Adding an agent

Adding an agent

You have two ways to add an agent to your brokerage.  

Add an agent from the Brokerage's People

Head to your Brokerage menu>People page
Click 'New'


Make sure Type is Agent, you chose their office, Add their name, and if they are paid out as a corporation, add that into the org field, this will open the payable name field, choose organization in the dropdown and add their email, save.

Add Agent in a deal

The second way is to add an agent on the fly in a deal, if you already have a deal created and you need to add another agent from your brokerage to that deal, then click 'New' in the people's page of a deal

2. It will open the 'Adding Deal Access' popup window, from there, you click add new agent (Important, this option is used to add your own INTERNAL agents, not outside ones) and fill in the edit profile window as shown above in the second step.


Here's a more in-depth video on contacts.

    • Related Articles

    • Adding People to a Deal

      After you've created a deal, you'll want to add people like sellers/buyers, escrow/lawyers and referrals to outside agents. To manage people on the deal and their roles navigate to the people page. Access Levels to the Deal When you add someone to a ...
    • Adding Referrals to Licensed Agents and Outside Brokerages

      To add a referral to a licensed agent/broker they must first be entered as a contact via the people menu as shown below: If the referral is a licensed party (Broker or Agent) they are added as an outside Brokerage profile type. If the referral is to ...
    • 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 ...
    • Other Income - Adding Non Commission Income to Agent and Brokerage Payments

      If your agents or brokerage are receiving income that is not classified as commission you can add this additional income to the Other income section on your deal's allocation page Head to your deal's allocations page>navigate to the section called ...
    • Adding People to Loft

      Head to the People's page under your Brokerage Menu Click the 'New' button Fill in the contact's information The fields highlighted in yellow are required The fields with blue borders are required if the contact is an Agent, contact that's paid to an ...