Automation

Smart Plans

Smart Plans are intelligent, multi-step workflows that nurture every lead across email, text, calls, and direct mail — with built-in AI, conditional branching, and automatic pausing the moment a lead replies. Set it once; Lofty works the lead for you.

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Smart Plans overview with AI Builder and automation gap detection
Key features

Set it once, never drop a lead

A Smart Plan enrolls leads on a trigger, then runs a sequence of timed actions — messages, tasks, AI steps, and data updates — that adapt to what each lead does. Plans can pause themselves the moment a lead engages, branch on conditions, and even kick off other plans.

Behavior-Driven Triggers

Enroll leads the moment they act.

  • Triggers on listing views, saved favorites, and home-value requests
  • Reacts to opens, replies, and pipeline stage changes
  • Plans pause automatically the instant a lead engages
  • No automated messages after a real conversation has started
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Smart Plans with audience rules, auto-apply triggers, and applied lead counts
Automated alert cadence with frequency, weekly schedule, and enrollment timing after lead registration

Multi-Channel Actions

Every channel in a single flow.

  • Email, text, call tasks, postcards, letters, ringless voicemail, and in-app notifications
  • Conditional branches route each lead down the path that matches their behavior
  • Chain plans together to hand off from nurture to conversion
  • Mix automated touches with tasks for your human follow-up
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Build with AI

Describe it in plain language — AI builds the plan.

  • Generates a ready-to-run Smart Plan: steps, timing, and messages included
  • Audits your existing automation for coverage
  • Spots the gaps where leads slip through untouched
  • Offers one-click plans to fill every gap
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Smart Plans AI Builder with automation gap detection and one-click generation
Email and text performance dashboards with sent, delivered, and engagement trends

Performance Analytics

See exactly how every plan performs.

  • Plan-level stats: total leads applied, plus active, completed, and paused runs
  • Email funnel: sent, delivered, opened, replied, bounced — with conversion rates
  • Text tracking: delivery and opt-outs
  • Trends by day, week, or month — drill into any single email or text
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Features overview

See every tool that ships inside the Lofty platform.

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One platform. Fewer logins. More closings.

See the full toolset in a guided walkthrough.

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FAQ

Frequently asked questions

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What are Smart Plans in Lofty?
Smart Plans are automated, multi-step follow-up workflows built into the Lofty platform. A plan enrolls a lead on a trigger, then runs a timed sequence of emails, texts, tasks, and other actions — so every lead gets consistent follow-up without manual work.
Can AI build a Smart Plan for me?
Yes. With the AI Builder, you describe what you want to automate in plain language — like a welcome series for new leads or a post-closing anniversary drip — and AI builds the plan for you. Lofty also detects gaps in your automation coverage and offers one-click AI-generated plans to fill them.
What channels can a Smart Plan use?
Smart Plans work across email, text, call tasks, postcards, letters, ringless voicemail, and in-app notifications — all coordinated in a single workflow, so your outreach feels consistent no matter the channel.
Do Smart Plans stop when a lead responds?
Yes. Plans can pause themselves automatically the moment a lead engages — for example, when they reply to a text or email — so a lead who just answered never receives an out-of-place automated message.
Do I have to build every plan from scratch?
No. Lofty includes a library of ready-made Smart Plans — like new lead nurture, open house follow-up, past client anniversary, and expired listing outreach — that you can apply as-is or customize to fit your workflow.