Managing Deal Administrators in Loft47

Easily manage Deal Admin assignments across your brokerage from one central location. The Manage Deal Admins page allows Brokers and Admins to assign Deal Admins to multiple transactions at once, fill in deals with no assigned admin, or reassign deals when an admin is away or responsibilities change.

Grace Truong
9 steps
42 seconds

Loft47

Assign Deal Admin

Go to Brokerage > Click **Deal Admins**

- **Filter deals** by their current assignment, such as deals with **No Admin**. - **Select all or multiple deals** that need to be assigned to the admin or broker. - **Click Assign Admin**

Choose a deal admin from the New Deal Admin dropdown and assign the selected deals to the selected admin or broker.

Replace Deal Admin

Select an admin from the Deal Admin filter.

Select all deals or choose specific deals to reassign from the current admin.

Click Replace Admin to reassign from the current admin to the newly selected admin or broker.\ In this example, we assign those deals from Grace Wan to Lorraine C.

After assigning, click Deal #724-2026-882601058 to view the update.

Go to Deal > People

In this example, you'll see that the deal admin has been successfully reassigned to Lorraine C.

💡**Tip:** Using Manage Deal Admins saves time, reduces repetitive work, and keeps your brokerage's deal assignments accurate and up to date.\ \ When to use it: \ **Unassigned deals:** Quickly assign an admin to multiple deals with no Deal Admin.\ **Admin coverage:** Reassign deals when an admin is away or needs coverage.\ **Changing responsibilities:** Transfer multiple deals from one admin to another without updating each deal individually.