General Info
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 ...
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 ...
Agent GST on Commission
Agents can view their GST information via their profile. Simply filter to the required dates to see Commissions Tax, Tax on Deductions & the Net Tax. Provide deal level tax detail using the Performance report for that agent.
Reviewing Your Year-To-Dates
Your Year-To-Dates are a great place to see how you performed for the year or a custom date range! Check out your sales volume, commissions and deduction totals. To see your YTDs click My Profile in the menu on the left. Financial Summary Scroll down ...
Agent Pay History Report
You can export their own commission reporting from your My Profile>Performance Report menu and download to your preferred spreadsheet file
Agent 1099 & T4A
Once your Brokerage administrator has turned the current year tax reporting on, Agents can find their 1099 / T4A right in their Loft47 Profile. Login to app.loft47.com and head to your My Profile menu. Scroll down the page to the Tax Return section ...
Reviewing Your Paid and Pending Paystubs
To view your paystubs for any of your deals click Deals in the menu on the left. Once you've selected a deal to view, click ‘Paystubs’ under the deal number (eg. Deal #3-2021-0021) in the menu on the left. You should now see all of your pending and ...