September 30, 2025 • 26 mins
About Randy Byrd | ByrdHouse Team & Premiere Luxury Group Welcome to the channel!
I’m Randy Byrd — real estate entrepreneur, coach, investor, and builder of businesses and people. After serving in the U.S. Coast Guard, I leveraged my grit and discipline to build a career leading multimillion-dollar ventures, coaching top producers, and helping real estate agents scale their businesses while retaining a larger share of their earnings. I run the Oregon Luxury Group at eXp Realty, ByrdHouse Coaching, and investment companies focused on creative finance and building generational wealth.
On this channel, you’ll find: 🏡 Real estate strategies, market updates, and listing insights 💡 Coaching tips to attract, grow, and retain your tribe 💸 Creative finance & investment breakdowns 🔥 Motivation, leadership, and mindset content to level up your business & life I believe in legacy leadership, building community, and living half hood, half holy — with grit, grace, and faith guiding the way.
👉 Subscribe if you’re ready to elevate your real estate business, multiply your income streams, and create freedom for yourself and your family.
I’m Randy Byrd — real estate entrepreneur, coach, investor, and builder of businesses and people. After serving in the U.S. Coast Guard, I leveraged my grit and discipline to build a career leading multimillion-dollar ventures, coaching top producers, and helping real estate agents scale their businesses while retaining a larger share of their earnings. I run the Oregon Luxury Group at eXp Realty, ByrdHouse Coaching, and investment companies focused on creative finance and building generational wealth.
On this channel, you’ll find: 🏡 Real estate strategies, market updates, and listing insights 💡 Coaching tips to attract, grow, and retain your tribe 💸 Creative finance & investment breakdowns 🔥 Motivation, leadership, and mindset content to level up your business & life I believe in legacy leadership, building community, and living half hood, half holy — with grit, grace, and faith guiding the way.
👉 Subscribe if you’re ready to elevate your real estate business, multiply your income streams, and create freedom for yourself and your family.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Ticket. I just haven't bought my event ticket.
Speaker 2 (00:02):
Yeah, good morning, afternoon, and evening. It's Randy Bird coach
Randy Bird, and I'm here every single week Tuesday at
twelve thirty Pacific time, three thirty Eastern. It's like nine
in the morning Hawaii and Asia. I don't even know.
My vas go to bed at like seven in the
morning when we get up. So, but if you're tuning in,
(00:23):
thank you for being here. I'm here every single week
to answer your questions and to go over things that
you might need help on in your business. And sometimes
we get one person and you get me for a
full half an hour, and other times we get twelve
people and you might not get your questions asked and answered.
But today here and I'm open to question. Stephanie. Before
(00:44):
we went on the recording, you had a question about
your CRM and your words haven't been super strong in
the past and a CRM and the usage of that
and so how can I help today?
Speaker 1 (00:57):
Yeah, thanks, I'm just trying to re I guess, get
a good handle on how things integrate with each other,
how they flow from one platform to the other, and
what platform is going to ultimately be the best used
to operate my business if that makes sense.
Speaker 2 (01:15):
It does make sense.
Speaker 1 (01:17):
I've got my website that is I think, pointing to
my CRM.
Speaker 2 (01:24):
Is it a lofty website?
Speaker 1 (01:26):
It is Luxury Presence.
Speaker 2 (01:28):
Okay, Luxury Presence is not lofty. But they can talk
to each other.
Speaker 1 (01:33):
I think they're connecting to talk to each other. I'm
currently trained to eat everything set up with Happy Grasshopper
and that should hopefully launch next week, and I know
that is integrated with my CRM. Okay, But then I
was recently introduced to CSUE C Sue, and I have
(01:58):
not been able to connect Lofty to see Sue because
I think that it's a free version that I am
on and I don't think they talk to each other yet.
Speaker 2 (02:07):
And Jen can help with that. She specifically is pretty operational,
and C Sue, I'm not. I don't use C Sue.
My team does, but I haven't coached in it and
been to any kind of, you know, level to where
I can speak to it. But let's back up a
little bit.
Speaker 1 (02:22):
Okay, So that kind of gives you my global like, yeah.
Speaker 2 (02:26):
I appreciate that. And so you've got a lot of
moving parts. Let me ask you, have you been have
you used a CRM in the past, and any kind
of a capacity that you feel is proficient, okay, which
is you're in the majority, right. Most agents work out
of their cell phone and that's their database. So a
CRM or you know, contact resource management system. There's a
(02:50):
lot of different acronyms, but basically it's your communication hub
and it should be the main hub that everything else
feeds to, everything from Google Calendar to CSU to realtor
and ZULO leads the whole thing, right, So let's look
at it from that perspective today, and let's let me
walk you through, and I'll even show you on my
(03:13):
lofty some best practices, because the number one thing to
do is get in a habit that everything goes into
the CRM. Even if it's a placeholder like a rolodex,
it at least has to go there or else you're failing, right,
It's just you have to start with that fundamental function
of it. And so the very basics are name, email, address,
(03:36):
phone number, and then we could start expanding quite deeply
from that point, but at the very minimum, for everybody watching,
you want to get in a habit of being able
to very quickly add people to your CRM. By the way,
desktop which is Lofty on your computer or Lofty has
an app which I very much enjoy. It's one of
(03:59):
the few apps that's actually very easy to use on
an app basis. It's a little small, you know, for
older guys like me, it's a little small, but compared
to some of the other CRMs that have native apps,
it's one of the better ones I've seen. You could
literally do everything on the phone, and adding contacts and
finding contacts on the fly is really easy. So today
(04:21):
we're going to focus on desktop, all right, Okay, so
I'm going to pull up my CRM just so you can.
You know, I share my screen so you can get
a feel of what exactly that looks like when we're
adding contacts and going through the process of that. Okay,
so I'm going to share my screen. Okay, you should
(04:44):
see my Lofty page now, yes? Is it bigger? Now?
Speaker 1 (04:49):
It is?
Speaker 2 (04:49):
Okay, cool? So this is my Lofty page. Wherever you are.
As soon as you log in, you're going to be
on this main page like this, right. I'm not going
to get into a big Lofty training about all the
things I just want to teach you the basics, so
that very very high level basics are the if you
hit the lofty button, that's like your main lofty page, right,
(05:13):
kind of like a home page, if you will. I
never go here, right, So I always focus on people
because that's your database. Let me turn off my filters
so you see everything. Okay, this is my database. You
notice that I have how many leads right here? Forty
eight and six twenty years. I've been putting everybody into
(05:37):
my database, right, even somebody that calls in just with
a stupid question about a sign. I try to capture
their name and phone very minimum, because they may come
back later, or it may become a marketing opportunity. So
I treat it as everybody goes in here. If I
import agents that came to open houses, or if I
(05:57):
just import a whole neighborhood of potential sellers through a
title company, they all go into my database. Right. So
that's why it's excessive. But the very first side of
this is the people page. Within offty, you have two things.
You have people and then segments that are under this tab.
This is putting people into categories. So for this conversation,
(06:20):
we're going to focus on people. Okay, So people, if
I want to add a lead into the system, it
is literally as simple as clicking the bright blue label
over here says ad lead, and then you're going to
You could have all these conversations with yourself with what
you want to do. If you want as a team,
(06:41):
like the whole company can see the lead, you can
put his company, most of mine going as personal. H
you put it as what kind of lead it is.
It's important to classify this so you could search them
for search it later. But let's say, for instance, I
was going to add a buyer in the system. I
could do that. If it's a buyer and seller, I
could do too. If it's an investor, I could pick that.
(07:04):
If it's an agent. By the way, I had this
added to Lofty years ago because they didn't have an
agent type, and I'm like, that's all I deal with,
right with recruiting and so and so we had that added.
But for the nature of this conversation, let's say it's
a buyer and seller. Okay, we're going to put their
first name in as buyer and their last name in
is seller. Okay. Email is not mandatory. Phone's not mandatory,
(07:28):
but you need something in here. At the very minimum,
I'd focus on phone number because a lot of times
you don't have their email, but if they come through
an email side or whatever it is. But let's just
put something in here. Plat at plat five three to
zero at gmail dot com, and I'll put my I'll
put just a phone number in here. I'll put my
(07:52):
actual sell Okay, all these things where you could put
it is this and that. It doesn't matter. I already
have that number in here, so I'm actually going to
remove it, and I'm just going to make up a number. Okay,
So I made up a number I put in the system.
Now you have to give consent. Do you have consent
(08:14):
to call? Opt in? Text, opt in, email, opt in?
I know we're recording this and it gets out to
the world Wide Web. Everybody's opted in if they're in
my web, right, if I've put them, taken the effort
to put them into my system, I'm opting them in.
They can opt out later, but I'm not cold importing
a thousand leads and opting them in, right, So you
(08:37):
do have to do it this way. You have to
say that you have these opt in opportunities. If you
do not or if you fill out of integrity with
doing this, just click no and it will not let
you text until they get an opt in. Okay, but
I opt in everybody. It's important because it defaults to no. Okay. Address.
If you start putting an address in, it will start
(08:57):
filling it out for you. So it will put all
that stuff in for you if you know the address.
If whatever happens to be, you could start picking up
cities and stuff. It will do it automatically for you. So,
for instance, if you put in an address and pulls
it up, automatically populates those other things you can come down.
(09:17):
You can put a lot of things in like birthday.
Source is where they came from. Like for instance, if
you wanted to put open House as a source, you can.
Pipeline and segment is a way for you to structure
your database. You don't have to do any of this.
By the way, at any time, I can hit save
and other my emails already under another lead. So let's
(09:41):
just go RANDYB one four to two at gmail dot com.
That's not real, but I'm making it up. So I'm
saving that lead into my database. Okay, it will automatically
put it at the very top of my list is
the newest lead entered by registration day. Here. You can
always go back and change this by clicking the button
(10:04):
the oldest registration or the newest registration. Okay, so that's
an easy way to find it. The next way is
the little hour glass here. You could just say buyer
and it pulls it up right there.
Speaker 1 (10:18):
Yeah, how to use that.
Speaker 2 (10:20):
So once you're in the lead, now you can start
changing things. You could either change it by clicking on
pipeline and you could say attempted real estate seals or
whatever you want it to be m or you could
edit the contact by this little next to the details button,
that little contact button which brings up the contact like
we were starting with, right, So say, for instance, I
(10:42):
didn't put much details, but I want to. I could
do all this here. I can say, okay, let's put
their birthdate as the year doesn't matter to me, but
January twelfth, my beautiful wives. Okay, so we're gonna put
their birthday January twelfth. We got them as an open house,
as a tax I could add anything I want. Again,
let's just say it is a buyer that wants to
(11:07):
buy up to four hundred grand. You can add those
kind of things. You could add tags. I have tags
in here from you name, and I've got all kinds
of millions of tags. Right, but let's just say they
came to Laura Vista's open house. I could put that
tag in there, and I'll show you why it's tags
are powerful in a minute. If it's a buyer and
(11:27):
you have timeframes, you want to put all this in
one to three months, you can. I don't use a
lot more of this stuff has a mortgage just or no,
It's just got a lot of questions, totally up to you. Right.
You can come all the way down here. You could
add phone numbers. You could do that. You can also
auto email subscribe them into smart plans. You could auto
(11:48):
subscribe them into property alerts, and you could auto subscribe
them into market reports if you want to. If I'm
adding an agent that I talk to an open house,
I don't do all the market reports and stuff, but
if it's a buyer or seller, I do.
Speaker 1 (12:02):
Okay, So is the market report something that is in addition.
Speaker 2 (12:07):
Yes, So market reports is in addition to an auto
property alert. So an auto property alert is like I'm
looking for fourteen hundred square foot three better.
Speaker 1 (12:17):
It's like what we do with the MLS yep.
Speaker 2 (12:19):
Correct, And this is the separate It's like a monthly
overview of the whole market.
Speaker 1 (12:24):
And this would be a separate fee that you would
then be paying, like.
Speaker 2 (12:26):
A separate emails they're getting right. Also, this little double
arrow drop down as more things under it. You have
a whole bunch more things you could custom add these.
You notice that I've custom added their estimated value. They
are how much volume they do in the MLS is
for my capacity, and like agent attraction, I could put
(12:49):
their corded information in here, like their Facebook profile. For instance,
if I wanted to go to a Facebook group like
this one and copy it. That's just one of my
open a track boss call groups, and then I went
back in here, I could paste that into the Facebook
profile and you'll see in a minute it shows up
in their profile. I can come all the way down
(13:12):
to the very bottom where you have again a whole
bunch of things. I like putting their zi little profile
in there. If it's agents, you could do all this
stuff and then when you get done, you hit inter
and you'll notice that and put their Facebook profile here,
So if I wanted to find them later, very easily,
I could look up their Facebook profile very quickly with
(13:36):
they click. Okay, so it's got a tag Laura Vista.
So now let's go back to all my people. I
got forty eight thousand, and let's say, you know, I
want to find that person. I don't remember who it was,
but they came to the open house at Laura Vista.
I can click on the filter button here, come down
(13:58):
to tags and say I want to look for any
tag that has Laura Vista in it, and there's Laura Vista,
and it will pull up anybody that has a Laura
Vista tag in there in their database. Okay, So going
back to people again, it's going to have it up
at the top. I'm going to click on it. Now.
(14:20):
You have lots of options from this particular point. You've
got them in the system, you've created them, You're going
to sign them to other team members, you could launch
a smart plan, you could do all that from the
contact record. What I really like is up here these
three dots. This is the nurturing stuff that you could
do with this lead. This is where the CRM becomes powerful.
(14:44):
Now right, So I can click on this, and I
could say I want to add property alerts, and I
could set up property alerts. Let's just say I want
to do Bend, Oregon. Right, Bend Oregon. I want to
do a minimum price four hundred to six hundred, whatever
I want to do. I could set up these alerts,
and I could get really ingranular detail from kitchens to
(15:09):
type of countertops, to anything I want to do in here.
Really pretty cool, and then that person will be getting
these updates every time a property comes on that matches
that criteria. That's a powerful tool. The other thing is
a market report. I could add a market report for
(15:30):
a city, zip code or area. So let's say we
do Salem, Oregon. Do Salem, Oregon City. I wanted to
go out weekly, bi monthly, quarterly, semi, or annually, right,
I could choose the fastest is monthly. They will get
a market report every single month for Salem for the
(15:50):
rest of their life until they opt out of it. Okay,
the market reports are very cool. Let's see if it
shows it. Let me go back to where to go.
(16:15):
I think I I think I lost it because I
added it. Let me Let me go ahead and uh
market snapshot. Oh here it is market report Salem. Let
me delete it, and so I could preview it as
(16:35):
I added. So we're gonna go back in here. We're
going to add a market report. We're gonna go to
Salem Salem, and before you launch it, you could preview
it to see what it looks. Okay, we don't currently
have enough data for this area. So that's why it
wasn't pulling up. Something's not jiving right now. But it
actually it actually works very well. So for some reason,
(16:57):
just not reporting very well right this second. Lots of
other things you could do within this. You could do
mailing labels, you could do a million different things in here.
But really from a basic perspective, I want you to
look at it from what we've covered so far. Where
did they come in at, what's their status? You could
(17:17):
change it to hot, warm, cold, hot buyer, hot seller.
All these are customizable, okay, And when you go to
people and you have all your contacts up right, we're
going to take off this filter we had again got
up all my contacts. You could set up these pipelines
(17:37):
to make it super easy to go through your database. Right, So,
for instance, if I want to look at every hot
buyer and seller I have. All I have to do
is click this and there both of them will show
up there because I just put her under a buyer seller. Okay,
you could also make a pipeline right here, super simple, right,
you could. You could say you're in parks c right,
(18:02):
park City buyers for instance. You can make Park City
buyers it. Okay, I've added that pipeline. It would be
at the very bottom.
Speaker 1 (18:10):
Again, where did you go to add the pipeline?
Speaker 2 (18:14):
So when you are on this my leads page, okay,
this is all the pipelines across the top of the page.
The very far right is a little real it's.
Speaker 1 (18:25):
It's hiding behind the zoom screen.
Speaker 2 (18:27):
Yeah, okay, so you click that and then you could
add it. Okay, and then again you could it's at
the bottom because they just added it. You could grab
it and you could drag it all the way to
the top if you want. So, now it's at the top.
I hit save right and then now under this buyer seller,
I could put Park City Buyers and I've changed the pipeline.
(18:50):
Pipeline is only one thing. They can only be in
one pipeline at a time. So if they're in If
they're in hot buyer and Seller, they can't be also
in park City. It's one or the other segments. You
could pick many, like let's just say that they're in jsystem.
They're also a kW email I sent, They're also I've
(19:13):
identified them. They're also part of really to Connect I can.
I could add many many of those segments in here,
and I could search by all of them. Okay. So
basically when you look at the contact, everything in this
area is really what we're talking about.
Speaker 1 (19:34):
So how does that all generate into tasks?
Speaker 2 (19:38):
Okay? So when you're in a contact like I am
with this one, right, the tasks are over here in
this area.
Speaker 1 (19:47):
So I need to assign my own task.
Speaker 2 (19:49):
So you can. You can assign a task like call today, right,
and then you can make it a call and you
could say I want to do it today. You can
give it a specific time and date if you wanted to.
You can say I want to call today at two pm,
and then call me at the due time, so the
(20:10):
system will actually call you at the due time to
remind you to make that call. Okay, Okay, so I
just added a call at today at two pm. Okay,
what's cool is if I go into my calendar now
at the top, it will tell me all the tasks
I have today. You can see that I have this
call today at two pm. Okay, Okay, so I know
(20:34):
I'm jumping around a little bit, but we're recalling it fine, yep,
So back back into the contact right. I have the
ability to launch a task. I also have the ability
to launch a smart plan that will do the tasks automatically.
Speaker 1 (20:51):
So and then I would need to set up my
own smart.
Speaker 2 (20:54):
There's actually a bunch of smart plans already in here.
So like, here's a seller, no response a I okay,
so I'm just going to click this. I'm musa start
it now. One thing is, remember you have to have
them labeled as a seller to have the seller campaign
show up or a buyer to have a buyer campaign
show up. Okay, so but smart plans, I just launched
(21:16):
this smart plan on them. So now if we go
over to activities, you're going to know that there's another
activity that auto populated, So how have you Been's going
to come out on October seventh, in a week, they're
going to get a message that says, how have you been?
And it's it's literally just an auto email saying how
(21:37):
have you been? AI will also start communicating with them
if you have that feature turned on and set up,
so it could be very powerful for nurturing what you're
doing in your system. Okay, okay. If I want to
complete that call, task I'll have to do is click
it and it's gone, oh okay okay. Or I could
(21:58):
open it up and look at it here and chain,
Like if it's saying I want to call them on
October seventh, I go, I'm out of town until the tenth.
Let's just uh, let's let's just call them on the
tenth it's say. It will automatically change that timeframe on
your calendar when you're following up. Okay, okay. Another the
(22:18):
other really most important part of this thing's notes. You
could log a call, log a text, log an email.
I just put them all on note right. I don't
get into all these little details, although they look different,
Like if I say test here and I hit log
a call, you'll notice that we'll show up right here
(22:39):
as a phone call in their in their contacts. If
I do it a note, if I go note test here,
it will again log it as a note rather than
a call. Okay. The importance of this is later you
(23:00):
could look at all your calls just by clicking this.
I want to look at just the calls. I want
to look at just the notes. I want to look
at just the emails. Right, So if you label them correctly,
there is value in that. You could also look at
the system logue of everything we've done on this contact,
and you could also look at the consent that was done. Right. Okay,
So when you have the ability to have all this
(23:24):
going on now is when you can really start nurturing
your database with great value.
Speaker 1 (23:30):
So is there a way to have that text and
phone sync up to your phone? Like or do you
need to be like you see what I'm saying, Like,
if I want to make sure that my text messages
are syncing with the contacts and Lofty, is there a
way to do that?
Speaker 2 (23:48):
Yeah? So basically, when you text anybody in Lofty, it's
texting through the native app. This is my smart number, right,
So this it's coming from the smart number. But you
have the ability to receive a text and Lofty to
tell you you got a text, you have to go
(24:08):
into the app to respond to it, not natively going
between the two numbers. Okay, Yeah, to track it in Lofty,
you have to do it from here. Okay, Okay, so
I made up that number. I don't want to text
a strange person, but that's how you would send a text. Again,
you could call them by clicking this, and it's going
to pull up the dialer and call them. I'm going
(24:30):
to hang up because I don't have I don't know
who that number belongs to. But this is where the
power is. And then here's what's cool about this. This
is what I do when I am in a When
I'm in a note, I speak into it. Just set
up a training with Stephanie. During our coaching call, we
went over Lofty, adding new contacts, We talked about how
(24:53):
to text, We talked about the tags and how to
set up buyers and sellers and smart plan automations, the
whole thing. Okay, So I'll just hit that and then
so I can I can speak in to Lofty, do
very quick notes, putting things in there that are super
important when I'm talking to somebody, like I have them
(25:15):
on the phone. I could actually hit the record button
and record our conversation.
Speaker 1 (25:21):
Can you show me where you're recording or where you're
clicking for a voice.
Speaker 2 (25:27):
So when you hit ad note, I'm actually using a
app on my phone on my computer where I just
where I just hit a speaker button and it's recording
the conversation. Now, okay, that's an add On Mac, has
it automatically? Yeah, with Windows you have to add that
little speaker icon. I don't know if you can see
(25:48):
it down here at the bottom of my screen. It's
the voice typing launcher. It's called.
Speaker 1 (25:54):
No I can't see to the button your screen. But
I'm on a Mac too.
Speaker 2 (25:57):
Okay. So on a Mac, if you it depends on
what you have you set have it set up. But
if you hit the function button on the bottom left twice,
it will open up the speaker.
Speaker 1 (26:05):
Okay.
Speaker 2 (26:06):
There's there's other a lot easier ways to do it. Okay.
So that's that's kind of an overview of Lofty today
on the entry of information from a basic perspective. Okay, okay,
any quick questions before we wrap up today. I got
(26:27):
my next call, I don't think so, okay, cool, awesome, Well,
we'll have that training on our coaching call and on
our YouTube channel and all the things. But I appreciate
you being here, thanks for everybody else watching the call
after the fact. But you know, if you have a question,
bring it to the coaching call and we'll handle it
for you. Thanks, Mandy, appreciate it. Have a great day
(26:48):
you too, Bye for now.
Ticket. I just haven't bought my event ticket.
Speaker 2 (00:02):
Yeah, good morning, afternoon, and evening. It's Randy Bird coach
Randy Bird, and I'm here every single week Tuesday at
twelve thirty Pacific time, three thirty Eastern. It's like nine
in the morning Hawaii and Asia. I don't even know.
My vas go to bed at like seven in the
morning when we get up. So, but if you're tuning in,
(00:23):
thank you for being here. I'm here every single week
to answer your questions and to go over things that
you might need help on in your business. And sometimes
we get one person and you get me for a
full half an hour, and other times we get twelve
people and you might not get your questions asked and answered.
But today here and I'm open to question. Stephanie. Before
(00:44):
we went on the recording, you had a question about
your CRM and your words haven't been super strong in
the past and a CRM and the usage of that
and so how can I help today?
Speaker 1 (00:57):
Yeah, thanks, I'm just trying to re I guess, get
a good handle on how things integrate with each other,
how they flow from one platform to the other, and
what platform is going to ultimately be the best used
to operate my business if that makes sense.
Speaker 2 (01:15):
It does make sense.
Speaker 1 (01:17):
I've got my website that is I think, pointing to
my CRM.
Speaker 2 (01:24):
Is it a lofty website?
Speaker 1 (01:26):
It is Luxury Presence.
Speaker 2 (01:28):
Okay, Luxury Presence is not lofty. But they can talk
to each other.
Speaker 1 (01:33):
I think they're connecting to talk to each other. I'm
currently trained to eat everything set up with Happy Grasshopper
and that should hopefully launch next week, and I know
that is integrated with my CRM. Okay, But then I
was recently introduced to CSUE C Sue, and I have
(01:58):
not been able to connect Lofty to see Sue because
I think that it's a free version that I am
on and I don't think they talk to each other yet.
Speaker 2 (02:07):
And Jen can help with that. She specifically is pretty operational,
and C Sue, I'm not. I don't use C Sue.
My team does, but I haven't coached in it and
been to any kind of, you know, level to where
I can speak to it. But let's back up a
little bit.
Speaker 1 (02:22):
Okay, So that kind of gives you my global like, yeah.
Speaker 2 (02:26):
I appreciate that. And so you've got a lot of
moving parts. Let me ask you, have you been have
you used a CRM in the past, and any kind
of a capacity that you feel is proficient, okay, which
is you're in the majority, right. Most agents work out
of their cell phone and that's their database. So a
CRM or you know, contact resource management system. There's a
(02:50):
lot of different acronyms, but basically it's your communication hub
and it should be the main hub that everything else
feeds to, everything from Google Calendar to CSU to realtor
and ZULO leads the whole thing, right, So let's look
at it from that perspective today, and let's let me
walk you through, and I'll even show you on my
(03:13):
lofty some best practices, because the number one thing to
do is get in a habit that everything goes into
the CRM. Even if it's a placeholder like a rolodex,
it at least has to go there or else you're failing, right,
It's just you have to start with that fundamental function
of it. And so the very basics are name, email, address,
(03:36):
phone number, and then we could start expanding quite deeply
from that point, but at the very minimum, for everybody watching,
you want to get in a habit of being able
to very quickly add people to your CRM. By the way,
desktop which is Lofty on your computer or Lofty has
an app which I very much enjoy. It's one of
(03:59):
the few apps that's actually very easy to use on
an app basis. It's a little small, you know, for
older guys like me, it's a little small, but compared
to some of the other CRMs that have native apps,
it's one of the better ones I've seen. You could
literally do everything on the phone, and adding contacts and
finding contacts on the fly is really easy. So today
(04:21):
we're going to focus on desktop, all right, Okay, so
I'm going to pull up my CRM just so you can.
You know, I share my screen so you can get
a feel of what exactly that looks like when we're
adding contacts and going through the process of that. Okay,
so I'm going to share my screen. Okay, you should
(04:44):
see my Lofty page now, yes? Is it bigger? Now?
Speaker 1 (04:49):
It is?
Speaker 2 (04:49):
Okay, cool? So this is my Lofty page. Wherever you are.
As soon as you log in, you're going to be
on this main page like this, right. I'm not going
to get into a big Lofty training about all the
things I just want to teach you the basics, so
that very very high level basics are the if you
hit the lofty button, that's like your main lofty page, right,
(05:13):
kind of like a home page, if you will. I
never go here, right, So I always focus on people
because that's your database. Let me turn off my filters
so you see everything. Okay, this is my database. You
notice that I have how many leads right here? Forty
eight and six twenty years. I've been putting everybody into
(05:37):
my database, right, even somebody that calls in just with
a stupid question about a sign. I try to capture
their name and phone very minimum, because they may come
back later, or it may become a marketing opportunity. So
I treat it as everybody goes in here. If I
import agents that came to open houses, or if I
(05:57):
just import a whole neighborhood of potential sellers through a
title company, they all go into my database. Right. So
that's why it's excessive. But the very first side of
this is the people page. Within offty, you have two things.
You have people and then segments that are under this tab.
This is putting people into categories. So for this conversation,
(06:20):
we're going to focus on people. Okay, So people, if
I want to add a lead into the system, it
is literally as simple as clicking the bright blue label
over here says ad lead, and then you're going to
You could have all these conversations with yourself with what
you want to do. If you want as a team,
(06:41):
like the whole company can see the lead, you can
put his company, most of mine going as personal. H
you put it as what kind of lead it is.
It's important to classify this so you could search them
for search it later. But let's say, for instance, I
was going to add a buyer in the system. I
could do that. If it's a buyer and seller, I
could do too. If it's an investor, I could pick that.
(07:04):
If it's an agent. By the way, I had this
added to Lofty years ago because they didn't have an
agent type, and I'm like, that's all I deal with,
right with recruiting and so and so we had that added.
But for the nature of this conversation, let's say it's
a buyer and seller. Okay, we're going to put their
first name in as buyer and their last name in
is seller. Okay. Email is not mandatory. Phone's not mandatory,
(07:28):
but you need something in here. At the very minimum,
I'd focus on phone number because a lot of times
you don't have their email, but if they come through
an email side or whatever it is. But let's just
put something in here. Plat at plat five three to
zero at gmail dot com, and I'll put my I'll
put just a phone number in here. I'll put my
(07:52):
actual sell Okay, all these things where you could put
it is this and that. It doesn't matter. I already
have that number in here, so I'm actually going to
remove it, and I'm just going to make up a number. Okay,
So I made up a number I put in the system.
Now you have to give consent. Do you have consent
(08:14):
to call? Opt in? Text, opt in, email, opt in?
I know we're recording this and it gets out to
the world Wide Web. Everybody's opted in if they're in
my web, right, if I've put them, taken the effort
to put them into my system, I'm opting them in.
They can opt out later, but I'm not cold importing
a thousand leads and opting them in, right, So you
(08:37):
do have to do it this way. You have to
say that you have these opt in opportunities. If you
do not or if you fill out of integrity with
doing this, just click no and it will not let
you text until they get an opt in. Okay, but
I opt in everybody. It's important because it defaults to no. Okay. Address.
If you start putting an address in, it will start
(08:57):
filling it out for you. So it will put all
that stuff in for you if you know the address.
If whatever happens to be, you could start picking up
cities and stuff. It will do it automatically for you. So,
for instance, if you put in an address and pulls
it up, automatically populates those other things you can come down.
(09:17):
You can put a lot of things in like birthday.
Source is where they came from. Like for instance, if
you wanted to put open House as a source, you can.
Pipeline and segment is a way for you to structure
your database. You don't have to do any of this.
By the way, at any time, I can hit save
and other my emails already under another lead. So let's
(09:41):
just go RANDYB one four to two at gmail dot com.
That's not real, but I'm making it up. So I'm
saving that lead into my database. Okay, it will automatically
put it at the very top of my list is
the newest lead entered by registration day. Here. You can
always go back and change this by clicking the button
(10:04):
the oldest registration or the newest registration. Okay, so that's
an easy way to find it. The next way is
the little hour glass here. You could just say buyer
and it pulls it up right there.
Speaker 1 (10:18):
Yeah, how to use that.
Speaker 2 (10:20):
So once you're in the lead, now you can start
changing things. You could either change it by clicking on
pipeline and you could say attempted real estate seals or
whatever you want it to be m or you could
edit the contact by this little next to the details button,
that little contact button which brings up the contact like
we were starting with, right, So say, for instance, I
(10:42):
didn't put much details, but I want to. I could
do all this here. I can say, okay, let's put
their birthdate as the year doesn't matter to me, but
January twelfth, my beautiful wives. Okay, so we're gonna put
their birthday January twelfth. We got them as an open house,
as a tax I could add anything I want. Again,
let's just say it is a buyer that wants to
(11:07):
buy up to four hundred grand. You can add those
kind of things. You could add tags. I have tags
in here from you name, and I've got all kinds
of millions of tags. Right, but let's just say they
came to Laura Vista's open house. I could put that
tag in there, and I'll show you why it's tags
are powerful in a minute. If it's a buyer and
(11:27):
you have timeframes, you want to put all this in
one to three months, you can. I don't use a
lot more of this stuff has a mortgage just or no,
It's just got a lot of questions, totally up to you. Right.
You can come all the way down here. You could
add phone numbers. You could do that. You can also
auto email subscribe them into smart plans. You could auto
(11:48):
subscribe them into property alerts, and you could auto subscribe
them into market reports if you want to. If I'm
adding an agent that I talk to an open house,
I don't do all the market reports and stuff, but
if it's a buyer or seller, I do.
Speaker 1 (12:02):
Okay, So is the market report something that is in addition.
Speaker 2 (12:07):
Yes, So market reports is in addition to an auto
property alert. So an auto property alert is like I'm
looking for fourteen hundred square foot three better.
Speaker 1 (12:17):
It's like what we do with the MLS yep.
Speaker 2 (12:19):
Correct, And this is the separate It's like a monthly
overview of the whole market.
Speaker 1 (12:24):
And this would be a separate fee that you would
then be paying, like.
Speaker 2 (12:26):
A separate emails they're getting right. Also, this little double
arrow drop down as more things under it. You have
a whole bunch more things you could custom add these.
You notice that I've custom added their estimated value. They
are how much volume they do in the MLS is
for my capacity, and like agent attraction, I could put
(12:49):
their corded information in here, like their Facebook profile. For instance,
if I wanted to go to a Facebook group like
this one and copy it. That's just one of my
open a track boss call groups, and then I went
back in here, I could paste that into the Facebook
profile and you'll see in a minute it shows up
in their profile. I can come all the way down
(13:12):
to the very bottom where you have again a whole
bunch of things. I like putting their zi little profile
in there. If it's agents, you could do all this
stuff and then when you get done, you hit inter
and you'll notice that and put their Facebook profile here,
So if I wanted to find them later, very easily,
I could look up their Facebook profile very quickly with
(13:36):
they click. Okay, so it's got a tag Laura Vista.
So now let's go back to all my people. I
got forty eight thousand, and let's say, you know, I
want to find that person. I don't remember who it was,
but they came to the open house at Laura Vista.
I can click on the filter button here, come down
(13:58):
to tags and say I want to look for any
tag that has Laura Vista in it, and there's Laura Vista,
and it will pull up anybody that has a Laura
Vista tag in there in their database. Okay, So going
back to people again, it's going to have it up
at the top. I'm going to click on it. Now.
(14:20):
You have lots of options from this particular point. You've
got them in the system, you've created them, You're going
to sign them to other team members, you could launch
a smart plan, you could do all that from the
contact record. What I really like is up here these
three dots. This is the nurturing stuff that you could
do with this lead. This is where the CRM becomes powerful.
(14:44):
Now right, So I can click on this, and I
could say I want to add property alerts, and I
could set up property alerts. Let's just say I want
to do Bend, Oregon. Right, Bend Oregon. I want to
do a minimum price four hundred to six hundred, whatever
I want to do. I could set up these alerts,
and I could get really ingranular detail from kitchens to
(15:09):
type of countertops, to anything I want to do in here.
Really pretty cool, and then that person will be getting
these updates every time a property comes on that matches
that criteria. That's a powerful tool. The other thing is
a market report. I could add a market report for
(15:30):
a city, zip code or area. So let's say we
do Salem, Oregon. Do Salem, Oregon City. I wanted to
go out weekly, bi monthly, quarterly, semi, or annually, right,
I could choose the fastest is monthly. They will get
a market report every single month for Salem for the
(15:50):
rest of their life until they opt out of it. Okay,
the market reports are very cool. Let's see if it
shows it. Let me go back to where to go.
(16:15):
I think I I think I lost it because I
added it. Let me Let me go ahead and uh
market snapshot. Oh here it is market report Salem. Let
me delete it, and so I could preview it as
(16:35):
I added. So we're gonna go back in here. We're
going to add a market report. We're gonna go to
Salem Salem, and before you launch it, you could preview
it to see what it looks. Okay, we don't currently
have enough data for this area. So that's why it
wasn't pulling up. Something's not jiving right now. But it
actually it actually works very well. So for some reason,
(16:57):
just not reporting very well right this second. Lots of
other things you could do within this. You could do
mailing labels, you could do a million different things in here.
But really from a basic perspective, I want you to
look at it from what we've covered so far. Where
did they come in at, what's their status? You could
(17:17):
change it to hot, warm, cold, hot buyer, hot seller.
All these are customizable, okay, And when you go to
people and you have all your contacts up right, we're
going to take off this filter we had again got
up all my contacts. You could set up these pipelines
(17:37):
to make it super easy to go through your database. Right, So,
for instance, if I want to look at every hot
buyer and seller I have. All I have to do
is click this and there both of them will show
up there because I just put her under a buyer seller. Okay,
you could also make a pipeline right here, super simple, right,
you could. You could say you're in parks c right,
(18:02):
park City buyers for instance. You can make Park City
buyers it. Okay, I've added that pipeline. It would be
at the very bottom.
Speaker 1 (18:10):
Again, where did you go to add the pipeline?
Speaker 2 (18:14):
So when you are on this my leads page, okay,
this is all the pipelines across the top of the page.
The very far right is a little real it's.
Speaker 1 (18:25):
It's hiding behind the zoom screen.
Speaker 2 (18:27):
Yeah, okay, so you click that and then you could
add it. Okay, and then again you could it's at
the bottom because they just added it. You could grab
it and you could drag it all the way to
the top if you want. So, now it's at the top.
I hit save right and then now under this buyer seller,
I could put Park City Buyers and I've changed the pipeline.
(18:50):
Pipeline is only one thing. They can only be in
one pipeline at a time. So if they're in If
they're in hot buyer and Seller, they can't be also
in park City. It's one or the other segments. You
could pick many, like let's just say that they're in jsystem.
They're also a kW email I sent, They're also I've
(19:13):
identified them. They're also part of really to Connect I can.
I could add many many of those segments in here,
and I could search by all of them. Okay. So
basically when you look at the contact, everything in this
area is really what we're talking about.
Speaker 1 (19:34):
So how does that all generate into tasks?
Speaker 2 (19:38):
Okay? So when you're in a contact like I am
with this one, right, the tasks are over here in
this area.
Speaker 1 (19:47):
So I need to assign my own task.
Speaker 2 (19:49):
So you can. You can assign a task like call today, right,
and then you can make it a call and you
could say I want to do it today. You can
give it a specific time and date if you wanted to.
You can say I want to call today at two pm,
and then call me at the due time, so the
(20:10):
system will actually call you at the due time to
remind you to make that call. Okay, Okay, so I
just added a call at today at two pm. Okay,
what's cool is if I go into my calendar now
at the top, it will tell me all the tasks
I have today. You can see that I have this
call today at two pm. Okay, Okay, so I know
(20:34):
I'm jumping around a little bit, but we're recalling it fine, yep,
So back back into the contact right. I have the
ability to launch a task. I also have the ability
to launch a smart plan that will do the tasks automatically.
Speaker 1 (20:51):
So and then I would need to set up my
own smart.
Speaker 2 (20:54):
There's actually a bunch of smart plans already in here.
So like, here's a seller, no response a I okay,
so I'm just going to click this. I'm musa start
it now. One thing is, remember you have to have
them labeled as a seller to have the seller campaign
show up or a buyer to have a buyer campaign
show up. Okay, so but smart plans, I just launched
(21:16):
this smart plan on them. So now if we go
over to activities, you're going to know that there's another
activity that auto populated, So how have you Been's going
to come out on October seventh, in a week, they're
going to get a message that says, how have you been?
And it's it's literally just an auto email saying how
(21:37):
have you been? AI will also start communicating with them
if you have that feature turned on and set up,
so it could be very powerful for nurturing what you're
doing in your system. Okay, okay. If I want to
complete that call, task I'll have to do is click
it and it's gone, oh okay okay. Or I could
(21:58):
open it up and look at it here and chain,
Like if it's saying I want to call them on
October seventh, I go, I'm out of town until the tenth.
Let's just uh, let's let's just call them on the
tenth it's say. It will automatically change that timeframe on
your calendar when you're following up. Okay, okay. Another the
(22:18):
other really most important part of this thing's notes. You
could log a call, log a text, log an email.
I just put them all on note right. I don't
get into all these little details, although they look different,
Like if I say test here and I hit log
a call, you'll notice that we'll show up right here
(22:39):
as a phone call in their in their contacts. If
I do it a note, if I go note test here,
it will again log it as a note rather than
a call. Okay. The importance of this is later you
(23:00):
could look at all your calls just by clicking this.
I want to look at just the calls. I want
to look at just the notes. I want to look
at just the emails. Right, So if you label them correctly,
there is value in that. You could also look at
the system logue of everything we've done on this contact,
and you could also look at the consent that was done. Right. Okay,
So when you have the ability to have all this
(23:24):
going on now is when you can really start nurturing
your database with great value.
Speaker 1 (23:30):
So is there a way to have that text and
phone sync up to your phone? Like or do you
need to be like you see what I'm saying, Like,
if I want to make sure that my text messages
are syncing with the contacts and Lofty, is there a
way to do that?
Speaker 2 (23:48):
Yeah? So basically, when you text anybody in Lofty, it's
texting through the native app. This is my smart number, right,
So this it's coming from the smart number. But you
have the ability to receive a text and Lofty to
tell you you got a text, you have to go
(24:08):
into the app to respond to it, not natively going
between the two numbers. Okay, Yeah, to track it in Lofty,
you have to do it from here. Okay, Okay, so
I made up that number. I don't want to text
a strange person, but that's how you would send a text. Again,
you could call them by clicking this, and it's going
to pull up the dialer and call them. I'm going
(24:30):
to hang up because I don't have I don't know
who that number belongs to. But this is where the
power is. And then here's what's cool about this. This
is what I do when I am in a When
I'm in a note, I speak into it. Just set
up a training with Stephanie. During our coaching call, we
went over Lofty, adding new contacts, We talked about how
(24:53):
to text, We talked about the tags and how to
set up buyers and sellers and smart plan automations, the
whole thing. Okay, So I'll just hit that and then
so I can I can speak in to Lofty, do
very quick notes, putting things in there that are super
important when I'm talking to somebody, like I have them
(25:15):
on the phone. I could actually hit the record button
and record our conversation.
Speaker 1 (25:21):
Can you show me where you're recording or where you're
clicking for a voice.
Speaker 2 (25:27):
So when you hit ad note, I'm actually using a
app on my phone on my computer where I just
where I just hit a speaker button and it's recording
the conversation. Now, okay, that's an add On Mac, has
it automatically? Yeah, with Windows you have to add that
little speaker icon. I don't know if you can see
(25:48):
it down here at the bottom of my screen. It's
the voice typing launcher. It's called.
Speaker 1 (25:54):
No I can't see to the button your screen. But
I'm on a Mac too.
Speaker 2 (25:57):
Okay. So on a Mac, if you it depends on
what you have you set have it set up. But
if you hit the function button on the bottom left twice,
it will open up the speaker.
Speaker 1 (26:05):
Okay.
Speaker 2 (26:06):
There's there's other a lot easier ways to do it. Okay.
So that's that's kind of an overview of Lofty today
on the entry of information from a basic perspective. Okay, okay,
any quick questions before we wrap up today. I got
(26:27):
my next call, I don't think so, okay, cool, awesome, Well,
we'll have that training on our coaching call and on
our YouTube channel and all the things. But I appreciate
you being here, thanks for everybody else watching the call
after the fact. But you know, if you have a question,
bring it to the coaching call and we'll handle it
for you. Thanks, Mandy, appreciate it. Have a great day
(26:48):
you too, Bye for now.
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