Overwhelmed with
Real Estate Technology Tools?

Are your real estate tools working for you — or holding you back?
Our Free Tech Stack Analysis helps identify gaps, overlaps, and missed opportunities in your current systems.

We’ll review your CRM, lead sources, marketing automations, website integrations, and communication tools to see how well they connect and perform. Then, our PropTech specialists provide a detailed recommendation report showing how to streamline, automate, and optimize your operations — all without disrupting your daily business.

What you’ll get:

• A complete audit of your existing technology setup

• Insights on tools that add real value — and those that don’t

• Recommended integrations to improve efficiency and reduce costs

• A step-by-step roadmap to modernize your real estate tech stack

Ideal for: Real estate professionals, brokerages, or property managers looking to simplify their systems and scale smarter.

As a Lofty affiliate, our services include:

• Custom Website Design & Branding– building on Lofty’s customizable IDX sites with deeper design work or multi-site branding strategies.
• CRM Setup & Data Migration– taking the out-of-the-box CRM and setting up workflows, tagging systems, and advanced lead routing beyond the defaults.
• Lead Traffic Services– running ad campaigns (Google, Facebook, Instagram, etc.) and then integrating those third-party lead sources into Lofty.
• Non-Standard Integrations & Automations– connecting Lofty with outside tools (e.g., transaction management, accounting, marketing systems), setting up custom workflows, or building automations Lofty doesn’t provide natively.
• Campaign Management & Coaching– ongoing management of Smart Plans, follow-up campaigns, and coaching agents on best practices to maximize ROI.

Where we stand out is by being the bridge for anything outside Lofty’s “all under one roof” ecosystem. That means helping clients stitch Lofty into the rest of their business stack, handling the customizations Lofty won’t do in a basic subscription, and providing concierge-level services that make the platform hum.

Don’t want to use Lofty or any of our recommended tools? We configure systems based on the tools you choose.

• Full system setup & configuration
• Custom IDX/CRM integration

• Essentials – $99/month
  • Email & chat support for your tools
  • Setup assistance for IDX & CRM
• Pro – $199/month
  • Full tech support + troubleshooting
  • Assistance with campaign automation
  • Monthly strategy session
• Elite – $499/month
  • Full custom design, development, and implementation
  • Dedicated support with extended service hours option
  • BI Services with custom Reporting and Analytics