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

    • Related Articles

    • Merge Contacts

      Merging Contacts PLEASE READ & WATCH THE VIDEOS OF THIS ARTICLE THOROUGHLY! We’ve opened up the ability to merge contacts for everyone using Loft. However, there are a few things we need to mention before you start to merge your contacts. Firstly, ...
    • QuickBooks Online Contact Mapping

      In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked QuickBooks Online Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to ...
    • Xero Contact Mapping

      In Article Navigation can be found to the right of this article or via the buttons below Syncing Rules Linked Xero Contact Fields Contact Matching Because we hold accounting records it is important that we do our very best not to duplicate contacts ...
    • Editing Contacts and Agents

      Search a Contact  From the Brokerage>People menu Select Profile Type, this will then open up the Status and Office filters to narrow your search Click on the Contact name to open Edit options Edit Contact Click ‘Edit’ to make changes to the contact ...
    • Profile Contacts & Organization Contacts

      The below applies to all Profile and Agent Contacts that are to be paid out to an Organization (Company or Business Name) Adding in a New contact If your newly added contact (Profile Contact or Agent Contact) is payable to a business or Company name, ...