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.

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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.