Conveyancing/Deal Administration & Communication In Loft
Conveyancing/Deal Administration & Communication In Loft
Many of our Loft users send Deal Instructions to outside parties, such as the Cooperating Brokerage, Lawyers, and Title Companies. We provide both Pre-designed Admin Reports (Commission Instruction Document) and CDA (Commission Distribution Authorization Document) to our Canadian & 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
Create and add Reports (Admin Report & CDA) We've created the following preset reports for your convenience. These reports replace the previous Admin Report sections and CDA's. Add Admin Report To add your Admin Report to deals, you first MUST add ...
Below are the following tags that can be used with in any reports or email templates: ADMIN REPORT TAGS Deal Details Deal # {{deal_number}} MLS # {{mls_number}} Sellers {{seller_1_name}} {{seller_1_organization_name}} {{seller_1_single_line_address}} ...
Navigate the Deal Menu Click New Deal in the menu on the left. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that doesn't relate to any of the steps. Those fields marked with an asterisk* are ...
All reporting is filter based, so each report can be generated for any date range, can be based on Closed or Pending transactions, can be based on Agent, Teams, Offices or across the Brokerage as a whole. This list is not exhaustive of the reporting ...
Here is a list of all the things to consider when merging a brokerage into another. All of this (except 1 item can be done by the user) However, we can assist you with this migration. The cost for Loft to assist is $75/hour Brokerage to Brokerage ...