Build Your Lofty in a Weekend — Not Six Frustrating Months
The complete, step-by-step course that sets up your tags, Smart Plans, AI, and lead capture the right way. Made for agents who'd rather be selling.
Lifetime access · Works for any brokerage, Canada or the U.S.
You're paying for Lofty every month. You're using a tenth of it.
The dashboard is overwhelming, the automations are half-built or not built at all, and you know you're leaving deals on the table. You don't have time to figure it out button by button — you have houses to sell.
Your Lofty was never fully set up
Pipelines empty, integrations half-connected, automations untouched. The power is there — it was just never switched on.
Leads come in, follow-up slips
Hot leads go cold while you're showing homes or writing offers. Without a system, the follow-through is never consistent.
You don't have time to learn it
Configuring workflows isn't your job. Closing is. You need it built the right way once — then out of your way.
44 do-it-with-me lessons. Every click shown on screen.
Follow along in order and your Lofty is built the right way — tags, Smart Plans, AI, lead capture, and the daily workflow that keeps it running.
Follow it in order. Your Lofty is built right by Monday.
Welcome & Orientation
See how the whole system fits together.
Account Foundation
Profile, email, calendar, notifications, website & IDX.
Your Database, Imported Cleanly
Import, de-dupe, source, and organize with stages and segments.
Tags & Segmentation
The four-category system everything stands on.
Smart Plans, Built Right
Buyer, seller, renter, and sphere follow-up on autopilot.
Lead Capture & Speed-to-Lead
Capture, instant response, and routing as one motion.
Communication Setup
Email and text templates, mass actions, and compliance done right.
Linking AI Into Your System
How AI fits into your follow-up — and where to trust it.
Pipelines & Daily Workflow
See every deal and a 20-minute daily routine.
Go-Live & Health Check
Audit the build and keep it running strong.
Grab your founding spot
Founding price locked in for the first 100 agents — the lowest it will ever be.
USD · One-time · Lifetime access · All updates included
- The complete 44-lesson course
- Every downloadable checklist & template
- Smart Plan blueprints & swipe file
- Lifetime access, including future updates
Good to know
Let's build your Lofty the right way.
By Monday, you'll have a system that follows up for you and turns leads into clients — while you get back to selling.