After you have connected your DotLoop account in Command, you will be able to create Loops for an Opportunity which will create a secure connection that will allow you to pull forms into Command from DotLoop so you can submit for compliance approval.
- To learn how to create and connect your DotLoop with Command, click here.
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You must create your Loops from within the Opportunity in Command. If you create the Loop directly in DotLoop, it will never be able to connect to Command for a seamless experience. |
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon, , on the left sidebar.
3. From the Opportunities Dashboard, click on the phase, where your Opportunity is located, then click on the Opportunity Title.
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4. Click Documents, at the top of the page.
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5. At the top left of the Documents page, click Start a Transaction.
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6. Click Go to Transaction
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7. Enter your Dotloop email and password before clicking Sign In.
8. You will then be directed to the Loop for that Opportunity where you can manage documents.
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