Is Lofty 4.3 the Best Update Yet for Agents?

Lofty 4.30 just dropped — real wins for Realtors: Lead Ownership Simplification, PandaDoc e‑sign (pop‑ups required), Sales Assistant chat markdown, AI Copilot multi‑step tasks (BETA), AI Marketer (releases Sept 24), and Bloom self‑purchase.

In this video I show the exact toggles, workflows, and pro tips so you can move faster, cut busywork, and convert more leads.

WHAT’S NEW (WHY IT MATTERS)
• Lead Ownership Simplification — If your org uses Company‑Owned Leads, Lofty hides ownership fields across the app. Cleaner rules, fewer fights over leads, same data preserved if you turn individual ownership back on.
• PandaDoc e‑Sign — Connect your PandaDoc account and send/track signatures from inside Lofty (edits happen in PandaDoc). PRO TIP: enable browser pop‑ups; PandaDoc won’t pull subject/message text from Lofty.
• Sales Assistant Chat (Markdown) — Bold text, lists, links, line breaks = a cleaner, more professional first impression on your website.
• AI Marketer (Sept 24 release) — Adds AI Competitor Analysis, weekly social content without email auth, improved post list & engagement timeline, and AI captions for listing auto‑posts.
• AI Copilot Multi‑Step Tasks (BETA) — Generate follow‑up plans (emails, texts, call reminders) that show in the Lofty AI calendar and the lead timeline. If a lead replies, the plan stops automatically so you jump in human‑to‑human.
• Bloom Self‑Purchase — Pick up to 6 ZIP codes, configure campaigns, approve postcards, and launch without support tickets.

RESOURCES & NEXT STEPS
• Join the Wolfpack (partner‑to‑partner, not coach‑to‑student): https://bit.ly/Wolfpack-Apex
• 1:1 strategy call: https://bit.ly/ai-crm-jam-sesh

DISCLAIMERS
Features can vary by package/add‑ons and may be in BETA or phased rollout. Check your account and release notes for availability.

0:00 Why Lofty 4.30 matters for Realtors
0:39 What’s new (overview)
1:06 Lead Ownership Simplification (Company‑Owned Leads)
1:59 PandaDoc e‑Sign setup + caveats (pop‑ups; subject/message not passed)
2:39 Sales Assistant website chat (Markdown formatting)
3:16 AI Marketer (releases Sept 24: competitor analysis, weekly posts, captions)
3:57 AI Copilot multi‑step tasks (BETA): calendar + auto‑stop on reply
4:35 Bloom self‑purchase (up to 6 ZIPs)
5:17 Recap: control, automation, speed
5:34 Wolfpack CTA

Book A Call To Level Up Your Real Estate Game 🚀
📆 AI & CRM Consultation:
https://bit.ly/ai-crm-jam-sesh
🤝Explore a Partnership with Me In The Wolfpack At eXp Realty
https://bit.ly/Wolfpack-Apex

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🔥 CLICK HERE FOR MY FREE AI COURSE!!! 🔥:
https://bit.ly/Apex-Elite-AI
📲(720) 650-7794
📩[email protected]

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About Me:
Adam Gillespie is a Denver-based realtor, AI strategist, and CRM coach who is redefining how real estate professionals leverage technology to optimize their business. As the 2024 Inman AI Award winner for Best Use of AI by an Agent or Team, Adam is recognized as a leader in integrating artificial intelligence into real estate operations.

As the founder of Agent Prompt University and CO Founder of Apex Elite AI, Adam provides hands-on AI training tailored specifically for real estate agents, equipping them with the tools to streamline lead generation, client relationships, and automation. In his role as an AI and CRM coach with Atlas Alliance, he blends business coaching with personal well-being, helping professionals build sustainable and tech-driven businesses.

His expertise extends globally as an AI and CRM specialist with The Wolfpack at eXp Realty, where he supports over 3,000 agents across 24 countries with cutting-edge technology solutions.

A sought-after speaker and educator, Adam has shared the stage with industry leaders such as Ed Mylett, James Lawrence, and Alan Stein Jr. at major events like the Atlas Alliance Summit 2024. Through his YouTube channel and social media presence, he continues to empower agents with AI-driven strategies that drive growth and efficiency in an ever-evolving market.