The Engine (Lofty Automation Engine)
Complete automation from lead to close.
The Lofty AI Assistant and 20+ Smart Plans, set up to work as one system. Every new lead gets a fast reply, the right follow-up for their timeline, and you get a heads-up when it's time to call.
The AI answers first. Smart Plans keep it going.
Most agents have the Lofty AI Assistant turned on and a few Smart Plans running, but the two aren't set up to work together. Leads get a message from the AI, then a plan fires on top of it, then nothing for three weeks.
The Automation Engine fixes that. The AI Assistant replies to new leads in seconds, asks about their timeline and books the appointment. Once you know where they stand, they move to the right pipeline stage and the matching buyer or seller Smart Plan takes over with steady follow-up that fits their timeline.
Behavior triggers watch what leads do on your site, so when someone starts looking hard, you get an alert and a task to call. You always know who to talk to next.
See it work. Then decide.
Here's what the AI and Smart Plans look like working together inside Lofty, plus two automations most agents never turn on: home value reports that keep past clients and seller leads engaged, and property alerts that keep buyers coming back to your site.
Lofty AI + Automation: The Combo That Saves Hours
Automate Seller Leads with Lofty Home Reports
How to Set Up Auto Property Alerts in Lofty
20+ Smart Plans and the AI, built as one system.
Pipeline plans
AI and extra plans
Follow-up that runs without you babysitting it.
A fast first reply
The AI Assistant answers new leads in seconds, day or night, and asks the questions you'd ask.
Buyers and sellers hear different things
Separate plans for each, with timelines and offers that fit what they're actually doing.
Leads move on their own
Plans are tied to your pipeline stages, so a lead's stage decides what they get next.
Appointments that book themselves
Calendar booking, reminders and confirmations, without the back-and-forth texts.
Alerts when it matters
A heads-up when a lead replies, gets active on your site or goes quiet on a hot deal.
A clear next step
Tasks show up when it's time to call, so you spend your day talking to the right people.
Part of every full Lofty build.
- Full Lofty AI Assistant setup, so new leads get a fast, natural reply
- 12 core Smart Plans (6 buyer, 6 seller) tied to your pipeline stages
- Open house, closed client and holiday plans
- Behavior-based plans that react to what leads do on your site
- The AI and your Smart Plans set up to work as one system
- Calendar booking, reminders and confirmations
- Alerts when a lead gets hot or goes quiet
- Text, email and task follow-up, all set up for you
READY TO AUTOMATE
Stop the manual work. Start the systems.
Let the system handle follow-up while you focus on clients. The Automation Engine keeps leads moving, keeps relationships warm and tells you when it's time to call.
A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.