Related Articles
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 (marked with *) and complete all of the steps below! Fill out as much as you can, but don't worry if you don't fill all the fields or ...
How to Create a New Deal as an Admin
Navigate the Deal Menu Click New Deal in the menu on the left - add the information as well as the Deal Source, either Company or Agent. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that ...
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 ...
Voiding or Collapsing a Deal
If you want to remove a deal from your deals list, workflow and reporting you can void the deal. Here of some examples of scenarios where you might want to void a deal: An agent entered a deal incorrectly and you want a fresh start A deal was created ...
Changing a Listing to a Deal
Great, your Brokerage just sold one of its Listings! You've done most of the hard work by entering in the deal details, now let's move that Listing to a Deal. Log into the app and go to your Brokerage Name > Listings >Listings # > Create Deal> Upload ...