Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
A transaction tracks a deal from contract to close — its parties, dates, financials, and documents. You can add one by hand or claim it from your MLS; this article covers adding one manually.
Opening the Add Transaction Dialog
- In the left menu, go to Sales → Transactions.
- Click Actions in the top-right corner.
- Click Manually Add.
Completing the Transaction
The ADD TRANSACTION dialog starts with the essentials, and expands into a full Details View with:
- Basic Info — including GCI, splits, and a payment summary.
- Dates — key milestones for the deal.
- Property — the property under contract.
- Contacts — the parties involved.
- Send Introduction Email on Assignment — optionally notify contacts when they're added.
Note: To pull a deal from your MLS instead of entering it by hand, use Actions → Add From MLS, which opens the Unclaimed MLS Transactions drawer.
Tip: Fill in the key dates so the transaction's deadlines flow onto your calendar and tasks.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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