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 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. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that doesn't relate to any of the steps. Those fields marked with an asterisk* are ...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 ...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 ...Deal Requirements / Checklist
Loft offers a Requirements checklist, a place where you can add any document or action (workflow) requirements to the Deals for ease of tracking compliance. Please note, Loft is not a compliance automation solution, so if agents are missing ...