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I will set up real estate lofty crm smart plans and lofty idx website
Digital marketing for Daily Sales
Hi, I'm Paul Walter – B2B Growth & Automation Expert
I help businesses scale revenue and eliminate manual work through smart automated systems. I specialize in:
Zoho Suite & Billing: Complete Zoho B...
About this Gig
Most agents and brokers expect a clean, organized system, but deal with poor pipeline setup, lost leads, weak follow-ups and disorganized data costing them deals and commissions.
What you need is a fully optimized Lofty CRM that captures, nurtures & converts leads automatically while keeping your business structured.
I help by designing, fixing & optimizing Lofty CRM systems tailored for real estate to streamline workflows, improve automation & boost conversions.
Services I Offer:
- Lofty CRM setup, customization & database migration
- Advanced real estate pipeline mapping & workflow automation
- Lofty IDX website design & lead capture landing pages
- High-converting email & SMS follow-up campaigns (Smart Plans)
- A2P 10DLC compliance & Twilio configuration
- CRM optimization, system audit & troubleshooting
Industries: Real estate agents, brokers, mega teams, investors
Why me? I focus on automation + conversion to build high-performance systems that close more deals.
Ready to scale your real estate business? Let's build your automated engine today. Message me now!
Software:
Lofty
Industry:
Legal
•
Real estate
•
Insurance
My Portfolio
FAQ
What do I need to provide to start my Lofty CRM setup?
You need to provide active admin access to your Lofty CRM account, your cleaned lead database in a CSV format, and any specific domain or login details for your real estate brokerage integrations.
Can you help with A2P 10DLC registration inside Lofty CRM?
Yes, I guide you through the entire A2P 10DLC compliance registration within Lofty, ensuring your Twilio phone number gets approved by carriers so your automated SMS text messages actually deliver to leads.
3. Do you write the email and SMS templates for the Lofty Smart Plans?
3. Do you write the email and SMS templates for the Lofty Smart Plans?
Can you migrate my data from kvCORE or Follow Up Boss to Lofty?
Absolutely. I specialize in real estate CRM database migration. I will cleanly export your data from platforms like kvCORE, LionDesk, or Follow Up Boss, clean the files, and map them flawlessly into Lofty.
What is included in your Lofty IDX website design service?
I customize your native Lofty website by formatting the homepage, structuring neighborhood search pages, setting up lead capture pop-up triggers, and ensuring your local MLS data feed is synced correctly.
Do you configure third-party integrations like Zapier or Zillow?
Yes, I connect external lead sources like Zillow, Realtor.com, and Facebook Lead Ads directly into your CRM. I can also build advanced custom automated Zaps via Zapier for outside applications.
How do Lofty workflow automation and triggers help my real estate business?
Lofty workflow automation triggers immediate actions based on consumer behavior. For example, if a lead views a property three times, the CRM automatically assigns a task or fires a targeted text message.
Can you set up Lofty CRM for a real estate team or brokerage?
Yes, I can architect multi-user workspaces. I set up lead routing rules, round-robin assignments, agent permission tiers, and team pipelines to keep your entire real estate organization structured.
Do you offer troubleshooting or optimization for existing Lofty accounts?
Yes. If your current system is disorganized or your automated campaigns are failing, I can audit your workspace, fix broken pipelines, remove duplicate leads, and re-optimize your workflows.
Do you provide a walk-through training session after the CRM setup?
Yes, as an add-on or part of my premium consulting, I can provide a recorded video walkthrough showing you and your team exactly how to manage your new pipelines, filter leads, and track daily tasks.
