Introduction
Welcome to the release notes for LoftyWorks' newest features. We are all about enhancing the look and feel of LoftyWorks these days, so we hope you love these changes and find it easier to work with your Contacts and scale your business.
Please enjoy these release notes, watch the summary video, and enjoy your time on LoftyWorks.
Release Date
The features in this release will go live on Thursday, March 7th.
Walkthrough Video
Summary
Lead and Contact Detail Page Updates
We understand that every click has a cost, so we wanted to make your top-used pages more optimized and easier to work with.
Lead Pages
The newly redesigned Lead page makes it easier to view key details on the lead's page.
Contact information, home search information, and Property Showings have been prioritized and are now visible anywhere on a Lead's page.
Interested/Suggested properties, Tenant Screening, Conversation History, and Documents have been moved to the bottom of the screen.
This is a significant optimization over the previous user interface, where each section was kept in a separate tab on the lead’s page.
New Lead Detail Page:
Key details like contact information and search criteria will remain static on the page, while modules like Interested/Suggested properties move to the bottom of the window.
Previous Lead Detail Page:
Key Lead Page Highlights:
High priority items including Contact Information, Upcoming Viewings, Search Criteria, and Lead Qualifications will remain static on the screen. Interested Properties, Suggested Properties, Tenant Screening, Conversation History, and Documents have been moved to toggle switches at the bottom of the screen.
We have automated Status, so now when a contract is created, the lead Type will automatically switch from Applicant to Tenant.
The new Status dropdown will help you categorize your leads by where they are in the buying or selling process.
Contact Pages
This new layout makes it easier to see high priority items including:
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Contact Information
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Address
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Bank Information
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Notes
These will remain static and visible on the screen when switching between the Updates, Conversation History, Documents, and Statements tabs.
The new Properties popout menu lets you see all properties associated with a Landlord.
As a refresher, this is what the previous Contact page looked like.
New Tenant Invite Confirmation Screen
This update slightly changes the popup that happens after a user invites their tenant to the portal.
As a reminder, here is what the previous tenant invite confirmation screen looked like. We think our users will be happy with this new change!
Questions?
Thank you for taking time to invest in your LoftyWorks learning. We hope you enjoy our best-in-class Property Management software. If you have any questions, comments, concerns, quips, queries, or quandaries, please email support@loftyworks.com
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