Lofty
· #151 most-usedYour real estate pipeline, run by an agent
Lofty is a real estate CRM built for residential agents — leads, transactions, Smart Plans, and pipeline stages in one platform. Connect it to Actionist and your agent creates leads the instant a form is submitted, advances pipeline stages when a buyer tours a home, fires closing checklists the moment an offer is accepted, and reacts to every webhook trigger Lofty emits — so nothing in your pipeline waits on a human to notice it.
Eliminates manual work. Eliminates manual lead entry, stage updates, follow-up task creation, and transaction record initialization that agents currently do by hand across multiple Lofty screens throughout the day.
What your Lofty agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Lofty × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New lead to booked showing in 5 minutes
When a buyer inquiry lands in Gmail, the agent looks them up in Lofty, enriches their lead record with source and budget details, fires a Slack alert to the assigned agent with a one-paragraph briefing, and drops a showing appointment on Google Calendar — all before the agent finishes their current call. What used to take 20 minutes of copy-pasting across four tabs now happens the moment the email arrives.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales19 min / weekManual lead routing
Agents manually check every new lead, decide who to assign it to, and create the follow-up task by hand — a process that takes 10–15 minutes per lead and routinely takes 30+ minutes in a busy market.
Sales Agent0 minAgent routes and assigns instantlyThe agent reads the lead's zip code, matches it to the right territory agent, assigns the Lofty record, and creates a same-day call task — all before the buyer refreshes their inbox.
- Marketing14 min / weekSource attribution entry
Marketing manually copies UTM parameters and campaign names from ad dashboards into Lofty lead fields after the fact, losing attribution when it's not done the same day.
Marketing Agent0 minAgent tags leads at creationThe agent reads UTM data from the form payload and writes campaign source, medium, and ad name onto the Lofty lead record at the moment of creation — zero attribution drift.
- Customer Support19 min / weekPost-showing note entry
After every showing, agents type up buyer feedback from memory into Lofty notes — often hours later, losing detail and context that would help them close faster.
Customer Support Agent0 minAgent logs showing notesThe agent formats buyer reactions collected by text or voice into structured Lofty notes per property within minutes of the showing, while the feedback is still fresh and accurate.
- Human Resources8 min / weekAgent onboarding data setup
When a new agent joins, someone manually creates their Lofty profile, sets territory tags, and assigns existing leads — a setup process that takes 30–45 minutes per hire and often gets delayed.
Human Resources Agent0 minAgent initializes new profilesThe agent creates the Lofty agent profile, applies territory segment tags, and reassigns any unclaimed leads in the new agent's zip codes — all triggered by the HR onboarding event.
- Finance14 min / weekCommission data entry
At month end, someone manually exports Lofty transaction data, calculates commission splits per deal, and enters payout amounts into a spreadsheet — a process that takes 2–3 hours per agent.
Finance Agent0 minAgent tracks commissions liveThe agent reads each closed Lofty transaction as it happens, calculates the commission split from the sale price and agreed terms, and logs it to the commission tracker instantly.
- Operations30 min / weekTransaction checklist setup
Coordinators manually create closing task lists for every new transaction — 40+ line-item tasks assigned across title, lender, and agent — taking 30–45 minutes per deal to initialize.
Operations Agent0 minAgent deploys checklist on creationThe moment a Lofty transaction is created, the agent generates the full closing checklist as assigned tasks with due dates calculated from the closing date — zero coordinator setup time.
- Legal6 min / weekDocument upload tracking
Compliance staff manually check Lofty transaction folders for required documents, cross-referencing each deal's checklist and emailing agents when items are missing — a daily 30-minute scan across every open file.
Legal Agent0 minAgent flags missing documentsWhen a document is uploaded to a Lofty transaction, the agent checks it against the required list and marks the compliance task complete — or fires an alert if a deadline is 48 hours away with items still missing.
Calculate what your team saves
Based on Lofty's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.8 hrs / person / week of admin work automated.
How to plug Lofty into Actionist
Pick the connection method that suits your environment.
The fastest path. Install Lofty's MCP server in the Apps tab and your agent connects through a permissioned handshake to your Lofty workspace — reading leads, firing webhooks, and writing transactions without a token to manage or rotate.
Find Lofty in the Apps library and click Connect. MCP is selected by default.
A Lofty login window opens — sign in with your agent account credentials and grant Actionist permission to access your leads, transactions, and webhook events.
Actionist runs a read-only call to verify the handshake. You're ready.
15 actions your agent can call
Read and write operations available to your Actionist agent.
7 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
Skills that pair with Lofty
Reusable agent skills that work well alongside this app.
MCP servers that work with Lofty
Connect Actionist to MCP servers built for or around this app.