Agent Orientation: Quick Start

Agent Orientation: Quick Start

Welcome to Loft47! 👋

This quick guide will help you get familiar with Loft47, find the information you need, and create and manage your deals.

🎥 Start Here for a quick walkthrough: Basic Agent Orientation
This video covers the essentials, including:

  • Logging in to Loft47

  • Your Deal page and main navigation

  • Agent profile and settings

  • Notifications

  • Viewing your financial information

  • Performance, earnings, deductions, and T4A/1099 reports

  • Payload account setup

  • Managing and viewing deals

  • Deal status and comments

  • Commissions, Your Paystubs, and YTD statements

  • Deal Filters and Exports

1. Log In to Loft47

Go to https://app.loft47.com/oauth/login to log in.

Loft47 is designed to work on your computer, mobile device, and iPad, so you can access your deals wherever you are.


2. Find Your Way Around

After logging in, you'll land on your Deal page. This is your main workspace for viewing and managing your transactions.


Here are the main areas you'll use:
📋 Deals
View and manage your transactions, including deal information, documents, status, comments, and commissions.


⚙️ Profile Settings
Click your name in the top-right corner to access your Profile Settings.


Account Settings


Connect to Google Drive Integration (reports can be exported to Google Sheets)



Profile Settings: Show Deal Summary in Deals




🔔 Notifications - Set up your notification preferences and stay up to date on activity related to your deals.



👤 My Profile 
In your profile, you can review your contact information, reporting office, tax reports, financials/YTD, overall deductions, and other agent-specific information.


Account Balances
Tax Returns- Download your T4A (Canada) or 1099 (U.S.) tax report. 
         Learn more: https://support.loft47.com/portal/en/kb/articles/agent-1099-t4a

Reporting offices & YTD financial summary  
      View your year-to-date financial information, including your financial summary.
      Learn more: https://support.loft47.com/portal/en/kb/articles/reviewing-your-year-to-dates#Financial_Summary

📊 Performance & Reports
      View your YTD information, earnings, deductions, performance reports, deal filters, and exports, depending on your brokerage setup.
         Learn more: https://support.loft47.com/portal/en/kb/articles/reviewing-your-year-to-dates#Performance_Report

📊 Detailed Earnings Report  
      View, filter, and download your detailed earnings information.
         Learn more: https://support.loft47.com/portal/en/kb/articles/reviewing-your-year-to-dates#Detailed_Earnings_Report

💳 Payload Settings
      If your brokerage uses Payload for agent payments, you can set up and manage your Payload account from your profile.
         Learn more: https://support.loft47.com/portal/en/kb/articles/agent-how-to-set-up-payload-account



📄 Documents
        Use the Documents section in your profile to upload and keep your broker-agent agreements and other related documents in one place.


You can add documents including:
Agent license copy
Commission contract / fee structure
Driver’s licence information
Other documents the brokerage wants to retain for the agents.

3. Create a Deal

🤖 AI Deal Creation – Upload your accepted offer and Loft47 AI will read the document and use the information to create your deal.
        🎥 Watch here: 🤖 Create a Deal Using AI — Have an accepted offer? Upload it and let AI create the deal for you.

Steps: 
1. Go to the left-side menu and click New Deal > Generate using AI.
2. Upload your accepted offer and enter the primary agent's name.
3. Wait, Let AI extract the deal information.
4. Review the deal information created by AI.
5. Make any necessary changes.
6. Continue with your normal conveyancing deal process.
*Important: AI deal creation is currently for accepted offers only. It is not intended for lease or property management (PM) transactions.

✍️ Manual Entry - Learn how to manually create a deal:  https://support.loft47.com/portal/en/kb/articles/creating-a-n

4. Create & Link a Listing

🏠 Create and manage your listings directly in Loft47.

🔗 Link Listings & Deals
You can link a Listing to a Deal and access the related transaction from the listing. Likewise, from a Deal, you can view the related Listing when one has been connected.

💡 Tip: If you're working with both a listing and a transaction for the same property, linking them helps keep the related information connected in Loft47.

5. Manage Your Deal

Once your deal is created, the Deal page is where you'll manage your transaction.
    You can:
  • Review deal information
  • Add or review documents
  • Check your deal status
  • View deal comments
  • Review commission information
  • Check your paystub and YTD pay statement

Check Your Deal Status Tags
Deal tags give you a quick view of where your transaction stands and whether something needs your attention. 


You don't need to memorize every tag. If you're unsure what a status means, check the related Help Center article or contact your brokerage administrator.

The main statuses you may see as an agent include:

  • Created – Your deal has been created.
  • Conditional – The deal is conditional and subjects have not yet been satisfied. (Canadian brokerages)
  • Firm – Subjects have been satisfied and the agreement is now fully binding.
  • Needs Review / Reviewed – Your deal is in the broker review process.
  • Needs Approval / Approved – Your deal is in the approval process for payout.
  • Closed – Your deal has been fully processed and paid out.
  • Rejected – The deal needs attention because it does not meet the required requirements.
    💡 Tip: If you see a status you're unsure about, check the deal comments or notifications, or contact your brokerage administrator.
  1. Learn more about Deal Requirements https://support.loft47.com/portal/en/kb/articles/creating-a-n#Comments_Section
  2. Learn more about Comments https://support.loft47.com/portal/en/kb/articles/creating-a-n#Comments_Section
    💡 Tip: Turn on comment notifications to get an email when your admin comments on your deal. You can reply directly from the deal if you've logged in to Loft47 at least once.

6. Check Your Commissions & Earnings

You can view your financial information directly in Loft47 from My Profile, your Paystub, or the available reports, including:

  • Commissions
  • Paystubs
  • YTD pay statements
  • Earnings
  • Deductions
  • Performance information

7. Filter & Export Your Deals

Use Deal Filters to narrow down your deal search and Export the results when needed.


8. Need Help?

If you have a question about Loft47 or a specific transaction, check the Loft47 Help Center or contact your brokerage administrator.

When contacting support, it helps to include your deal address or deal number and a screenshot of what you're seeing so we can help you faster.

You're ready to get started! 🚀

Log in → Explore your Deal page → Create your accepted offer with AI → Review your deal → Keep your transaction moving.