Create a Referral Deal

When you receive a referral check for your agent, simply proceed as you normally would when adding a New Deal but the Deal Type will be Referral.

Complete the information as you would for any other deal, override any fees as necessary & pay the deal out.

• Related Articles

• How to Create a New Deal as an Admin

  Navigate the Deal Menu To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select ...

• Deal Requirements / Checklist

  Loft offers a Requirements checklist, which is a place where you can add document or action (workflow) requirements to deals for easier compliance tracking. Please note that Loft is not a compliance automation solution, so if agents are missing ...

• How to create a listing

  Create a Listing Head to your Listings Module, click the New button Add *required fields Add Agent Add MLS if there’s no MLS, check the Exclusive/Non-MLS checkbox Enter the Listing Price Enter Property Type Click the blue 'Enter address' link to ...

• Creating a New deal as an Agent

  To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select made, system will default ...

• Voiding or Collapsing a Deal

  If you want to remove a deal from your deals list, workflow and reporting you should set the deal's status to voided. If the deal fell through, set the status to collapsed. Here of some examples of scenarios where you might want to void a deal: An ...