The Auditor role provides read-only access across the entire brokerage, allowing users to review brokerage information, financial activity, and documents without making changes to records.

This role is ideal for users who need visibility for auditing, reporting, and review purposes without the ability to modify brokerage data.

What Auditors Can Access

1. Dashboard: View brokerage-wide information and activity.

2. People and Teams: View people and team information across the brokerage.

3. Deals: View deals and related transaction information.

4. Listings: View listing details.

5. Buyer Agreements: View buyer agreement details.

6. Documents: View and download deal-related documents.

7. Financial Information: View brokerage-wide financial information, including available deal and transaction details.

8. Reports: Access and export available reports, including:

   • Production

   • Performance

   • Brokerage Income

   • Deposit/Transfer/General Ledger

   • Deduction/Deduction Caps
     

   • Outside Broker Performance Report

Read-Only Restrictions

Auditors cannot create, edit, modify, or delete deals, listings, buyer agreements, or related records and files.

They also cannot access accounting integrations or post financial transactions.

Although Auditors can download documents and export reports, they cannot modify the underlying information in Loft47.

Important Notes

The Auditor role is designed for users who require brokerage-wide visibility without the ability to change records. If a user needs to create or manage records or perform financial transactions, a different role with the appropriate permissions is required.

Related article: [Office Admin Role and Permissions] — Learn about Office Admin access and permissions within assigned offices.