How to Add a Deal to Loft

Learn how to efficiently upload and process deal documents using automated AI tools. This guide will walk you through managing your deal requirements, updating MLS details, and organizing information within the Loft47 platform.

11 steps
4 minutes

Loft47

Deal Creation

Click "New Deal" in the sidebar navigation.

Click "Generate using AI"

Upload the PDF contract to generate the deal data via AI.

Click "Save"

Deal Management

Then it will take you to the "Deals" list page, on the top right you can see the deal is being generated.

Once the deal loads it will be added to the "deals" section. Click the deal from the list to view its details.

The AI will automatically pull most of the details from the purchase contract.

The only thing you'll need to add is the "MLS Number" and then "save" the changes.

Requirements and Documentation

Next you'll select the "Requirements" tab from the left-hand menu.

Assign the purchase contract to the "purchase contract" requirement.

After you've added all documentation that is needed, if you know the lawyers names you can hit "People" tab from the left-hand menu and add the lawyers.