Rechat Integration
๐ Rechat + Loft47 Integration: Let Your Deals Sync Themselves!
This article provides an overview of the integration between Rechat and Loft47, including the connection process, automated deal syncing, and how updates are continuously reflected between both systems.
๐ Watch the overview here:
https://www.awesomescreenshot.com/video/52853465?key=4925fb47bf594cb128ce22f8de9f5dda
๐ Overview
Once enabled, deals created in Rechat automatically flow into Loft47 and stay continuously updated as changes happen. No double entry. No chasing updates. Just clean, synced data.
โ๏ธ Phase 1: Turn It On (Quick Setup)
Before the magic starts, the integration needs to be switched on.
- ๐ Itโs off by default (feature flag controlled)
- ๐ฉ Email support@loft47.com to get it enabled
- ๐ Once active, youโll see a โConnect Rechatโ option
-
๐ Click it and log into your Rechat account to link both systems
๐ Phase 2: Automatic Deal Flow
Once connected, things start moving on their own.
- ๐จ Deals in โpendingโ status in Rechat automatically appear in Loft47
- ๐ซ No manual import or syncing needed
-
โก Itโs a true zero-click workflow once the deal hits the right stage
๐ Phase 3: Always Up to Date
After the deal lands in Loft47, the sync doesnโt stop there.
- ๐ Loft47 keeps โwatchingโ Rechat for updates
- โ๏ธ Changes like:
- Sale price updates
-
New or updated contacts (e.g., sellers)
- Close date
-
๐ These updates appear in Loft47 after a simple page refresh.
๐ฏ Why Youโll Love It
โ๏ธ No more manual deal entry
๐ Always-synced data across platforms
๐ง Fewer errors from duplicate work
โฑ Real-time accuracy with minimal effort
๐ Deal Status Definitions
- Active Under Contract: The property is currently under a listing agreement. This status will not trigger the creation of a Loft deal.
- Escrow: The Listing has a signed contract in place.
- Pending: There is a signed contract with a buyer in place.
Sync Rules notes:
1. Rechat Integration is One-Way
The Rechat integration is one-way, with Rechat serving as the source of truth.
Changes made in Loft do not sync back to Rechat.
2. How Loft Matches Rechat Deals
Same MLS Number + Same Transaction Side
If a Loft deal already exists with the same MLS number and same transaction side (Listing or Buying), Rechat updates the existing Loft deal instead of creating a new one.
Rechat information (such as contacts, commission details, dates, etc.) is synced and updated to that existing deal.
Editing an Existing Rechat Deal
Once a Rechat deal has been linked to a Loft deal, future edits made in Rechat update the same Loft deal.
Editing a synced deal will not create a duplicate.
There should only be one Loft deal for the same MLS number and transaction side.
3. When Loft Creates a New Deal
Opposite Transaction Side
Deals with the same MLS number but different transaction sides (Listing vs. Buying) are treated as separate transactions.
Rechat does not merge opposite sides.
It is expected to have two Loft deals with the same MLS number when they represent different sides.
No MLS Number
Loft relies on the MLS number to identify matching deals.
If an incoming Rechat deal does not contain an MLS number, Loft cannot determine whether it matches an existing deal.
A new Loft deal is created.
This is expected behavior and matches the original integration design.
Multiple Existing Deals with the Same MLS
If multiple Loft deals already exist with the same MLS number and the same transaction side, Loft cannot determine which record should be updated.
Instead of guessing, Loft creates a new deal to prevent updating the wrong record.
In these rare cases, the additional deal should be reviewed and voided if necessary.
4. Office Double End Scenario
Rechat only sends deals as either Listing or Buying.
If a synced deal is later changed to an Office Double End deal in Loft, Rechat is not aware of that change.
When the opposite side is later synced from Rechat, Loft treats it as a separate deal and creates a new record.
Key Principle
The Rechat integration is designed to avoid making assumptions. If Loft cannot confidently determine which existing deal should be updated, it creates a new deal instead of risking an incorrect match or overwriting existing data.
If you need help enabling the integration or troubleshooting sync issues, reach out anytime:
๐ฉ support@loft47.com
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