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 Documentation >Save
Key note: In Loft, you can create a deal from a listing using deals are either having an MLS number or by selecting “Exclusive (No MLS)”. This allows the listing to convert into a deal and lets you carry over listing documents into the deal for a smoother workflow and consistent file management.
Unlisted deal status will not be imported.
If a listing and a separate deal were created for the same property.
No worries. Deals are only linked to listings at the time they’re created. If needed, you can void the manually created deal and then create a new one directly from the listing to ensure everything is properly connected.
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