Lofty Agent Onboarding
+ Office Hours

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Course Overview
Our Lofty Customer Success Manager hosts this weekly onboarding for new Real/Lofty users to receive help getting started plus provides guidance on where to find all the great resources you need to get up-and-running. 

Course videos offer an in-depth training on the features of Lofty, our all-in-one real estate CRM, IDX website, team management, and lead generation solution .
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Course Features
  • Live / Video Time: 1 hour per session
  • Level:  New Agent,  Experienced Agent,  Top Producer,  Teams
Topics Covered
  • CRM Overview
  • Setting Up Your CRM & Importing Leads
  • Agent Websites
  • Landing Pages
  • Leads List & Lead Profiles
  • Paid Lead Services & Follow Up
  • Smart Plans
  • Property Alerts
  • AI Assistant
  • Transaction Management
  • Listing Management
  • Reviewing & Prioritizing Opportunities
  • Mobile App
  • Postcards & Design Center
  • Power Dialer
  • Integrations
  • Reporting
Live Onboarding

Make your CRM work for you: learn the top features.

Live Office Hours For Training and Answer Your Questions

Every Friday at 3PM EST / 12PM PST, we answer your questions! Join our Lofty Customer Success Manager for our weekly Q&A session. Bring your questions, challenges, scenarios, and ideas!

Download the Lofty Digital Resource Flipbook

Get the information & hyperlinks to the most used functions of Lofty that you need to get started quickly.
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