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)
• Choose Deal Side (if applicable)
  
• 
  
  Save 
  

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• 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
  • Must be manually invited into Loft if needed 
    
• You must assign another agent as the primary agent before removing the current one.
• 

• Click pencil icon (right side of row)
• You can:
  • Change assigned role
  • Switch linked profile
  • Remove person from deal - If the contact has a deposit transaction associated with it, the transaction must be reversed first. Once it has been reversed, you can remove the contact from the deal.  See detail: https://support.loft47.com/portal/en/kb/articles/unable-to-remove-a-contact-from-the-people-page