How the system works
Lofty AOS coordinates a series of AI agents operating simultaneously.
One assistant prioritizes tasks related to lead management. A sales-focused agent engages and qualifies leads, generates call scripts, and analyzes sales calls, while a social media agent creates and manages content strategies, including scheduling and posting.
The system also includes a homeowner-facing agent that replenishes contact databases and automates appraisal-based outreach to potential sellers. Additional agents handle website creation, search optimization and transaction coordination.
Carter said the control system is designed to function with minimal agent intervention, while still allowing a human to intervene when necessary.
“So the officer still has full visibility,” he said. “The agent has control over parameters such as when to respond to things, the tone of voice to use, certain attachments or disclaimers, etc. Then, in the case of the AI agents, [they] there is direct interaction via chats, emails and text conversations, etc. The agent can still jump into any of these conversations at any time and take over if they wish.
He added that automation allows agents to work at a scale that would be impossible manually.
“If the officer did it themselves, maybe they could only do it with one or two clues,” Carter said. “Now they can do it at scale and have a real opportunity to stay in touch with and proactively engage everyone in their database.”
Control, compliance and trust
One of the biggest concerns surrounding agent AI is accountability, especially around compliance, messaging, and brand control.
Carter said Lofty AOS was built to give agents and brokers oversight rather than take it away.
That visibility is especially important as brokers introduce automation to agents who may be less tech-savvy or wary of change, Carter added.
“Automation should not mean losing control,” he said. “Even if they’re a little less tech-savvy, they still get to make the rules. They can still approve the decisions that are made and change things along the way if they need to, so they still have a lot of control and there’s still a lot of transparency.
“They can view activities, logs and results at any time. There are many different ways to set up these workflows, giving them the feeling that it fits their business and can really function as a partner.”
Carter also mentioned plans for an upcoming AI studio that will allow broker-owners to build their own custom agents within Lofty AOS.
Integration and differentiation
Lofty AOS is designed to integrate with existing broker technology, including CRMs and other tools that agents already use.
“We have a pretty open system, and one of the things we were hoping for when we released this was to set ourselves up as an extensible AI platform that would fit seamlessly into different people’s tech stacks,” Carter said. “We have the majority of all the components you need to run and grow a successful real estate business within Lofty. We develop them, but we understand that there are people who still love their products.
“They might have a CRM system that they really like, or a website that they really like. So this week or next week, we’re launching a new public version of our marketplace, which will help promote to everyone all those different integrations and how they can access them.”
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