Forecast cash flow for your office. Project income from fees, project commissions, ends & sales volume.
Automatically calculate and apply Agent & Team fees. Customize caps per agent to roll over on anniversary date, or calendar year.
Loft47 auto-generates all deal accounting entries to Xero and QuickBooks Online. Loft manages deposits, bank transfers & commission payouts to keep your brokerage in compliance.
Using integrations with dotloop, DocuSign Rooms or SkySlope provides keyless data processing. Loft built integrations are reliable, fast & eliminate any need for duplicate data entry.
By deal Trust and Commission account balance tracking. Utilize our Subledger report, balance your bank and liability accounts to ensure you’re always in compliance.
Accounting integrations with Xero and QBO (coming soon!) offer a variety of time saving integrations to get your Agents paid quickly and digitally including Routable, Veem, Bill.com and more.
Use branded & customizable templates to generate commission disbursement instructions. Send and attach information & documents from any deal.
Communicate directly with agents, admins, and Brokers from within any deal. Configure notifications to stay up to speed. Review & Approval workflows are available on each deal.
Store Agent info such as start date, address, birthday, commission plans, & more. Agents self-serve their 1099 / T4As, commission payout details, YTD info & future income projections
All reporting is filter based & exportable. Reports can be generated for any date range, based on Closed or Pending transactions, based on Agent, Teams, Offices or across the Brokerage as a whole.
Add as many offices, staff, consultants, auditors and vendors as you need to help you manage your Brokerage, for no additional fees.
Loft displays each Agent’s current A/R balance from Xero / QBO. Deduct outstanding A/R balance from commissions while paying out the deals.
Generate 1099/T4A information and publish them to the Agent’s self serve portal. File for both Agents and vendors using our 1099 tax portal partnership site.
Create your own checklists and task requirements for listings and deals and keep your documents and work flow well organized within your deal and listing modules.
Keep all your deals and listings documents in app with unlimited document storage for deals & listings. No more paper filing, no more lost documents!
We do the heavy lifting, assisting with setup data migration, integrations, up to 4 one-on-one training meetings. Ongoing weekly webinars and self paced learning courses. Ongoing technical support is unlimited, provided via in-app chat.
We do the heavy lifting to migrate your setup data from your previous platform. Setup fees are one time only and include setup data migration, integration set up/training, unlimited setup & training webinars for your team, access to our knowledge base, and up to 4 one on one meetings with our experts.
Your monthly licensing fee includes technical support available by live chat, email, and a live answered 800 number from 9:00AM to 9:00PM EST.