Lofty Smart Plans: AI-Powered Lead Follow-Up Automation

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Lofty Smart Plans: AI-Powered Lead Follow-Up Automation

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Lofty Named Official AI Partner of Real Estate
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Who We Help

For Agents

Automate your marketing programs, capture and convert more leads
into deals.

For Teams

Streamline your sales process, maximize collaboration, and
increase sales volume.

For Brokers

Boost agent productivity, lower operating costs, and accelerate
profitable growth.

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Partner with agents, receive shared leads, and grow your loan pipeline with a free companion CRM.

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Solutions

Lofty AI

Put your business growth on auto-pilot with Lofty AI.

Agentic AI Platform

Our award-winning productivity platform for real estate,
powered by Agentic AI.

Lead Gen Services

Be seen everywhere your clients are searching — and turn that
visibility into your next closing.

Website Services

Hyperlocal websites built to be found and used, across search
and AI answer engines.

Multi-Channel Advertising

Reach buyers on Google, Facebook & Microsoft — every
channel managed, every lead in one CRM.

OpenAI Ads New

Managed ChatGPT ads that put your name in front of buyers at
the deciding moment.

Lofty Blast

One click turns a new listing into Facebook & Instagram
ads and email.

Own Your ZIP Code

Facebook ads + direct mail postcards that farm your exclusive
ZIP code for seller leads.

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Managed Facebook & Instagram ads — sphere referrals and
MLS-driven buyer & seller leads.

Google LSA

Google Screened — position zero above every ad, pay only for
verified buyer calls.

Overview

Flexible and scalable AI solutions that save time and boost
productivity.

Cowork

Streamline daily business operations and maximize
productivity.

Sales Agent

Your very own virtual ISA, working 24/7 to capture and convert more leads into appointments.

Social Agent

Your always-on digital marketing assistant, to amplify your brand across social media and boost lead generation.

Homeowner Agent

Turn your database into an always-on seller pipeline—no manual outreach or management required.

Custom Agents

Build an AI agent for the repetitive jobs only you do—set it up once and it just runs inside your CRM.

Real Estate CRM

Power Dialer

Easily scale outbound communications to your leads, team
members, and loyal customers.

Smart Plans

Automated, multi-step workflows that nurture every lead across
email, text, calls, and direct mail — with built-in AI.

IDX Website

An SEO-optimized, fully customizable IDX website with
intelligent home search that turns visitors into leads.

Hyperlocal Website

A done-for-you, hyperlocal IDX website built on Lofty to make
you the local expert.

WordPress IDX Plugin

Lofty’s IDX Plugin provides a seamless integration between
WordPress websites and our award-winning Agentic platform.

Social Studio

Put social on autopilot with a fully automated social media
marketing tool.

Transaction Management

Streamline transactions from start to finish with paperless
tools, and a full reporting suite.

Mobile Apps

All the power of our award-winning platform in the palm of
your hand.

Closely App

Deliver an elevated, mobile-optimized home search experience
for your customers.

Back Office

From first interview to closed transaction, we handle the operations so you can focus on growing your business.

Website Design Services

A done-for-you, hyperlocal real estate website designed
around your brand.

AEO for Real Estate

Be the agent AI recommends first, across ChatGPT and other
answer engines.

GEO for Real Estate

Get recommended by AI search — the content generative
engines want to quote.

SEO for Real Estate

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every page.

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Hear directly from top real estate teams and brokers who have
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Each year we recognize customers who have best leveraged the Lofty
Platform to grow their business!

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Customers have access to over 50 LIVE training sessions a week.

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Join us in bringing value to a community of over 70,000 tech-savvy
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Company

About

The Lofty origin story.

Mission

The vision, mission, and values that guide us.

Leadership

Based in Phoenix, AZ our team is committed to driving customer
success.

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Guided onboarding, data migration, and a success plan that gets
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Brokerage Implementation

Solution design, custom configuration, and rollout support built
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self-serve help.

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My Account
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Close More Deals Faster With Mobile

With Lofty, the award-winning, Agentic platform for real estate
professionals.

Take Me To App

Smart Plans

Smart Plans are intelligent, multi-step workflows that nurture every lead across email, text, calls, and direct mail — with built-in AI, conditional branching, and automatic pausing the moment a lead replies. Set it once; Lofty works the lead for you.

Schedule a FREE Demo

Behavior-driven triggers that never drop a lead

Enroll leads the instant they act — on listing views, saved favorites, home valuation requests, email opens, replies, or a pipeline stage change. The moment a lead engages, the plan pauses itself, so no one ever gets an automated message after a real conversation has already started.

Schedule a FREE Demo

Every channel in a single coordinated flow

Reach every lead through one coordinated flow — email, text, call tasks, postcards, letters, ringless voicemail, and in-app notifications. Conditional branches send each lead down the path that fits their behavior, plans chain together to hand off from nurture to conversion, and automated touches mix seamlessly with tasks for your own follow-up.

Schedule a FREE Demo

Describe it in plain language — AI builds the plan

Describe what you want to automate in plain language and AI builds a ready-to-run Smart Plan — steps, timing, and messages included. Lofty also audits your existing automation, spots the gaps where leads slip through untouched, and offers one-click plans to close every one.

Schedule a FREE Demo

See exactly how every plan performs

Track plan-level stats for leads applied, active, completed, and paused runs; a full email funnel from sent to delivered, opened, replied, and bounced with conversion rates; text delivery and opt-outs; and trends by day, week, or month you can drill into for any single email or text.

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Frequently Asked Questions

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Try the Lofty
Help Center
or contact us

What are Smart Plans in Lofty?

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Smart Plans are automated, multi-step follow-up workflows built into the Lofty platform. A plan enrolls a lead on a trigger, then runs a timed sequence of emails, texts, tasks, and other actions — so every lead gets consistent follow-up without manual work.

Can AI build a Smart Plan for me?

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Yes. With the AI Builder, you describe what you want to automate in plain language — like a welcome series for new leads or a post-closing anniversary drip — and AI builds the plan for you. Lofty also detects gaps in your automation coverage and offers one-click AI-generated plans to fill them.

What channels can a Smart Plan use?

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Smart Plans work across email, text, call tasks, postcards, letters, ringless voicemail, and in-app notifications — all coordinated in a single workflow, so your outreach feels consistent no matter the channel.

Do Smart Plans stop when a lead responds?

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Yes. Plans can pause themselves automatically the moment a lead engages — for example, when they reply to a text or email — so a lead who just answered never receives an out-of-place automated message.

Do I have to build every plan from scratch?

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No. Lofty includes a library of ready-made Smart Plans — like new lead nurture, open house follow-up, past client anniversary, and expired listing outreach — that you can apply as-is or customize to fit your workflow.

What we do

Ready to Accelerate your Business Growth?

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Who We Help

* Agents

* Teams

* Brokers

* Lenders

Resources

* Blog

* Success Stories

* Lofty Legends

* Lofty LIVE Training

Partners

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* Integration Center

Contact

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* [email protected]

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Lofty AI

* Cowork

* Sales Agent

* Homeowner Agent

* Social Agent

* Custom Agents

Lead Generation

* Multi-Channel Advertising

* OpenAI Ads

* Lofty Blast

* Own Your ZIP Code

* Social Ads

* Google LSA

Compare

* Follow Up Boss

* kvCORE

* BoldTrail

* Sierra Interactive

Platform

* Real Estate CRM

* Power Dialer

* Smart Plans

* Hyperlocal Website

* WordPress IDX Plugin

* Social Studio

* Transaction Management

* Mobile Apps

* Closely App

* Back Office

Company

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* Mission

* Leadership

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Lofty Smart Plans: AI-Powered Lead Follow-Up Automation

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