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Validating your Agents 1099/T4A's against their YTD totals
Validating your agent's ytd totals for reporting Depending on how you're reporting, see this article for more info on the various types of Income reporting available, you can validate your agent's income by comparing your Agent's profile YTD totals ...
Agent Orientation
Welcome to Loft Vid Sign into Loft You can sign into our app via www.loft47.com and then clicking the Sign in button Or Bookmark our sign in page https://app.loft47.com/users/sign_in Single Sign On Google Sign in, if your email is a gmail, you can ...
Report and Email tags - quick reference
Below are the following tags that can be used with in any reports or email templates: ADMIN REPORT TAGS Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} ...
Setting Up Auto Pay on Repeating Invoices
The auto pay feature in Xero is enabled once you set up your stripe account and create a repeating invoice that is set to Approve for Sending as seen here: Once you've entered all the details for your repeating invoice you can hit save which will ...
Reporting in Loft
All reporting is filter based, so each report can be generated for any date range, can be based on Closed or Pending transactions, can be based on Agent, Teams, Offices or across the Brokerage as a whole. This list is not exhaustive of the reporting ...