Live from Lofty
lofty.zionvalleyrealty.com
Today's Lofty work queue
Lofty connected
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
9 recent interactions
Queue
Live Lofty tasks
3rd Day: Call Lead
Maddy SmithOverdueOct 2, 1:13 PM
CallOpen lead
Open3rd Day: Call Lead
Yadira MirabalOverdueOct 2, 3:02 PM
CallOpen lead
Open5th Day: Call Lead
Hayley ForemanOverdueOct 2, 3:03 PM
CallOpen lead
OpenCall Lead (3-4 hours after 1st call)
MichelleOverdueOct 2, 3:53 PM
CallOpen lead
Open3rd Day: Call Lead
Brien EscalanteOverdueOct 2, 4:41 PM
CallOpen lead
Open3rd Week: Send Text or Email
NickiOverdueOct 3, 10:23 PM
SMSOpen lead
OpenReconnect
Leslie DawOverdueOct 4, 6:00 PM
OtherOpen lead
OpenReconnect
Alex JeffsOverdueOct 4, 6:00 PM
OtherOpen lead
OpenCall Lead (3-4 hours after 1st call)
Whitney HendershotOverdueOct 4, 8:42 PM
CallOpen lead
OpenSend Text Message to Lead after Call (If They Didn't Answer)
Tiffanie RushtonOverdueOct 5, 1:40 PM
SMSOpen lead
OpenCall and connect again
Brenda Mersberg-AfoaOverdueOct 5, 6:00 PM
CallOpen lead
OpenOld Austin Client - Try calling
Mark BaruffiOverdueOct 5, 6:00 PM
CallOpen lead
Open2024 DC VR Interest?
Landon BowlesOverdueOct 5, 6:00 PM
OtherOpen lead
Open5th Day: Call Lead
Bradford SayerOverdueOct 6, 10:00 PM
CallOpen lead
Open4th Week: Call Lead
TIRZA TARANGOOverdueOct 6, 10:17 PM
CallOpen lead
OpenCall
Alexis CarterOverdueOct 7, 6:00 PM
CallEmail May 19, 10:33 AM
OpenGet on the phone!
Frances PuestaOverdueOct 7, 6:00 PM
OtherOpen lead
OpenCall
Grace ReynoldsOverdueOct 7, 6:00 PM
CallOpen lead
OpenOpted out of Messages - Call from Personal
Cherish SyrettOverdueOct 7, 6:00 PM
CallOpen lead
OpenCheck in
Payton, MatthewOverdueOct 7, 6:00 PM
OtherOpen lead
Open4th 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 MachadoOverdueOct 8, 3:08 PM
CallOpen lead
Open3rd Week: Send Text or Email
Melissa JonesOverdueOct 8, 3:13 PM
SMSOpen lead
OpenInterested in more follow up?
Dane IdlerOverdueOct 8, 6:00 PM
OtherOpen lead
OpenCall Lead (3-4 hours after 1st call)
Thuong PhamOverdueOct 9, 2:28 PM
CallOpen lead
OpenCheck In Text
Dawnita HendricksOverdueOct 9, 6:00 PM
SMSOpen lead
OpenActive Lead
Alexis Carter
- Task
- Call
- Area
- Unknown area
- Budget
- No budget
- Assigned
- Larry Brock
- alexis@citycreekmortgage.com
- Phone
- 8018560862
- 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.
May 19, 10:33 AM
Sent: Curious how vacation rental co-ownership works?
May 12, 9:30 AM
Opened: A New Approach to Vacation Rentals
May 12, 9:30 AM
Sent: A New Approach to Vacation Rentals
May 8, 11:30 AM
Alexis, Quick question... would you be open-minded to seeing some of the vacation rental co-ownership properties we have? Our team can help you understand all the ins and outs of owning a rental property! Don't miss out on the chance to own a piece of paradise! We would be delighted to provide you with more details, answer any questions, and guide you through the process. Our dedicated team is ready to assist you every step of the way.
May 1, 9:10 AM
Opened: I'm not sure if it's for you, but...
May 1, 9:10 AM
Sent: I'm not sure if it's for you, but...
Apr 27, 10:34 AM
Hey, Alexis! It's Larry with Red Rock Fractional! Introducing our newest and most economical way to own one of our amazing vacation rentals at a fraction of the cost - Curated, Turnkey Vacation Rentals for Co-Ownership Opportunities in our favorite Nightly Rental Communities. Shoot me a text to talk more or see available properties!
Apr 25, 4:16 PM
Hi Alexis, thank you for your review on your stay with Red Rock. I am a real estate Agent for them. Are you interested in possibly purchasing a property down here? Reply with "unsubscribe" to opt-out of future text communication. This message is sent from Larry Brock from .
Apr 21, 10:47 AM
outbound
Draft
Approval-based SMS and email
Live sending is enabled for the selected Lofty lead
Draft approval and the final confirmation are required before this screen sends a real SMS or email through Lofty.
Next Step
Approved follow-up
Real sends require approval
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 |