Your Onboarding Journey
Complete all sessions to master your CRM
Training Sessions
We connect Real Estate OS to your Lofty CRM, import your database, set up all automations, smart plans, and pipelines. You'll have a fully operational system ready for training.
Learn how to work your leads from first contact to booked appointment. We'll show you exactly which buttons to press, how automations trigger, and how to organize your database for maximum conversion.
Master the post-appointment workflow. From buyer consultations to listing presentations, signed agreements to active marketing - every step has automations to keep clients engaged and informed.
Close deals and create clients for life. Learn transaction management in Lofty, post-closing sequences that generate 5-star reviews, and the referral system that turns every client into a source of future business.
Two weeks after Session 3, we review your CRM together. We'll identify what's working, what's not, and make real-time adjustments. This is where we catch bad habits and optimize your workflows based on actual usage.
Final audit to ensure you're a CRM power user. We'll review improvements since Audit #1, make final optimizations, and discuss advanced features and playbook add-ons that can take your business to the next level.
Playbook Training
Support
Get help anytime. Average response time: under 2 hours.
Network Members
π Community Wins
Celebrate your victories with the Real Estate OS community!
π Just closed my biggest deal of the year!
$1.2M listing that came from a nurture sequence I set up 6 months ago. The smart plans kept me top of mind until they were ready. Thank you Real Estate OS!
First month using the system - 3 new listings!
Converted 3 leads to listings in my first month. Speed to lead is real. Got back to them within 5 minutes and they said no other agent responded that fast.
Feature Ideas
Merch Store
Coming Soon!
Exclusive Real Estate OS gear is on the way. As a member, you'll get access to:
Your welcome pack with a free t-shirt ships after you complete onboarding!
Profile Information
This bio will be visible to other network members when they view your profile.
Share your goals with the community for accountability and support.
Your annual income target. This will be displayed on your profile.
π Shipping & Swag
Your welcome pack ships after you complete onboarding. Make sure your info is correct!
Payment Methods
Update payment methods, view invoices, and manage your subscription through the secure Stripe billing portal.
Your Subscriptions
π Your Playbook Badges
Collect badges by purchasing playbooks. These are displayed on your network profile!
ποΈ Promo Codes
Have a promo code? Enter it below to activate special features or discounts.