Adding BUYER and SELLER to Loft47

Loft47 uses the **Buyer/Seller** contact type to identify clients involved in transactions and help ensure agents only access appropriate client records. This guide shows you how to add Buyer and Seller contacts directly from a deal or through "Brokerage > People", so they can be selected on deals.

Grace Truong
24 steps
2 minutes

Loft47

**Create the contact directly from Deal > People** when adding them to a deal.\ Go to **Deals**

Find and open the deal you’re working on.

Click "People"

Click "New"

Click "**create a new profile**"

Select **Role**

We are adding one Seller in this example. \ Select "**Seller**"

Under Type, if a contact is added as a Buyer or Seller, the system will automatically mark the **contact type as Buyer or Seller.**

Add "**Profile Name**"

Add client's "Email" if any and Complete any additional contact information.

Click "**Save**"

The contact will now appear under **Deal > People** and be available to select as a Buyer or Seller on other deals.

**Add a Buyer/Seller Contact from Brokerage > People if** If you want to create the contact before adding them to a deal.

Go to **Brokerage > People**.

Click "**New**"

Under Type, select **BUYER/SELLER**.

Enter the **Profile Name**.

Complete the remaining contact details, such as email and client's address.

Click "**Save**"

Once created, return to the Deal and add the new contact under **Deal > People**, assigning them as the Buyer or Seller.

Search for the contact you just added under **Brokerage > People**.

For example, we added **Joseph Twen** under **Brokerage > People** earlier. Now, select his profile to add him to the deal.

Assign the contact a **Buyer** or **Seller** role on the deal.

Click "**Save**"

💡 **Tips to Remember** - ✅ A contact must have the **Buyer/Seller** contact type before they can be assigned as a Buyer or Seller on a deal. - 🔄 To avoid duplicates, update an existing contact’s type to **Buyer/Seller** instead of creating a new contact if needed. - ⚠️ Contacts with other types, such as **Agent** or **Lawyer**, cannot be converted to Buyer/Seller because these roles serve different purposes in Loft47. - 🔗 Contacts created as buyers or sellers through integrations, such as **Dotloop, Rechat** or **SkySlope**, are automatically created as **Buyer/Seller** profiles. **🔒 Why are Buyer/Seller contact types important?** Buyer/Seller contact types work with your brokerage’s **Agents Can See** settings to control which client records agents can access. This helps ensure agents only see the clients they’re permitted to access. For more details, see [Agent Access & Permissions – Agents Can See](https://support.loft47.com/portal/en/kb/articles/agent-access-permissions-guide-brokerage-settings#2_Contact_Visibility_Agent_Can_Only_See).

Adding BUYER and SELLER to Loft47

Grace Truong
24 steps
2 minutes

Loft47

**Create the contact directly from Deal > People** when adding them to a deal.\ Go to **Deals**

Find and open the deal you’re working on.

Click "People"

Click "New"

Click "**create a new profile**"

Select **Role**

We are adding one Seller in this example. \ Select "**Seller**"

Under Type, if a contact is added as a Buyer or Seller, the system will automatically mark the **contact type as Buyer or Seller.**

Add "**Profile Name**"

Add client's "Email" if any and Complete any additional contact information.

Click "**Save**"

The contact will now appear under **Deal > People** and be available to select as a Buyer or Seller on other deals.

**Add a Buyer/Seller Contact from Brokerage > People if** If you want to create the contact before adding them to a deal.

Go to **Brokerage > People**.

Click "**New**"

Under Type, select **BUYER/SELLER**.

Enter the **Profile Name**.

Complete the remaining contact details, such as email and client's address.

Click "**Save**"

Once created, return to the Deal and add the new contact under **Deal > People**, assigning them as the Buyer or Seller.

Search for the contact you just added under **Brokerage > People**.

For example, we added **Joseph Twen** under **Brokerage > People** earlier. Now, select his profile to add him to the deal.

Assign the contact a **Buyer** or **Seller** role on the deal.

Click "**Save**"