Mastery Training. Each session will have a small group of no more than six people so we can maintain a close-knit learning environment. Each Mastery Training will have people at a similar stage in their Lofty journey, and one of my goals is for us to help each other reach our objectives. By the end of this, I believe you will have integrated Lofty into your daily routines - And be on your way to realizing the above benefits.


The training consists of live eight 1-hour sessions, 2 a week over 4 weeks. Between the trainings you will have activities to complete relative to each session completed.  This way you will quickly incorporate Lofty in your business.  

Topics to be covered:

  • People organization and tasks

  • Property searches, market reports

  • Email Templates & Smart Plans

  • Marketing Listings & Social Suite

  • Day in the Life of Lofty and Best Practices


Bonus, copies of Sharran's suggested emails and other templates that my partner and I use in our RE business that you can adapt and implement in your Lofty.

Preparation for the Lofty CRM Mastery Training
Prior to the class each of the participants will schedule a 30 min 1 on 1 with me so we can walk through questions you might have prior to the class.  You will also receive a document and short video walking you through the settings for Lofty to make sure those are all in place prior to the course.  Book 1 on 1


For the training make sure you set up your environment so that you can see the screensharing on zoom and that you can follow along in your own Lofty. We will record the sessions for you to rewatch, but live attendance is required.

 





Lofty CRM Mastery Training Pricing

For agents at Real the discounted price for the training will be $275.

(This is discounted only for those at Real so if you have agents outside of Real who are interested please let me know).  






Which Class Would You Like To Attend?

PayPal Acceptance Mark


Reviews from other Real Agents


Deanna Chavez *****

"She is absolutely aMaZiNg to work with. Super patient and had great answers. Helped me trouble shoot and get my CRM in an actual functional status. Highly highly recommend"



Jacquelyn Waters *****

"Jacs was an absolute life saver for me in my transition over to Real Broker. When I first reached out to inquire about her services, she responded right away. I booked a discovery call and knew immediately that she was going to be well worth the (affordable) fee to get my CRM & website up and running. I am fairly tech savvy and MIGHT have been able to get a basic structure set up on my own.... eventually, with lots of frustration & trial/error. Even so, it would not have been anywhere near as functional, (or beautiful) as what she has created for me. In addition to an amazing final product, the process of working together was an absolute delight! I will definitely be booking follow up sessions to learn more!"