Lofty CRM Setup Guide 2026: From Zero to Launch (Step-by-Step)

Just bought Lofty CRM and don't know where to start? This is your implementation manual. Setting up a robust CRM like Lofty can be overwhelming. If you miss a step—like the 10DLC Registration or DNS Configuration—you risk your account being flagged or your emails hitting spam. In this comprehensive guide, I walk you through the entire onboarding process step-by-step. This isn't just a tour; it’s the exact "Zero to Launch" protocol I use for my private coaching clients to ensure their system is ready to convert leads on Day 1. 👇 FOLLOW THESE STEPS EXACTLY: Chapters: 00:00 New to Lofty? What This Video Covers 00:06 Who This Lofty Tutorial Is For 01:02 Activating Your Lofty Account 01:19 Setting Your Password & Security Options 01:48 Lofty Support & AI Training Settings 02:24 Terms of Use & Privacy Policy Explained 03:00 Starting the Lofty Setup Process 03:24 Business Profile Setup 03:44 Uploading Your Logo (Size Fix) 04:05 Marketing Profile & Headshot 04:51 Connecting Facebook Business Page 05:15 Profile Setup Complete 05:20 Choosing Your Lofty Website Template 06:42 Selecting & Confirming Your Domain 07:42 Buying a Domain (Lofty vs GoDaddy vs Squarespace) 08:35 Adding & Connecting Your MLS 09:31 Broker Information & MLS Approval Process 10:52 Waiting for MLS Approval (Important) 11:37 Communication Setup Overview 11:41 Choosing a Lofty Virtual Phone Number 12:50 10DLC / A2P Texting Registration Explained 14:20 Choosing the Correct Texting Plan 15:35 Business Info for Text Registration 18:36 Common Reasons Texting Gets Denied 19:05 Campaign Setup (DO NOT EDIT THIS) 20:00 Sample Text Messages Setup 21:49 Campaign Scope (Personal vs Company) 22:30 Texting Costs & Submission Warnings 24:39 Connecting Your Email Inbox 25:27 Connecting Calendar (Optional) 25:37 Email Sending Domains Explained 26:54 Custom Email Domain Setup (Deliverability) 28:26 Database Setup Overview 28:31 Importing Leads (What NOT To Do Yet) 29:46 Company vs Personal Lead Ownership 30:26 Why You Should Wait to Import Leads 32:01 CSV File Structure Explained 33:16 Connecting Zillow Leads 33:27 Connecting Realtor.com Leads 34:05 Lead Parsing Email Explained 35:06 Automated Emails & Alerts Setup 35:57 Lofty Setup Complete 36:05 Exploring the Lofty Dashboard 36:39 Website Editor vs CRM Explained 37:58 Checking MLS & IDX Approval Status 39:21 Configuring Your Website Domain 40:47 Final Lofty Setup Advice 41:07 Next Steps & How to Get Help 🚀 READY TO LEVEL UP? You now have the tool (Lofty). Now you need the strategy. I help real estate professionals "clone themselves" using AI and Automation so they can scale without burnout. Join the Carbon Collective (Partner with Me): https://bit.ly/Wolfpack-Apex Deep Dive Strategy Call (1-on-1): https://bit.ly/ai-crm-jam-sesh The AI Course (Apex Elite): https://bit.ly/Apex-Elite-AI #LoftyCRM #RealEstateTech #CRMSetup #RealEstateAgent #LoftyTutorial