| A | B | C | D | E | F | |
|---|---|---|---|---|---|---|
1 | Self Service Implementation Training Resource Checklist | ** Please copy the whol3 spreadsheet and paste into your own spreadsheet. | ||||
2 | Brokerage Name | Trainer: | Loft ID | Live Date | Working with | Client Notes |
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4 | Loft47 Golden rules for success! | |||||
5 | When you use Loft47 in conjunction with either QuickBooks Online or Xero, ALL accounting entries will come from your Loft47 deal deposits / transfers and payout - you should NEVER have to create an accounting entry directly in QBO or Xero | |||||
6 | If a deal deposit or payout has been incorrectly created in Loft47 and sent to QBO or Xero NEVER change and NEVER delete the entry in QBO or Xero, correct the entry in Loft47, and the correcting entries will be sent to QBO or Xero | |||||
7 | When using ad hoc support questions (chargable item) Include enough information for our staff to answer your question (what the question is, the address of the deal or name of the agent or deduction the question is about) - that info helps us answer FAST! | |||||
8 | ||||||
9 | Self Serve Activities prior to one-on-one meeting | You are UP! Remember, this is YOUR spreadsheet now | ||||
10 | Loft47 training for units 1, 2 & 3 | https://learn.realtycafe.com/Loft47-Training-bundle | Sent - client must complete prior to one-on-one training | |||
11 | Orientation training links for Xero - head here! | https://ginerisltd.com/xero-for-loft47-users/ | For brokerage using Xero.com accounting program | |||
12 | Import or load your chart of accounts | See onboarding email for preformatted QBO and Xero chart of accounts | ||||
13 | Enter Agent Profiles | https://support.loft47.com/portal/en/kb/articles/adding-an-agent | ||||
14 | Add Orgs to Agent Profiles - prior to 1st sync | https://support.loft47.com/portal/en/kb/articles/profile-and-organization | If this is confusing you, we'll do it together in the one-on-one | |||
15 | ||||||
16 | Loft47 implementation - your one-on-one meeting | Links / resources | Completed | Notes/Follow up | Extra notes | |
17 | Onboarding Zoho email sent | Loft staff will send this to you - keep it handy! | ||||
18 | Spin up instance of Loft47 | Loft staff will do this | ||||
19 | Create the Broker / Admin profile & invite | Loft staff will do this | ||||
20 | Accept QBO or Xero invitation | See the onboarding email | ||||
21 | Complete App configuration | Loft staff will do this | ||||
22 | Connect to QBO or Xero (with client) | We'll do this together | ||||
23 | Set up Deduction templates | https://support.loft47.com/portal/en/kb/articles/deductions101 | ||||
24 | ||||||
25 | Self onboarding training resources - section 1 - do this AFTER the one-on-one | Completed | Notes/Follow up | |||
26 | Loft47 program menu overview and navigation | (see online training unit 1) | ||||
27 | Accounting integration review | https://support.loft47.com/portal/en/kb/articles/how-real-estate-transactions-work | ||||
28 | Integrate transaction mgmt (dl/ss/dtr) | https://support.loft47.com/portal/en/kb/search/integrations | ||||
29 | Adding your Agents / Staff | https://support.loft47.com/portal/en/kb/articles/adding-an-agent | see online training unit 1 & 2 | |||
30 | Team set up | https://support.loft47.com/portal/en/kb/articles/teams-and-team-deductions#Creating_a_team | ||||
31 | Set up & assign agent deal deduction fees | https://support.loft47.com/portal/en/kb/articles/adding-deduction-fees-to-agents-profiles-and-overriding-levels | ||||
32 | Workflow & use of bank accounts | https://support.loft47.com/portal/en/kb/search/mapping | ||||
33 | Trust sub ledger (if applicable) | https://support.loft47.com/portal/en/kb/articles/best-practices-for-month-end-bank-and-subledger-reconciliations | ||||
34 | Payload Integration | https://support.loft47.com/portal/en/kb/search/payload | Optional - you decide | |||
35 | Zumrails Integration | coming soon! | Optional - you decide | |||
36 | Entering deals | https://support.loft47.com/portal/en/kb/articles/how-to-create-a-new-deal-as-an-admin | ||||
37 | Loft47 Help documentation & Support | https://support.loft47.com/portal/en/kb/loft-technologies | Need help? This is our knowledgebase | |||
38 | (internal - update Zoho) | |||||
39 | ||||||
40 | Self onboarding training resources - section 2 | Completed | Notes/Follow up | |||
41 | Deal entry & deductions review | https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts | ||||
42 | Dashboard review | https://support.loft47.com/portal/en/kb/articles/brokerage-dashboard | ||||
43 | Trust Sub ledger review (if applicable) | https://support.loft47.com/portal/en/kb/articles/reporting-in-loft | ||||
44 | Email templates / CDA / Sharing | https://support.loft47.com/portal/en/kb/articles/your-definitive-guide-to-email-templates | Instructions for communicating deal info | |||
45 | Deal workflow for approvals | https://support.loft47.com/portal/en/kb/articles/sending-deals-for-brokerage-review | ||||
46 | Closing & Payout of Deals | https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts | ||||
47 | Tweak settings if required | https://support.loft47.com/portal/en/kb/articles/deductions101 | ||||
48 | QBO / Xero posting - P&L / Balance sheet review | https://support.loft47.com/portal/en/kb/articles/how-real-estate-transactions-work | ||||
49 | Loft47 Performance & Income Reporting | https://support.loft47.com/portal/en/kb/articles/reporting-in-loft | ||||
50 | ||||||
51 | Self onboarding training resources - section 3 | Completed | Notes/Follow up | |||
52 | Go LIVE!! | https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts | ||||
53 | Deal entry & deductions review | https://support.loft47.com/portal/en/kb/articles/managing-deductions#For_an_agent_or_broker | ||||
54 | Trust Sub ledger review (if applicable) | https://support.loft47.com/portal/en/kb/articles/reporting-in-loft | ||||
55 | Closing & Payout of Deals | https://support.loft47.com/portal/en/kb/articles/end-to-end-payouts | ||||
56 | Accounting posting review | https://support.loft47.com/portal/en/kb/search/journal%20entries | ||||
57 | ||||||
58 | Self onboarding training resources - section 4 | Completed | Notes/Follow up | |||
59 | Q&A for deal entry | |||||
60 | Q&A for Agent profiles | https://support.loft47.com/portal/en/kb/articles/the-anatomy-of | ||||
61 | YTD Commission / Deduction adjustment review | https://support.loft47.com/portal/en/kb/articles/entering-y-t-d-commissions-and-deductions-for-mid-year-conversions | ||||
62 | Agent orientation (if applicable) | https://support.loft47.com/portal/en/kb/articles/introducing-agents-to-loft47 | ||||
63 | Agent orientation (when inviting) | https://support.loft47.com/portal/en/kb/articles/agent-orientation#Single_Sign_On | ||||
64 | Accounting posting / P&L / Balance sheet review | https://support.loft47.com/portal/en/kb/search/journal%20entries | ||||
65 | Loft47 Performance & Income Reporting | https://support.loft47.com/portal/en/kb/articles/weekly-pulse-check-how-to-validate-your-reports-data | ||||
66 | Support handoff / live chat | support@loft47.com | ||||
67 | Franchise reporting (if applicable) | https://support.loft47.com/portal/en/kb/search/franchise | ||||
68 | ||||||
69 | Resources | Completed | Notes/Follow up | |||
70 | LoftTV | https://www.youtube.com/channel/UCAxiyF9KuDDFRYC8CIx9zQg | Increase your confidence in using the app! | |||
71 | Loft47 Knowledgebase | https://support.loft47.com/portal/en/kb/loft-technologies | Increase your confidence in using the app! | |||
72 | Loft47 Online Training | https://learn.realtycafe.com/Loft47-Training-bundle | Required training & use for cross training! | |||
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