Voiding or Collapsing a Deal
If you want to remove a deal from your deals list, workflow and reporting you can void the deal.
Here of some examples of scenarios where you might want to void a deal:
An agent entered a deal incorrectly and you want a fresh start
A deal was created from a listing by accident
A deal was created from a Dotloop loop before the loop was ready
To void the deal:
Go to the deal you want to void
Click Details in the menu on the left
Expand the Details view
Set the Sale Status to Voided
The deal will no longer show up on your Deals page or your Deals Requiring Attention on the dashboard.
If you want to view the voided deal for any reason, you can always find it through the Filters on the Deals page.
If a deal has fallen through, you can simply use the Collapsed Deal Status following the same instructions detailed.
Related Articles
Voiding or Collapsing a Deal
Reasons to Void a Deal An agent entered a deal incorrectly and you want a fresh start A deal was created from a listing by accident A deal was created from your document management integration accidentally or duplicated, if this occurs, you will need ...Deal numbers null# and duplication
Sometimes when creating a deal, the deal will duplicate and/or will create without a deal number. Here's how you fix those: If your duplicate deal has the same MLS number. 1. Open the deal you WANT to void and head to the details section of the ...Creating a New deal as an Agent
To create a new deal in Loft click New Deal in the menu on the left. Make sure to fill in all of the required fields (marked with *) and complete all of the steps below! Fill out as much as you can, but don't worry if you don't fill all the fields or ...Changing a Listing to a Deal
Great, your Brokerage just sold one of its Listings! You've done most of the hard work by entering in the deal details, now let's move that Listing to a Deal. Log into the app and go to your Brokerage Name > Listings >Listings # > Create Deal> Upload ...Create a Referral Deal
When you receive a referral check for your agent, simply proceed as you normally would when adding a New Deal but the Deal Type will be Referral. Complete the information as you would for any other deal, override any fees as necessary & pay the deal ...