Platform

Real estate reporting & analytics

Know what’s working.

Dashboards for lead source ROI, agent activity, and pipeline health — real numbers, in real time.

Schedule a FREE Demo All platform features

Reporting & Forecasting

Track and predict your progress

Our forecasting algorithm factors agent performance and historical trends to track and predict your progress.

Business Goals

The first step to reaching your goals is defining them, the second is tracking your progress. Do both in Lofty where you can set and track agent and team goals by volume, closings, GCI, or revenue.

Performance Report

Keep your eyes on the prize and easily monitor team productivity and progress with our performance reports. Use these insights to provide informed feedback with coachable intel.

Business Report

View up to date reports on the status of your business goals at any time right from your CRM for real time analytics.

Agentic Real Estate CRM

An agentic CRM that works your leads, not just stores them.

→

Power Dialer

Multi-line dialing with local presence and auto-logging.

→

Social Studio

Plan and publish on-brand social across every channel.

→

Smart Plans

Behavior-based sequences across text, email, and tasks.

→

Transaction Management

Checklists, docs, and deadlines from contract to close.

→

Closely App

A mobile-optimized home search experience for your clients.

→

Back Office

Commissions, disbursements, and compliance without spreadsheets.

→

Mobile App

Run your business from your phone — CRM, dialer, and chat on the go.

→

Features overview

See every tool that ships inside the Lofty platform.

→

One platform. Fewer logins. More closings.

See the full toolset in a guided walkthrough.

Request a demo →

FAQ

Frequently asked questions

Haven't found what you're looking for? Try the Lofty Help Center or Contact us

What kind of reports does Lofty offer?

Lofty includes reporting across your whole business: business goal tracking, performance reports for agents and teams, business summary reports, lead source ROI, and activity reports covering calls, texts, and emails — all pulled live from your CRM data.

Can I set and track goals for my team in Lofty?

Yes. You can set goals for individual agents or the whole team by volume, closings, GCI, or revenue, then track progress against those goals in real time. Lofty shows you whether you're on pace and how far you are from target at any moment.

How does Lofty's forecasting work?

Lofty's forecasting algorithm factors in agent performance and historical trends to predict where your business will land — so instead of just seeing where you are today, you can see whether you're on track to hit your goal and adjust before it's too late.

Can I see which lead sources actually make money?

Yes. Lofty's reporting ties leads back to their source, so you can compare lead volume, conversion, and ROI across channels — and put your marketing budget behind the sources that actually produce closings, not just clicks.

Can I use reports to coach my agents?

Yes. Performance reports break down each agent's activity — new leads worked, calls, texts, emails, and follow-up speed — so team leaders can spot who's behind pace and provide informed, coachable feedback backed by real numbers.