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 ...
Sometimes a deal may collapse or fall through or you have to transfer funds from one deal to another, if this happens you will have to release funds you're holding. To do that, head to the Release Deposit menu in your deal to record this release. ...
If a referral is made to a third party that is not a licensed Agent or Brokerage you will be using the "Payable" deduction accessible through the deductions menu. Most users set this up as a payable type and name it "Third Party Referral". This will ...
Sometimes a deal needs to be adjusted after an agent has already been paid due to updated information. In these cases, you don’t need to reverse and repost the original transactions. Instead, Loft allows you to quickly update allocations or ...
In this sample deal, the transaction is closed and payments have been made out of Xero or QBO. Scenario 1: Adjusting an Agent Overpayment (via Deductions) To correct an overpayment, you can either adjust the original commission and allocations ...