Agent Workflow Hub

Lone Wolf Training

Use the right transaction path from the start. Finish DocuSign-started Opportunities with the mid-flight workflow, and begin every new Opportunity in Command so it connects with Lone Wolf Transact.

Start here How did the Opportunity begin?

That one answer determines whether you use the manual mid-flight path or the connected Command-to-Transact workflow.

Lone Wolf sections 1 of 4
01 Choose Your Workflow Two paths based on how the Opportunity started

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Start with the Opportunity

Two ways to move a transaction forward

Do not create a duplicate Command Opportunity. Choose the path below based on the system that was connected when the Opportunity began.

01

Started with DocuSign

Keep the original Command Opportunity, use a manual Lone Wolf transaction for any new paperwork, and return the completed documents to Command.

  1. 1
    Keep the original Opportunity

    Continue using the existing Command Opportunity as the official transaction record.

  2. 2
    Open Transact manually

    Go through Command Settings to Lone Wolf and create the transaction without expecting the old DocuSign file to sync.

  3. 3
    Prepare and send paperwork

    Add the parties and forms you need, then use Authentisign for signatures.

  4. 4
    Return completed files to Command

    Download the executed documents, upload them to the original Opportunity checklist, and submit them to the Market Center.

02

New Opportunity going forward

Begin in Command and create the Lone Wolf transaction from the Opportunity so the contact and property information can flow into Transact.

  1. 1
    Create or open the Opportunity

    Start the client and transaction record in Command.

  2. 2
    Create the Transact file from Command

    Use the Opportunity Documents area to create and link the Lone Wolf transaction.

  3. 3
    Work in Lone Wolf

    Manage transaction details, forms, parties, and Authentisign from the connected Transact workspace.

  4. 4
    Keep Command current

    Make key information changes in Command and use the Opportunity checklist for compliance review.