Manage the Full Lifecycle of Pre-Sale and Under-Construction Transactions in Loft47
A: Yes—Loft47 supports the full lifecycle of long-term presale and under-construction transactions. While it does not display multiple commission receivable structures or milestones within a single deal, the entire workflow can still be effectively managed within Loft47 using the tools below:
1. Partial agent payouts
Loft47 supports partial payouts throughout the life of a deal and automatically tracks what has been paid and the remaining commission balance. https://support.loft47.com/portal/en/kb/articles/partial-payout
2. Future receivables (A/R tracking)
For staged or future commission payments, you can use Add Deposit → Request via Invoice, which allows you to create future-dated receivables that are recorded as true outstanding accounts receivable in QBO/Xero.
https://support.loft47.com/portal/en/kb/articles/how-to-add-a-deposit#New_Feature_-_Request_deposit_via_Invoice
3. Disbursement Notes for milestone tracking
To document multiple payout stages or key milestones within a deal, you can use the Disbursement Notes field (in Deal > Details). This information can also be included in conveyance-style emails or reports using the email tag {{disbursement_note}}.
https://support.loft47.com/portal/en/kb/articles/how-to-create-a-new-deal-as-an-admin#Disbursement_Notes
Summary
While Loft47 does not support multiple commission receivable structures within a single deal view, it does fully support long-term transaction management through partial payouts, invoice-based receivables, and structured notes—allowing you to manage the complete lifecycle without relying on external spreadsheets.
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