Why Smart Plans & Automation Matter in 2025

In today’s fast-paced real estate environment, speed and consistency directly determine conversion. Lofty’s 2025 improvements allow agents and teams to automate more tasks, personalize follow-up more intelligently, and distribute leads with more accuracy.

This part of the Lofty Series highlights everything you need to know about:

• ✔ Lofty Smart Plans

• ✔ Trigger-based automations

• ✔ Behavior-driven workflows

• ✔ Lead ponds & distribution rules

• ✔ Lead routing logic

• ✔ Auto-assignment paths

• ✔ Daily use cases for agents & ISAs

These tools allow agents to follow up faster without working harder.

1. Smart Plans: The Heart of Lofty Automation in 2025

Smart Plans act as Lofty’s follow-up engine. They automate:

• Emails

• SMS

• Task creation

• Reminders

• Tagging

• Reassignment

• Behavior-based follow-up

What’s New in Lofty Smart Plans (2025)

✔ More Smart Plan Triggers

You can now fire Smart Plans based on:

• Lead source

• Tag changes

• Website activity

• Pipeline stage changes

• Assigned agent changes

• Form submissions

• Email/SMS engagement

✔ More Automations per Plan

Smart Plans now support more steps in a single sequence, allowing long-term nurture without multiple plans.

✔ More Stop Rules

This prevents leads from receiving irrelevant or duplicate messages when they respond.

✔ Better Delivery Reliability

Both email and SMS fires more reliably due to 2024–2025 infrastructure upgrades.

2. Behavior-Based Automation: The Most Important Update

The 2025 Lofty update heavily emphasizes lead behavior.

You can now create workflows that respond automatically when a lead:

• Opens an email

• Clicks a property link

• Returns to your website

• Views the same property multiple times

• Saves a listing

• Fills out a form

• Calls or texts your number

Example Behavior-Based Workflow

If: Lead views 2+ properties→ Add tag “Active Buyer”→ Start Buyer Engagement Smart Plan→ Notify assigned agent→ Create follow-up task in 24 hours

This type of automation increases conversations dramatically because follow-up hits at the right moment.

3. Lead Routing: Smarter, Faster & More Accurate

Lofty improved its routing engine to minimize lead assignment errors.

What’s new:

✔ Faster Assignment

Routing now fires nearly instantly.

✔ Priority Routing Options

Assign based on:

• Availability

• Rotation

• Speed to lead

• Lead type

• Lead source

• Agent performance

✔ Lead Ponds for Team Collaboration

Leads can now be:

• Automatically added to a pond

• Picked up by available agents

• Re-assigned if unclaimed

• Recycled into follow-up Smart Plans

Perfect for high-volume teams and ISAs.

✔ Routing Based on Tags

For example:

Tag “Luxury Lead” → assign to luxury specialistTag “Seller” → assign to listing agentTag “Cold Lead” → send to pond for re-engagement

4. Smart Plan + Routing Combo: The Ultimate Efficiency Stack

Lofty works best when Smart Plans and routing rules work together.

Here’s an example of a seamless workflow:

1. New lead enters from Google PPC

→ Routing assigns lead to the next available agent→ Smart Plan sends instant SMS + email→ Agent gets mobile push notification

2. Lead opens the email

→ Lofty automatically tags “Engaged”→ Adds lead to a high-frequency plan

3. Lead replies

→ Smart Plan stops→ Agent takes over manually

This is Lofty’s ideal 2025 workflow: automate the first 70% so the agent can focus on the 30% that converts.

5. ISA Teams Benefit the Most From the 2025 Update

Lofty’s flexible automation structure helps ISAs:

• Assign new calls faster

• Respond automatically to web inquiries

• Pull unworked leads from ponds

• Move nurtures into long-term campaigns

• Handle thousands of leads without losing track

ISAs can manage 3–5x more follow-up volume because the system eliminates manual tasks.

6. Real-World Use Cases for 2025 Lofty Automation

Use Case 1: Fast Lead Response

Trigger: “Lead Registered”

• Send SMS immediately

• Send email after 2 minutes

• Create task for agent

• Tag “Attempted Contact”

• Repeat for 3 hours or until response

Use Case 2: Website Activity Nurture

Trigger: “Property Viewed 2+ times”

• Add tag “Hot Lead”

• Assign follow-up Smart Plan

• Notify agent instantly

• Send recommended listings

Use Case 3: Seller Lead Follow-Up

Trigger: “Home Valuation Request”

• Send CMA intro

• Add to Seller Smart Plan

• Assign to listing agent

• Task: Call within 5 minutes

Use Case 4: Long-Term Nurture

Trigger: “No contact 30+ days”

• Move to pond

• Add to 12-month Smart Plan

• Email once monthly

• SMS quarterly