Inactivating Agents once their license is moved or expired

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


  1. Navigate to the Brokerage menu>People page, sort by agent  and search the agent’s name
  2. Click the Contact name
  3. Navigate to the Current Reporting Office Section
  4. Click the 'Edit' 

  1. Navigate to the 'Inactive on' field and enter the date they became inactive

  1. Click ‘Save’ to update the change.

Lock Profile

If you've invited your agent to Loft, once inactivated, you can also choose to lock them out.

Please note, if locked, the agent will no longer have access to their historical deal information, documents, or access to their 1099/T4A statements.

  1. Navigate to the Account Management section and click the 'Lock Account' button


Changing Reporting Office

If your Agent is moving from one reporting office to another, please note after you inactivate and add the new reporting office that the deductions will be wiped away and you will need to add back any previous deductions back to their profile in the deduction's section.
  1. Inactivate your Agent's current office as per the steps above, with the exception that if the agent's deductions cap and roll over on Agent Anniversary rather than Calendar year, please make the inactive date the day before their Anniversary date. Example: The Agent's anniversary date is Jun 1, 2020. Today's date is Dec 7, 2022. The inactive date will be May 31, 2022 so that when you add the new reporting office the Agent's anniversary date will be Jun 1, 2022, respecting any deductions that are set to roll over on that date.
  2. Add the new Reporting office by clicking the 'Add New Reporting Office' button

  1. Select the office from the Office field dropdown in the New reporting office modal

  1. Click Save to update the office If the first step in these steps was followed correctly, the Agent's Anniversary date should default automatically to their agent's anniversary date. If not, you can click the Edit button>change it and any other relevant info in their respective fields
  2. Click Save to update the change
  3. Add back the Agent's profile deductions in their Deduction Section


Agents with 2 Reporting offices

To achieve this, Inactivate and Add your agent's Reporting office to their profile using the steps in the Changing Reporting Office section of this article. 
All new deals created will default to the agent's most recent active reporting office but you can switch what reporting office you want the deal to report to via the people's page.

To do this:​
  1. Head to the deal's people page
  2. Click the pencil next to their name

  1. Select the Office you want the deal to report to in the Reporting Office dropdown field

  1. Click Update to save your changes

Effects to Financial Reporting after an agent has changed an office

When an Agent changes reporting office, you will see a list of inactive reporting offices under their Reporting Office Section of their profile

Because an Agent's financials are tied to the reporting office, you will also notice that in their Financial YTD section will also have the ability to do the following:

Default to their current active reporting office

Or Quick Select any Reporting office ytd past or present


Performance & Other Reports

If your agent moved offices or have two reporting offices with in any reporting period you will notice more than one instance of their name when scoping any report by an agent

  1. Choose both names to get their full data based on the filters you've set for reporting.  If the agent is doing deals in two offices both the export and any visual charts will separate the agent by office






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