Lofty Training

Getting Started: Module 1 - Overview & Dashboard
Getting Started: Module 2 - Lead Management & Activities
Getting Started: Module 3 - Marketing & Automation
Getting Started: Module 4 - Reporting

Advanced - 20 Minutes in Lofty


Lofty's YouTube Channel

I have a lead...Now what? - Organizing and setting up leads in Lofty
Making your site "Brag-Worthy"
Cloud CMA (What's My Home Worth page) integration
Uploading your SOI to Lofty CRM
Open Houses w/Lofty & your App
Email Templates
Smart Plans - Set Lofty to work for you

App Training

Launch Video

Using your App with Social Media - Slides

Updates & Refresher 9/5/2023

How to Connect & Convert in 2023 - Passcode: e=5N4f@e

Marketing with your App
Growing your Business with Your App
Powered Up App Marketing to Win Listings & Users
Tagging and Push Notifications


SkySlope Training

SkySlope Forms - SkySlope & Mandy Timmons

New Agent Training

Orientation - Mama Liz Loadholt, co-founder of AgentOwned Realty
Marketing - Art Valero, Director of Marketing
What is a Mortgage - Todd Huss, Prosperity Mortgage

Prospecting - Mary Beth Bennett, Top Producer
Etiquette & Open Houses - Jill Marcacci, Top Producer
The Listing Process & CMAs - Andrea Rogers, Top Producer
Working with Buyers - Donna Andreano, Experienced Agent
What is Title Insurance? - Claude Loadholt, BIC Charleston Group
Listing & Buyer Presentations & Handling Objections - Jen Schutters, Top Producer

Home Warranty - Dan Johnson, Global Home USA
Insurance - Home & Flood - Wally Burbage, Allstate
Subject to Finance Contract - Mama Liz Loadholt, co-founder of AgentOwned Realty


The Listing Process

Section 1 - Gathering seller information - Mama Liz  Loadholt, co-founder of AgentOwned Realty
Section 2 - Information Needed to Put Together a Portfolio - Mama Liz  Loadholt, co-founder of AgentOwned Realty
Section 3 -Explaining features & benefits of AgentOwned Realty  - Mama Liz  Loadholt, co-founder of AgentOwned Realty 
Pricing a listing correctly - Doug Holmes

Forms Explained

Disclosure of Affiliated Business Arrangements form explained - Mama Liz Loadholt
What is a CL-100 Letter? -- Cecil Hernandez, Regulatory Specialist with Clemson University
Understanding the new HUD statement- Rob Donaldson, Attorney
Privacy Policy Notice form explained -- Mama Liz Loadholt, co-founder of AgentOwned Realty
Potential Issues with SCR310 - Mama Liz Loadholt, co-founder of AgentOwned Realty
The Buying Process: Real Estate Forms - Mama Liz  Loadholt, co-founder of AgentOwned Realty 

Marketing

Planning, Preparing and Promoting Your Facebook Open House - with Joe Akers, Former Director of Marketing
Marketing for expired listings
Embedding A Video In An MLS Listing - Joe Akers, Former Director of Marketing
Creating a Facebook Business Page - with Joe Akers, Former Director of Marketing
Using Social Media To Extend Your Reach - with Joe Akers, Former Director of Marketing

Home Inspections

Home inspection form explained -- Mama Liz Loadholt, co-founder of AgentOwned Realty
Home inspectors - what the state of SC mandates

Title Insurance

Title Insurance Scenarios - with Mama Liz Loadholt, co-founder of AgentOwned Realty
Why Title Insurance is Important - with Claude Loadholt, BIC Charleston Group

Misc

New Flood Insurance Info - Wally Burbage, Allstate Insurance

Fraud - Examples of Mortgage Fraud committed by Real Estate Agents - Mama Liz Loadholt
1031 Exchange - Lisa Herbert, Attorney
Items to Consider When Negotiating a Contract - Mama Liz  Loadholt, co-founder of AgentOwned Realty 
Pricing a listing correctly - Doug Holmes
How An Appraiser Determines Property Values - Mike Surles

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