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

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Architecture

A real estate sale isn't a chat.

It's hundreds of parallel relationships — weeks long, across channels, with hard compliance to honor. Most AI tools break on at least one of these.

01
Memory
A hot lead replies after three weeks. The AI: “Who is this?”
Persistent · across sessions
02
Scale
200 leads tonight. You reach 5. The hot ones go cold while you sleep.
1 persona · ×N lead agents
03
Compliance
The AI texts a do-not-contact lead. Your broker calls before lunch.
Enforced before every action

Here's how the architecture answers all three.

L1Persona
AAnna LLily LLucas +custom
configurable identity  ·  segment focus · personal style · autonomy · escalation · cadence
instantiates
L2Agent

two cooperating instances · same persona · same memory · two parallel conversation surfaces

Coordinator agent
talks to the realtor
× 1
▸ IN directives, questions, preferences
◂ OUT briefs, alerts, confirmations
Lead agent
talks to each lead
× N
▸ IN messages, activity, replies
◂ OUT responses, schedules, CRM updates
both apply the same operating pipeline
01
Perceive
a signal arrives — message, activity, or scheduled trigger
02
Understand
pulls relevant context — your style, the lead, the market
03
Decide
applies the playbook — segment, autonomy, escalation
04
Act
executes — sends, schedules, tags, escalates, hands off
shared substrate · same data, both instances
Playbooks
decision logic
Segment routing
your taxonomy — buyer, seller, luxury, FSBO, anything
Intent detection
graded signals — high · moderate · low
Escalation triggers
pricing · offers · contracts · channel failure
Handoff protocol
clean AI ↔ human transitions, state machine
Memory
persistent
Realtor profile
your tone, scripts, working hours, focus
×1
Lead memory
facts, preferences, deal-breakers, deadlines
×N
Activity history
every touch, reply, escalation, handoff
append
Learning loop
self-improving
Evaluator scores outcomes Refiner tunes playbooks refinements feed back
re-injected into persona & playbooks every cycle
enforced by
L0Compliance
runs first · immutable
DNC opt-out identity language scope framing
L1 · Persona

One architecture. Many distinct agents.

Each persona is a complete behavior profile — different segment, different pace, different judgment thresholds. Different agents in practice, sharing the same architecture underneath.

Persona design space

AAnna LLily LLucas
Focuscategorical
Buyer-focused
LLucas
Seller-focused
LLily
General / Dual
AAnna
Tonecontinuous
direct consultative L A L
Autonomycontinuous
confirm autonomous A L L
Escalationcontinuous
deferred instant A L L
Cadencecontinuous
calm reactive A L L
A
Anna
general / dual
tone
warm
autonomy
propose
escalation
standard
cadence
daily
L
Lily
seller-focused
tone
consult.
autonomy
propose
escalation
fast
cadence
daily
L
Lucas
buyer-focused
tone
direct
autonomy
high
escalation
on intent
cadence
reactive
+
Custom
configure
tone
tune
autonomy
tune
escalation
tune
cadence
tune

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