Your ISAs Need to See This Custom Filter Strategy

Stop Losing Real Estate Leads! Master Lofty CRM Automations in 10 Minutes 🚀

Are hot real estate leads slipping through the cracks of your database? In this value-packed session, real estate industry leaders Tristan Ahumada and Trenton Bodin break down how to optimize Lofty CRM to ensure zero lead drop-off and maximize conversion rates.

Discover how to unlock the hidden revenue inside your CRM by reverse-engineering lead sources, leveraging cutting-edge AI prioritization, and deploying hyper-targeted smart plans. Tristan and Trenton share actionable, high-conversion strategies that top-producing teams use to turn cold database traffic into active clients.

🎯 What You Will Learn In This Video
Identify Lead Intent: How to trace where inbound traffic originates (organic, paid ads, or blogs) to tailor the perfect follow-up conversation.

AI-Driven Lead Prioritization: A look into Lofty’s updated backend to uncover high-priority leads automatically flagged by artificial intelligence.

The "No Communication" Workflow: How to build custom filtered views to identify returning website visitors who haven't been contacted.

Smart Plan Auditing: How to analyze active automations and determine which text messages are generating the highest response rates.

Mass Re-engagement Tactics: Step-by-step instructions on executing mass texts, emails, and dialer campaigns to reactivate old leads.

💡 Key Takeaway: Consistent conversion relies on systematic visibility. If agents aren't checking custom views like "Response from Lead" or "Visited in Last 3 Days," they are leaving commissions on the table.

⏱️ Video Timestamps
0:00 - Introduction & Red Rocks Sweater Catch-Up

0:30 - Real Estate Lead Conversion & Traffic Source Analysis

1:48 - Navigating the Lofty CRM Backend & Custom Columns

2:17 - How Lofty’s AI Identifies High-Priority Leads

2:57 - Tracking Returning Site Visitors with Zero Communication

3:26 - Creating Custom Views & Saved Filters for ISAs

4:15 - How to Audit and Apply Active Smart Plans

5:48 - Executing Mass Actions: Text, Email, and Dialer Workflows

7:30 - High-Conversion Strategies for Re-Engaging Old Leads

10:11 - Sneak Peek: The Game-Changing Smart Plan Code Sharing Feature

🛠️ About Lofty CRM
Lofty CRM (formerly Chime) is the ultimate all-in-one real estate platform designed to help agents, teams, and brokerages automate their marketing, streamline lead generation, and convert more clients using advanced AI tools.

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Видео Your ISAs Need to See This Custom Filter Strategy канала Lofty