Should you sign up for Loft47? Check out these resources, which will help you decide. Picking technology is tricky, and we love working with Brokerages that we are a great fit for. This is not a one size fits all business & we’re happy to recommend alternative solutions with no hard feelings, so read on!
Are you thinking of joining other happy Brokerages in the Loft47 community? Did the demo make you hopeful you’ve found the right app? If you’re not already convinced, this information will help you make the best decision for your brokerage.
Before deciding, watch our 20-minute overview and read client stories.
Transaction data flows in from Dotloop, DocuSign Rooms, or SkySlope — no duplicate data entry.
Deals are processed in Loft47 (or entered directly by admins/agents). AI-powered deal creation automates up to 90% of the process.
Accounting entries flow automatically to Xero or QuickBooks Online. Or use Loft47 standalone and book entries manually elsewhere.
See it end-to-end in this Dotloop>Loft47>QuickBooks 8-minute explainer.
If you are using rechat check our explainer video.
Embedded direct deposit via Payload or Zum Rails — see how it works.
Tiered by number of agents. No charge for extra logins or multi-office.
AI deal creation included.
Included integrations: Dotloop, DocuSign Rooms, SkySlope, QuickBooks Online, Xero.
Rechat integration: $100/month add-on.
QBO or Xero API connection: +$15/month (charged by those providers).
Outsourced back office option — Let Loft Do It — $35/deal.
We believe great partnerships don't need to be locked in. Loft47 runs month-to-month, because we'd rather keep you by being excellent than by contract.
QuickBooks Online — Plus or Advanced required.
Xero — Growing or Established required. New Xero clients get a $300 CPA-built brokerage accounting course, prepaid by us.
Real estate chart of accounts templates available for both. Xero & QuickBooks Online
For staff payroll: Gusto or QuickBooks Payroll (US); Payment Evolution or Wagepoint (Canada).
LoftPro dashboards — Google Data Studio KPI dashboards for the brokerage and each agent. One-time $300 setup, no monthly fee. Custom dashboards at $150/hour. Learn more.
All reports are filter-based by date range, status, agent, team, or office. Standard reports: Deductions, Deduction Caps, Deposits, Franchise, Production, Income, Uncovered Expenses, Performance, Subledger, Tax Returns (1099/T4A), and Transfers.
We handle setup with you. Typical rollout:
Loft47 initial configuration and fee setup
Training 1 — add agents, import deals
Training 2 — review deals, refine deductions
Training 3 — go live with deal payouts
Training 4 — data and reporting review
Agent introduction webinar
Migrating from Lone Wolf / Back Office? We do the heavy lifting on data export and importing (set up data only).
9 AM – 9 PM EST, Monday – Friday
Online chat (avg. response under 2 minutes), email support@loft47.com, and phone backup.
Cloud-based and mobile — review, approve, and pay out deals from anywhere.
Flat pricing regardless of admins, offices, or logins.
Agents get free logins with self-serve 1099/T4A access.
Bank and credit card feeds cut reconciliation time by roughly 75%.