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 deal you can control their access by their role. If you add an Agent or Broker with access to the deal's office, they'll be able to see the deal. Adding any other role won't give the profile access to the deal, unless you choose to invite them in to Loft.
Adding a New Profile to a Deal
To add a person to the deal click on the "Add" dropdown and select the role you'd like to add. If none of the roles apply, choose "Other Profile". Next you'll select their side for the deal.
To add a new profile to the deal click the link "create a new profile". Fill out as many details as you have (e-mail, address, phone number, etc). If you'd like to specify the person's company either search for an existing organization or type the name of their organization in the same box. When you save the form it will also create a new profile for the organization!
If you want to edit the person's side or role after they've been added to the deal, click the pencil icon on the right side of the row. Here you can also switch which profile is associated to the role.
Adding an Existing Profile to a Deal
To add an existing profile search for the profile's name in the "Search People" field.
Adding an Agent to a Deal
When you add an Agent to a deal an allocation will be created automatically. Navigate to the allocations page to take a look!
How to Edit Profile Details from the People Page
If you want to edit the person's profile information, click on their name. This will bring you to their profile where you can click the "Edit" button to make changes.
Related Articles
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 ...Adding People to a New Deal (not via a Document Management Integration)
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 ...How to Create a New Deal as an Admin
Navigate the Deal Menu Click New Deal in the menu on the left. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that doesn't relate to any of the steps. Those fields marked with an asterisk* are ...How to add a deposit
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 Email Templates in a Deal
For emails you send frequently, E.g. Cash Disbursement or communicating Excess Funds, you can add an Email Template for ease of Use. To do this on the fly in a deal: Click the Share button. Compose your email in the Write tab in the Message Section ...