The Fuel Intake (Lofty Lead Capture)
Lofty lead capture that catches every lead.
Forms, text codes and open house sign-ins that feed straight into Lofty, with sources and tags set up so you know exactly which marketing is working.
Every lead in. Every source tracked.
Leads come in from your website, your signs, your open houses and a dozen other places. If any of those doors aren't connected to Lofty, or the data comes in messy, you lose leads and your reports stop telling the truth. These videos cover forms and attribution, lead sources and tags, text codes and open house forms.
Lofty Forms, Lead Capture & Attribution Explained
Lofty Lead Sources, Tags & Custom Fields Explained
Lofty Text Codes Explained (Capture Leads Fast)
Build a Lofty Open House Form From Your Phone (App)
Three doors. All of them open to Lofty.
Online
Every form on your site lands in Lofty with the right source, so you know which pages and ads bring leads.
On the street
Sign riders, flyers and mailers get a text code or QR code that turns a drive-by into a lead in seconds.
In person
A branded sign-in form on your phone or tablet, with every visitor dropped into the CRM and follow-up started.
Capture is only half the job. Each source is tagged and tied to the right Smart Plan, so a new lead gets the follow-up that fits where they came from.
Lead capture that keeps your data clean.
Forms that attribute
Website and landing page forms that record where each lead came from, so your source reports are accurate.
Text codes on everything
Codes for listings, signs and open houses that reply instantly and create the lead in Lofty.
Open house sign-ins
Branded forms you can pull up from the app at the door, with follow-up that starts the same day.
Lead sources that make sense
A clean source list instead of fifty variations of the same thing, so you can see what's producing.
Tags and custom fields
A tagging setup that still works a year from now, and custom fields only where you need them.
Follow-up on autopilot
Every capture point tied to Smart Plans and lead routing, so nothing waits on a person.
Lofty lead capture FAQ
What are Lofty text codes?
A short code a lead texts to your number to get info on a property. Lofty replies automatically and creates the lead in your CRM, so a sign or flyer turns into a contact.
How do I create an open house form in Lofty?
You can build one from the open house settings on desktop or right from the Lofty app. Visitors sign in and land in your CRM as leads.
What's the difference between a lead source and a tag?
A lead source is where someone came from. A tag is something true about them right now. Keeping them separate is what makes your reports and Smart Plans work.
Why don't my Lofty reports match what I spend?
Usually messy lead sources. When the same source is entered five different ways, the numbers split up. Cleaning that up fixes most attribution problems.
Can I do this myself?
Yes. The videos above walk through each piece. If you'd rather have it done, lead capture setup is part of every Lofty Buildout.
Can you set this up for me?
Yes. Lead capture is part of every full Lofty Buildout and Tune-Up. If you're not sure what's leaking, start with the free Lofty Health Check.
Included in every Lofty build.
Lead capture setup comes with every full Lofty Buildout, and it's part of the Tune-Up when we fix an account that's already running.
READY WHEN YOU ARE
Open every door. Catch every lead.
Take the free Lofty Health Check or book a quick call, and I'll show you where leads are slipping past your CRM.
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.