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Module 06 · Integrations

Lofty

Coming soon

Let Sales and Marketing read your real estate leads, their calls, texts, and emails, tasks, transactions, and listings in Lofty. Read only. Coming soon.

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Lofty, formerly Chime, is a CRM for real estate teams and brokerages. Once you connect it, Sales can read your leads and everything they said, and Marketing can read your listings to write about them.

Which assistants use it#

AssistantStatus
SalesComing soon
MarketingComing soon

What assistants can do#

Lofty connects through the tool's own hosted connector, and it is read only.

AbilityHow it runs
Read leads and their calls, texts, and emailsReads on its own
Read tasks and transactionsReads on its own
Read listingsReads on its own
Change a lead, a task, or a transaction, send a message, or make an AI insightNever run from chat

Setup (when it opens)#

  1. In Lofty, open Settings, then Integrations, then API. Accept the agreement and create a key. It acts with your own Lofty permissions.
  2. Open Integrations in StellarFirm and pick Lofty.
  3. Paste the key, switch on the live option, and press Connect.

Permissions#

  • Nothing here waits for an Approve because nothing here changes data. A reply Sales drafts goes out from your mailbox, and only after your Approve.
  • Revoke the key in Lofty whenever you want to cut access.

Prompts to try#

PromptLeads waiting
Sales, list the Lofty leads that asked about a listing this week and have no reply yet, with the listing and how long each one has waited, then draft a reply for each one for me to approve.
PromptListing copy
Marketing, read the listing for [address] in Lofty and write the description, a 30 second video script, and three social posts. Hold them for my Approve.