Lofty replaces the stack of point tools agents juggle — CRM, website, dialer, marketing, transactions — with one AI operating system. Here's everything it does, grouped by the job it gets done. Running at brokerage scale? →
Lofty 4.0 is built around AI that works with you: a workspace that plans your day, agents that execute complete workflows, and a CRM they all share.
Ask Cowork anything, or tell it what to do. Your morning read is generated live from your CRM — where you'll land against goal, what slipped this week, and the biggest lever to pull. Below it, a prioritized "what needs you now" queue with one-click actions: prep the call, send the follow-up, run the tasks.
Native agents managed by Lofty — Sales Agent, Social Agent, Homeowner Agent — run always-on. Alongside them, build your own custom agents on Cowork: open-house follow-up, review responder, speed-to-lead rescuer — triggered by events, schedules, Slack, or on demand, with approval-first control.
People, Segments, Tasks and Calendar sit on one data layer. Every contact carries an AI lead score, pipeline stage, and activity history — so the same record your agents work is the one your AI agents act on.
Connect email and calendar, e-signature, and transaction tools once — Gmail, Microsoft 365, Google Calendar, DocuSign, and more — and every agent, human or AI, works from the same connected system.
Lofty sits at the center of the tools you already use — connect them once and feed one system. Plus open REST APIs and webhooks for anything custom.
The same platform powering solo agents runs large brokerages and franchises — with the identity, control and governance brokerage IT and security teams require to standardize on Lofty.
SAML 2.0 and OIDC single sign-on with Okta, Microsoft Entra ID, Google Workspace and any IdP — so your team signs in with the identity provider you already trust.
Granular role-based access down to the field and record. Decide who can see and edit leads, transactions and reports, with audit logs, data-retention policies and IP controls security teams sign off on.
Model your real structure — regions, franchises, offices, teams and agents — with inherited settings, lead routing and reporting rollups that respect every level of the org chart.
Your brand, not ours. Custom domains, logos, color systems and email-sending domains across websites, the platform UI and every client touchpoint — so the experience looks entirely like yours.
A custom-branded home-search app for your buyers and sellers, published under your brokerage's name on the App Store and Google Play — keeping clients inside your ecosystem, not a portal's.
Deploy in phases by office or region, stage features behind flags, and lock org-wide defaults for Smart Plans, templates and compliance — so you can roll out to thousands of seats without losing control.
See the full platform mapped to how your team actually works. Get a personalized walkthrough.
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