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A Team Office in Lofty is part of the organizational hierarchy. On the Epique Lofty platform, the company is at the highest level, followed by the states/provinces, and within those states/provinces are the Team Offices. As a matter of practice, the Team Offic...

In the US, there are around 700 different MLSs, and each has different rules. There is a pretty common set of rules that exist to be aware of. If you change brokerages, website providers, domain names, or website products, any of those will require an appli...

In the Power Portal, there is a specific structure used to organize the workflow. Each subcategory of the organization is an office. The main office is the Power Portal. Below the Power Portal are the four regional offices. Below those regional offices are sev...

When a new Area Leader is appointed to the role, there are a few things that need to be done in the Power Portal. Keep in mind that all agents who join Epique are added to the Power Portal as a lead and assigned to the state broker as appropriate. For a new ar...

If an Area Leader steps down or leaves Epique, and there is an Area Leader who will replace them, the following process applies.  Follow the steps outlined in the Area Leader Addition Procedure document to add the new Area Leader to the Power Portal. If it'...

Agent The Area Leader or Team Leader assigned to the lead/contact Managing Broker The official broker for the state State Broker The assistant broker for the state Second Area Leader The area leader for agents l...

Due to the strict compliance rules, your site must be upgraded to the Full SEO site in Lofty to have the Metro MLS data feed connected. A custom-compliant template is assigned to the site when you activate your Lofty account. There is no agent charge for this ...

Team Leaders serve as the Area Leader for their team members. The Teams Division will manage the Team Leaders and Team Member roster and assignment. When a new Team Leader is appointed to the role, there are a few things that need to be done in the Power Port...

Who manages all of this? Who do I go to when I need help? That depends on what is needed and what your role is. Most of it will be managed by Epique leaders and staff. Some may need to involve Lofty. Here's a simple breakdown: Regional Directors will manage ...

When an agent requests to leave Epique and offboard from the brokerage, a few things in the Power Portal need to happen.  On the People page, the agent lead should be moved to the Archived pipeline, tagged as archived, and the Agent role in the profile shou...

This article covers different features in Lofty that are restricted to Epique agents. The most common reason is the scope of the setting is either Office or Company level, so enabling this feature for agents means they can impact the way other agents use the C...

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. Cons...

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