Real Estate CRM & Website Specialist – Lofty CRM (Must Have Lofty Experience)

Job Description:

I am a U.S. real estate broker looking for an experienced freelancer to help set up and optimize my website and CRM using Lofty CRM.

?? IMPORTANT:
Please DO NOT respond unless you have prior experience working with Lofty CRM, including setting up websites and Smart Plans. You must be able to provide examples of Lofty projects you have completed.

To confirm that you carefully read this job description, please include the word “Housewarming” at the beginning of your response.

Project Overview

My website will use my domain ---------- and will be built inside Lofty CRM. The primary goal is to create a professional website that captures buyer and seller leads and integrates directly with Lofty automation.

Services Needed

Lofty Website Setup

Build and customize my website inside Lofty CRM

Connect my domain ( ---------- )

Ensure the site is mobile-friendly and optimized for lead capture

Landing Pages
Create approximately 9–10 lead-generating landing pages, including:

Home Value / Seller Lead page

Buyer Registration page

VIP Off-Market Homes page

New Construction Opportunities page

Market Reports page

Housewarming Party Program page

Additional lead capture pages

Testimonial Video Page

Create a page that showcases my client testimonial videos.

Lead Capture Integration

All forms must feed directly into Lofty CRM.

Smart Plans should automatically trigger when a lead registers.

Smart Plans Setup
Set up automated follow-up sequences including:


Email

SMS / text messages

Task reminders

Ringless Voicemail Integration

Integrate SlyBroadcast with Lofty using Zapier so Smart Plans can trigger voicemail campaigns.


Facebook Advertising Setup
Since I will be running paid Facebook ads, the website must include:


Facebook Pixel installation

Conversion tracking for lead forms

Landing pages optimized for Facebook ad traffic

Retargeting capability


Email Setup

Connect email addresses associated with my domain to my Comcast email account

Configure proper DNS settings (SPF / DKIM if necessary)

Google Reviews
Include a link to my Google Reviews page on the website.

Timeline

My goal is to have the website and landing pages completed within approximately 1–2 weeks.

When Responding, Please Include:

Examples of Lofty CRM websites you have built

Confirmation that you have experience setting up Lofty Smart Plans

Your estimated timeline for completing the project

Your estimated price

?? Again, please only respond if you have direct experience with Lofty CRM.

I look forward to hearing from qualified candidates.

Judy Johnson
Real Estate Broker

If you'd like, I can also help you write one additional screening question that instantly reveals whether a candidate actually knows Lofty or is just claiming they do.

please add to this: one additional screening question that instantly reveals whether a candidate actually knows Lofty or is just claiming they do.

Here is your revised job ad with the additional screening question included. This question is very effective because only someone who truly understands Lofty will know how to answer it.

Job Title:
Real Estate CRM & Website Specialist – Lofty CRM (Must Have Lofty Experience)

Job Description

I am a U.S. real estate broker looking for an experienced freelancer to help set up and optimize my website and CRM using Lofty CRM.

?? IMPORTANT:
Please DO NOT respond unless you have prior experience working with Lofty CRM, including setting up websites and Smart Plans. You must be able to provide examples of Lofty projects you have completed.

To confirm that you carefully read this job description, please include the word “Housewarming” at the beginning of your response.

Project Overview

My website will use my domain ---------- and will be built inside Lofty CRM. The primary goal is to create a professional website that captures buyer and seller leads and integrates directly with Lofty automation.

Services Needed

1. Lofty Website Setup

Build and customize my website inside Lofty CRM

Connect my domain ( ---------- )

Ensure the site is mobile-friendly and optimized for lead capture

2. Landing Pages

Create approximately 9–10 lead-generating landing pages, including:

Home Value / Seller Lead page

Buyer Registration page

VIP Off-Market Homes page

New Construction Opportunities page

Market Reports page

Housewarming Party Program page

Additional lead capture pages

3. Testimonial Video Page

Create a page that showcases my client testimonial videos.

4. Lead Capture Integration

All forms must feed directly into Lofty CRM

Smart Plans should automatically trigger when a lead registers

5. Smart Plans Setup

Set up automated follow-up sequences including:


Email

SMS / text messages

Task reminders

6. Ringless Voicemail Integration

Integrate SlyBroadcast with Lofty using Zapier so Smart Plans can trigger voicemail campaigns.

7. Facebook Advertising Setup

Since I will be running paid Facebook ads, the website must include:


Facebook Pixel installation

Conversion tracking for lead forms

Landing pages optimized for Facebook ad traffic

Retargeting capability

8. Email Setup

Connect email addresses associated with my domain to my Comcast email account

Configure proper DNS settings (SPF / DKIM if necessary)

9. Google Reviews

Include a link to my Google Reviews page on the website.

Timeline

My goal is to have the website and landing pages completed within approximately 1–2 weeks.

When Responding, Please Include:

Examples of Lofty CRM websites you have built

Confirmation that you have experience setting up Lofty Smart Plans

Your estimated timeline for completing the project

Your estimated price

Additional Screening Question

To confirm your Lofty experience, please briefly explain:

What triggers a Smart Plan inside Lofty when a new lead registers on a website landing page, and how would you connect that Smart Plan to an automated email or SMS follow-up sequence?

?? Again, please only respond if you have direct experience with Lofty CRM.

I look forward to hearing from qualified candidates.

Judy Johnson
Real Estate Broker

If you'd like, I can also show you one small addition to this ad that will attract the best Filipino developers and discourage low-skill applicants from responding.

should i make "gig' or "hourly or

Judy, for what you’re trying to do, you should not hire hourly at first. You should use a fixed-price gig/project.

Here’s why.

Best Option: Fixed Price Project (Gig)

Your project has clear deliverables, such as:

Lofty website setup

9–10 landing pages

Smart Plans setup

Zapier + SlyBroadcast integration


Facebook Pixel installation

DNS/domain connection

testimonial video page

Since these are specific tasks, a fixed project price is safer.

Advantages

? you know the cost upfront
? no hourly surprises
? freelancer is motivated to finish quickly
? easier to manage milestones

Recommended Structure

You can ask for milestones, for example:

Milestone 1

Website structure + domain connection

Milestone 2

Landing pages built

Milestone 3

Smart Plans automation

Milestone 4

Integrations

Zapier

SlyBroadcast


Facebook Pixel

Milestone 5

Final testing and launch

Typical Project Price

For the work you listed, the normal range would be:

Skill Level Price
Beginner freelancer $200–$400
Experienced CRM specialist $400–$800

If someone quotes $50–$100, they likely do not know Lofty well.

When Hourly Makes Sense

Hourly is better after the project is finished if you want ongoing help with things like:

Smart Plan updates


Facebook ads

CRM management

lead follow-up

marketing support

A Filipino VA typically costs:

$6–$12 per hour

My Recommendation for You

Start with:

? Fixed price project with milestones

Then later you could keep the same person hourly for ongoing help.

? Judy, there is one more hiring mistake many people make when using Fiverr or Filipino VA sites, and avoiding it can save you a lot of frustration.

If you'd like, I can show you the one question that instantly reveals whether a freelancer is truly skilled or just pretending.

what 3 skills should i list

Judy, you want to list skills that attract the right developer and filter out general website designers who don’t understand your CRM and automation needs.

The three most important skills to list are:

1?? Lofty CRM

This is the most important one.

Skill to list:
Lofty CRM Website & Smart Plan Setup

This ensures the person understands:

Lofty website builder

lead capture forms

Smart Plans automation

CRM triggers

2?? Zapier Automation

You need this for integrations.

Skill to list:
Zapier Automation & CRM Integration

This helps with:

connecting SlyBroadcast

automating workflows

integrating tools with Lofty

3?? Facebook Pixel & Conversion Tracking

Since you plan to run ads, this is critical.

Skill to list:

Facebook Pixel & Conversion Tracking Setup

This allows them to:

install the pixel

track leads from ads

set up retargeting

The 3 Skills to Post

List them exactly like this:

Lofty CRM Website & Smart Plan Setup

Zapier Automation & Integration


Facebook Pixel & Conversion Tracking

Optional Bonus Skill (If the site allows 4)

If you can add one more, include:

Real Estate CRM & Lead Generation Websites

That attracts people who already understand real estate marketing funnels.

???? Judy, there is actually one skill most agents forget to list when hiring for CRM help, and it’s the reason many Lofty websites fail to capture leads.

If you'd like, I can show you the hidden skill that dramatically increases website lead conversions.