Welcome to Loft47: Your Quick Guide to the Platform

New to Loft47? This quick overview will help you understand what Loft47 does, how it fits into your brokerage's real estate workflow, and where to find the main tools you need. You'll get a high-level tour of the Dashboard, Profile, Deals, Listings, Buyer Agreements, Brokerage, Integrations, and Reports. This is an orientation, not a step-by-step training lesson. Once you're familiar with the basics, use the detailed training lessons to learn specific tasks and workflows.

Grace Truong
21 steps
3 minutes

Loft47

Click "Deals Requiring Attention"

**How Loft47 Fits Into Your Workflow** Loft47 brings the different parts of your brokerage's back-office workflow together.

Your role determines which areas you'll use and what you can access.\ Now let's take a quick tour of the main areas you'll see in Loft47.

Click "Deals Requiring Attention"

**Want to learn more?**\ Check out the **\[[Dashboard & Daily Workflow](https://support.loft47.com/portal/en/kb/articles/brokerage-dashboard)\]** lesson for a detailed walkthrough.

**Next: "My Profile"**\ \ Your **Profile** is where you manage information and settings related to your own Loft47 account.

Click "Performance Report"

**Want to learn more?**\ Check out the **\[[Manage Your Profile\]](https://scribehow.com/embed-preview/Manage_Your_Profile__zfqHCllpSympalNd0Sicag?as=video&size=flexible&voice=marin&scaleMode=cover)**[ ](https://scribehow.com/embed-preview/Manage_Your_Profile__zfqHCllpSympalNd0Sicag?as=video&size=flexible&voice=marin&scaleMode=cover)lesson for a detailed walkthrough.

Click "Deals"

**Want to learn more?**\ Check out the **\[[New Deal](https://support.loft47.com/portal/en/kb/articles/how-to-create-a-new-deal-as-an-admin)\]** lesson for a detailed walkthrough.\ \ Check out the **\[[Dotloop Importing Deal ](https://scribehow.com/embed-preview/How_To_Create_And_Sync_Dotloop_Transactions_To_Loft47__f2Wn01TMQ5e7tnjGun8WOA?as=video&size=flexible&voice=marin&scaleMode=cover)\]** lesson for a detailed walkthrough. \ Check out the **\[[SkySlope Importing Deal](https://support.loft47.com/portal/en/kb/articles/how-loft-works-with-skyslope-1)\]** lesson for a detailed walkthrough.

**Next: "Deals"**

Click "List"

Click "9955 OXFORD STREET, BURNABY, BC, CANRecalculated 6 hours agoCreated ShareAdd tag Shared Deal"

**Want to learn more?**\ Check out the **\[[\[End to End Payout](https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts)\]** lesson for a detailed walkthrough for deal lifecycle.

Click "Listings"

**Listings** is where you manage the listing workflow. You may use it to enter listing information, manage documents and requirements, and submit listings for approval. Listings can be **linked to Deals**, so you can move between the listing and its transaction. **Listing = the listing workflow.\ Deal = the transaction workflow.**

**Want to learn more?**\ Check out the[**\[Create & Manage Listing\]**](https://scribehow.com/embed-preview/Create_and_Manage_a_Listing__cbFcxB8IREa4InVhgc495A?as=video&size=flexible&voice=marin&scaleMode=cover) lesson for a detailed walkthrough.

Click "Buyers Agreements"

Click "New"

**Want to learn more?**\ Check out the[\[Buyers Agreements\]](https://scribehow.com/embed-preview/Creating_and_Managing_a_Buyer_Agreement_in_Loft47__t-Tl8fy-Rs6ZJPmqb3HzKw?as=video&size=flexible&voice=marin&scaleMode=cover) lesson for a detailed walkthrough.

**Next: "Brokerage"**\ \ **Brokerage** is where Admins or Broker configure how Loft47 works for your organization.

Click here.

**Want to learn more?**\ Check out the[\[Brokerage Setup\]](https://scribehow.com/o/lX9XmoDRQ2-QQGwgHMHq6w/viewer/Brokerage_Setup__yjgV81nxSguq7pBpoRtskg) lesson for a detailed walkthrough.

**Next: "Integrations"**\ \ **Integrations** connect Loft47 with other systems your brokerage uses.

Depending on your setup, this may include: **• [QuickBooks Online](https://support.loft47.com/portal/en/kb/articles/quickbook) • [Xero](https://support.loft47.com/portal/en/kb/articles/new-xero-api-settings)** \ **• [Dotloop](https://support.loft47.com/portal/en/kb/articles/how-loft-works-with-dotloop) • [SkySlope](https://support.loft47.com/portal/en/kb/articles/how-loft-works-with-skyslope-1) • [Rechat](https://support.loft47.com/portal/en/kb/articles/rechat-integration) • [Docusign Rooms](https://support.loft47.com/portal/en/kb/articles/how-docusign-rooms-works-with-loft)** \ **• [Payload](https://support.loft47.com/portal/en/kb/articles/payload)** \ **• [FRS](https://support.loft47.com/portal/en/kb/articles/frs-integration)** \ **• [Google Drive](https://support.loft47.com/portal/en/kb/articles/google#Setup_Integration)** \ **• [iFranchise](https://support.loft47.com/portal/en/kb/articles/ifranchise-1st-time-set-up)** \ **• [Google Data Studio](https://support.loft47.com/portal/en/kb/articles/loftpro-gds)** and other supported systems. **Integrations help connect your systems and reduce duplicate work.**

**Want to learn more?**\ Check out the[**\[Integration\]**](https://support.loft47.com/portal/en/kb/search/integration) lesson for a detailed walkthrough.

**Next: "Reports"**\ \ **Reports** help you review and export information from Loft47.

Loft47 includes **14 reports** covering areas such as Deals & Commissions, Agents Earning & Deductions, Financial information, Performance, and Brokerage Production and Income information. **iFranchise reporting** is also available where applicable. **Use Reports when you need to find, review, or export brokerage information.**

**Want to learn more?**\ Check out the[**Reports\]**](https://support.loft47.com/portal/en/kb/articles/reporting-in-loft) lesson for a detailed walkthrough.

**You now have the basic map of Loft47:** - **Dashboard** → What do I need to do today, and what are the insights? - **Profile** → What’s related to me? - **New Deal** → How does a transaction enter Loft47? - **Deals** → Where do I manage transactions? - **Listings** → Where do I manage listings? - **Buyers Agreements** → Where do I manage buyers agreements? - **Brokerage** → How is my brokerage configured? - **Integrations** → What connects to Loft47? - **Reports** → What can I learn from my data? Your onboarding training expert and lessons will take you deeper into each area and show you how to complete specific tasks step by step. > **Now that you know where everything is, you're ready to start exploring Loft47 and putting it into practice.**

Welcome to Loft47: Your Quick Guide to the Platform

Grace Truong
21 steps
3 minutes

Loft47

Click "Deals Requiring Attention"

**How Loft47 Fits Into Your Workflow** Loft47 brings the different parts of your brokerage's back-office workflow together.

Your role determines which areas you'll use and what you can access.\ Now let's take a quick tour of the main areas you'll see in Loft47.

Click "Deals Requiring Attention"

**Want to learn more?**\ Check out the **\[[Dashboard & Daily Workflow](https://support.loft47.com/portal/en/kb/articles/brokerage-dashboard)\]** lesson for a detailed walkthrough.

**Next: "My Profile"**\ \ Your **Profile** is where you manage information and settings related to your own Loft47 account.

Click "Performance Report"

Click "Deals"

**Next: "Deals"**

Click "List"

Click "9955 OXFORD STREET, BURNABY, BC, CANRecalculated 6 hours agoCreated ShareAdd tag Shared Deal"

**Want to learn more?**\ Check out the **\[[\[End to End Payout](https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts)\]** lesson for a detailed walkthrough for deal lifecycle.

Click "Listings"

Click "Buyers Agreements"

Click "New"

**Next: "Brokerage"**\ \ **Brokerage** is where Admins or Broker configure how Loft47 works for your organization.

Click here.

**Want to learn more?**\ Check out the[\[Brokerage Setup\]](https://scribehow.com/o/lX9XmoDRQ2-QQGwgHMHq6w/viewer/Brokerage_Setup__yjgV81nxSguq7pBpoRtskg) lesson for a detailed walkthrough.

**Next: "Integrations"**\ \ **Integrations** connect Loft47 with other systems your brokerage uses.

**Want to learn more?**\ Check out the[**\[Integration\]**](https://support.loft47.com/portal/en/kb/search/integration) lesson for a detailed walkthrough.

**Next: "Reports"**\ \ **Reports** help you review and export information from Loft47.

**Want to learn more?**\ Check out the[**Reports\]**](https://support.loft47.com/portal/en/kb/articles/reporting-in-loft) lesson for a detailed walkthrough.