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Connect Your Dotloop Account with Command - KW Answers
Keller Williams now has a partnership with Dotloop that enables you to connect your existing Dotloop account with Command. This connection allows you to create Loops through your Opportunities and to seamlessly pull your completed forms from Dotloop into the corresponding Opportunity, so you can submit for compliance approval.

Create a Loop for an Opportunity - KW Answers
If you create the Loop directly in DotLoop, it will never be able to connect to Command for a seamless experience. To create a Loop for an Opportunity: 1. Log into https://agent.kw.com with your Keller Williams login credentials. 2. Click the Opportunities icon, , on the left sidebar. 3.

Import Loops into Command from Dotloop - KW Answers
To learn how to import Loops into Command from Dotloop, follow the steps below: 1. Log into https://agent.kw.com with your Keller Williams login credentials. 2. Click the Opportunities icon, , on the left sidebar. 3. If you are on a team, click your profile pic, at the top right of the page, and ensure the correct account is selected (team or personal). Team and personal Opportunity Pipelines ...

Dotloop – KW Answers
Dotloop Follow Compliance and Commissions FAQs (Agents): Dotloop Connect Your Dotloop Account with Command Create a Loop for an Opportunity Split a PDF into Multiple Documents in Dotloop Import Loops into Command from Dotloop Download Documents from Dotloop

Connect Your Applications in Command Settings - KW Answers
With Lone Wolf Transact: Command Edition, you will be able to go to Command Settings and create/connect your free Lone Wolf Transact account, and start linking your Opportunities to LW transactions. Dotloop The Dotloop integration is for Command users who already have a paid Dotloop account, who can connect their Dotloop account with Command here.

Command – KW Answers
DocuSign Dotloop Email Updates Earnnest Help! My Opportunities are Missing! Use the Opportunities Global Search Get Started with Opportunities Customize Your Opportunity Pipelines Add/Remove Assignees to/from an Opportunity Create an Opportunity See all 30 articles SmartPlans Designate Agent Assignees for Team SmartPlan Steps (Enhanced/Unlimited)

Split a PDF into Multiple Documents in Command - KW Answers
Although there is a process of splitting a PDF into separate documents for DocuSign and Dotloop, there may be a situation where the document is from neither of those platforms. In that case users can still split a PDF into separate documents, from within Command. To split a pdf into multiple documents in Command: 1.

Get Started with Compliance & Commissions in Command (Agents)
Dotloop 1. Connect Your Dotloop Account with Command, click here. 2. Create a Dotloop Loop for an Opportunity, click here. Document Approval Once your forms are signed and completed, you will pull them into Command and submit to your Market Center, use the resources below to learn how to manage and submit compliance documents for an Opportunity: 1.

Download Documents from Dotloop - KW Answers
1. Log in to your Dotloop account. 2. Once logged in, select the Loop with the documents you want to download. 3. Once you’re viewing the loop, you have two choices: you can export all the ...

Get Started with Documents and Attach Signed Forms to an Opportunity
Whether you are using DocuSign, Dotloop, or another process to manage your forms and get signatures, you will use Command to attach and submit completed compliance documents to your Market Center f...

 

 

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