Lofty Teams Overview and Settings
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Lofty Teams Training
Teams and Team Deductions
Creating a team Once team deductions are created as a Brokerage template, you can apply them to specific teams. Go ahead and create a team in the Brokerage Menu under 'Teams'. Click on the '+New' option to create a new team. Enter the primary Agent ...
QuickBooks Online Settings & 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 QuickBooks Online>Settings page under your Integration menu. *mapping ...
Profile Settings
In the top right of the app is the My profile Settings area. This area homes the following: Your Profile/Notification Settings and Sign out area Access to our KnowledgeBase In-App Notification bell Profile/Notification Settings To access this area, ...
Xero Settings
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 ...