Onboarding: Core Platform
This course is meant for Core Platform, Account Admins/Owners to learn how to set up their Lofty Account.
Getting Around
Editing your Lofty Profile
Applying for your MLS
Adding Team Members
Adding Lenders & Vendors
Choosing a Number
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