Account Access Troubleshooting

Lofty CRM Access: Lofty.com

Lofty CRM Mobile App: Lofty Real Estate Platform

Lofty Consumer App: Closely - Real Estate

Apps are named as above in the iPhone and Android app stores, respectively.

Lofty CRM and Lofty CRM mobile app use identical login info. Consumer app is for leads only.

Agent cannot log into Lofty.com

• As admin, go to Settings on right menu, and search for the agent name in the Users. Search by name and email address. Verify the user is Active and not Pending Activation. 
  • If the user is Pending Activation, they haven't activated their login. Click the three dot menu and resend the invitation reminding the agent to check spam/junk folders.
  • If the user is Active, make sure the email address shown is what they are using for their login email.
    • It's common to use epique.com instead of epique.me
    • It's common the agent changed to a Gmail or custom email address and forgot they did. 
    • Check the email shown in the User profile on the Settings page and provide that email to the agent. 
  • If the user is Inactive, make sure the name isn't a duplicate of a current or former agent. 
    • If the agent name is a duplicate, onboarding should be reminded to create a unique Epique email address for the newer agent