How long have you had Lofty (or another real estate CRM)?

I don't have one yet, or I'm shopping

Less than 6 months

6 months to 2 years

More than 2 years

Has your CRM been fully set up with pipelines, lead sources, and tags?

I have no idea what most of those words mean

Some of it, but it's a mess

Most of it, but I'm not 100% sure

Yes, fully configured and organized

Is your A2P registration completed so your texts actually deliver?

What's A2P?

I started it but never finished

Yes, but I'm not sure if it's working right

Yes, completed and verified

When a new lead hits your CRM, what happens in the first 5 minutes?

Honestly, I'm not sure

It sits in my inbox until I get to it

I get a notification and try to respond manually

Auto-text + auto-email + assigned Smart Plan

How many active Smart Plans (or automations) are running in your CRM?

Zero

1-2, maybe? I set them up but they might be off

A handful, but I'm not sure if they're firing

Multiple plans for buyers, sellers, and reactivation — and I trust them

Are you using Lofty's AI Assistant to screen and qualify leads?

I didn't know Lofty had an AI Assistant

I've heard of it but haven't turned it on

I turned it on but I'm not sure it's set up right

Yes, fully tuned and qualifying my leads daily

When buyers in your market search "realtor near me" on Google, do you show up?

I have no idea

Probably not — I haven't looked

Sometimes, but not consistently in the map pack

Yes, I'm in the top 3 map pack results

Does your IDX website actually generate leads for you?

I don't have a real website

I have one, but it's the default brokerage site

I have a custom site but it doesn't really get traffic

My site brings in real leads every month

How are most of your leads currently coming in?

Mostly word of mouth and referrals

Paid leads from Zillow/Realtor.com (and they're expensive)

A mix of paid leads + my own marketing

Multiple sources including my own organic traffic

When did you last get formal training on how to use your CRM?

Never — I figured it out on my own

I watched some YouTube videos when I started

I had basic training when I bought it

I've had recent 1-on-1 training tailored to my business

If you took a 2-week vacation, what would happen to your business?

It would basically die — I am the business

I'd lose momentum but recover

Most of my pipeline would survive

Honestly, my system would keep running without me

When something in your CRM breaks or you have a question, what do you do?

Mostly ignore it and work around it

Try to figure it out via Google or YouTube

Ask in a Facebook group or call my brokerage

I have a dedicated tech partner I can call