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Transactions

Streamline transactions from start to finish with Smart Plans, paperless transaction tools, and our full reporting suite.

Collaborative Transaction Management

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Work Smarter with Smart Plans

Customize our smart action plans to create automatic workflows that maximize your workday! Our powerful integration tools will help keep track of any transaction data.

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No Mess File Management

Leverage digital tools to easily get and stay organized. Conveniently keep all of your documents in one place and easily upload files from your local device or via our Dropbox and Google Drive integrations.

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Easy Value Accounting

Keep track of transaction details from start to close with a live-updating tool that tells you how much each deal is worth. With each transaction in the Lofty system, easily see your aggregated earnings at any time.

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Data Driven Decision-making

As a team leader, enjoy a comprehensive top down view of your entire teams' sales data, closing, GCI, revenue, and more. Use these key metrics to effectively run your business, with real time updates as each lead closes.
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Integrated Transaction Tools

Everyone's tool set is unique, but Lofty lets you keep them all in one box through our seamless integrations. Enjoy full functionality and frictionless integrations with Dotloop, Brokermint, Skyslope.
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What we do
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