Loft47 Onboarding Hub

Loft47 Onboarding Hub

Welcome to Loft47! This guide will help you get set up and start using the platform with confidence.

๐Ÿ“š 1. Training Resources (Start Here)

Weโ€™ve compiled all general training materials into one master spreadsheet.

๐Ÿ‘‰ Access it here:
https://docs.google.com/spreadsheets/d/1FEaihR0mm8XE2-KCV8hN6ujeOPKtBKpJmyGvZOZdo3w/edit?usp=sharing

How to use it:

  • Open the spreadsheet

  • Make a copy into your own Google Drive

  • Use your copy as your personal training hub

โš ๏ธ No access request needed โ€” this is a template only.

๐Ÿงญ 2. Important Note for Existing Brokerages

If your brokerage has already been using Loft47:

  • Some setup steps in the first sections may already be completed

  • Focus on the training links for day-to-day workflows and usage

๐Ÿ”— 3. Integrations (Transaction Tools)

Learn how Loft47 works with your transaction management system:

๐Ÿ’ณ 4. Payments & Direct Deposit

Learn about available direct deposit and payment options:

๐Ÿ‘‰ https://support.loft47.com/portal/en/kb/loft-technologies/loft-app/integrations/paymentprocessors

โ“ Quick FAQs

Do I need access to the training spreadsheet?
No โ€” just make a copy for your own use.

Iโ€™m new, where should I start?
Start with the training spreadsheet and review integrations relevant to your brokerage tools.

My brokerage is already using Loft47 โ€” do I need to do setup?
Not fully. You can focus on day-to-day training and workflows instead.

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