Changing your team leader
Head over to your team's menu, under your brokerage menu and click the pencil next to the agent's name who you want to be the new team leader
In the popup, click make team leader
Save for this change to take effect!
Related Articles
Teams and Team Deductions
Creating a team Once team deductions are created as a Brokerage template, you can apply them to specific teams. Go ahead and create a team in the Brokerage Menu under 'Teams'. Click on the '+New' option to create a new team. Enter the primary Agent ...
Changing a post date
Sometimes you will need to change the payout date of a deal, to do that, head to the payout commission page> expand the Agent's payout section by clicking the dropdown arrow Once the section is expanded, update the post date to your desired date Pay ...
Let Loft do it - How we work with you and your team
Why use Let Loft Do It One of the most daunting tasks when starting or running a relatively small brokerage is learning how to deal with the back office commission processing and subsequent accounting for those deals. Many brokerages are not sure how ...
Xero to QuickBooks Online Integration migration - Task list
In Article Navigation can be found to the right of this article or via the buttons below Important message Migration Prep Steps Mid Migration Steps Important - Please read before you proceed! Xero >> Xero Migration You can migrate to either ...
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 ...