Command and Lone Wolf

1. 1. KW Support Tech Questions

   2. KW Support Live Chat

   3. If you have a short question you can post in our Private Facebook Page, the KW Command Facebook Page, or our private Slack Channel 

   4. Scott Le Roy Training and Resources 

   5. Marty Miller 66 Day Challenge Sheet

   6. KW Connect - Use the magnifying glass to search for different topics 

   7. KW Connect Livestreams

   8. Regional Tech Orientation found on Eventbrite 

1. 1. Command is included in your partnership with Keller Williams Brokerage. This was an added benefit to the office fee which has not changed since including Command. 

      • Contacts

        1. This is your CRM. Your database. Your sphere. 

        2. Enter, manage, and customize your database with simplicity and ease. Create customized tags to send out highly personalized SmartPlans and stay in touch with your database. 

      • Designs

        1. Create personalized marketing materials from scratch or from professionally designed templates. Help your brand stand out by leveraging individualized market data, so that one-to-many marketing becomes one -to-one. 

        2. This works similar to Canva or other marketing design tools

      • SmartPlans

        1. Drag and drop your way to better business by simplifying and automating background tasks. Put your time where the money is by streamlining and automating the kind of tasks that typically keep you away from providing top-of-the-line customer service to clients and selling more real estate. 

      • Opportunities 

        1. Track your pipeline from lead to close. See the road ahead with real-time revenue projections that know where you are in the transaction so you have the best information about your cash flow. 

      • Campaigns

        1. Create an effective campaign that converts across Facebook, Instagram, Google Ads, email, direct mail, and more. 

      • Referrals

        1. Grow and manage your referral business with simplicity and transparency. Tap into one of the largest, most-profitable real estate networks on the planet. Find trusted partners, negotiate, and arrange specifics, keeping your finger on the pulse of every deal.

      • Tasks 

        1. Virtualize your sticky notes. Turn your to-do list into action items by creating contact-specific tasks that track across Command. Keep it simple and streamlined by inputting your tasks, links, and relevant documents where you perform your operations. 

1. 2. Command is constantly being updated. Keller Williams is taking the feedback from their agents and fixing bugs as they pop up, as well as adding new features according to suggestions from users. 

      • Suggest a new feature through LABS 

        • Click on the small question mark next to your name in the Command dashboard. Here you can chat with support or post an idea to LABS. 

        • Vote on new ideas at ideas.kw.com 

   3. The Wilmington Office uses Command exclusively to pay agents and process commissions. A commission request must be sent through Command in order for a settlement check to be made or a commission check to be processed. 

1. Log into Command

2. Go to your Opportunities 

3. Choose the appropriate opportunity

4. Go to the documents tab in the opportunity

5. Make sure you choose the correct checklist (state, buyer, seller, etc.) 

6. Named fields will appear in Listed, Under Contract, and Closed Folders. 

7. The required documents in these folders are part of your required compliance. These will be reviewed by the compliance officer and KW Wilmington administration. 

Yes, here is the link to their contact page to get in touch with their support. 

• Docusign Room = Lone Wolf Trasaction

• Docusign Envelope = Lone Wolf Signing

• Docusign People = Lone Wolf Parties

Use Scott Le Roy Marketing to set up your technology. If you did not use Scott Le Roy, here are the steps to set up Lone Wolf yourself. 

In order to connect Lone Wolf and get the correct forms, follow these steps.

1. Log into Command from My KW

2. Click on your name in the top right corner. Go to Settings.

3. Click Connect Account next to Lone Wolf

4. Follow the prompts to set up your account

Scott Le Roy can also help set this up for you. You can fill out one of their questionnaires when you sign on or use their current agent questionnaire. You can also email support@scottleroymarketing.com and they would be happy to help you. 

There is currently no way to recover a deleted Signing or signed documents that have been deleted in LWTCE. A deleted document may be found in your email, where completed Signings will be sent; if emails have been deleted, reach out to support@lwolf.com.

1. 1. Lone Wolf integrates with Opportunities in Command. Lone Wolf is a secure, digital work space where we can store documents and get forms signed. We can then pull those forms seamlessly into Command for compliance purposes. 

   2. Each Lone Wolf Transaction must be created from within an Opportunity in Command, which establishes a secure connection and keeps our data protected. 

While Transact does not have an app, Transact was built with a "mobile-first" design so Agents can manage transactions from anywhere, any time, and on any device. Lone Wolf is aware that this is a huge ask for KW agents; please let them know that you want to see this capability!

A template is a pre-set envelope with specific documents, pre-set recipient roles, and fields. Templates help streamline the sending process during a transaction when you frequently send the same or similar documents. 

• Create a Template

Lone Wolf has a Lone Wolf Community with topics and discussions 

Yes! Follow the instructions in this Answers article:

https://answers.kw.com/hc/en-us/articles/48891055092499-Create-Connect-Your-Lone-Wolf-Transact-Account-in-Command-Labs-Participants-Only

Yes - Dotloop functionality in Opportunities will remain the same.