Adding an Organization to Loft47

In this guide, you'll learn how to create a new organization from **Brokerage > People** or add one directly from a deal. You'll also learn how to associate multiple contacts with the same organization, such as outside agents with a brokerage or lawyers with a law firm.

Grace Truong
28 steps
3 minutes

Loft47

Add an Organization from Brokerage > People

Go to Brokerage > People

Click "New"

Select "Profile Type"

Select "Organization"

Enter the Organization Name

Enter its email address

Complete all related profile information, including phone numbers and addresses.

Click "Save"

Once saved, you can find the profile under Brokerage > People by filtering by Organization.

Assign Contact to the Organization

Click **New** to create a contact and assign them to the organization. In this example, we'll create John Mitchell and assign him as the contact for Loyalty Law Firm.

Select "Contact" as the new profile type.

Enter the contact name.

In the Organization field, search for Loyalty Law Firm and select it.

Select Loyalty Law Firm.

Select the Organization Name as the Payable Name. \ In this example, John Mitchell’s Payable Name is Loyalty Law Firm.

Complete all related profile information, including phone numbers and addresses.

Click "Save"

Add an Organization from a Deal

Go to Deal > "People"

Click "New"

Click "create a new profile"

Select the Role. In this example, we’re adding a new **Outside Broker** directly from within the deal.

Click type as "Organization"

Enter the Outside Brokerage's name in "Profile Name" field.

Click the outside brokerage's "Email" address.

Complete all related information for the Organization.

Click the "City" field.

Click "Save"

**💡Tip!** \ You can assign **multiple contacts to one organization**, such as several outside agents as contacts to their brokerage, multiple contacts to a title company, or multiple lawyers to the same law firm.\ \ **Related Guides** - How to Add People to a Deal: [Adding People to a Deal](https://support.loft47.com/portal/en/kb/articles/adding-people-to-a-deal) - How to Add Buyers and Sellers in Loft47: [Adding Buyer/Seller in Loft47](https://support.loft47.com/portal/en/kb/articles/adding-buyer-seller)

**🎉 That’s it!** You now know how to create a new organization from Brokerage > People or add one on the fly directly from a deal.

Adding an Organization to Loft47

Grace Truong
28 steps
3 minutes

Loft47

Add an Organization from Brokerage > People

Go to Brokerage > People

Click "New"

Select "Profile Type"

Select "Organization"

Enter the Organization Name

Enter its email address

Complete all related profile information, including phone numbers and addresses.

Click "Save"

Once saved, you can find the profile under Brokerage > People by filtering by Organization.

Assign Contact to the Organization

Click **New** to create a contact and assign them to the organization. In this example, we'll create John Mitchell and assign him as the contact for Loyalty Law Firm.

Select "Contact" as the new profile type.

Enter the contact name.

In the Organization field, search for Loyalty Law Firm and select it.

Select Loyalty Law Firm.

Select the Organization Name as the Payable Name. \ In this example, John Mitchell’s Payable Name is Loyalty Law Firm.

Complete all related profile information, including phone numbers and addresses.

Click "Save"

Add an Organization from a Deal

Go to Deal > "People"

Click "New"

Click "create a new profile"

Select the Role. In this example, we’re adding a new **Outside Broker** directly from within the deal.

Click type as "Organization"

Enter the Outside Brokerage's name in "Profile Name" field.

Click the outside brokerage's "Email" address.

Complete all related information for the Organization.

Click the "City" field.

Click "Save"

**🎉 That’s it!** You now know how to create a new organization from Brokerage > People or add one on the fly directly from a deal.