Lofty Teams Training

Lofty Teams Training


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    • Lofty Teams Overview and Settings

    • Teams and Team Deductions

      Creating a team Once team deductions are created as a Brokerage template, you can apply them to specific teams. Go ahead and create a team in the Brokerage Menu under 'Teams'. Click on the '+New' option to create a new team. Enter the primary Agent ...
    • Loft47 Onboarding Hub

      Welcome to Loft47! This guide will help you get set up and start using the platform with confidence. ? 1. Training Resources (Start Here) We’ve compiled all general training materials into one master spreadsheet. ? Access it here: ...
    • Is Loft47 right for you? Learn More...

      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 ...
    • What accounting Software to integrate with? Xero VS QuickBooks Online Integration

      In Article Navigation can be found to the right of this article or via the buttons below Pricing Contact Syncing Searching Transactions Auto Matching Transactions Sales Tax Posting Cheque/Check Customization Additional Training We integrate with both ...