Related Articles
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 ...
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 ...
Deal numbers null# and duplication
Sometimes when creating a deal, the deal will duplicate and/or will create without a deal number. Here's how you fix those: If your duplicate deal has the same MLS number. 1. Open the deal you WANT to void and head to the details section of the ...