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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, ...
Updating the Legal Name field
!Please note, this field will be locked down September 30, 2023, preventing users from updating it further! Why the additional field? Over the years, we've noticed people change their Brokerage name to their Legal Business name so that their T4A's or ...
Updating Loft Billing
Beginning October 2023, we moved from Stripe to Payload billing. Please note, Payload charges 2.89% + $0.25 per transaction but setting up a payment method via your bank account is free. If you want to change or update your payment method, please ...
2021 FINTRAC UPDATE
As of 2021, the managing broker and the business now bear the risk of substantial fines if they fail to comply with five major requirements of the updated Proceeds of Crime (Money Laundering) and Terrorist Financing Act (PCMLTFA): Implementing a ...
Agent's Profile Notes
Introducing Profile Notes! Now all admins, office admins, and Brokers can leave multiple notes on contact profiles. And what's better? They are all encrypted and privately stored. Feel free to leave any notes about fee structures, history, targets ...