Managing Offices

Managing Offices

You can now add and manage offices in Loft! 
Head to your Offices page under your Brokerage menu


Create Office

To create an office, click the 'New' button


Add your office's information into the respective fields and save

Please note! You will need to add your office to your accounting software with the exact name. 

Xero users 

Read more here on how to add your new office.  

QuickBook users

Read more here on how to add your new office.

IMPORTANT!!!
YOU MUST SYNC YOUR ACCOUNTING IN LOFT AFTER YOU ADD AN OFFICE TO YOUR ACCOUNTING SOFTWARE SO THE CHANGE IS REFLECTED IN LOFT.

Edit Offices

To edit your office, click the pencil next to the office you want to update


To update your Broker of Record for an Office edit the field. If you are a Franchise Brokerage, update your External ID to match your Franchise Office ID for reporting purposes.

To update your office address, expand the Office address section

Make changes and save


    • Related Articles

    • Reporting Office and Accessible Offices on Agent Profiles

      Loft will report income and expenses to multiple office locations to Xero/QuickBooks Online as well as report to Franchises based on the Reporting Office you set in the Agents profile. Reporting Office Open the Agents profile and scroll down to the ...

    • Switch Agent Reporting Offices

      An agent can only be active in one reporting office at a time, but can still have deals linked to different offices Each deal is automatically assigned to the reporting office active at the time the deal was created You can manually assign an ...

    • How to Add & Manage Allocations Correctly

      Allocations are created in order to allocate portions of a deal's commissions to an agent, person, outside Brokerage, or organization, the allocation determines the end, amount and tax both paid and reported. Adding an Allocation Allocations will ...

    • Office Admin Role and Permissions

      These Administrators will have the equivalent of Agent-access with a few extra options to assist in creating, reviewing, and processing deals on behalf of the office. These Admins will only have access to view Agents and deals within their assigned ...

    • Creating a New Deal as an Admin

      Navigate the Deal Menu To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select ...