HOW TO SET UP PAYLOAD ACCOUNT AS AN AGENT

HOW TO SET UP PAYLOAD ACCOUNT AS AN AGENT

Set up Account

In Loft47 you can get paid quickly via the Payload integration and you can set up your account as follows :

1. Please login and go to "MY PROFILE", "PAYLOAD SETTINGS" on the left hand menu.



2. Next go ahead and click the " + NEW " option at the top right of the page to add your new payload account



3. Fill out the required fields in the 'Add Payment Method' modal



4. Click Submit button  *Please note, it may take up to 48 hours to authorize your bank account.

Select Default 


An agent's payload settings page now displays which payment method is the default for both sending and receiving funds
Sending = account which brokerage collects AR from
Receiving = account which agents are paid to

Set an account to default by clicking the "edit" pencil 
Select checkbox to make an account the default for send or receive

Save your changes
If you have any questions please reach out to your brokerage administrator :)

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