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
7 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
Alex Jeffs
- Task
- Reconnect
- Area
- Unknown area
- Budget
- No budget
- Assigned
- Larry Brock
- alxjeffs@gmail.com
- Phone
- 3853489064
- 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 Alex, this is Larry Brock with Red Rock Real Estate. I wanted to reconnect about your home search in Southern Utah. Are you still interested, or has the plan shifted? Reply with "unsubscribe" to opt-out of future text communication. This message is sent from Larry Brock from .
outbound
Opened: Welcome to Our Real Estate Family!
Sent: Welcome to Our Real Estate Family!
outbound
Hi Alex, this is Larry Brock with Red Rock Real Estate. You left a message expressing interest in wanting more information about Vacation Rentals. When would be a good time for us to connect? Reply with "unsubscribe" to opt-out of future text communication. This message is sent from Larry Brock from Red Rock Real Estate.
outbound
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 |