CallSprout + Lofty
Pair Sage, your AI voice agent, with Lofty to capture every inbound lead, route callers to the right agent, log an AI call summary directly to the contact record, and book follow-up tasks without lifting a finger. Available for Lofty.
How CallSprout works with Lofty.
Every missed call at a real estate brokerage is a lead that went somewhere else. Buyers and sellers searching homes move fast, and when they reach voicemail instead of a live voice, most of them call the next agent on the list. The window between "interested" and "gone" is shorter than most teams admit, and the phone is still where the first conversation happens.
CallSprout puts Sage, our AI voice agent, in front of your Lofty account so that window never closes on its own. Sage answers every inbound call, collects the caller's intent, buyer or seller status, price range, and timeline, then routes them to the right agent based on your configured rules, logs a plain-language summary to the Lofty contact record, and creates a follow-up task so nothing falls through the cracks. Your agents walk into the follow-up already knowing the situation.
This is the pattern we build for every real estate team and brokerage: keep the leads landing in the CRM your agents already work from, and stop paying for missed calls with lost commissions. Sage works alongside Lofty, it does not replace it.
CallSprout and Lofty, working together.
What Sage does once your call data flows into the tools you already use.
Sage answers every inbound call, collects buyer or seller intent, price range, and timeline, and creates or updates the Lofty contact record automatically so your pipeline stays full around the clock.
CallSprout routes each inbound call to the right agent using routing rules you configure during setup, drawing on Lofty's lead assignment and routing API so your team's ownership structure is reflected in how calls land.
A full AI summary of the conversation lands on the Lofty contact record after every call, giving your agents the full picture before they dial back.
Sage creates a calendar task in Lofty at the end of each call, so the next step is already waiting for your agent rather than living in someone's memory.
A call log on every Lofty contact, no manual entry
Real estate agents take dozens of calls a week. Logging each one to the CRM is the work nobody does consistently, which means the contact record is always a partial picture when it matters most. CallSprout closes that gap by writing a structured call log entry to the Lofty contact after every Sage-handled call, capturing the date, duration, and a plain-language summary of what was discussed.
Your agents come back from a showing and already have the follow-up note waiting. Your manager pulls a contact and sees the full call history instead of a blank notes field. And because Sage handles the transcription automatically, the record reflects what was actually said, not a paraphrased note typed in a hurry. Here is how AI call transcription works across your entire phone system.
Route every caller to the right agent
In a team brokerage, the biggest routing problem is not sending calls to a random agent. It is sending a lead to anyone other than the one who already built the relationship. A buyer calls back after a showing and reaches a colleague who has no context. The moment is awkward, the trust slips, and the agent who owns the deal never knew the call came in.
CallSprout routes each inbound call through the rules you define during setup, using Lofty's routing and lead assignment API so your ownership structure shapes how calls land. Those rules also determine what happens when the first agent is unavailable, whether that means a second ring target, a voicemail that still gets transcribed, or Sage collecting the caller's information for a fast callback. Read more about how CallSprout routes each caller on our platform overview.
Book follow-up tasks without asking anyone to remember
The most common failure mode in real estate follow-up is not laziness. It is the gap between a call ending and an agent sitting down to log it. In that gap, the task never gets created, the callback never happens, and the lead goes cold. Sage closes that gap by creating the follow-up task in Lofty the moment the call ends, with the contact attached and the next action populated from the conversation.
When a buyer mentions they are ready to see listings this weekend, Sage captures that and books the task. When a seller says to call back Thursday, the task is already there. Your agents focus on the conversations and the showings; the administrative layer runs in the background. If you want to see how this fits into a broader phone strategy, our AI voice agent overview covers how Sage handles the full call lifecycle.
Built for the rhythm of a real estate team
Sage answers calls around the clock, so an early morning inquiry from a buyer who just found your listing online gets captured even before your first agent logs in. During a busy open house weekend, when every agent is tied up and calls stack up, Sage handles the overflow without anyone going to voicemail.
If your team also uses Follow Up Boss or BoldTrail, the same Sage integration pattern is available there as well. You can browse the full integration catalog to see what Sage connects to across your real estate tech stack. Sage runs on CallSprout's cloud phone platform, so there is no new hardware to install and nothing to pull out of the wall.
What this looks like day to day.
A buyer sees your listing at 6 a.m. and calls before your team is in. Sage answers, captures their name, contact details, price range, and target neighborhoods, logs the conversation to a new Lofty contact, and creates a follow-up task for the assigned agent to call back when the office opens.
A seller who signed a listing agreement calls back with questions about staging. CallSprout routes the call based on your configured rules for that line. If the agent is unavailable, Sage captures the message, logs it to the Lofty record, and queues the callback task so the agent sees it the moment they are free.
On a Saturday when three agents are running open houses and the phone keeps ringing, Sage handles every inbound call, captures each caller's intent and contact details, and routes anyone who needs immediate help to the on-call agent. No lead goes to voicemail and no contact record stays empty.
Getting connected to Lofty.
- 1
Book a 15 minute call and walk us through how your brokerage handles inbound calls and uses Lofty today, including your agent assignment and routing preferences.
- 2
We connect Sage to your Lofty account through the Lofty API, configuring your routing rules and task templates using Lofty's routing and lead assignment endpoints so calls land in the right place and follow-up tasks are created correctly.
- 3
Sage starts answering calls, routing callers based on your configured rules, logging call summaries to the Lofty contact record, and creating follow-up tasks automatically. [Book your call to get started](/contact).
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Lofty, answered.
- Does CallSprout integrate with Lofty?
- Yes. CallSprout connects to Lofty through its API so Sage can capture leads on inbound calls, route callers based on the rules you configure, log a call summary to the contact record, and create follow-up tasks automatically. Book a call and we will get you set up.
- How does Sage know which agent to route a caller to?
- CallSprout routes each inbound call using the rules you configure during setup, drawing on Lofty's routing and lead assignment API so your team's ownership structure is reflected in how calls land. During setup we map your routing rules, including what happens when the first agent is unavailable.
- What gets logged to the Lofty contact record?
- Sage writes a call log entry to the Lofty contact after every call, including the date, duration, and a plain-language AI summary of the conversation. Your agents see the full call history without any manual entry.
- Can Sage book a follow-up task in Lofty?
- Yes. Sage creates a calendar task in Lofty at the end of each call, attached to the right contact and populated with the next action from the conversation. The task is waiting for your agent before the call even ends.
- What happens when a caller is not in Lofty yet?
- Sage captures the caller's name, contact details, and reason for calling during the conversation and creates a new lead in Lofty, so your team starts the follow-up from a complete record rather than a blank form.
- Does Sage record calls, and what about consent?
- Sage can record and transcribe calls, and it introduces itself as an AI assistant and discloses recording at the start of every call to keep your brokerage compliant with two-party consent requirements. Transcripts and summaries are stored on CallSprout's secure infrastructure.
- Do we need to replace Lofty or buy new phone hardware?
- No. Sage works alongside Lofty, not instead of it, and CallSprout is cloud based and runs on the devices your team already uses. There is no phone hardware to buy or existing system to replace.
The lead and call data Sage captures in Lofty is also a signal worth acting on at scale. Our sister company Ereos builds custom AI for real estate teams and brokerages on its Watchtower platform, reading across the CRMs and data sources you already run.
When the insight is in your lead data, not just your phone line
CallSprout keeps your phone answered and your Lofty contacts, call logs, and follow-up tasks current after every conversation. When you want AI that reads across your CRM history, marketing data, and transaction pipeline to surface which lead segments are converting, which agents are following up fastest, or which neighborhoods are generating the most inbound calls, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your brokerage already runs and turns that data into signals your team can act on.
Schedule a discovery call with EreosMore Real estate integrations.
More on how Sage works.
Connect CallSprout to Lofty
Book a 15 minute call and we will get you set up.