Export Agent Roster

Head to your Brokerage Menu> People page>sort by Agent>Download to your preferred File format

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• Import Agent Roster

  You must use our preset format provided by us to import Agents into Loft. To find that, head to your Brokerage menu>People page>click the +New button and Upload Type: Agent>Click the blue 'Example Agent Import' to download the preset format If you ...

• Agent Pay History Report

  You can export their own commission reporting from your My Profile>Performance Report menu and download to your preferred spreadsheet file

• Agent Tax IDs and Organization Business Tax Numbers

  From the Tax Return report, you can export a CSV file to review people and companies that may be missing their Tax IDs. Agent Tax ID If an Agent is paid to their own name, you'll add their SSN or SIN to the SSN/SIN field. Agent's Organization Tax ID ...

• Adding an agent

  You have two ways to add an agent to your brokerage. Add an agent from the Brokerage's People Head to your Brokerage menu>People page Click 'New' Make sure Type is Agent, you chose their office, Add their name, and if they are paid out as a ...

• Inactivating Agents once their license is moved or expired

  Inactivate your Agent When your Agent moves their license away from the Brokerage you will want to inactivate them in Loft. Please note, when you inactivate an agent, you can still pay them on any open and unpaid deals but can not create new deals ...