People & Roles
Agent Reporting Office and Secondary Office Workaround
Agent can only be active in one office at a time. If an agent has ever been active in another office (with one office active and another inactive), a newly created deal will automatically be assigned to the agent’s active reporting office. If you ...
Switch Agent Reporting Offices
An agent can only be active in one reporting office at a time, but can still have deals linked to different offices Each deal is automatically assigned to the reporting office active at the time the deal was created You can manually assign an ...
Contact types explained
Loft47 uses contact types to control access, organize contacts, and ensure users only have access to the appropriate information. Internal Contact Types Internal contact types are used for people who work within your brokerage and need access 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 ...
Add and Track Custom Roles
Custom Role types help filter and build reports based on these types! Add Custom Role Go to your Brokerage menu > Scroll down to ‘Deal People Roles’ Section Click ‘New’ to add a Custom Role > Save Default People Roles Agent Buyer Lawyer Outside ...
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'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 ...
Reporting Office and Accessible Offices on Agent Profiles
Loft will report income and expenses to multiple office locations to Xero/QuickBooks Online as well as report to Franchises based on the Reporting Office you set in the Agents profile. Reporting Office Open the Agents profile and scroll down to the ...
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 Agents 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 ...
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 ...