“It’s [Lofty] our fully integrated CRM that allows us to keep in contact with our customers and manage our business.”
-Beth Kelly & Glenn Blanco, Director of Operations & Compliance Manager, David Hoffman Realty
How Lofty Became the Backbone of a Growing Brokerage
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Key Results
David Hoffman Realty needed a system their agents would actually use. Before Lofty, CRM adoption was nearly nonexistent; marketing tools were fragmented, and leadership had little visibility into lead activity or client engagement. After implementing Lofty, the firm saw adoption climb to 60–70%, driven by structured onboarding, hands-on training, and a platform that felt intuitive rather than overwhelming. Lofty became the foundation for how agents manage relationships, market listings, and stay connected to clients.
Today, Lofty powers everything from automated social media and AI-assisted follow-ups to firm-wide visibility and accountability. Leadership can see what’s happening without micromanaging, agents save time on marketing and communication, and no client falls through the cracks. For David Hoffman Realty, Lofty isn’t just software — it’s the system that turned disconnected efforts into a scalable, trackable business engine.
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