Loft Technologies | Documents

Documents
Allowed File Types for Document Upload, syncing or emailing into Loft47 Deals
You have 3 ways to get documents into Loft47 deals! Please note the following with regards to uploading documents into a deal: The file types we accept include: jpg, jpeg, gif, png, pdf, doc, docx, txt, md, odt, rtf, csv, xml, ppt, pps, xlsx, xls, ...
Moving Documents across Deals.
Moving Documents from an old deal to a new one can be done in a few steps! In your new Deal, head to the Documents page and copy the unique deal email address. In your old deal, click the Share button Paste the deal email address into the Recipient ...

Popular Articles
Best Practices for Month End Bank and Subledger Reconciliations
There are 4 steps to completing a month end review and bank reconciliation. Scroll to section 5 for Tips to troubleshoot differences. 1. Complete the bank reconciliation report in Xero. 2. Run the Subledger report in Loft. 3. Run a Balance Sheet ...
RECA Trust payout for Outside Brokerages
The Real Estate Council of Alberta(RECA) may dictate Outside Brokerages to be paid in 2 steps and this article provides help on how to deal with this scenario in Loft. In this example the Brokerage holds $5,000.00 in Trust and will need to pay this ...
Partial Payout
To partially pay a deal, head to the payout commissions page and expand the line item to override the commissions and fees. Once you pay it out Loft will create a new payout line for the balance owing. * Important, if you're backdating your partial ...
Other Income - Adding Non Commission Income to Agent and Brokerage Payments
If your agents or brokerage are receiving income that is not classified as commission you can add this additional income to the Other income section on your deal's allocation page Head to your deal's allocations page>navigate to the section called ...
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 ...

Loft Technologies | Documents | Knowledge Base