People & Roles
Import Agent Roster
You must use our preset format provided by us to import Agents into Loft. To find that, head to your Brokerage menu>People page>click the +New button and Upload Type: Agent>Click the blue 'Example Agent Import' to download the preset format If you ...
Export Agent Roster
Head to your Brokerage Menu> People page>sort by Agent>Download to your preferred File format
Adding People to Loft
Head to the People's page under your Brokerage Menu Click the 'New' button Fill in the contact's information The fields highlighted in yellow are required The fields with blue borders are required if the contact is an Agent, contact that's paid to an ...
Merge Contacts
Merging Contacts PLEASE READ & WATCH THE VIDEOS OF THIS ARTICLE THOROUGHLY! We’ve opened up the ability to merge contacts for everyone using Loft. However, there are a few things we need to mention before you start to merge your contacts. Firstly, ...
Contact types explained
Internal contact types These contacts you use for internal use: Admin - this type can have full or office access to brokerage menus, deals, reports, etc. You would assign your admin or conveyancer to this profile type and then reach out to us to ...
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 ...
Adding an agent
You have two ways to add an agent to your brokerage. Add an agent from the Brokerage's People menu: Head to your Brokerage menu>People page Click 'New' Make sure Type is Agent, you chose their office, Add their name, and if they are paid out as a ...
Add and Track Custom Roles
Custom Role types help filter and build reports based on these types! Add Custom Role Head to your Brokerage menu Navigate to the ‘Deal People Roles’ Section Click ‘New’ to add a Custom Role Add Custom Role Name Save to update your changes Default ...
Adding an Organization to Loft
Loft allows you to create profiles for people to associate to a company or 'organization'. Share just the information required to a specific person or to a general company email account. You can associate multiple people to a single organization. Add ...
Editing Contacts and Agents
Search a Contact From the Brokerage>People menu Select Profile Type, this will then open up the Status and Office filters to narrow your search Click on the Contact name to open Edit options Edit Contact Click ‘Edit’ to make changes to the contact ...
Adding Deduction Fees to Agents Profiles and Overriding levels
Adding Deduction Fees to Agents Profiles and Overriding levels In order to automate fees on commission earnings you'll need to add fees to an Agents' profile in Loft. Open the Agents profile and scroll down until you see the deductions section. From ...
Agent Tax IDs and Organization Business Tax Numbers
From the Tax Return report, you can export a CSV file to review people and companies that may be missing their Tax IDs. Agent Tax ID If an Agent is paid to their own name, you'll add their SSN or SIN to the SSN/SIN field. Agent's Organization Tax ID ...
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 ...
Reporting Office, Tracking Categories and Office Access on Agent Profiles
Loft will report income and expenses to multiple office locations to Xero as well as report to Franchises based on the Reporting Office you set in the Agents profile. Open the Agents profile and scroll down to the section entitled "Current Reporting ...
Office Admin Role and Permissions
These Administrators will have the equivalent of Agent-access with a few extra options to assist in creating, reviewing, and processing deals on behalf of the office. These Admins will only have access to view Agents and deals within their assigned ...
Inviting Agents to Loft47
Invite your agents to Loft47 from their profile. The agent will receive an invitation. Your agent can search for emails coming from notify@loft47.com to find the invitation in case that email has landed in their Spam folder. The invitation is valid ...
Inactivating Agents once their license is moved or expired
Inactivate your Agent When your Agent moves their license away from the Brokerage you will want to inactivate them in Loft. Please note, when you inactivate an agent, you can still pay them on any open and unpaid deals but can not create new deals ...