Introduction
With Lofty's AI and marketing prowess combined with LoftyWorks' seamless Property Management capabilities, managing rental transactions has never been smoother. Leads identified and nurtured in Lofty are effortlessly synced to LoftyWorks for screening and processing, streamlining the entire process from inquiry to closing.
Say goodbye to disjointed workflows and double manual data entry. Discover how the Lofty and LoftyWorks integration can revolutionize your property management operations in this help center article. Let's explore the future of rental transactions together.
Summary
Who can access LoftyWorks?
Anyone with a Lofty account can purchase LoftyWorks for their Property Management business. If you want to invite other members from your Lofty account to LoftyWorks, go to Settings > Agent and click the Create LoftyWorks Account button.
Moving Between Platforms
If you are starting in Lofty, you can access LoftyWorks by clicking on your profile photo in the upper right-hand corner, then clicking LoftyWorks.
LoftyWorks can also be accessed from the Marketplace after it is purchased.
If you are in LoftyWorks, you can access Lofty in the Property or Leads tabs. Entering on the Property tab will take you to the Listings tab in Lofty. Entering on the Leads tab will take you to the People tab in Lofty.
Property tab:
Lead tab:
Sync Properties
Here's what you need to know:
- Any Rental Listing in the “My Listings” section can be shared to LoftyWorks with the "Send to LoftyWorks" button.
- This includes listings synced from the MLS or Manually-Added listings.
- Any updates made in one system will automatically sync to the other system immediately.
- This means if you add a photo to your listing on Lofty, it should sync to LoftyWorks by the time you open the page. This is fantastic news for people who are just getting started with LoftyWorks.
- Videos will not sync for now, but we do plan to integrate them later
- Why? On Lofty, videos are linked from YouTube. On LoftyWorks, videos are uploaded directly. Our amazing Dev team is still working out how to make those 2 platforms "speak" to each other.
- Open House information from Lofty will not sync to LoftyWorks.
- Why? There is no Open House feature in LoftyWorks.
On Lofty
From Lofty > All Listings
Property will gain an access symbol once it is linked to LoftyWorks.
From Lofty > Smart Listings Tab
On LoftyWorks
Synced properties will have a symbol next to the address indicating that they are shared
Sync Leads
Here's what you need to know:
- Any Renter lead can be synced from Lofty to LoftyWorks
- The email address of the person who owns the lead in Lofty needs to match the Property Manager the lead is being assigned to in LoftyWorks in order for the lead to sync over.
On Lofty
Sync lead from People Page
Sync lead from lead detail page
On LoftyWorks
Sync leads from the Leads page
- Leads synced from Lofty to LoftyWorks will have a symbol. Leads synced from LoftyWorks to Lofty will not.
You can view the synced leads in Lofty by clicking on the three horizontal dots in the right-hand corner, then View in Lofty.
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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