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
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}} ...
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 ...
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 ...
Navigate the Deal Menu Click New Deal in the menu on the left - add the information as well as the Deal Source, either Company or Agent. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that ...
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 ...