Loft for Brokers

Get confident on our platform in 30 days or less, or else that first month is on us.

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multiple devices showing user interface of loft for brokers real estate software

Broker Features

Create or Import a Deal in Less Than a Minute

  • Anyone can create a deal from any device
  • Attach, sync, or email forward documents direct to deals
  • Instant access to update, review, and communication
  • Set your personal notification preferences
  • View deal progress and activity in real time

Share Deal Data and Documents in No Time

  • Send instructions and documentation direct from the deal
  • Save yourself time by saving templates to use for future communications
  • Send to any party of the transaction or add new people on the fly
  • Track and view all outgoing communication

Make a Comment and Notify People Instantly

  • Comment on or inquire on tasks, documents, or details
  • Keep the office informed on any deal updates
  • Notify people when something needs their attention
  • Track the conversation with a complete history

Create and Manage Teams in Minutes

  • Identify team leaders and members through team management
  • Give team members a default split percentages for faster deal creation
  • View and monitor team performance
  • Sort and view transactions completed by the teams

Review Deals Anywhere
On Your Schedule

  • Review and approve transactions from anywhere, when it works for you
  • Communicate with your office with comments and feedback
  • Access the complete history of activity and outgoing communication

Give Agents Access to Payroll and Performance Data Anytime

  • Review pending and completed paystubs
  • Get notifications of payouts for pending and completed deals
  • Access live performance reports and statistics
  • View cash flow projections for pending closes
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Agent Features

Access Bank and Credit Card Feeds for Quick Reconciliations

  • All Loft activity posts to Xero with a link back for a quick reference
  • Use payment partners to automate your payments through Xero
  • Xero displays realtime banking transactions to ensure that your bank account is always in balance!

Submit, View, and Share Deal Information

  • Real Estate transaction activity is matched to live bank feeds in Xero for simple reconciliation
  • Commissions earned, deductions taken, and invoices from your Brokerage are automatically posted in your Xero account

All the Reporting You'll Ever Need

  • Profit and loss (P&L)
  • Balance sheets
  • Cashflow
  • Budgets
  • Sales performance and earnings
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Real Estate Brokerages in North America Already Using Loft for Brokers

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