In loft47 an agent is only able to be active in a single reporting office. There are some situations where you may have an agent with deals in more than one office.

Loft47 will automatically assign the reporting office that was active when the deal was created.

If the Agents has inactive offices, as well as the active reporting office you are able to assign one of the inactive offices on a per deal basis as outlined below.

The reporting office is tracked on all commission performance and will also post to the accounting system. Just be aware that any reporting office selected for a deal will report on their agent performance as well as in the accounting records.

In order to set up a second office, you’ll need to ensure that the primary office is the active office and the secondary office is inactive. This way all new deals will be automatically assigned to their primary office.

In the example we are outlining, the agent has one primary office and has several open deals that are already assigned to that office. We would need to make sure that we are adding a secondary office to be active before the agents actual anniversary date.

Because they already have several transactions in the system that are assigned to the correct office, we are going to first deactivate the primary office.

We will then add their secondary office and inactivate it.

And finally, we will re-add their primary office as the current reporting office.

It’s important to note that the active dates for any office cannot overlap so always set those dates at least a day apart.

When you create a new reporting office, you will need to re-add any profile deduction for this agent.