People
Managing Contacts in Loft47
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
🎥 Prefer a quick video? Watch: [Merge Contacts]
Adding People to Loft47
🎥 Prefer a quick video? Watch: [Adding People to Loft47]
Adding an agent
🎥 Prefer a quick video? Watch: [Adding New Agents to Loft47]
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 ...
Adding People to a Deal
🎥 Prefer a quick video? Watch [Adding People to a Deal]
Adding an Organization to Loft47
🎥 Prefer a quick video? Watch: [Adding Organizations to Loft47]