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Everett Academy

12 members • $5/m

6 contributions to Everett Academy
Harold Taylor
Hello everyone i'm glade to be apart of the academy. I'm from Tennessee around the nashville area,
1 like • 2d
Hi Harold, welcome!
open house follow up / outreach plans
Hey Sean, Being new to Lofty we have a million+ questions, instead of emailing you directly we figured we’d post here! In the attached screenshot, we’re looking at a lead from a recent open house. On the open house form, we intentionally deselected the “send welcome email/text” option because we wanted to follow up with these leads personally rather than having the system initiate contact. However, we’re now seeing that the lead is still being followed up through an “Outreach Plan by Sales Agent,” and we’re not sure why that was applied or what specific actions it’s triggering. Could you help us understand: -Why this Outreach Plan was assigned despite disabling the welcome message -What actions this plan is currently executing, and how to get a clear picture of what is being sent to the lead -How we can prevent any automated follow-up when we want to handle outreach manually More broadly, we’d love guidance on how to simplify and better control this process so it’s fully aligned with how we want to manage open house follow-ups, which are often fluid as sometimes we do want automated follow up, and sometimes we don't. Thank you!
open house follow up / outreach plans
0 likes • 5d
Thank you!
YouTube?
Just a question......Would it be helpful if I added training videos about how to do YouTube? I want to make sure we mix it up a bit and how to use other systems with lofty.
1 like • 15d
We'd be interested!
What's your issues?
Let's keep away from your personal issues, we all have them. LOL!!!! What issues are you having with lofty, google profile, youtube, branding, etc. I know Shari wants to learn about Blogs and I will be adding that module in the next couple days. Anything else I can help with?
1 like • 22d
Hi Sean, hi everyone- As you know, Sean, we’re a domestic team with Real here in the Seattle area, and we’ve been working our way through Lofty. Given the depth of configuration and setup, the learning curve has been quite steep, and it’s been a bit overwhelming alongside the day to day demands of running our business. We have a growing list of questions, but to start, we’d love to better understand how the system and AI handle follow-up with new contacts. Specifically: - How does follow-up differ between contacts from open house sign-ins vs. manually entered leads vs. website registrations? - What is the default frequency and content of these touchpoints? - When and how does the system notify us that it’s time for agent intervention (AI-to-agent handoff)? - Where can we view and adjust these settings? I’ll start there so we don’t dive into too many things at once. Thank you!
1 like • 15d
I somehow missed this reply, thanks Sean!
Welcome to Everett Academy
LaQuita Madison is our newest member. She is an agent in Texas that specializes in Military relocation and military clients.
1 like • 18d
Welcome! :)
1-6 of 6
Joe Tassia
2
14points to level up
@joe-tassia-5971
Seattle-based real estate agent; www.jsquaredre.com

Active 2d ago
Joined Mar 27, 2026
Seattle, Wa
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