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Close More Deals Faster With Mobile

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

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Smart Plans

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.
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Behavior-driven triggers that never drop a lead

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.
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Every channel in a single coordinated flow

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.
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Describe it in plain language — AI builds the plan

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.
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See exactly how every plan performs

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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  • 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.

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