Deal Requirements / Checklist
Loft offers a Requirements checklist, a place where you can add any document or action (workflow) requirements to the Deals for ease of tracking compliance. Please note, Loft is not a compliance automation solution, so if agents are missing documents, manually message them through the deal comments.
Create a Requirement
Head to your Brokerage menu > Requirements
Click ‘New’
Document Deal Task Fields
Name - Name the Requirement
Type - Set if the requirement is an action or document
Property Type - Set the Property type for the requirement
Notices - ?
Required - Set the requirement date
Deal Type - Set the deal type for the requirement
Due Date - Set a due date for the requirement
Visibility - Set what side the requirement displays on
Side - Set a sales status side the requirement is for (List or Sell Side, etc)
Expires - Set an expiration date for the requirements
Utilize Requirements with a Deal
Your Requirements set up will display on your Deal’s Dashboard/Summary page.
Click the Requirement Name (blue link) to access/edit the requirement, here you can set a Deal specific custom date, label, and attach a document uploaded to the requirement.
Once you’ve set a Requirement fields, change the status by clicking Start, this will change the button to Finish.
When the Requirement has been fulfilled, click the Finish button to change the status to Finished.
Listing Requirements
The Listing requirement page is to set up requirements specifically for Listings created in the Listing Modal, these requirements will not show up in Deals and vice versa.
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