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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 ...
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 ...
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 ...