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
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Sign out of the app by clicking the Arrow next to your name, choosing the Sign out option
To manage or change which notifications you're subscribed to and how you'd like to receive them, click the dropdown arrow next to your name in the top right of the app and then click Settings. Notifications can be received in three ways: In-app: You ...
Adding/Updating Brokerage Tax ID Head to your Brokerage menu (the menu with the gear cog), click Edit Settings Add/update your Brokerage's Tax ID Turning on Tax Reporting In your Brokerage Menu>Settings, scroll down to the Allowable tax year field ...
Administrator As an administrator you can set up your Agent with a user account, please invite them into the system via their profile in the Account Management section.
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in QuickBooks Online>Settings page under your Integration menu. *mapping ...
In this article we will outline Xero's API Settings & Mapping in Loft. Front End Mapping You’ll notice that you now can see back end mapping has been brought to your front end in Xero>Settings page under your Integration menu. *mapping settings ...