lofty.zionvalleyrealty.com

Today's Lofty work queue

Lofty connected
Lofty connection is active.

The app is reading real task and lead data from Lofty. SMS/email sending is live for selected leads after approval and confirmation.

Open tasks25

Live from Lofty

Overdue25

Handle first

Due today0

Based on Lofty start time

Lead context25

12 recent interactions

Queue

Live Lofty tasks

Refresh

3rd Day: Call Lead

Maddy Smith
OverdueOct 2, 1:13 PM
CallOpen lead
Open

3rd Day: Call Lead

Yadira Mirabal
OverdueOct 2, 3:02 PM
CallOpen lead
Open

5th Day: Call Lead

Hayley Foreman
OverdueOct 2, 3:03 PM
CallOpen lead
Open

Call Lead (3-4 hours after 1st call)

Michelle
OverdueOct 2, 3:53 PM
CallOpen lead
Open

3rd Day: Call Lead

Brien Escalante
OverdueOct 2, 4:41 PM
CallOpen lead
Open

3rd Week: Send Text or Email

Nicki
OverdueOct 3, 10:23 PM
SMSSMS Aug 27, 1:52 PM
Open

Reconnect

Leslie Daw
OverdueOct 4, 6:00 PM
OtherOpen lead
Open

Reconnect

Alex Jeffs
OverdueOct 4, 6:00 PM
OtherOpen lead
Open

Call Lead (3-4 hours after 1st call)

Whitney Hendershot
OverdueOct 4, 8:42 PM
CallOpen lead
Open

Send Text Message to Lead after Call (If They Didn't Answer)

Tiffanie Rushton
OverdueOct 5, 1:40 PM
SMSOpen lead
Open

Call and connect again

Brenda Mersberg-Afoa
OverdueOct 5, 6:00 PM
CallOpen lead
Open

Old Austin Client - Try calling

Mark Baruffi
OverdueOct 5, 6:00 PM
CallOpen lead
Open

2024 DC VR Interest?

Landon Bowles
OverdueOct 5, 6:00 PM
OtherOpen lead
Open

5th Day: Call Lead

Bradford Sayer
OverdueOct 6, 10:00 PM
CallOpen lead
Open

4th Week: Call Lead

TIRZA TARANGO
OverdueOct 6, 10:17 PM
CallOpen lead
Open

Call

Alexis Carter
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Get on the phone!

Frances Puesta
OverdueOct 7, 6:00 PM
OtherOpen lead
Open

Call

Grace Reynolds
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Opted out of Messages - Call from Personal

Cherish Syrett
OverdueOct 7, 6:00 PM
CallOpen lead
Open

Check in

Payton, Matthew
OverdueOct 7, 6:00 PM
OtherOpen lead
Open

4th 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 Machado
OverdueOct 8, 3:08 PM
CallOpen lead
Open

3rd Week: Send Text or Email

Melissa Jones
OverdueOct 8, 3:13 PM
SMSOpen lead
Open

Interested in more follow up?

Dane Idler
OverdueOct 8, 6:00 PM
OtherOpen lead
Open

Call Lead (3-4 hours after 1st call)

Thuong Pham
OverdueOct 9, 2:28 PM
CallOpen lead
Open

Check In Text

Dawnita Hendricks
OverdueOct 9, 6:00 PM
SMSOpen lead
Open

Active Lead

Nicki

New Leads
Task
3rd Week: Send Text or Email
Area
St George, UT
Budget
$150,000 - $469,900
Assigned
Larry Brock
Email
nicki_g@ymail.com
Phone
8013580658
Source
Team Red Rock Website
Tags
AI: Has Agent, AI: Long-Term

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.

SMS
Aug 27, 1:52 PM

Hi Nicki, Larry Brock here with Red Rock Real Estate. I hope you are doing well. I wanted to reconnect about your home search in Southern Utah. Would it be helpful if I sent over a few current options?

SMS
Aug 10, 3:56 PM

Hi Nicki, this is Larry Brock with Red Rock Real Estate. I wanted to reconnect about your home search in Southern Utah. I saw you have been receiving listing updates. 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 .

Call
Jul 27, 10:47 AM

outbound

Email
Jul 4, 11:23 AM

Sent: [Price Reduced & Status Changed] 7 New Homes for Nicki: 1001 W CURLY HOLLOW DR 21, and more!

Email
Jul 4, 12:09 AM

Opened: [Price Reduced & Status Changed] 7 New Homes for Nicki: 3155 S Hidden Valley DR 133, and more!

Email
Jul 3, 12:38 PM

Sent: [Price Reduced & Status Changed] 7 New Homes for Nicki: 3155 S Hidden Valley DR 133, and more!

Call
Jul 1, 4:38 PM

outbound

Email
Jun 30, 11:33 PM

Opened: [Price Reduced & Status Changed] 7 New Homes for Nicki: 3155 S Hidden Valley DR 198, and more!

Email
Jun 30, 8:21 AM

Sent: [Price Reduced & Status Changed] 7 New Homes for Nicki: 3155 S Hidden Valley DR 198, and more!

Email
Jun 27, 3:30 PM

Opened: [Price Reduced & Status Changed] 6 New Homes for Nicki: 1845 W Canyon View DR 1215, and more!

Email
Jun 27, 1:39 PM

Sent: [Price Reduced & Status Changed] 6 New Homes for Nicki: 1845 W Canyon View DR 1215, and more!

Email
Jun 26, 4:07 PM

Opened: [Price Reduced] 7 New Homes for Nicki: 840 S 400 E 3, and more!

Draft

Approval-based SMS and email

Needs approval
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

Live mode
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

Checking audit
EventSubjectStatusTimeStorage
Read-only syncLofty tasksEnabledSystemSystem
Lead contextTexts, emails, callsRead-onlySystemSystem
Sending safetySMS and emailLive, approval requiredSystemSystem