Why do real estate teams choose Lofty?

Lofty gives team leaders a central hub where leads can be routed automatically to the right agent, activity can be tracked across the whole team, and everyone works from the same CRM, which the company says reduces missed handoffs and leads falling through the cracks.

Can leads be distributed to agents automatically?

Yes. Lofty's smart lead routing lets rules be set based on geography, lead source, agent performance, or round-robin distribution, so leads are assigned instantly rather than manually.

How does Lofty work for a mortgage lender?

An agent partner invites the loan officer to Lofty, who joins free and sets up a companion CRM. The agent then assigns and routes buyer and seller leads into that pipeline, and the loan officer appears on the agent's home reports and websites, with financing requests routed straight to them.

CRM & deal pipeline

Lofty

Lofty is a real estate software platform that combines a CRM, IDX websites, lead generation, advertising management, and transaction management for agents, teams, brokerages, and mortgage lenders. The company says its team is based in Phoenix, Arizona.

The platform pairs a CRM with automated multi-step workflows that nurture leads across email, text, calls, and direct mail; an SEO-optimized IDX website with intelligent home search, plus a WordPress IDX plugin; automated social media marketing; and mobile apps for agents and for consumer home search. Advertising is managed across Google, Facebook and Microsoft, with managed ChatGPT ads, Google Screened setup, listing-to-ad automation, and Facebook ads paired with direct mail postcards to farm a chosen ZIP code. AI features include a virtual ISA that works around the clock to convert leads into appointments, a social marketing assistant, database-to-seller-pipeline automation, and custom AI agents that run inside the CRM.

For teams and brokerages, Lofty adds custom team roles, smart lead routing by geography, lead source, agent performance or round robin, shared lead pools, hierarchy and permissions, custom branding, and reporting on production, compliance and pipeline health. Lenders get a free companion CRM, co-branding on agent home reports and websites, financing requests routed to them, and the option to split lead generation and CRM costs 50/50 with an agent partner. Onboarding covers guided setup, data migration and a success plan, with brokerage implementation support and phone and email support seven days a week plus self-serve help.

Lofty states that more than 50,000 agents and more than 4,000 teams across North America use the platform, and that its customer community numbers over 70,000 real estate professionals with access to over 50 live training sessions a week. Pricing is not published on the pages reviewed; ask for a quote covering setup, seats, and ad spend.

Best for

Agent teams and brokerages that want the CRM, IDX website, and paid lead generation from one vendor, plus lenders co-marketing with agents on the same platform. Less relevant to investors who do not run an MLS-driven buyer or seller pipeline.

What they do

Real estate CRM with smart lead routing
IDX websites and WordPress IDX plugin
Multi-channel ad management across Google, Facebook and Microsoft
Managed ChatGPT advertising
Direct mail postcard farming campaigns
AI ISA and AI marketing assistants
Automated social media marketing
Transaction management and reporting
Mobile apps for agents and home search
Companion CRM for mortgage loan officers
Onboarding, data migration, and brokerage implementation

What stands out

States more than 50,000 agents across North America use the platform.
States more than 4,000 teams across North America use the platform.
Customer community of over 70,000 real estate professionals, with over 50 live training sessions a week.
Team is based in Phoenix, Arizona, with phone and email support seven days a week plus self-serve help.
Lenders can split lead generation and CRM costs 50/50 with an agent partner.

Common questions

Why do real estate teams choose Lofty?: Lofty gives team leaders a central hub where leads can be routed automatically to the right agent, activity can be tracked across the whole team, and everyone works from the same CRM, which the company says reduces missed handoffs and leads falling through the cracks.
Can leads be distributed to agents automatically?: Yes. Lofty's smart lead routing lets rules be set based on geography, lead source, agent performance, or round-robin distribution, so leads are assigned instantly rather than manually.
How does Lofty work for a mortgage lender?: An agent partner invites the loan officer to Lofty, who joins free and sets up a companion CRM. The agent then assigns and routes buyer and seller leads into that pipeline, and the loan officer appears on the agent's home reports and websites, with financing requests routed straight to them.