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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 ...
Agent's Profile Notes
Go to Brokerage > People, locate your agent, then scroll down to the middle section of the agent profile to find Profile Notes. Admins, Office Admins, and Brokers can add multiple notes directly to agent profiles. All notes are encrypted and securely ...
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. If have to add an agent profile, visit here. Account Management Here you can change the email that your agent wants to ...
Agent 1099 & T4A
Once your brokerage administrator has enabled the current year tax reporting, agents can access their 1099 / T4A directly in their Loft47 profile. To find it, log in at app.loft47.com and go to My Profile. Scroll down to the Tax Return section, ...