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 in Loft47
To improve privacy and ensure agents only have access to appropriate client records, Loft47 uses Buyer/Seller contact types to identify client contacts who are involved in transactions. A contact must have the Buyer/Seller contact type before they ...
Merge Contacts
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 ...
Adding an agent
You have two ways to add an agent to your brokerage. Add an agent from the Brokerage's People 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 ...
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 ...