Editing Contacts and Agents
From the Brokerage>People menu, sort, search, or select the person you wish to Edit
If the profile is any profile other than an Agent profile, Click the Edit Button to make edits.
If the profile is an Agent profile, you can edit the following sections on that profile:
*do not change the above email in the Agent profile, this is the email used to connect to all usable integrations.
There are other sections you can edit, add, or change, for more information, read about the Anatomy of an Agent's profile here.
Loft Profile Syncing with Xero Contacts
How profiles in Loft sync to Xero contacts and when When any transaction is posted we will look at profiles and the contact associated with a transaction and look for an existing Xero Contact. When the Contact does not exist in Xero the Contact is ...
Adding an agent
You have two ways to add an agent to your brokerage. Via the People's page First way is to click 'New' in your Brokerage People's page: 2. Make sure Type is Agent, you chose their office, Add their name, and if they are paid out as a corporation, ...
Adding New Agents
To add a new agent to your office select the People option under the Brokerage menu. Select "New" to add people and change the type to agent. Enter the agents/brokers full name and if they have an incorporated company fill in the Organization field. ...
Adding People to a Deal
After you've created a deal, you'll want to add people like sellers/buyers, escrow/lawyers and referrals to outside agents. To manage people on the deal and their roles navigate to the people page. Access Levels to the Deal When you add someone to a ...
QuickBooks Online Contact Mapping
When any transaction is posted we will look at profiles and the contact associated with a transaction and look for an existing QBO Contact. When the Contact does not exist in QuickBooks the contact is automatically created and then an internal ...