How to Add a Second Buyer to a Buyer Profile in Loop

Introduction

In some cases, a buyer may initially register alone, but later, you find out they are purchasing with a partner, friend, or family member. This guide explains how to add a second buyer to an existing buyer profile in Loop.

Finding the Buyer Profile

1. Open Loop and search for the buyer in the system.
2. Locate the applicant’s card, where you will see their current details.
3. Ensure you are in the buyer profile section, not the seller profile.

Adding the Second Buyer

1. Under the People Record section, you will find an Add New option.
2. Click Add New to begin adding the second buyer.
3. Enter the following details:
   • Name
   • Contact details
   • Email address (if applicable)
   • Address (optional)
   • Communication preferences
4. At the top, click Add Person to ensure the second buyer is successfully added.

Saving the Profile

• After entering the necessary information, click Save.
• Be sure to use the Add Person button first before saving, as the Save button at the top is only for the addressee details.

Support

If you need further assistance, contact Luke and the support team at [email protected].