What is Lofty Cowork?

Cowork is an agentic workspace that executes operational work end-to-end inside your CRM, orchestrating AI agents and skills across the lead lifecycle.

How does Cowork work?

Assign Cowork a task once or set it on a schedule. It sees the work through inside the Lofty ecosystem — reading your CRM for context, taking action through the Lofty CLI, connecting to your real-estate tools, and running built-in skills — and pulls you in when a decision needs your judgment.

How is Cowork different from the AI Sales Agent?

The AI Sales Agent focuses on responding to and nurturing leads. Cowork orchestrates broader operational work — coordinating follow-up, updating records, and moving deals forward across the whole lifecycle.

Cowork — the agentic workspace that runs your CRM

Cowork executes operational work end-to-end inside Lofty — orchestrating tasks across the lead lifecycle so your team doesn't have to.

Schedule a Demo See It in Action

87%

Faster task completion

20 hrs

Saved per month

674%

Follow-up efficiency

40%

Higher lead response

70%

Instant resolution

Your CRM's Coworker

Cowork takes operational work off your plate — coordinating follow-up, updating records, and moving deals forward by orchestrating the right agents and skills at each step of the lifecycle.

End-to-end execution of operational tasks.
Orchestrates agents & skills across the lifecycle.
Keeps records current automatically.
Escalates to you only when judgment is needed.

Cowork's prioritized 'What needs you now' list with one-tap actions

Yours to delegate, Cowork's to finish.

Assign a task once or set it on a schedule — Cowork sees it through inside the Lofty ecosystem, and pulls you in when a decision needs your judgment.

CRM

Context & data, read live.

Lofty CLI

Takes action, writes back.

Connectors

Reaches your tools.

Skills

A toolkit of workflows.

What It Does

Less Clicking. More Closing.

Cowork streamlines daily business operations, practically eliminating time-consuming, manual tasks so you can focus on meetings and transactions.

Instant Call Notes

One click after any call and you get a full recap: client needs, budget, timeline, and what to do next.

"Summarize my last call with James and create follow-up tasks"

Smart Lead Prioritization

Cowork ranks your leads by activity, interest, and how long they have been waiting. You open Lofty and your priority list is ready.

"Show me my highest-priority leads for today"

Full Mobile Experience

Cowork runs the full experience on mobile. Between showings, in the parking lot, on the way to a listing appointment.

"What do I need to know before my 2pm showing?"

AI-Drafted Communications

Cowork knows your leads and writes like it. Emails, texts, scripts, and campaigns that match your voice.

"Draft a follow-up email for Sarah about the Elm St showing"

Effortless Transaction Management

Update deals, upload a contract and let Cowork extract the details, or build a shareable comparison report.

"Add a new transaction for 814 Oak Ave and pull in the details"

Unified Cross-Device Access

Cowork is connected to your lead database, your website activity, and your transactions.

"Show me leads who visited my site this week and draft a text for the top 5"

See It In Action

Your first 10 minutes with Cowork.

This is what your morning looks like when your CRM works for you.

7:00 AM

Open Lofty

New leads, site visits, and updated activity from overnight are already organized.

7:02 AM

Get your priority list

"Who needs my attention today?"

7:04 AM

Launch follow-ups

"Create follow-up plans for all new leads from last night"

7:06 AM

Review call notes

Yesterday's call summaries and next steps are waiting.

7:10 AM

Head to your first showing

"What do I need to know before my 10am?"

An Array of Talents

Built to Streamline your Real Estate Business.

Update contacts, send messages, find leads, create marketing, and more—Cowork can act across all areas of the platform.

🎯

Lead Search and Filtering

Find leads by interest level, last visit, pipeline stage, property criteria, or any combination.

🩺

Lead Health Analysis

Score and segment your entire database. See who needs attention now, who to nurture, and who to move on from.

✍️

Communication Drafting

Draft personalized emails, texts, call scripts, and mass campaigns tailored to each lead's profile.

🏡

Transaction Management

Search, create, and update transactions in plain language. The AI handles the data entry.

📊

Market Data and Research

Get live mortgage rates, neighborhood price trends, and rental market analysis with sourced citations.

🎯

Lead Search and Filtering

Find leads by interest level, last visit, pipeline stage, property criteria, or any combination.

🩺

Lead Health Analysis

Score and segment your entire database. See who needs attention now, who to nurture, and who to move on from.

✍️

Communication Drafting

Draft personalized emails, texts, call scripts, and mass campaigns tailored to each lead's profile.

🏡

Transaction Management

Search, create, and update transactions in plain language. The AI handles the data entry.

📊

Market Data and Research

Get live mortgage rates, neighborhood price trends, and rental market analysis with sourced citations.

📞

Call Summaries

One-click AI summaries after every Lofty Dialer call. Client needs and next steps captured automatically.

⚡

Automated Follow-Up Plans

Build multi-step email and text sequences for any lead. Plans pause the moment a lead replies.

📎

Document Ingestion

Upload a contract and the AI reads it, answers questions, and populates your transaction record.

🔬

Deep Research Reports

Request a full market or neighborhood report. The AI runs it in the background and notifies you when done.

⚖️

Offer Comparison

Select competing offers and get a branded, shareable side-by-side analysis with a clear recommendation.

➕

Lead Creation and Updates

Add new leads or update existing ones in plain language. The AI confirms every change before saving.

📞

Call Summaries

One-click AI summaries after every Lofty Dialer call. Client needs and next steps captured automatically.

⚡

Automated Follow-Up Plans

Build multi-step email and text sequences for any lead. Plans pause the moment a lead replies.

📎

Document Ingestion

Upload a contract and the AI reads it, answers questions, and populates your transaction record.

🔬

Deep Research Reports

Request a full market or neighborhood report. The AI runs it in the background and notifies you when done.

⚖️

Offer Comparison

Select competing offers and get a branded, shareable side-by-side analysis with a clear recommendation.

➕

Lead Creation and Updates

Add new leads or update existing ones in plain language. The AI confirms every change before saving.

🌐

Live Web Search

Ask about mortgage rates, home prices, or local market trends. Answers come back with sourced citations.

📬

Priority Inbox

See which messages need your attention today and which leads have gone cold.

✅

Task Management

Ask what is on your plate, create follow-up reminders, and get a prioritized to-do list for the day.

🎟️

Platform Support

Get instant answers to product questions, check ticket status, and connect to customer support.

📣

SEO and Blog Content

Generate blog posts and website content optimized for search, without leaving the AI chat.

💡

Prompt Library

Not sure where to start? Browse pre-built prompts organized by task to see everything Cowork can do.

🌐

Live Web Search

Ask about mortgage rates, home prices, or local market trends. Answers come back with sourced citations.

📬

Priority Inbox

See which messages need your attention today and which leads have gone cold.

✅

Task Management

Ask what is on your plate, create follow-up reminders, and get a prioritized to-do list for the day.

🎟️

Platform Support

Get instant answers to product questions, check ticket status, and connect to customer support.

📣

SEO and Blog Content

Generate blog posts and website content optimized for search, without leaving the AI chat.

💡

Prompt Library

Not sure where to start? Browse pre-built prompts organized by task to see everything Cowork can do.

Ready to get 20 hours back every month?

See how Cowork can optimize your daily operations and give you back time to focus on what's most important.

Schedule My Demo

Personalized walkthrough with a solutions advisor

Guaranteed lowest price on new subscriptions

Instant account access upon sign-up

Frequently Asked Questions

Haven't found what you're looking for? Try the Lofty Help Center or contact us

What is Lofty Cowork?
+ -

Cowork is an agentic workspace that executes operational work end-to-end inside your CRM, orchestrating AI agents and skills across the lead lifecycle.
How does Cowork work?
+ -

Assign Cowork a task once or set it on a schedule. It sees the work through inside the Lofty ecosystem — reading your CRM for context, taking action through the Lofty CLI, connecting to your real-estate tools, and running built-in skills — and pulls you in when a decision needs your judgment.
How is Cowork different from the AI Sales Agent?
+ -

The AI Sales Agent focuses on responding to and nurturing leads. Cowork orchestrates broader operational work — coordinating follow-up, updating records, and moving deals forward across the whole lifecycle.