Fred G

Freelance Lofty CRM Specialist & Automation Consultant

Freelance Web Designer • Freelance

Jul 2026 - Present • 1 mo

Act as a dedicated Lofty CRM Specialist, helping real estate agents, top-producing teams, and independent brokerages maximize their marketing ROI through custom database architecture, advanced lead routing, and behavioral automation. Key Responsibilities & Achievements: System Implementation & Deployment: Execute end-to-end setups of the Lofty CRM ecosystem, including custom IDX website configuration, localized neighborhood guide design, and MLS feed integrations. Advanced Automation Architecture: Engineer high-conversion multi-channel Smart Plans combining behavioral text drips, automated video emails via Vidyard, and geo-targeted property alerts with precise polygon mapping. AI & Lead Nurturing: Configure and train the native Lofty AI Assistant to handle 24/7 lead qualification, inbound live chat management, and direct calendar appointment booking. Database Migration & Optimization: Manage complex CSV data cleansing, duplicate merging, and mapping from legacy platforms while maintaining timeline history, contact tags, and lead source integrity. Team Routing & Accountability: Structure advanced lead distribution networks utilizing Round Robin and "Next Up" routing rules based on agent tiers, zip code exclusivity, and automated fallback timers.

Technical CRM Automation Architect (Lofty Platform)

Freelancing Career • Freelance

Jul 2026 - Present • 1 mo

Serve as a technical solutions architect specializing in the customization, integration, and scaling of the Lofty CRM platform for multi-agent real estate organizations. Key Responsibilities & Achievements: API & Webhook Integrations: Build robust data pipelines connecting Lofty with external transaction management platforms, custom SQL databases, and BI reporting tools using JSON payload mapping and automated webhooks. Outbound Dialer Optimization: Configure and optimize Lofty's multi-line Power Dialer, manage STIR/SHAKEN regulatory compliance, and deploy voicemail drop templates to increase ISA team call capacity. Marketing & Lead Gen Systems: Integrate third-party lead sources (Zillow, Facebook PPC, Realtor.com) and set up Social Studio tracking to automate dynamic listing blasts and track cross-platform advertising spend. Analytics & Operations: Customize business analytics dashboards to track key performance metrics including lead response time, pipeline stage velocity, agent accountability, and database conversion rates. Training & Documentation: Deliver tailored training sessions and standard operating procedures (SOPs) to ensure seamless onboarding and software adoption across scaling teams.

Real Estate IDX Web Developer & Lofty Customizer

Freelancer.com • Freelance

Jul 2026 - Present • 1 mo

Specialize as an IDX Web Developer and front-end optimization expert within the Lofty CRM ecosystem, creating high-performance, responsive agent and brokerage websites. Key Responsibilities & Achievements: IDX Website Customization: Design and deploy SEO-optimized, mobile-responsive real estate websites integrated directly with local MLS feeds to ensure real-time property data syncing. Lead Capture & Landing Pages: Build hyper-local custom landing pages tailored for home valuations, neighborhood guide pages, and niche property features to maximize organic lead generation. Behavioral Search Tracking: Configure Lofty's dynamic property alert systems, tracking user behaviors (polygon mapping, saved searches, price reductions) to feed engagement data back into the CRM workflow. Asset & Content Management: Curate customized listing widgets, featured collection pages, and custom menu paths to build clear visual authority and separate independent brokerages from competition. WordPress IDX Integration: Implement and configure Lofty's native WordPress IDX plugins for agents looking to seamlessly blend existing corporate content with Lofty's backend lead capture system.