Agent profiles have fields allowing personal names and organization names. This is helpful because some individuals prefer to have payments made out to their legal entity.

You have the option in Loft to select the payee name as an Agent's personal name or their organization name under, 'Payable Name'. 

Go to your Brokerage Name → People → Filter by Profile Type/Name/Email → Save

Now, any payments posted in Xero will be paid out to the Agent's organization name. 

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