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, except Organizations, can be added on the fly within a deal, Learn more on how to add people within a deal
Here's a quick overview on adding contacts in Loft
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 ...
When creating a deal manually, via the New Deal option in Loft, you'll need to add additional people to the deal, such as: Sellers/Buyers, Escrow/Lawyers/Title Company, Outside Brokerage and Referrals. Important!! You must have Write access or you ...
Loft allows you to create profiles for people to associate to a company or 'organization'. Share just the information required to a specific person or to a general company email account. You can associate multiple people to a single organization. Add ...
Whether you're adding a Trust deposit or receiving commission funds on a deal, you'll use the Add a Deposit module in a deal. First, head to the Add a Deposit menu under the Deal parent menu. Next, Choose the bank account you're depositing to Next ...
How profiles in Loft sync to Xero contacts and when When any transaction is posted Loft looks at the contact type and the existing Xero Contact. If the Contact does not exist in Xero, Loft will automatically create the contact in Xero and then link ...