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 organization (company) name, learn more about organizations
Fill out any further fields below and click 'Save' to update. If you're adding an agent, click here to learn more about agent contacts.
All contacts including BUYER or SELLER, except Organizations, can be added on the fly within a deal,
How to add People in a deal: https://support.loft47.com/portal/en/kb/articles/adding-people-to-a-deal
How to add BUYER/SELLER in Loft or in a deal: https://support.loft47.com/portal/en/kb/articles/adding-buyer-se
All contacts including BUYER or SELLER, except Organizations, can be added on the fly within a deal,
How to add People in a deal: https://support.loft47.com/portal/en/kb/articles/adding-people-to-a-deal
How to add BUYER/SELLER in Loft or in a deal: https://support.loft47.com/portal/en/kb/articles/adding-buyer-se
Here's a quick overview on adding contacts in Loft
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