Settings
Agent Access & Permissions Overview
This article provides an overview of agent permissions and how to configure access to contacts, deals, listings, and commission information within your brokerage. 1. Manage Permissions Go to Brokerage Settings Navigate to the Permissions / Agent ...
Setting Up a Brokerage
For modern real estate brokerages looking to streamline back‑office operations and automate commissions, Loft47 offers a powerful, all‑in‑one platform. Loft47 helps you manage deals, track commissions, and gain financial insights — all while reducing ...
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
Adjusting your tax settings
Adding/Updating Brokerage Tax ID Head to your Brokerage menu (the menu with the gear cog), click Edit Settings Add/update your Brokerage's Tax ID Turning on Tax Reporting In your Brokerage Menu>Settings, scroll down to the Allowable tax year field ...
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 ...