Lofty Seller Report

The Seller Report is intended to give the seller lead more information on what activities you are doing to market the property.

Usage

In order for a Seller Report to be generated, the following criteria must be met:

• Lead
  • Seller Lead
  • Valid Email
• Lofty User
  • Lofty IDX Website
  • Active listings (including manual (pocket) listings)

To add a Seller Report to a lead, navigate to their lead profile and then get to the Engagement tab. Click on + New Report under the "Seller Report" heading.

First, select the listing:

Next, preview the Seller Report:

Then, configure the following:

• Email Subject
• Select a frequency
• Choose the schedule

After hitting Save, the system will suggest other features to enrich the listing:

Here is what the Seller Report email will look like:

• Traffic Overview
  • Listing Page Views
  • Favorites
  • Potential Buyers
• Listing Activity
  • A potential buyer registered via ___________
    • a promotional ad
    • a social post
    • a flyer
    • a landing page
    • an open house form
    • a text code
• Agent Activity
  • Agent Name created ____________
    • a promotional ad
    • a social post
    • a flyer
    • a landing page
    • an open house form
    • a text code

When viewing the actual report, the lead will be redirected to your website and a seller report landing page. This is what that page will look like:

• Same as Seller Report Email
• Full list of activities (email only shows the last five)
• Form for lead message submission