How to void a deal incorrectly brought in from my deal management integration

How to void a deal incorrectly brought in from my deal management integration

Sometimes you will bring in the incorrect deal from your deal management integration, if that happens you will have to do the following to void the deal so you can import the correct one:

- Head to your detail's section of the detail's page
- Checkmark the Exclusive/Non-MLS checkbox
- Remove the MLS Number
- Change your Sales Status to Voided
- Update your changes

Once you've voided the deal, you can then bring in another via your deal management integration!
    • Related Articles

    • Voiding or Collapsing a Deal

      Reasons to Void a Deal An agent entered a deal incorrectly and you want a fresh start A deal was created from a listing by accident A deal was created from your document management integration accidentally or duplicated, if this occurs, you will need ...
    • Property Management Deals

      Loft does not claim to be a property management program, however some brokerage do run their PM deals through Loft. Here is a sample of what you may wish to do, which is run the $ funds through the Property Management deal using the bank accounts ...
    • Voiding or Collapsing a Deal

      If you want to remove a deal from your deals list, workflow and reporting you should set the deal's status to voided. If the deal fell through, set the status to collapsed. Here of some examples of scenarios where you might want to void a deal: An ...
    • Removing and/or Changing the Primary Agent on a Deal

      Reasons why you would Remove or change the Primary agent on a deal: You created a deal with the wrong agent Your Document management Software assigned the wrong agent as Primary Change Primary Agent The agent the deal is created with always defaults ...
    • Deal numbers null# and duplication

      Sometimes when creating a deal, the deal will duplicate and/or will create without a deal number.  Here's how you fix those: If your duplicate deal has the same MLS number.  1. Open the deal you WANT to void and head to the details section of the ...