Manage Your Profile

Learn how to **manage your Loft47 profile**, update your information, notifications and settings, and access performance reports available from your profile.

Grace Truong
19 steps
2 minutes

Loft47

After logging in to Loft47: - Click the **arrow ⬇️ beside your name** in the top-right corner, then select **Settings** to access your profile and settings. - Click **Sign Out** to log out of Loft47. - Click the **❓** to access our **Knowledge Base and Help Articles**. - Click the **🔔** to view your **in-app notifications**.

Account Settings & Notifications

Click **Settings** to access your profile and settings: 1. **Account settings** 2. **Google Drive Integration Settings** 3. **Deal Summary Toggle** 4. **Receive Weekly Pulse Check** 5. **Notification Settings**

Click the Reset Password button to change your login email & password in-app

Connect your **Google Account** to integrate it with Loft47.\ For more information, see **Learn [Google Integration](https://support.loft47.com/portal/en/kb/articles/google)**[.](https://support.loft47.com/portal/en/kb/articles/google)

Click **Always Show Deal Summary** to enable or disable the **Deal Summary** section on your deals. You can also turn the Deal Summary view on or off within a deal by clicking the **arrow** beside the Property Address.

**Notification Settings:**\ \ Customize how you receive notifications for activities in a Deal, such as a **new Deal, listing submission, or Deal comment**. Choose the notification method that works best for you so you can stay up to date and avoid missing important activity. You can choose from: - **In-App Notification** 🔔 – Receive notifications in Loft47 through the **bell icon** when activity occurs. - **Email Immediately** 📧 – Receive an email as soon as the selected activity occurs. - **Daily Summary Email** 📋 – Receive one email summarizing Deal activity for the day. - **Webhook** – Send notifications to a connected system when supported.\ \ Select the notifications you want to receive and customize them to fit your daily workflow.

Profile Overview

Click **My Profile** → **View History** to view your profile activity history.

Click **Edit** to update profile details such as **name, email, birthday, address, and phone number**.

The **Profile Edit** section also includes options that **Admins/Brokers can manage for agents**, such as: - **Create a Deal** – Allows an agent to create Deals. - **Allow Tax Filing** – Allows an agent to access their **T4A or 1099** tax documents.

Click **Save** to apply your profile updates.

In **Profile → Tax Return**, you’ll see **Download T4A or 1099** when this option has been enabled by an **Admin/Broker**.

Expand the **Year To Dates** section to view your **year-to-date financial summary**.

Select a **date range** to view your **year-to-date summary and deductions**.

Reports and Payload Transactions

Click **Payload Settings** to add your **bank account** for receiving payments and billing through Payload. \ For privacy and security, **agents manage their own bank account information in their own profiles**.

Click **Transactions** to view your **transactions processed through Payload**.

Click "Download" to download the report.

Click **Performance Report** to view or download your report.

Click **Detailed Earnings Report** to view or download your **earnings details**.

Profile Documents

Click **Documents** → **Upload File** to add documents to your profile. **Admins/Brokers** can also upload agent-related documents, such as **contracts, agreements, licensing copies, or other profile documents**.