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⚙️ Lofty CRM Buildouts · Done For You

We build your Lofty into a system that actually converts leads.

Stop paying $400+/month for a CRM you barely use. We rebuild your entire Lofty system (pipelines, Smart Plans, lead routing, IDX site, AI Assistant, integration) in 10 to 14 days depending on package. Then we train you on how to use it. You finally use what you're paying for.

10-14
DAY DELIVERY
$1,000+
FLAT FEE PACKAGES
700+
REALTORS BUILT FOR
AI
ASSISTANT TUNED

Your Lofty After EMA

SYSTEM LIVE
Smart Plans firing 24/7
Lead routing configured 5-min response
Pipelines structured Buyer + Seller
Website live with IDX Mobile ready
A2P registration done Texts deliver
AI Assistant screening 24/7 qualified

THE PROBLEM WE SOLVE

Lofty is powerful. If it's set up right.

You probably bought Lofty (or got it through your brokerage) with the best intentions. You watched a few setup videos. You spent a weekend trying to configure it.

Then real life kicked in. Showings, contracts, paperwork. The Lofty buildout never finished. Now you're months in, paying full price, and using maybe 10% of what the system can do.

That's exactly where we come in. We've built Lofty for over 700 realtors across North America. We know what works, what gets skipped, and what every successful agent's CRM has in place, because we use the same system in our own real estate business.

What's missing from most agents' Lofty:

  • Buyer and seller Smart Plans never fully built out
  • Lead routing rules undefined or broken
  • A2P registration not completed (texts won't deliver)
  • IDX website still on the default template
  • Email deliverability domain never set up
  • Lofty's AI Assistant never turned on (or saying things you'd never say)
  • Holiday and reactivation Smart Plans missing entirely
  • Lender integration not connected
  • No training, so you don't know what's even possible

What We Build

Every piece of your Lofty, configured correctly.

Whether you're starting from scratch or fixing a broken setup, here's what gets handled in a full buildout. No half-measures, no "you can finish this part yourself."

01

Full CRM Configuration

Pipelines, stages, lead sources, custom fields and tags, built around how you actually run your business instead of Lofty's defaults.

See the 8-stage pipeline →
02

Smart Plans That Actually Run

Buyer nurture, seller follow-up, reactivation, holiday touches. Every plan is tested and live before we hand it off.

How the Automation Engine works →
03

IDX Website Built & Branded

Your IDX-powered site, set up with your branding, custom URL, favicon, and SEO foundations. Mobile responsive by default.

04

Lead Routing & Response

Round-robin or rule-based routing. Auto-text and auto-email so leads get a response in under 5 minutes, every time.

05

Lofty AI Assistant Configured

Lofty's AI screens new leads, asks qualifying questions, and books appointments, but only if it's set up right. We tune the prompts, escalation rules, and intent triggers so it sounds like you.

06

Integrations + 1-on-1 Training

Lender integration, social media, email deliverability, A2P registration, everything connected. Then a recorded training session so you (and your team) actually know how to use it.

★★★★★

"I recently worked with Sean and his team to optimize my Lofty CRM, and the experience was excellent. He helped set up systems, smart plans, and workflows that have made my day-to-day operations far more efficient. Instead of just explaining features, he structured my CRM in a way that actually supports my daily tasks and keeps me focused on the activities that move my business forward."

Andrew Latty · Real Estate Agent

"Working with Sean has been a game changer for my systems. Learning all the tools and features of Lofty can feel daunting, but Sean makes everything super simple and easy to understand. He shows you how to streamline your operations using Lofty and how to maximize your website for organic lead generation. If you're looking to get the most out of your CRM, hire Sean and his team!"

Steve Scarnati · Real Estate Agent

"Sean was an absolute pleasure to work with while getting my Lofty CRM and website set up and running smoothly. He went above and beyond with my branding and business SEO, exceeding all expectations. I'll be recommending him to anyone who needs a trusted marketing resource. He's been invaluable to me and my business."

Tom Haffey · Real Estate Agent

"WOW WOW WOW!!! Sean and Ali nailed it! I absolutely love my new website. They listened to what I was looking to do and knocked it out of the park! If you are looking to update your site you need to reach out to them. Quick response and the turn-around time was fantastic!"

Heather Wells · Real Estate Agent

"We've sent multiple clients to Sean for help with AdWords management and lead generation strategies, and the results speak for themselves. Sean knows exactly how to optimize campaigns for real ROI, and he genuinely cares about helping businesses grow. His communication is clear, his strategies are smart, and he always delivers."

Josh Cunningham · Industry Partner

"5 Stars for sure! Sean went above and beyond. He was so prompt in his responses and the training was great. Sean has very infectious energy and a joy to work with. He is very knowledgeable about his product and a great trainer. I highly recommend his service."

Tammy Johnson · Real Estate Agent

OUR PROCESS

From signed contract to live system in 10–14 days.

You don't need to manage the build. You don't need to "feed us materials." We handle the whole thing: you show up to the kickoff call and the training call. That's it.

01

Kickoff Call

30-minute call where we map your business goals, lead sources, team structure, and CRM needs.

Phase 1
02

System Build

We configure your CRM, build your Smart Plans, set up your IDX site, register A2P, and connect every integration.

Phase 2
03

Quality Check

We run leads through the system, test every automation, and confirm every piece is firing correctly.

Phase 3
04

Training & Handoff

1-hour recorded training so you (and your team) know how to use everything. You own it forever.

Phase 4
Buildout Packages

Pick the buildout that matches your goals.

Three flat-fee packages, no monthly retainers required for the buildout itself. You own everything we build.

Website Build
A functioning Lofty system, ready for leads.
$ 1,000
ONE-TIME · FLAT FEE
10-DAY DELIVERY
  • CRM setup & configuration
  • MLS integration
  • A2P registration (so texts deliver)
  • IDX website built & branded
  • 1 buyer + 1 seller Smart Plan
  • Auto property alerts
  • Access to EMA's Lofty Course (self-serve)
Full Build
A fully tuned Lofty system, with training to actually use it.
$ 1,800
ONE-TIME · FLAT FEE
10-14 DAY DELIVERY
  • Everything in Website Build, plus:
  • Lofty AI Assistant, fully configured & tuned
  • Automation Engine, Holiday + behavioral Smart Plans deployed
  • 1-on-1 training session
  • Upgraded website with more pages
  • Google Business Profile integration
  • Google & Zillow reviews connected
  • Lead routing rules configured
  • Lender integration
Performance Build
Full Build on steroids, plus a brand authority injection.
$ 3,000
ONE-TIME · FLAT FEE
14-DAY DELIVERY
  • Everything in Full Build, plus:
  • Google Business Profile fully optimized & listing distribution
  • 5 lifestyle pages that showcase your market
  • 10 blog posts, 5 a month for 2 months
  • 5 Additional Lifestyle web pages
Included In Every Buildout

What you actually get when we build your Lofty.

Every package includes the foundational work below. Whether you pick Website Build, Full Build, or Performance Build, these are non-negotiable parts of any system we deliver, because without them, the rest doesn't work.

No "your buildout is done, but you still need to figure out X." When we hand you the keys, the system runs.

CRM Foundation

  • MLS integration configured
  • Lead sources connected
  • A2P registration
  • Pipelines & stages structured

Website & IDX

  • IDX-powered website
  • Branded with your colors
  • Mobile responsive
  • Custom URL connected

Smart Plans & Automations

  • Buyer nurture sequence
  • Seller follow-up sequence
  • Auto property alerts
  • AI Assistant tuning (Full Build/Performance Build)

Training & Support

  • EMA Lofty Course access
  • 1-on-1 training session (Full Build/Performance Build)
  • Reusable for new team members
  • You own everything we build

Watch: what a full Lofty build looks like

Quick walkthroughs from the Everett Marketing Agency YouTube channel.

Most Agents Use 10% of Lofty CRM - Here's the Full System

Most agents use Lofty CRM to store contacts and miss 90% of what it can actually do. In this full walkthrough I show you the exact system I run my real... Watch on YouTube

Lofty Lead Sources, Tags & Custom Fields Explained

Messy data is why your Lofty reports lie to you. Here's how lead sources, tags, and custom fields work, and how to set all three up so you can actually tell... Watch on YouTube

Lofty CRM Pipeline Setup: The 8-Stage System That Works

If your Lofty CRM pipeline feels messy and your leads just sit there, this is why. In this video I break down the exact 8-stage pipeline I use so leads... Watch on YouTube

Common Questions

Buildout questions, real answers.

If you have a question that isn't here, give us a call or shoot us a message. We answer the phone.

Do I need to already have Lofty before working with you? +
No, but you'll need a Lofty account before we start building. If you don't have one yet, we can guide you through getting set up, and tell you honestly whether Lofty is the right fit for your business before you commit. We don't sell Lofty. We just specialize in it.
Does Lofty's AI actually work? I keep hearing about it but I'm skeptical. +
Yes. Lofty's AI Assistant is one of the strongest in the real estate CRM space. It can screen inbound leads, ask qualifying questions about budget and timeline, and book appointments automatically. The catch is it has to be configured well. A poorly-tuned AI sounds robotic, asks the wrong questions, and annoys leads. AI tuning is included in our Full Build and Performance Build packages. We write the prompts, set the escalation rules, and configure the qualifying flows so your AI actually represents your business. Most "AI doesn't work" stories aren't Lofty's fault. They're setup problems.
How long does the buildout actually take? +
Delivery time depends on package complexity. Website Build buildouts take about 10 days. Full Build takes 10–14 days because of the AI Assistant tuning, additional Smart Plans, and integrations. Performance Build is 14 days due to the GBP optimization and lifestyle page work. We move fast because every week your system is broken is a week you're losing leads.
What if my Lofty is already partially set up? +
That's most of our work, actually. We come in, audit what's already there, fix what's broken, and finish what was never finished. You don't have to start over. We work with what you have.
Will I own the work after the buildout? +
100% yes. Everything we build inside your Lofty account stays with you forever. No subscription fees to us, no "we'll take it back if you stop paying." You own the configuration, the Smart Plans, the website, all of it.
Do you offer ongoing support after the buildout? +
Yes. we have ongoing consulting, training, and management add-ons available. After the buildout, some agents are good to go on their own. Others want us to keep optimizing. We'll match what you actually need.
What if I just need a tune-up, not a full buildout? +
We do those too. Tune-ups are billed by scope. Tell us what's broken and we'll quote the fix. Common tune-ups include adding Smart Plans, fixing lead routing, redoing the website, or A2P registration cleanup.
Do you build out team CRMs, or just for solo agents? +
Both. We work with solo agents, small teams, and full brokerages. Team buildouts include lead routing, agent permissions, role-based pipelines, and group training sessions. Pricing scales with team size. Contact us for a custom quote.

READY TO STOP LOSING LEADS

Let's build the Lofty you actually need.

Pick a package, take the Lofty Health Check, or just give us a call. We'll figure out what makes sense for your business, no pressure, no fluff retainers, no 12-month contracts.

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.

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702-513-2394