Conveyancing/Deal Administration & Communication In Loft
Conveyancing/Deal Administration & Communication In Loft
Many Loft users send Deal Instructions to outside parties such as cooperating brokerages, lawyers, and title companies. We provide both pre-designed Admin Reports (Commission Instruction Documents) and CDA (Commission Distribution Authorization Documents) for our Canadian and US users. You can use our preset templates or Create/Brand your own Instruction Documents and email body templates
After you add and or customize these documentation, you can then easily populate your deals instructions to send to your outside parties.
Here's a brief overview on how to Convey a deal in Loft
Loft now sends out a weekly report, each Friday, providing a quick snapshot of what your Brokerage's activity has done over the week. In this article, we'll go through how to validate the data for each Report's section. Please navigate through each ...
Below are the available tags that can be used in reports and email templates: Full Email Tags https://app.loft47.com/admin_report_tags Admin Report Tags below: Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} ...
Welcome to the ultimate guide for creating and formatting Email Templates! Loft provides the capability to create & format your templates several different ways as outlined in our Key below: TEMPLATE KEY Email Body A template can be created for use ...
Navigate the Deal Menu To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select ...
To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select made, system will default ...