Mastering Lead Management: 5 Steps to Close More Deals with Lofty CRM

Mastering Lead Management: 5 Steps to Close More Deals with Lofty CRM

Managing leads in real estate is like herding cats—if the cats were constantly getting new listings, changing budgets, and ghosting you after three showings. If you don’t have a solid system in place, leads will slip through the cracks, and so will your commissions. That’s where Lofty CRM comes in. It’s built for real estate pros who want a streamlined, stress-free way to organize and convert leads.

Here’s how you can master lead management and start closing more deals with Lofty:

1. Tag Your Leads for Quick Filtering

Not all leads are created equal. Some are buyers, some are sellers, some are investors, and some just like clicking on real estate ads for fun (we see you, Zillow addicts). With Lofty, you can tag your leads to categorize them properly. This makes it easier to filter through your database when you need to follow up with the right people at the right time. Instead of digging through a cluttered CRM, you can instantly pull up all your active buyers or motivated sellers. Simple, right?

2. Use Status Updates to Track Progress

You wouldn’t show the same property to a first-time buyer and an investor looking for a rental portfolio. Your follow-up strategy should be just as tailored. Lofty lets you track leads by status—New, Active, or Closed—so you always know where each prospect stands.

• New: Just entered your system—needs immediate attention.

• Active: Engaged and moving forward in the process.

• Closed: Deal done, but don’t forget to nurture for referrals!

Having a clear picture of lead status means you’re not wasting time chasing cold leads while the hot ones get ignored.

3. Set Follow-Up Reminders—Never Miss an Opportunity

Real estate is all about timing. If you’re not following up, someone else is. Lofty’s automated reminders help you stay on top of every lead so you never drop the ball.

Example: A lead fills out a form on your site but isn’t ready to buy yet. Instead of letting them slip away, you set a reminder to check in next month. Boom—you’ve just increased your chances of turning that lead into a client.

4. Score Your Leads and Prioritize Like a Pro

Not every lead deserves the same amount of attention. Lofty’s lead scoring feature helps you rank leads based on engagement, budget, and readiness to act. Think of it as a built-in crystal ball—showing you who’s serious and who’s just window shopping.

Spend more time with high-scoring leads and let automation handle the tire kickers. It’s all about working smarter, not harder.

5. Assign Tasks to Keep the Process Flowing

Ever forget to send a contract? Or follow up on an inspection? Yeah, it happens—but not when you assign tasks in Lofty. Keeping all your action items tied to specific leads ensures you never miss a step.

Here’s how top agents use this feature:

• Assign a CMA task to a seller lead.

• Schedule a call with a new buyer.

• Set up a showing reminder.

When everything is organized, deals move faster, and you look like the pro you are.

Let Everett Marketing Agency Help You Maximize Your Lofty CRM

At Everett Marketing Agency, we don’t just talk about Lofty—we build out high-performing Lofty websites that help real estate professionals dominate their market. We have a strong list of marketing services Lofty CRM setups, Google Business Profile optimization, ghost writing blogs, and PPC ad campaigns, we make sure your leads don’t just land in your CRM but actually convert into clients.

If you’re ready to optimize your Lofty CRM and turn more leads into closed deals, let’s chat. Book a free strategy call today!

Other helpful resources:
Getting Started with Lofty CRM: A Step-by-Step Guide for Real Estate Agents
How to Set Up a Google Business Profile to Attract More Real Estate Clients
Audit Your Google Business Profile

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