Systems & Tools
Your core systems start here
Once your onboarding documents are complete, admin will begin assigning access to the systems and tools you need. These are the platforms iXL agents are expected to use from day one for CRM, transaction files, internal resources, training, MLS access, and day-to-day business. Access is assigned based on your office, state, and onboarding status.
Core systems at a glance
These are the main systems and resource channels iXL agents are expected to use from day one. Some apply to every agent. Others depend on your office, state, and assignment. Access is assigned based on your office, state, and onboarding status.
Lofty
Main CRM for leads, follow-up, tasks, notes, pipeline management, and in many cases your website. Log in daily, download the app, add your sphere, and start using it right away.
Dotloop
Transaction file system for signed documents, edits, and file history. Set up your account early, learn the templates, and keep your file trail clean and current.
Listings to Leads
Listing marketing and lead capture tool. Use it to promote listings, build landing pages, and support marketing tied to active listings.
IXL HUB
Internal resource center for forms, policies, training replays, schedules, and company documents. This should be one of the first places agents check for internal resources.
Locker Room University
Training platform for skills, scripts, conversion work, and listing help. Agents are expected to review training content regularly.
Club Wealth University
Training platform focused on planning, structure, growth, and business development. Best used weekly if you need help with planning and structure.
IXL Agent Exchange
Listing marketing and lead capture tool. Use it to promote listings, build landing pages, and support marketing tied to active listings.
MLS and Lockbox
Internal resource center for forms, policies, training replays, schedules, and company documents. This should be one of the first places agents check for internal resources.
Real Geeks
Alabama agents are also assigned Real Geeks as their website and lead capture platform. If the broker sees that an Alabama agent is not using Lofty, that agent may be switched to Real Geeks. Use it or lose it.
Your first-week setup
Your first week is about getting set up correctly. Focus on system access, profile setup, knowing where resources are, and knowing who to contact if something is missing.
Log into your core systems
Log into Lofty, download the Lofty app, log into Dotloop, Listings to Leads, IXL HUB, and The Locker Room University. If you are an Alabama agent and assigned Real Geeks, log into that too.
Confirm your MLS access
Log into your MLS, make sure access is working properly, review your MLS profile, and report any MLS access issue right away.
Complete your basic profile setup
Complete your profile in Lofty, upload your professional bio if it is still pending, and make sure your contact details are correct across your systems.
Join company platforms
Join the IXL Agent Exchange Facebook Group, log into IXL HUB, and review where forms, policies, training schedules, replays, office announcements, and company resources are stored.
Start your CRM setup
Begin adding your sphere of influence to Lofty, start building your contact database, and learn where your leads, tasks, and follow-up reminders are located. The systems guide treats Lofty as the daily command center.
Review office information
Review the office list, confirm which office applies to your branch, and save the broker, office, and support contact details you need.
Connect with the right people
Introduce yourself to your broker, connect with your onboarding buddy if one is assigned, and reach out right away if you are missing access, links, or key information. The systems guide lists Sofia Arrastia at [email protected] for missing system invites or access issues.
Important
If something is missing, ask early. Your first week is about getting set up correctly, not guessing your way through it.
iXL Real Estate LLC
251-265-1230 | [email protected]
907 Hillcrest Road STE J, Mobile, AL 36695
© 2026 iXL Real Estate. All rights reserved.
