revenue goals and reports

Transaction commission data feeds Back Office automatically

Categories: Real Estate Agency

Technical details

Deployment

Client Channels
  • Mobile app
Delivery Models
  • Cloud (SaaS)

Implementation

Delivery Mode
  • Vendor

Data

Import Formats
  • CSV

Customization

Supported Scopes
  • Workflows
  • Branding

Security

Assurances
  • Kind
    Certification
    Scope
    Information security management for office sites, development centers, support centers and data centers; certification runs 3 years with annual surveillance audits
    Standard
    ISO/IEC 27001
  • Kind
    Certification
    Scope
    Privacy information management to protect private information assets and demonstrate compliance with privacy and data protection regulations
    Standard
    ISO/IEC 27701
  • Kind
    Audit report
    Scope
    General IT controls securing the service provided, as reported in a SOC 2 report
    Standard
    SOC 2
Encryption In Transit
Yes

Support

Channels
  • Email
  • Phone
  • Chat
  • Knowledge base
Human Availability
Weekdays
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
  • Sun
Human staffed
Yes
Training Formats
  • Documentation
  • Webinar
  • Live online
  • Certification

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