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
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
Connect Your Applications in Command Settings - KW Answers The Dotloop integration is for Command users who already have a paid Dotloop account, who can connect their Dotloop account with Command here 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
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
Import Loops into Command from Dotloop - KW Answers The Dotloop import process is intended to help you transition your Loops to Command, so you can start managing and submitting documents to your Market Center through Command Import your completed active Loops into Command, then going forward, you can create your new Loops from within Command (if you are going to continue using Dotloop with Command) Click here to learn how to connect your
Request and or Grant Access to a Dotloop Loop (Teams) This will allow the team member to access the Loop through their personal Dotloop account, and to bring completed documents into the Command Compliance Checklist, from the Loop To learn how to request and or grant access to a Dotloop Loop: Request Access In this section, the person who needs access will request access through Command: 1
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