Moving Documents across Deals.
Moving Documents from an old deal to a new one can be done in a few steps!
In your new Deal, head to the Documents page and copy the unique deal email address.
In your old deal, click the Share button
Paste the deal email address into the Recipient field and choose Create option...in the dropdown to add email address
Add Documents to the Document field and send.
Related Articles
Transferring funds from one deal to another
If a Deal Collapses and you are holding Deposit/EMD funds for a buyer and need to now transfer them to the new Deal this can be done in the following way. First, you will need to 'Release Deposit' from the old Deal by selecting the Release Deposit ...Admin Reports & Convert Admin Reports/Email Templates to Google documents to Brand!
Create and add Reports (Admin Report & CDA) We've created the following preset reports for your convenience. These reports replace the previous Admin Report sections and CDA's. Add Admin Report To add your Admin Report to deals, you first MUST add ...Allowed File Types for Document Upload, syncing or emailing into Loft47 Deals
You have 3 ways to get documents into Loft47 deals! Please note the following with regards to uploading documents into a deal: The file types we accept include: jpg, jpeg, gif, png, pdf, doc, docx, txt, md, odt, rtf, csv, xml, ppt, pps, xlsx, xls, ...Property Management Deals
Loft does not claim to be a property management program, however some brokerage do run their PM deals through Loft. Here is a sample of what you may wish to do, which is run the $ funds through the Property Management deal using the bank accounts ...Sending Deals for Brokerage Review
You may request Review or Approval for any deal. Both Request Review and Request Approval send a notification to the Managing Broker for that office, so they can see comments and respond to the requester. The difference between the two is that ...