Lofty Master Class
Guides & Learning Library
Every guide here is free. They get updated when Lofty changes, not stamped with a date and left to rot. And everything on this page is material we teach live every Wednesday and Saturday, so if you'd rather ask a question than read, come to a session.
Pick a path if you want to be pointed somewhere, or go straight to the library below.
Choose a learning path
Three ways in. Nothing is locked, and nothing stops you reading in a different order.
1. Start with Lofty
You are new to Lofty, or still setting it up
Begin at the complete CRM guide, then work outward to the tutorial, the pricing breakdown and the reviews as you need them.
Open the complete Lofty CRM guide2. Build your authority
Lofty is running and you want your area to find you
Start with the method, then work the content series that produces the pages it calls for.
Read the Area Authority Method3. Explore AI & automation
You want an AI agent doing real work
Three tools, three jobs. Claude Code builds and troubleshoots alongside you; Hermes is open-source and configurable; Grok Bot is managed and simpler.
Lofty Foundations
What Lofty is, what it costs, and how to set it up in the order that saves you rework.
Your complete beginner's guide to Lofty CRM
A practical walkthrough for agents who are brand new to Lofty: what the platform does, the steps to set it up, and where agents typically get stuck.
Open the beginner's guideLofty tutorial
Setting up and using Lofty, step by step, in the order that saves you rework.
Open the tutorialLofty pricing
What goes into the monthly cost and what to check before you sign.
Open the pricing breakdownLofty reviews
The strengths, the gaps, and which agents get the most out of the platform.
Open the reviewsLofty vs Follow Up Boss
How the two compare and how to pick for your business.
Open the comparisonChime is now Lofty
Chime rebranded to Lofty over a year ago. What changed, what stayed, and what it means for your account.
Open the explainerContent, websites & Area Authority
The strategy that makes an agent the name their area finds, and the series that produces the pages behind it.
The strategy
The Area Authority Method
How an agent becomes the name search engines and AI answers point to in one specific area. This is the strategy the Lofty guides plug into.
Read the Area Authority MethodStep-by-step series
The LoftyClaude content series
The series page for the guides below: what is published, and what is still being written.
Open the seriesThe guides in the series
Written to be worked in order. Each one produces something you keep.
Guide 0 — Find your exact audience
15 questions, one real person, and a picture of that person clear enough to hand to Claude. Everything else builds on this.
Open Guide 0Guide 1 — Build your Realtor Claude content project
Set up your own Claude Project and write the config file that holds your market, your clients, and your voice, so you stop re-explaining yourself at the start of every prompt.
Open Guide 1Guide 2 — Create your first month of content with Claude
Turn that config file into a month of content you can put on the calendar: blog posts, FAQs, social captions, and email ideas, all drawn from the same brief.
Open Guide 2Guide 3 — Build your buyer and seller guides with Claude
Walk away with a buyer guide and a seller guide in your own words: the cornerstone pages that answer what clients ask you before they ever pick up the phone.
Open Guide 3Guide 4 — Map your community content with Claude
Decide which community pages your market needs before you write one: the map, the three page shapes, the local-truth pass, and the Fair Housing rules that keep them safe.
Open Guide 4
AI & Automation
Choose the tool based on what you want to do. Claude Code works alongside you to build, edit and troubleshoot software and systems. Hermes is an open-source agent environment you configure and operate yourself. Grok Bot is a managed agent product from xAI.
AI coding agent
Claude Code
Work with Claude directly from your computer to build websites, write and edit code, work across files and repositories, troubleshoot problems, and turn repeatable processes into working systems.
Open the Claude Code guideOpen-source agent environment
Hermes Agent
Open-source and configurable. Install it on your own computer, choose the model (Grok, Claude, Gemini and others), keep local and self-hosted options, and set the security baseline yourself.
Open the Hermes Agent guideManaged agent product
Grok Bot
Managed and simpler. A proprietary agent product from xAI with its own cloud computer: sign in, create a Bot, connect a tool, and it keeps working when your laptop is closed.
Open the Grok Bot guideCommunity & Support
Where to ask a question out loud — ours, and Lofty's own.
Every week
Live sessions
Wednesday AMA and Saturday Workshops. Join live, or catch the replays inside the community.
See the scheduleMembers
Lofty Master Class community
Recordings and resources live inside our Mighty Networks community.
Open the communityExternal resource · Lofty user group
Lofty Real Estate Success Forum
Lofty's own moderated Facebook group, where Lofty users and Lofty staff answer platform questions. Run by Lofty, not by Lofty Master Class, and not one of our guides.
Visit the group on Facebook (opens in a new tab)Coming soon
Being written now. No dates promised until a guide is live.
In progress
Lofty updates, explained
Lofty ships changes often and the release notes rarely say what a change means for your day. We will cover each update in plain language as it lands.