Sending Deals for Brokerage Review

You may request Review or Approval for any deal.

Both Request Review and Request Approval send a notification to the Managing Broker for that office, so they can see comments and respond to the requester. The difference between the two is that Reviews can be done many times, and Approval can be completed just once.

Here's how you send it to your Broker for review prior to closing a deal if you wish to use that workflow.

Go to the specific deal and click the Created dropdown button on the right hand side. Then click Request Review, or Request Approval. There you can also add a comment and hit Submit. The Admin for the deal has the permission to request review / approval. (The Admin for the deal can be changed in the People for the deal.)

Brokerage Name → Deals → Deal # → Created → Request Review → Comment (if desired) → Submit

Link to the list of deals that need review or approval from your Dashboard:

Loft tracks the review / approval process, which is the best way to prove electronic sign off of deals if required by your Real Estate regulations.

• Related Articles

• Setting Up a Brokerage

  For modern real estate brokerages looking to streamline back‑office operations and automate commissions, Loft47 offers a powerful, all‑in‑one platform. Loft47 helps you manage deals, track commissions, and gain financial insights — all while reducing ...

• Brokerage Dashboard - Deal Items Requiring Attention

  This article explains how to use the Requiring Attention section in your Dashboard to review and resolve outstanding items across your deals. BROKERAGE DASHBOARD OVERVIEW Let’s walk through each section of the Deals Requiring Attention menu, one step ...

• Deal Requirements / Checklist

  Loft offers a Requirements checklist, which is a place where you can add document or action (workflow) requirements to deals for easier compliance tracking. Please note that Loft is not a compliance automation solution, so if agents are missing ...

• Creating a New deal as an Agent

  To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields and complete all of the steps below! Create a new Deal Select side (list, sell or double end). If no select made, system will default ...

• Paying Out a Deal

  Paying Out a Deal to Your Agent All internal agents and brokers must be paid out on every deal, even if the payout is $0. This ensures that all deductions tied to the agent are properly recorded. Unpaid deals will not post deductions to your ...