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 that Loft is not a compliance automation solution, so if agents are missing ...
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 ...
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 ...
Sending Deals for Brokerage Review
You may request Review or Approval for any deal. Both Request Review and Request Approval send a notification to the Managing Broker for that office, so they can see comments and respond to the requester. The difference between the two is that ...