Stage change: Maria Lopez
Lead -> Hot Buyer
Viewed 12 homes in Elk Grove in 8 days and requested school-zone info, but is still sitting in a generic new-lead stage.
For Lofty / FUB style real estate teams
Turn website leads into a daily action list.
A private Hot Sheet for agents and teams: buyer leads, seller valuation requests, open-house contacts, IDX search activity, overdue tasks, and reply-owed follow-ups in one simple view.
Demo disclaimer: every person, property, phone number, email, task, and CRM detail on this page is made up for demonstration. No AVJ, Red Dog, Lofty, Follow Up Boss, or client CRM data is used.
Sample leads scanned248
Hot today9
Overdue tasks37
Reply owed6
Today’s priority leads
Generated Monday at 5:00 AM. Ranked by activity, overdue follow-up, stage, and recent intent.
Weekly pipeline audit
Finds wrong stages, dead-end drips, stale seller leads, and contacts that should be cleaned up.
Orphaned sequence: David Chen
34 days since last action
Home valuation drip ended with no task assigned. Create a seller check-in and ask if his timeline changed.
Cleanup candidate: Nina Patel
Trash tag review
Internal note says “wrong number, remove after checking.” Confirm before archiving.
Source issue: Home Valuation
Missing source tag
7 seller leads from the valuation page entered CRM without neighborhood tags, making follow-up less specific.
Open house drift
18 contacts stale
Open-house leads from two weekends ago received the first message, but no 7-day call task was created.
Team handoff gap
3 lender-ready buyers
Pre-approval notes exist, but no showing task was assigned to the buyer agent.
How the demo connects
This is the flow you can show before asking for any real CRM access.
1. Website CTASearch Homes, Home Value, open-house QR, or ad landing page.
2. CRM SourceLead enters Lofty/FUB with source, campaign, neighborhood, and intent.
3. Drip StartsBuyer, seller, investor, lender, or open-house follow-up starts automatically.
4. Hot SheetAI reads safe CRM fields and ranks who needs human attention today.
5. Agent ActionAgent copies a draft, calls/texts manually, checks the task off.