video1.0<iframe src="https://www.loom.com/embed/3967405b3ae44650bc676cc1cb47662b" frameborder="0" width="1664" height="1248" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12481664Loomhttps://www.loom.com12481664https://cdn.loom.com/sessions/thumbnails/3967405b3ae44650bc676cc1cb47662b-4bcd3f55f7841279.gif281.202Today, I shared one of the easiest yet most powerful features in Lofty: leaving a note on a client's profile. Using Miranda Cole as an example, I demonstrated how to capture important details about her situation, such as her uncertainty about qualification and her interest in a specific house. I emphasized the importance of pinning the note to the top of her timeline to ensure it remains visible amidst other communications. Additionally, I reminded viewers to utilize the task function in Lofty for timely follow-ups, especially since Miranda is a hot lead. I encourage everyone to start using this feature to enhance client interactions and streamline our workflow.