Contact types explained

Contact types explained

Internal contact types 

These contacts you use for internal use:

Admin - this type can have full or office access to brokerage menus, deals, reports, etc.  You would assign your admin or conveyancer to this profile type and then reach out to us to let us know which level of access you want us to provide.

Agent - this type can create deals, listings, and has access to their profile and their deals only.  Within a deal, they only the following menus.
             
Broker - This type has the same access as the admin but can be paid commissions.

External contact types

Profile - This type is assigned to the following roles:

Seller
Buyer
Outside Broker's agent contact
Contacts within a business entity

This contact type has no access to Loft.

Both External & Internal

Organization - This contact type is assigned to businesses, lawyer firms, Outside Brokerage Companies, Agent's business names, etc.  Here's more information on organizations and how they play a part in contact types, https://support.loft47.com/portal/en/kb/articles/adding-an-organization-to-loft

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