Managing Deal Status (Void, Collapsed, Firm, Closed)

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• Deal Share Status

  When your workflow requires you to share commission information or documentation with third parties there is now a new easy way to track deals where that has been completed or deals that still need attention.  On the summary information section next ...

• Creating a New Deal as an Admin

  Navigate the Deal Menu 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 and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select ...

• 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 and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select made, system will default ...

• Deal Requirements / Checklist

  Loft offers a Requirements checklist, which is a place where you can add document or action (workflow) requirements to deals for easier compliance tracking. Please note, Loft has not yet released our compliance automation solution, so if agents are ...

• Reversing Agent Payouts

  IMPORTANT, please read! Fixing deals is usually straightforward, but there are a few key things to keep in mind: Always follow what has already been posted to the bank. If you update a deal after funds have cleared, it may cause reconciliation ...