👥 Creating & Managing Organizations and People in Loft

Loft allows you to create profiles for both individuals and organizations, helping you manage contacts, communication, and deal associations in a structured way.

You can also link multiple people to a single organization and control whether communication is sent to an individual or a shared company email.

🏢 Add an Organization via People Page

• Go to Brokerage > People > New
  
  
• In New Contact, select Organization from dropdown
• 
• Enter:
  • Organization name
  • General email address
  • Optional: phone number, address
    
  • Save

👤 Associate People to an Organization

Once the organization is created, you can link individuals to it.

Where to add people:

• Brokerage > People page, OR
• Inside a Deal > People tab 

When adding a person:

• Select role (e.g., Contact)
• Enter person’s name
• Link them to the organization using dropdown

📌 Example Setup as above

• Organization: Smith Lawyers
• Person: Bob Smith (Conveyancer)

If the person shares the company email, no need for separate email on individual profile

If they have a personal email, add only their personal email. 

⚠️ Important Email Rule

Each profile must have only one email address.

Duplicate emails are not allowed due to integration requirements with systems like Xero.

🏷 Add Organization via Deal

Step 1: Add contact in deal

• Follow this article 

  https://support.loft47.com/portal/en/kb/articles/adding-people-to-a-deal

Step 2: Link organization

• Click contact name
• Set Organization field
• Set Payable Name = Organization
• Click Save
  

✅ Summary

Organizations in Loft help you:

• Group multiple people under one company
• Manage communication more efficiently
• Keep clean, structured contact data
• Support integration requirements with accounting systems like Xero or QBO.