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
Dawnita Hendricks
- Task
- Check In Text
- Area
- Hurricane, UT
- Budget
- $900,000 - $1,900,000
- Assigned
- Larry Brock
- yuenming@me.com
- Phone
- 8017552204
- 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.
Sent: [Price Changed] 1 New Home for Dawnita: 692 W High Tide PL 133
Opened: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD
Sent: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD
Opened: [Price Reduced] 2 New Homes for Dawnita: 778 W Periwinkle LN, and more!
Sent: [Price Reduced] 2 New Homes for Dawnita: 778 W Periwinkle LN, and more!
Opened: [Price Reduced & Status Changed] 1 New Home for Dawnita: 3275 S Yansa TRL
Opened: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD
Sent: [Price Reduced] 1 New Home for Dawnita: 4346 W CANTERBURY RD
Sent: [Price Reduced & Status Changed] 1 New Home for Dawnita: 3275 S Yansa TRL
Thank you so much for your call. I really appreciated all the stuff that you took the time to teach me! So just a reminder of what we talked about: we would love to try to find a home that we could take our kids to so we want a lot of bedrooms and we loved the really huge kitchen dining area where you could also hang out with the big couch, etc., and we were all in the same place. Everybody loved the fire pits and the golf course view although we're not really golfers so that's not a priority. We just thought the view is beautiful. And we would definitely need to have. I think six bedrooms would be awesome. We don't need a lot of extra spaces like game rooms although everyone does love to watch movies so theater is pretty cool. And we are interested in either sharing this property with a very few amount of people so that we could bring our family down regularly or if we could possibly afford it outright owning our own, but whenever the house is not being used, we would love to have a rental management company that took care of all of the business side of that, including like the cleaning, etc. My name is Dawnita Hendricks and you can always text me at this phone number. We are a little ways out and be able to make this new dream come true for us so I definitely don't expect or even want you to waste too much time until we could be a lot more serious. But if you could give us an idea of how much we would need to budget to kind of make most of our wish list come true that would be amazing. I hope you have a great day!
outbound
Sent: Welcome to Team Red Rock!
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 |