Live from Lofty
lofty.zionvalleyrealty.com
Today's Lofty work queue
The app is reading real task and lead data from Lofty. SMS/email sending is live for selected leads after approval and confirmation.
Handle first
Based on Lofty start time
12 recent interactions
Queue
Live Lofty tasks
3rd Day: Call Lead
Maddy Smith3rd Day: Call Lead
Yadira Mirabal5th Day: Call Lead
Hayley ForemanCall Lead (3-4 hours after 1st call)
Michelle3rd Day: Call Lead
Brien Escalante3rd Week: Send Text or Email
NickiReconnect
Leslie DawReconnect
Alex JeffsCall Lead (3-4 hours after 1st call)
Whitney HendershotSend Text Message to Lead after Call (If They Didn't Answer)
Tiffanie RushtonCall and connect again
Brenda Mersberg-AfoaOld Austin Client - Try calling
Mark Baruffi2024 DC VR Interest?
Landon Bowles5th Day: Call Lead
Bradford Sayer4th Week: Call Lead
TIRZA TARANGOCall
Alexis CarterGet on the phone!
Frances PuestaCall
Grace ReynoldsOpted out of Messages - Call from Personal
Cherish SyrettCheck in
Payton, Matthew4th Week: If you still haven't been able to talk to the lead: 1. Move them to your Cool/Cold Pipeline. 2. Start a SmartPlan for them. 3. Add a task to call them once a month.
Nicholas Machado3rd Week: Send Text or Email
Melissa JonesInterested in more follow up?
Dane IdlerCall Lead (3-4 hours after 1st call)
Thuong PhamCheck In Text
Dawnita HendricksActive Lead
Brenda Mersberg-Afoa
- Task
- Call and connect again
- Area
- St George, UT
- Budget
- $80,000 - $130,000
- Assigned
- Larry Brock
- bafoa@yahoo.com
- Phone
- 8083421064
- Source
- Team Red Rock Website
- Tags
- No tags
Draft context
Live lead context is feeding the draft workspace. Drafts require approval and a final confirmation before any real Lofty SMS or email is sent.
Hi Brenda, this is Larry Brock with Red Rock Real Estate. When would be a good time for us to connect? Are you still looking, or has anything changed?
Hi Brenda, this is Larry Brock with Red Rock Real Estate. We spoke a couple of weeks ago while you were traveling. You mentioned you would like to connect when things have settled down. Let me know a good time is for another phone call.
outbound
Hi Brenda, this is Larry Brock with Red Rock Real Estate. Are there any properties you would like to go visit?
Hi Brenda, this is Larry Brock with Red Rock Real Estate. We talked a couple months ago about your interest in owning a property in Desert Color. I have sent you a couple emails about properties. Are there any more questions I can answer for you?
Opened: 1 New Home for Brenda: 710 W Akoya Pearl ST 81
Sent: 1 New Home for Brenda: 710 W Akoya Pearl ST 81
Opened: [Price Reduced] 1 New Home for Brenda: 5409 S Aquamarine LN
Sent: [Price Reduced] 1 New Home for Brenda: 5409 S Aquamarine LN
Opened: 7 New Homes for Brenda: 5366 Cyan LN, and more!
Sent: 7 New Homes for Brenda: 5366 Cyan LN, and more!
Opened: [Price Reduced] 7 New Homes for Brenda: 898 W SAPPHIRE SKY, and more!
Draft
Approval-based SMS and email
Draft approval and the final confirmation are required before this screen sends a real SMS or email through Lofty.
Next Step
Approved follow-up
SMS/email sending is live for selected Lofty leads. Smart-plan completion still happens in the Lofty client tab, then this app refreshes the task list.
Audit Trail
Approval history
| Event | Subject | Status | Time | Storage |
|---|---|---|---|---|
| Read-only sync | Lofty tasks | Enabled | System | System |
| Lead context | Texts, emails, calls | Read-only | System | System |
| Sending safety | SMS and email | Live, approval required | System | System |