Reviewing Your Year-To-Dates
Your Year-To-Dates are a great place to see how you performed for the year or a custom date range! Check out your sales volume, commissions and deduction totals.
To see your YTDs click My Profile in the menu on the left.
Financial Summary
Scroll down to the Financial Section of your profile, click the dropdown arrow to expand this section. The date range defaults to your Anniversary year, to filter other date ranges, such as calendar year or custom date ranges, use the date range filters to do so.
You can also see your deduction breakdowns in this section for the date range you've chosen.
Agents can export their own commission reporting from their My Profile>Performance Report menu>generate report and download to preferred format. To download to GoogleSheets, you must be first integrated, to learn more on how to integrate Loft with Google. Detailed Earnings Report
Agents can export their own Detailed Earnings report from their My Profile>Detailed Earnings menu>generate report and download to preferred format. To download to GoogleSheets, you must be first integrated, to learn more on how to integrate Loft with Google.
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Detailed Earning Reports
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Beginning Balance/Mid Year/Year End Commission & Deduction adjustments
When switching Back office software Mid year we require to add ytd adjustments for agents commissions, production and fee information in order to have accurate 1099 and T4A information. This is also the case for agent's switching from being payable ...
Validating your Agents 1099/T4A's against their YTD totals
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Agent Pay History Report
You can export their own commission reporting from your My Profile>Performance Report menu and download to your preferred spreadsheet file
Reporting in Loft
All reporting is filter based, so each report can be generated for any date range, can be based on Closed or Pending transactions, can be based on Agent, Teams, Offices or across the Brokerage as a whole. This list is not exhaustive of the reporting ...