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
? 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 ...
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 ...
Adding & Managing People in a Deal (Quick Guide) ➕ Add an existing People to a Deal Add: Sellers / Buyers / Escrow / Lawyers / Referrals / Outside Agents Go to: People page in the deal Click “New” Select Role (or choose “Other Profile” if not listed) ...
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 ...
Internal contact types These contacts you use for internal use: Admin - this type can have full or office access to brokerage menus, deals, reports, etc. You would assign your admin or conveyancer to this profile type and then reach out to us to ...