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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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For Mortgage Lenders

Partner with top-producing agents on Lofty. Get shared leads, co-branded marketing, and a free companion CRM — so you're in every deal from first touch to closing.

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Lofty for mortgage lenders
A loan officer reviewing mortgage financing with clients at a desk

Why Lenders Partner with Lofty

 Lofty connects you with the agents you already work with, so you're in the deal from first showing to final closing. Nurture shared leads, co-market on every home report, and grow your loan pipeline without adding busywork.
  • check_mark Free companion CRM for loan officers
  • check_mark Co-branded on agent Home Reports & websites
  • check_mark Buyer & seller leads shared to your pipeline
  • check_mark Financing requests routed straight to you
  • check_mark Split lead & CRM costs with your partners

Features Lenders Love

 More than a CRM — Lofty gives lenders the tools to co-market with agents, capture financing-ready clients, and stay in every deal.

How Lofty Works for Lenders

 Getting started takes minutes. Your agent partner invites you, and you're instantly connected to their pipeline.
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Get Invited

Your agent partner invites you to Lofty. Join free and set up your companion CRM in minutes.

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Receive Shared Leads

Agents assign and route buyer and seller leads to you — each one lands in your pipeline automatically.

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Co-Brand & Convert

Appear on Home Reports and websites, field financing requests, and close more loans together.

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Lender partnership on Lofty

Be in every deal, from first showing to final closing.

 Lofty keeps you connected to the agents you work with and the clients who need financing — automatically, all in one platform.

Frequently Asked Questions

Haven't found what you're looking for? Try the Lofty Help Center or contact us
  • How do I get access to Lofty as a lender?
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    Lofty for lenders is invite-based. An agent or team you partner with invites you into their CRM, and you join free — no separate subscription required.

  • Does it cost anything for lenders?
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    No. Invited lenders get a free companion CRM. Optionally, you and an agent partner can choose to split the cost of lead generation or CRM packages 50/50.

  • What can I do in the lender CRM?
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    You can manage the leads shared with you, upload documents, add notes, collaborate with your agent partners, and receive financing requests — all in one place.

  • How do leads get shared with me?
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    Agents can assign or route specific leads to you. Once shared, those leads appear directly in your Lofty CRM so you can start working them right away.

  • Is cost sharing compliant with RESPA?
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    Cost sharing is designed with RESPA in mind and is capped. As always, confirm your specific arrangements with your compliance team.

Ready to Accelerate your Business Growth?

Complete the form to schedule a demo and one of our solution specialists will reach out to confirm your appointment.

 

We’ll make sure you receive -

  • A personalized tour and guidance from one of our top solutions advisors
  • Guaranteed lowest price on new subscriptions and add-ons
  • Instant access to your new Lofty account upon sign-up
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