Lofty Setup
Your own Lofty account configured, connected and working in three days.
This is for the individual agent with a Lofty account, not a brokerage rollout. Lofty does a lot, which is exactly why most agents use a fraction of it. We take your account from a fresh login to a working system: your profile and branding, lead sources routed to you, a pipeline that matches how you work, smart plans that follow up while you are at showings, your IDX site, email and calendar sync, your contacts imported and the app on your phone. Then we walk you through it one on one, recorded, and you keep every setting documented.
What we set up
- Your profile, branding, signature and notification settings
- Lead sources connected and routed to you (Zillow, Realtor.com, ads, sign calls, website)
- A pipeline and stages that match how you actually work
- Smart plans and drip campaigns for buyers, sellers and past clients
- IDX website with your branding, your listings and lead capture on
- Email and calendar sync so every conversation lands in Lofty
- Contacts imported from your previous CRM, phone or spreadsheet
- Mobile app installed and signed in, with the notifications that matter
- One-hour walkthrough with you, recorded
What you walk away with
- A working Lofty account you sign into on day one
- A settings document: every rule, plan and integration, and why
- The walkthrough recording
- Thirty days of adjustments by chat
How long it takes
Three working days from the kickoff call. A migration from another CRM adds a day or two, depending on how much comes over.
Price
$99 one-time. Fixed price, paid on your 15-minute scoping call before we book your setup session.
Questions agents ask
Do I need a Lofty subscription first?
Yes. We configure the account you own. If you have not signed up yet, we can join the onboarding call with Lofty so the plan you pick fits the setup.
Can you move my contacts from Follow Up Boss, kvCORE, my phone or a spreadsheet?
Yes. Contacts, tags, notes and deal stages come over. We map your old stages to the new pipeline before importing, and you approve the mapping.
I already use Lofty and it is a mess. Does that count?
That is most of the work we do. We audit what is there, keep what works, and rebuild routing, plans and the pipeline around how you sell.
Is this for a brokerage or a team?
No. This setup is for one agent and their own account. If you run a team or a brokerage, ask us on the Concierge page and we scope it separately.
Does this include the Engentfy for Lofty plugin?
No, they are separate. The plugin puts Lofty inside ChatGPT and Claude. The setup makes the account itself work. Many agents do both.
Looking for Lofty inside ChatGPT and Claude instead? See the Engentfy for Lofty plugin