Connecting the Dots: An expanding network of risk and opportunity
Connecting an Opportunity to Dotloop 1
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Connecting an Opportunity to Dotloop 1 Log in to Command Navigate to agent.kw.com Log on with KW log in credientials Forgot password issues, click on “Forgot password” Not sure what of KW user name is? Email [email protected]
Transcript of Connecting an Opportunity to Dotloop 1
Connecting an Opportunity to
Dotloop
1 Log in to Command
Navigate to agent.kw.com
Log on with KW log in credientials
Forgot password issues, click on “Forgot password”
Not sure what of KW user name is? Email [email protected]
Connecting an Opportunity to
Dotloop
2 Click on opportunities app
Connecting an Opportunity to
Dotloop
3 Click on Create Opportunity
Connecting an Opportunity to
Dotloop
4 Insert clients names (they should already have been entered in the contacts app)
Connecting an Opportunity to
Dotloop
5 Fill in any additional information and select stage/phase to create opportunity in and click on create opportunity
Connecting an Opportunity to
Dotloop
6 Click on Documents in Opportunity Detail Page
Connecting an Opportunity to
Dotloop
7 Click on start a transaction
Connecting an Opportunity to
Dotloop
8 Select Dotloop (if you are using DocuSign see DocuSign tutorial)
Connecting an Opportunity to
Dotloop
9 Select which Dotloop template you would like to use (Listing or Buyer)
Connecting an Opportunity to
Dotloop
10 Click on go to transaction
Connecting an Opportunity to
Dotloop
11 Proceed to get signatures in Dotloop.
