Adding People to a Deal
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
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Click “New”
- Select Role (or choose “Other Profile” if not listed)
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Choose Deal Side (if applicable)
- Save
👤 Add New Profile
Click “Create a new profile” to add a new person to the deal.
Enter any available details such as email, address, phone number, etc.
To add their company, either search for an existing organization or type in a new organization name in the same field.
Once you save the form, a new profile for their organization will also be created automatically.
🔐 Access Levels
- Agent / Broker (office access enabled) → can read or write deal
- Other roles → no automatic deal access
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Must be manually invited into Loft if needed
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Must be manually invited into Loft if needed
- You must assign another agent as the primary agent before removing the current one.
✏️ Edit / Update Roles
- Click pencil icon (right side of row)
- You can:
- Change assigned role
- Switch linked profile
- Remove person from deal
➕ 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!
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