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

• Creating 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, Loft has not yet released our compliance automation solution, so if agents are ...

• Create and Link Deals with Listings

  Loft allows you to connect Deals and Listings in multiple ways. You can create a new Deal directly from an existing Listing, or link an existing Deal (such as a Deal created through AI) to an existing Listing to keep related records connected. ...

• 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 ...

• How do I handle a referral fee where the tax portion is remitted by the brokerage instead of the agent?

  Q: How do I handle a referral fee where the tax portion is remitted by the brokerage instead of the agent? A: Scenario A Canadian brokerage pays a $4,000 referral fee to a non-tax-collecting recipient. The associated GST/HST amount (for example, ...