The anatomy of an Agent profile - Understanding each section and how you can tailor your agent's profile.
Agent Profiles
*do not change the above email in the Agent profile, this is the email used to connect to all usable integrations.
Account Management
Here you can change the email that your agent wants to use to login.
Xero Contacts
Here is where you add, remove, or change the Linked Xero Contact. For more information on Linked contacts, click here QuickBooks Online users will see this as QuickBooks Online Contacts.
Profile Notes
Agent Profile: Documents FeatureAdd a Documents section to the Agent Profile where agent/brokers/admins can upload and store agent-related documents.You can add documents including:Agent license copyCommission contract / fee structureDriver’s licence informationOther documents the brokerage wants to retain for the agents.
This would be especially useful for agent onboarding and keeping all agent documentation organized in one place.
Current Reporting Office
In this section, you can change the Agent's anniversary date (contract date for deduction plans), their current reporting office (for more info on this, read here), add their Licensing information, etc.
Accessible Offices
If you wish your agent to have access to their loft account, click invite in their Account management section and add the office they will have access by clicking New and choosing the office from the dropdown, that pops up.
Add office access, save changes
Deductions
Deduction Adjustments
To learn more about adjustments, click here
Commission Adjustments
Account Balances
This section shows you what's owed to you (AR) and what you owe to your brokerage (AP)