People
Managing Duplicate Profiles
The Duplicate Profiles tool helps Admins and Brokers identify and clean up duplicate contacts across their brokerage. It provides a brokerage-wide overview of potential duplicate contacts, allowing Admins and Brokers to quickly review and merge ...
Adding Buyer/Seller to Loft47
🎥 Prefer a quick video? Watch the walkthrough [Adding Buyer and Seller to Loft47]! Learn how to add Organization: https://support.loft47.com/portal/en/kb/articles/adding-an-organization-to-loft Learn how to add Agent in Loft: ...
Merge Contacts
Adding People to Loft
🎥 Prefer a quick video? Watch: [Adding People to Loft47]
Adding an agent
🎥 Prefer a quick video? Watch: [Adding New Agents to Loft47]
Profile Contacts & Organization Contacts
The below applies to all Profile and Agent Contacts that are to be paid out to an Organization (Company or Business Name) Adding in a New contact If your newly added contact (Profile Contact or Agent Contact) is payable to a business or Company name, ...
Adding Referrals to Licensed Agents and Outside Brokerages
To add a referral to a licensed agent/broker they must first be entered as a contact via the people menu as shown below: If the referral is a licensed party (Broker or Agent) they are added as an outside Brokerage profile type. If the referral is to ...
Removing and/or Changing the Primary Agent on a Deal
Reasons why you would Remove or change the Primary agent on a deal: You created a deal with the wrong agent Your Document management Software assigned the wrong agent as Primary Change Primary Agent The agent the deal is created with always defaults ...
Adding People to a Deal
Adding & Managing People in a Deal (Quick Guide) ➕ Add an existing People to a Deal Add: Sellers / Buyers / Escrow / Lawyers / Referrals / Outside Agents Go to: People page in the deal Click “New” Select Role (or choose “Other Profile” if not listed) ...
Adding an Organization to Loft
👥 Creating & Managing Organizations and People in Loft Loft allows you to create profiles for both individuals and organizations, helping you manage contacts, communication, and deal associations in a structured way. You can also link multiple ...