Lofty CRM with Brokerteq: Elevate Your Real Estate Client Management and Save Thousands

Yes, Lofty CRM is fully optimized for mobile use. You can manage your clients and leads, send emails, and track progress from any device, whether you’re at the office or on the go.

By subscribing through Brokerteq, you receive Lofty CRM along with SkySlope, DigiSign, and Landvoice for one affordable price. This allows you to save thousands annually compared to purchasing each tool separately.

Yes, if you’re already using Lofty CRM, you can easily transition to Brokerteq’s bundled service. Our team will help you move your existing data and account to the new platform.

Yes, Lofty CRM allows you to automate follow-up emails and reminders, ensuring that you stay on top of every lead without manual effort.

Lofty CRM works seamlessly with SkySlope for transaction management and DigiSign for e-signatures, providing a complete back-office solution. This ensures your marketing, client management, and transactions are all streamlined.

Lofty CRM offers extensive support, including onboarding assistance, help with integrations, and ongoing technical support. Whether you’re just starting or need help down the line, support is available to ensure you get the most out of the platform.

Yes, you can manage your leads and clients on the go with Lofty CRM’s mobile-friendly platform, which is available as part of your Brokerteq subscription.

Lofty CRM organizes your leads in a centralized system, allowing you to track interactions, prioritize follow-ups, and automate reminders. This ensures that no lead is overlooked and helps you build better relationships with prospects.

Yes, Lofty CRM includes built-in marketing tools, such as email automation and social media management. You can create, schedule, and track campaigns directly from the platform.

You can get started with Lofty CRM through Brokerteq by signing up for our bundled services. Once signed up, you’ll have full access to Lofty CRM along with other essential tools like SkySlope, DigiSign, and Landvoice.

Lofty CRM is updated regularly to provide new features and improvements. All updates are automatically available through Brokerteq, so you’ll always have access to the latest tools.

Lofty CRM offers extensive customization options, allowing you to create workflows, email templates, and marketing campaigns that align with your business needs.

Yes, all updates and new features for Lofty CRM are available through Brokerteq, ensuring you always have access to the latest tools and improvements.

Lofty CRM is a powerful platform designed for real estate professionals to manage leads, client relationships, marketing campaigns, and more. It helps agents stay organized and build strong connections with potential clients.

Lofty CRM provides advanced reporting and analytics, allowing you to track the success of your marketing campaigns, client interactions, and lead conversions. This helps you optimize your performance and improve your results.

Yes, you receive full access to all of Lofty CRM’s features, including lead management, marketing automation, and customizable workflows.

Yes, customer support is fully included. Whether you need help with Lofty CRM or any of the other tools in the Brokerteq bundle, our team is here to assist.

Lofty CRM includes lead management, automated follow-ups, email marketing, social media management, customizable workflows, and advanced reporting and analytics.

Brokerteq bundles Lofty CRM with additional tools like SkySlope, DigiSign, and Landvoice. This not only saves you money but also provides a fully integrated platform for managing your entire real estate business in one place.

Yes, Lofty CRM integrates with a wide range of tools, including SkySlope for transaction management and DigiSign for e-signatures. This ensures that your client management and transaction processes are connected and seamless.

Brokerteq's solutions enhance efficiency by streamlining processes and improving operational workflows. This allows brokerages to focus on client services without external pressures. For example, leveraging these solutions can help you manage your brokerage more effectively, aligning with your skills in business-to-business (B2B) and analytical skills.

Our all-in-one business suite is custom-designed for realtors, offering exceptional value without reinventing the wheel. Our bundle combines the essential systems realtors need, delivering affordable prices and streamlined functionality.

Brokerteq supports brokerage independence by offering innovative solutions that empower brokerages to operate autonomously. These solutions help brokerages maintain their independence, ensuring they can provide unbiased and client-focused services without external pressures.

At Brokerteq, we provide personalized training for as long as you require it. After signing up for membership, our partners will offer 1-on-1 training on their individual system for about an hour. You will have a dedicated personal trainer available for up to 3 weeks. In case you have any queries or concerns, our partners offer hotlines, FAQ sections, and an extensive library of training videos. If you need further assistance, the Brokerteq team is always available to help.

To automate email management, consider using tools like Lofty. It allows you to create flows for various email scenarios, such as sending reminders or organizing emails into folders. For example, you can set up a flow to automatically categorize incoming emails based on specific criteria, aligning with your analytical skills.

Absolutely! We provide comprehensive training tailored to your needs for as long as you require it. Initially, our team will offer an in-depth overview of all our systems. After signing up for membership, our partners will provide personalized 1-on-1 training on their individual system for about an hour. A dedicated personal trainer will be available to support you for up to 3 weeks. Additionally, our partners offer hotlines, FAQ sections, and a vast library of training videos to answer any questions you may have. If you require further assistance, the Brokerteq team is always available to help.

At Brokerteq, there is no obligation to renew your membership. We offer flexible plans to meet your needs, so you can choose the one that works best for you. Whether you decide to stay with us or not, we are committed to providing exceptional service and support for as long as you are a member.

To streamline your brokerage processes, consider leveraging Brokerteq's innovative solutions. These tools can enhance operational efficiency by automating routine tasks and improving workflow management. For example, using Brokerteq's solutions can help you manage client interactions more effectively, aligning with your skills in business-to-business (B2B) and analytical skills.

Similar to Costco's purchasing power, Brokerteq' collective buying power allows us to offer bulk discounts to our members. With thousands of members, we can provide the same discounts as the largest market centers, without interfering in your business. As a white-label provider, we work behind the scenes to empower you to succeed in your business. When comparing us to Lofty or Skyslope, consider the benefits of Brokerteq' collaborative purchasing power and our personalized, realtor-focused business suite.

At Brokerteq, we understand that your needs may change over time. You can cancel the automatic renewal of your membership at any time. We offer three membership levels - Month to Month, Quarterly, and Yearly - to ensure that you have the flexibility to choose the best option that suits your requirements. Our priority is to make sure that you are completely satisfied with our services.

Brokerteq's solutions can benefit your brokerage by providing tools that enhance operational efficiency, streamline processes, and support autonomous decision-making. This allows you to focus on delivering client-focused services without external pressures. For example, leveraging Brokerteq's innovative solutions can help you manage your brokerage more effectively, aligning with your skills in business-to-business (B2B) and analytical skills.

If you already have client data that you want to import into the Chime system, there are a few options available to you. Our team at Brokerteq and the Lofty team can assist you with the process to ensure a seamless transfer of your leads. Simply reach out to us for assistance.

Automating routine tasks can significantly enhance your brokerage's efficiency. Consider using tools that automate email management, calendar scheduling, and client data processing. For example, leveraging automation tools can help you manage client interactions more effectively, aligning with your skills in business-to-business (B2B) and analytical skills.

Unfortunately, we cannot offer any discounts on our services if you are using your firm's transaction management system. At Brokerteq, we offer these systems as a package deal as per our agreement with our vendors to maintain our great pricing. However, our pricing structure still allows you to receive these services for less than if you purchased any one of them alone. We believe that our services provide great value to our clients and we are always committed to delivering top-quality solutions to help you succeed in your business.

No, Brokerteq is a white-label technology provider that supplies realtors with the necessary tools to run their business successfully. Our focus is on empowering realtors with advanced technological solutions, enabling them to streamline their workflow and achieve their business goals.

Brokerteq offers integrations with a variety of other real estate tools and software, such as MLS systems, property listing services, and document management platforms. This allows realtors to easily manage all of their business operations in one place.

Brokerteqs' CRM system allows realtors to track and manage their leads, automate follow-up communication, and store important client information. It also offers analytics and reporting features to help realtors make data-driven decisions.

Yes, Brokerteqs' platform is designed to be user-friendly and easy to learn, even for realtors who are not tech-savvy. The company also offers training and support to help realtors get the most out of their platform.

To create email flows, you can use tools like Power Automate. Start by selecting a template or creating a flow from scratch. Connect the services you want, such as your email account, and set conditions for actions like sending reminders or categorizing emails. This aligns with your analytical skills and can streamline your brokerage processes.

Yes, Brokerteq offers lead generation tools such as landing pages, lead capture forms, and email campaigns to help realtors generate new leads and grow their business.

Our business hours are Monday - Friday, from 9AM - 5PM EST. You can always contact us through our website, or email us directly at: admin@rezecs.com. We aim to respond to our contacts within 24 hours.

Yes, Brokerteqs' platform allows realtors to customize the branding and design of their communications, such as emails and landing pages, to match their business's branding and style.

Yes, Brokerteq offers a free trial of their platform so that realtors can try out the features and functionality before committing to a subscription.

Maintaining independence in brokerages is crucial as it allows brokers to act in the best interest of their clients without external pressures. Brokerteq's solutions are designed to help brokerages maintain this independence, ensuring they can provide unbiased and client-focused services.

Brokerteqs' platform helps realtors save time by automating tasks such as lead follow-up and email communication. It also streamlines business operations by providing a centralized location for managing leads, contacts, and communications, as well as offering analytics and reporting tools to help realtors make data-driven decisions.

Brokerteq is a technology company that provides solutions for real estate agents and brokers. Their products include a customer relationship management (CRM) system, lead generation tools, email marketing, and more.

Yes, Brokerteqs' email marketing platform allows realtors to create and send newsletters, automated drip campaigns, and other types of communication to their clients and leads.

The most important part of CRM is the ability to understand customer needs and preferences. By having a deep understanding of customers, companies can create better experiences, build loyalty, and increase sales. Additionally, understanding customer patterns and behaviors is essential for creating effective marketing campaigns and personalizing services.

CRM software for real estate is a powerful tool that assists real estate agents in managing their relationships with clients, prospects, and partners. This software helps agents track and follow up on leads, manage contact information, create and manage marketing campaigns, and measure their overall effectiveness. By using CRM software, real estate agents can stay organized, save time, and increase their efficiency, ultimately resulting in a more successful and productive business. Visit Chime.me to learn more about our CRM software for real estate.

There are many good CRM (customer relationship management) systems available for real estate agents, but some popular examples include: Contactually: This CRM is specifically designed for real estate professionals and allows agents to organize their contacts, automate follow-up tasks, and track their interactions with clients. BoomTown: This CRM is known for its lead generation and management tools, and provides real-time data on website traffic, leads, and customer behavior. Top Producer: This CRM offers a comprehensive suite of tools for real estate agents, including lead management, marketing automation, and transaction management. Zoho CRM: This is a flexible CRM that can be customized for real estate agents and provides a range of features including lead management, email marketing, and social media integration. Salesforce: This is a highly customizable CRM that can be adapted for use by real estate agents. It offers a range of features such as lead and opportunity management, marketing automation, and analytics.

There are three main types of CRM and each can be leveraged for the real estate industry in the following ways: Operational CRM - This type of CRM can be used to automate and streamline real estate business processes such as sales, marketing, customer service, and support. For example, an operational CRM can help real estate agents manage their sales pipeline, automate marketing campaigns, and provide efficient customer service to clients. Analytical CRM - This type of CRM can be used to analyze customer data to gain insights and make informed decisions to improve customer satisfaction and increase profits. In the real estate industry, analytical CRM can help agents identify patterns in customer behavior and preferences, forecast market trends, and personalize their communication with clients. Collaborative CRM - This type of CRM can be used to create collaboration between customers, partners, and employees. For real estate agents, collaborative CRM can help facilitate communication and feedback between agents and clients, as well as improve partnerships with third-party service providers such as mortgage brokers and title companies. It can also include features like social media integration, chat, and customer surveys to better understand clients' needs and preferences.

CRM systems offer businesses several benefits, including: Increased Sales and Customer Retention: CRM systems allow businesses to track customer interactions and data throughout the customer lifecycle. This helps sales teams to identify opportunities for upselling and cross-selling, as well as nurture high-value customers. Improved Customer Service and Support: By tracking customer interactions, CRM systems enable businesses to provide personalized customer service and support. They can quickly respond to inquiries and complaints, as well as provide relevant product and service information. Streamlined Internal Processes: CRM systems help businesses to automate internal processes such as marketing campaigns, sales lead tracking, and customer service. This reduces costs and improves efficiency. Boosted Productivity: CRM systems allow businesses to organize and track customer data, monitor sales and customer service performance, and automate tasks such as appointment scheduling and follow-up emails. This improves employee productivity and customer service. Valuable Insights and Data Analysis: By tracking customer data and interactions, CRM systems provide businesses with insights into customer behavior. They can use this information to make informed decisions about marketing and sales strategies.

The CRM process involves the following 5 steps: Customer Needs Identification: The first step in the CRM process is to understand the customer's requirements and expectations by gathering data on their behavior and preferences. Customer Segmentation: CRM helps to identify customer segments and groups that share similar characteristics. This helps companies develop more effective marketing messages. Customer-Centric Strategies: Companies must develop strategies and tactics that focus on meeting customer needs, such as creating customer-centric offers and promotions. Customer Engagement: Companies need to actively engage with customers to build and nurture relationships. This involves creating loyalty programs, conducting customer surveys, and targeted campaigns. Customer Data Analysis: Companies must analyze customer data to gain insights into their behavior and preferences. This helps to develop customer segmentation models, refine customer targeting strategies, and optimize products and services.

Utilize CRM to establish and maintain client relationships: With the help of a CRM, track your leads, manage contact information, and keep track of client interactions. Automate follow-up communications such as emails, calls, and text messages to ensure consistent communication and build lasting relationships. Develop a lead generation strategy: Segment leads within the CRM, monitor their progress, and build lead nurturing campaigns. Use social media and email campaigns to reach out to potential clients and increase lead generation. Manage your team's tasks and activities: Assign tasks, track progress, and create reports with the help of the CRM. Schedule and manage meetings, store documents, and create a centralized system to manage your real estate empire. Automate your workflow: Streamline your workflow with the help of a CRM by automating reminders, appointment scheduling, and follow-up communications. Analyze data: Use the CRM to gather and analyze data, identify trends, and make informed decisions. Track ROI and optimize your marketing efforts to increase efficiency and build a strong real estate business. By leveraging a CRM, you can enhance your productivity and build a successful empire in the real estate industry.

Using a CRM can provide realtors with several benefits that can help them succeed in the highly competitive real estate industry. A CRM allows realtors to efficiently manage and nurture relationships with clients, prospects, and referral sources, which can lead to increased sales and improved customer satisfaction. By automating follow-up sequences and organizing important documents and contact information, realtors can save time and stay organized. Additionally, a CRM can help realtors analyze data and track the effectiveness of their marketing campaigns, allowing them to refine their strategies for better results. Overall, a CRM is a valuable tool for realtors who want to stay ahead of the competition and build long-lasting relationships with their clients.

According to G2, the top 10 CRM software systems are: Salesforce Sales Cloud. HubSpot Sales Hub. CHIME CRM Zoho.Pipedrive. ClickUp monday sales CRM Freshsales Pipiedrive ActiveCampaign for Sales. Copper And finally, we have an honorable mention with Freshworks. Best CRM Software 2023: Compare Reviews on 810+ - G2https://www.g2.com › categories › crm

SkySlope’s automated compliance system ensures that all transaction documents meet legal requirements. It provides built-in audit trails and automated checks to verify that forms are filled out correctly and meet local, state, and federal regulations.

Absolutely! SkySlope’s mobile app is fully available when you subscribe through Brokerteq, giving you full access to transaction details, documents, and real-time updates from any device.

Yes, SkySlope integrates with most major MLS systems, allowing you to auto-fill listing data into transaction forms. This reduces manual data entry and ensures greater accuracy in your documentation.

Getting started is easy! You can sign up directly through the SkySlope website or through Brokerteq to take advantage of our bundled services. Once you’re signed up, you’ll receive access to all the platform’s features and can begin managing transactions right away.

SkySlope uses bank-level encryption to protect all transaction documents. It also provides audit trails, time stamps, and a secure digital environment to ensure that all sensitive data is handled safely and in compliance with legal standards.

Yes, SkySlope simplifies the closing process by tracking all documents and compliance requirements leading up to closing. It provides automated reminders for key deadlines and ensures that all files are complete before the final closing date.

Yes, SkySlope offers a mobile app that gives you full access to your transactions, documents, and real-time updates. You can manage deals from anywhere, whether you’re in the office or on the go.

Yes, when you subscribe through Brokerteq, you get full access to all the features of SkySlope, including transaction management, document storage, compliance tools, and more.

SkySlope offers real-time transaction tracking, document storage and organization, automated compliance checks, MLS integration, and mobile access. Its goal is to simplify and streamline the real estate transaction process from start to finish.

Yes, SkySlope supports team collaboration, allowing multiple agents, brokers, or transaction coordinators to work on the same file. This ensures that everyone involved in a deal has access to the most up-to-date information.

Yes, any updates or new features released by SkySlope will be available to you through Brokerteq. Our goal is to ensure you always have access to the latest features and improvements.

Brokerteq offers SkySlope as part of a bundled package, which includes additional tools like DigiSign, Lofty CRM, and Landvoice. By using SkySlope through Brokerteq, you not only get full access to SkySlope’s transaction management features, but you also save significantly by bundling these essential real estate tools under one subscription.

With Brokerteq, you get dedicated support not only for SkySlope but also for the full suite of tools included in your bundle. This allows you to get help for SkySlope-related issues as well as questions about DigiSign, Lofty, or Landvoice—all from one team.

Yes, SkySlope integrates with DigiSign to provide e-signature capabilities. This allows you to send documents for signatures directly from the platform, ensuring that the entire signing process is fast, secure, and legally compliant.

SkySlope seamlessly integrates with tools like DigiSign for e-signatures and Lofty CRM for client management. Brokerteq ensures that all these tools work together smoothly, providing a streamlined experience for managing transactions, client data, and marketing.

SkySlope offers extensive training and support to help users make the most of the platform. Whether you need onboarding assistance or ongoing support, SkySlope’s customer service team is available to help you every step of the way.

Directly, SkySlope costs $277 per month. Through Brokerteq’s bundle, you get SkySlope along with DigiSign, Lofty, and Landvoice for just $350 per month—saving you over $9,000 annually when compared to individual subscriptions.

SkySlope is a transaction management platform designed specifically for real estate professionals. It allows agents and brokers to organize, manage, and track all aspects of a transaction, from contracts to compliance, in one centralized location.

You can manage any type of transaction-related document, including purchase agreements, listing agreements, disclosures, and inspection reports. SkySlope allows you to store, organize, and track these documents from initial offer to closing.

Getting started is easy! You can sign up directly through Landvoice’s website or through Brokerteq to take advantage of bundled services. Once you’re signed up, you’ll have immediate access to your leads and all the tools you need to grow your business.

Landvoice updates its lead database daily, ensuring that agents receive fresh, accurate leads as soon as they become available. This helps agents stay ahead of their competition and connect with motivated sellers quickly.

Landvoice uses advanced technology to pull data from multiple verified sources. This ensures that real estate agents receive the most accurate and up-to-date information on potential sellers in their area.

Landvoice’s database is updated daily and pulled from over 1,700 verified sources. This ensures that you’re receiving accurate contact details, including phone numbers, addresses, and other crucial information to help you connect with motivated sellers.

Yes, with Brokerteq, you receive full support for Landvoice as well as the other bundled tools. This ensures that any issues or questions you have are resolved quickly and efficiently.

Landvoice on its own is a powerful tool, but when bundled with SkySlope, DigiSign, and Lofty CRM through Brokerteq, you get access to everything at a lower overall cost—saving you thousands each year.

Brokerteq offers seamless integration with Landvoice, so you can easily manage your leads while also utilizing tools like SkySlope for transaction management and Lofty CRM for client relationship management. This makes running your business smoother and more efficient.

Yes, Landvoice seamlessly integrates with your CRM, allowing you to manage your leads, track follow-ups, and organize your prospecting efforts all in one place.

Pre-Foreclosure leads come from properties where the homeowner has missed mortgage payments and is at risk of foreclosure. Landvoice provides this data early, allowing agents to connect with these homeowners before their property is publicly listed.

Yes, as part of the Brokerteq bundle, you’ll have access to all the latest Landvoice updates and new features, ensuring your lead generation tools are always up to date.

FSBO leads consist of homeowners who are selling their property without an agent. Expired leads come from properties that were listed but didn’t sell, offering a second chance for agents to connect with sellers who are now looking for new strategies.

Landvoice is a real estate lead generation platform that provides agents with high-quality seller leads, including FSBO, Expired Listings, Pre-Foreclosures, and Neighborhood Search. These leads help agents grow their business by connecting with motivated sellers.

Yes, if you are currently a Landvoice customer, transitioning to the Brokerteq bundle is easy. Our support team will help you transfer your existing account, so you can start enjoying the additional benefits right away.

Yes, when you subscribe through Brokerteq, you get full access to Landvoice’s lead generation tools, including FSBO, Expired Listings, Pre-Foreclosures, and Neighborhood Search.

Landvoice provides comprehensive FSBO lead data, allowing agents to connect with homeowners who are trying to sell their property without an agent. With this information, you can position yourself as their go-to agent and help them navigate the selling process.

Yes, with Landvoice’s Neighborhood Search feature, you can target specific geographic areas down to the street or neighborhood level. This allows you to focus on the areas that matter most to your business.

Landvoice offers several types of leads, including FSBO (For Sale By Owner), Expired Listings, Pre-Foreclosures, and Neighborhood Search. Each lead type is designed to help agents connect with sellers in various stages of the selling process.

Neighborhood Search is a feature that allows real estate agents to build highly customized prospecting lists by targeting specific geographic areas, property types, and homeowner demographics like absentee owners. This helps agents establish themselves as local experts.

Absolutely! You will have full access to the Landvoice mobile app through Brokerteq, allowing you to connect with leads and manage prospects on the go.

With Brokerteq, you get access to Landvoice along with additional tools like SkySlope, DigiSign, and Lofty CRM—all in one bundled subscription. This means you save money while managing every aspect of your real estate business with a fully integrated platform.