Loft47 -training resources for new users and cross training

Loft47 -training resources for new users and cross training

New to using Loft47? This resource guide will help you get up-to-speed.

This comprehensive spreadsheet provides links to all of our general training resources. Please open the spreadsheet, copy the whole spreadsheet and paste into your OWN spreadsheet. **No need to ask for access to this spreadsheet as it is a template only.
https://docs.google.com/spreadsheets/d/1FEaihR0mm8XE2-KCV8hN6ujeOPKtBKpJmyGvZOZdo3w/edit?usp=sharing
Note: if your brokerage has been using Loft47 for a period of time, many of the items mentioned in the first 2 sections of the article were completed in the past. Please use the training links to educate yourself on day to day activities. 

Additionally, here are Transaction Management Integrations help articles:

Dotloop: https://support.loft47.com/portal/en/kb/articles/how-loft-works-with-dotloop
SkySlope: https://support.loft47.com/portal/en/kb/articles/how-loft-works-with-skyslope-1-12-2021


Direct Deposit options


    • Related Articles

    • Is Loft47 right for you?

      Should you sign up for Loft47? Check out these resources, they’ll 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 ...

    • Updates and new features released for January, 2017.

      Happy New Year!  Loft has made updates and launched some new features. Many of the items on this list were specifically requested by you so please keep the suggestions and feedback coming! THE ACTIONABLE DASHBOARD Your dashboard just got a whole lot ...

    • Creating a New deal as an Agent

      To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields (marked with *) and complete all of the steps below! Fill out as much as you can, but don't worry if you don't fill all the fields or ...

    • How to Create a New Deal as an Admin

      Navigate the Deal Menu Click New Deal in the menu on the left - add the information as well as the Deal Source, either Company or Agent. Fill out as much as you can, but don't worry if you can't fill out all the fields or have information that ...

    • Acquiring a Brokerage that already uses Loft?

      Here is a list of all the things to consider when merging a brokerage into another. All of this (except 1 item can be done by the user) However, we can assist you with this migration. The cost for Loft to assist is $75/hour Brokerage to Brokerage ...