Onboarding For Account Owners and Admins
This course is meant for Account Owners and Administrators for the purposes of setting up Lofty accounts BEFORE getting Agents up and running.
Getting Around
Editing your Lofty Profile
Applying for your MLS
Adding Team Members
Adding Lenders & Vendors
Introduction to your Lofty Website
Lofty Content Management System - A tour
The Style Tab
The Pages Tab
Quick Customizations
Customizing the Rest of the Site
Taking your Lofty Website Live
The Anatomy of a Lofty Lead
Lead Organization - Pipelines, Segments and Tags
The Engagement Tab
Automated Property Alerts
Calendar
Introduction to Lead Routing