Profile Settings

Profile Settings


In the top right of the app is the My profile Settings area.


This area homes the following:
  1. Your Profile/Notification Settings and Sign out area
  2. Access to our KnowledgeBase 
  3. In-App Notification bell

Profile/Notification Settings

To access this area, click the dropdown arrow next to your name and choose Settings 


The Settings area consists of 4 areas:
  1. Account Settings 
  2. Google Drive Integration Setting
  3. Deal Summary Toggle
  4. Receive Weekly Pulse Check
  5. Notification Settings

Account Settings

Click the Edit button to change your login email & password in-app

Google Drive Integration Setting

Connect your Google Account to integrate with Loft

Deal Summary Toggle

Enables/Disables The Deal Summary Section to Show or Hide based on this setting or toggle this view on/off within a deal by clicking the arrow

Pulse Check

Enables/Disables The delivery of your Brokerage's weekly pulse check to your inbox.  Please note, only Brokers and admins can receive this. Learn how to validate the reports data

Notification Settings

Customize how you want to be notified for each action in a deal: Email immediately of each change/update, Send a Daily Summary, or In-App Notification
Learn more about this in this video

New Notification setting -  Email Failure

When emails sent out from loft fail to send or be received from your recipient,  you will now be notified. As all notifications, you can choose how this notification can be delivered; by a daily email, in-app, or an instant email. 
​

Access to the KnowledgeBase

Click on the ? icon to access our KnowledgeBase

Sign Out 

Sign out of the app by clicking the Arrow next to your name, choosing the Sign out option


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