Your Guide to
Lone Wolf Transact
Everything you need to set up your account and start managing transactions seamlessly within KW Command.
Transitioning from DocuSign
Lone Wolf Transact replaces DocuSign for all your e-signature and transaction management needs. Here's what changes and what stays the same.
Why Lone Wolf Transact Is Better
Key improvements over DocuSign that will make your daily work easier
Up to 4 Buyers & 4 Sellers
Supports up to 4 buyers and 4 sellers per transaction, giving you the flexibility to handle complex deals.
Better User Experience
A modern, intuitive interface designed specifically for real estate agents with streamlined workflows.
Real-Time Visibility
See transaction status updates in real time so you always know where things stand without waiting.
24/7/365 Support
Around-the-clock access to technical support specifically for your transaction management and e-signatures.
The "Myself" Tool
Pre-sign documents within the platform before sending them to clients—no more sending e-signature envelopes to yourself.
Better Syncing
Powerful one-way sync from Command pulls in more fields than before—property details, address, year built, zoning, and contact info for buyers, sellers, and vendors.
Flexible Transactions
Manage multiple offers within a single transaction and easily reuse details if a deal falls through to move faster on the next offer.
What's Changing
- DocuSign access will be removed in mid-July 2026
- E-signatures now handled through Authentisign (built into Lone Wolf)
- Documents and forms are prepared within Lone Wolf Transact, not DocuSign
- New workflow steps (3, 4, 5) replace your DocuSign process
- Export any important DocuSign documents before mid-July
What Stays the Same
- You still create Contacts and Opportunities in Command first
- Compliance review and submission process remains the same
- Your Market Center still reviews and approves documents
- Signed documents are still uploaded to the Compliance Checklist
- ZipForms users keep all existing transactions when they sign in
Action Required: Export Your DocuSign Documents
Before mid-July 2026, make sure to export any important documents from DocuSign that you need to keep. After this date, DocuSign access will be permanently removed. Contact your Market Center for support.
Set Up Your Account
Follow these six steps to connect your Lone Wolf Transact account to KW Command. The entire process takes about 10-15 minutes.
View the latest sign-up instructions on KW AnswersLog Into KW Command
1 minLog into agent.kw.com with your Keller Williams login credentials.
If you are on a team, you don't need to switch to your team account — when connected, it will be linked to any team or personal account under your Command login.
Open Settings
30 secAt the top right of Command, click your profile picture and select 'Settings' from the drop-down.
You'll land on the Connected Applications page by default.
Connect Lone Wolf
30 secGo to the 'Digital Signature & Transactions' section, find Lone Wolf, and click 'Connect Account'.
This section lists all your transaction-related integrations including Lone Wolf and Dotloop.
Sign Up or Sign In
2 minA Lone Wolf sign-in pop-up will appear. If you have never had a Lone Wolf account of any kind, click 'Sign Up' to create a new account.
Already have a Lone Wolf product? Sign in with your existing account instead. This includes: Lone Wolf Back Office, Zip Forms, Transaction Desk, Cloud CMA, Broker Metrics, Front Office CRM, or Lone Wolf Relationships. Once signed in, you can toggle between your existing product and LW Transact: Command Edition.
Enter Your Email Address
30 secEnter the email address you want to associate with your new Lone Wolf account, then click 'Continue'.
You can use any email address you want here — generally one you are most comfortable using on a regular basis for your business.
Verify Your Email
2 minThe system will send you an email verification code. Enter the code in the Lone Wolf pop-up, then click 'Continue'.
The verification code is valid for 5 minutes. Check your spam folder if you don't see the email right away.
Existing Lone Wolf Users
At Step 4, sign in with your existing credentials if you use any Lone Wolf product (Zip Forms, Transaction Desk, Back Office, Cloud CMA, Broker Metrics, Front Office CRM, or Relationships). You'll be able to toggle between products.
Look Up Your NRDS ID
Your NRDS ID may be needed during account setup. Click here to look it up on the REALTOR® portal.
Your Daily Workflow
Here is the complete workflow from creating an Opportunity to submitting documents for compliance. Steps marked Transact are new to your process, replacing what you previously did with DocuSign.
Create or Find Your Contact
Identify or add your contact into Command. This is the foundation of your transaction.
Create Your Opportunity
Create the Opportunity in Command and add as much detail as possible: dates, people, property information, and dollar amounts.
Sync with Lone Wolf Transact
In the Documents tab of your Opportunity, select a checklist type and sync the Opportunity with Lone Wolf Transact. This creates a new Transaction in LW linked to your Opportunity.
Prepare Documents & Forms
Working in the LW Transaction, prepare your documents and forms. Select appropriate forms from your library or templates, update property details, add parties, and fill in forms to prepare for signing.
Create & Send for Signature
Create a signing for your transaction paperwork using Authentisign. Assign recipients, make final edits, and send documents out for signature via email.
Upload Signed Documents
Once signed documents are returned, upload the signed PDFs to the Compliance Checklist in your Opportunity within Command.
Submit for Compliance Review
Submit your documents to your Market Center for compliance review. Monitor the status to see if documents are approved, returned, or rejected.
Pro Tip: Keep Information Synced
Keep your Opportunity information updated in Command and sync it regularly with your Lone Wolf Transact transaction. This ensures all your forms and documents have the most current information before sending for signature.
Transact - How To (Basic)
The complete Opportunity & Transaction Flow — from creating your contact to submitting signed documents for compliance. Follow these 7 steps for every transaction.
View the full original article on KW Answers Lone Wolf Transact Support Page Transact Video LibraryCreate/Find Your Contact in Command
Identify or add your Contact into Command. Once added, begin the transaction and manage the Opportunity applet within Command.
Add a Contact in CommandCreate & Prepare Your Opportunity
Manage the Opportunity from start to finish within the Opportunities applet. Create the Opportunity for your transaction and add as much detail as possible — dates, people, property information, and dollar amounts. This information will sync to Lone Wolf Transact in later steps.
Create an OpportunitySync the Opportunity with Lone Wolf Transact
TransactOnce the Opportunity is created, access the Documents tab, select a checklist type, and sync the Opportunity with Lone Wolf Transact. This creates a new Transaction in LW, linked to the Opportunity.
- Once synced, you can access that specific LW Transaction through the Documents tab.
- As you update information in the Opportunity, you'll need to sync the new information with LW.
Prepare Your Documents & Forms
TransactWorking within the LW Transaction, prepare your documents and forms for signatures. Select and pull in the appropriate forms from your form library or template. Review everything, make edits, and prepare for signing.
Tip: Keep information updated in Command Opportunities and sync updated info with LW regularly. You can fill in gaps directly in LW Transact.
Create & Send for Signature
TransactOnce you've completed filling out the primary information, create a signing using Authentisign (Lone Wolf's built-in e-signature tool) to send documents out for signature via email. You'll assign recipients and make any final edits before sending.
This replaces the DocuSign envelope process you're used to.
Create a Signing (Authentisign)Upload Signed Documents to Your Opportunity
Once the signed documents are returned within your transaction, return to your Opportunity in Command and upload the signed PDFs to the Compliance Checklist.
Upload Signed PDFs to Compliance ChecklistSubmit Documents to Your Market Center
After uploading the signed documents to the Opportunity in Command, submit your documents to your Market Center for Compliance review. Once submitted, you can check the status to see if they've been approved, returned, or rejected.
Submit Documents for Review✅ Transaction complete! Your Market Center will review and approve the documents.
Key Dates & Milestones
LWTCE Available in Command
Lone Wolf Transact: Command Edition becomes available to all Market Centers and Agents inside KW Command.
Compliance Review& Forms
MCAs and Database Managers review compliance checklists and form mapping. AI assists with this work, but verification is required.
DocuSign Access Removed
DocuSign access will be discontinued. Agents are responsible for exporting their own documents. Support available at MC level.
Frequently Asked Questions
See Lone Wolf Transact in Action
Watch these short videos to get a quick overview of the platform and how e-signatures work.
Lone Wolf Transact Overview
A quick look at the platform's key features: forms, tracking, mobile access, and more.
Authentisign: E-Signatures Made Simple
See how to prepare forms, set up signings, and send documents to clients in just 3 steps.
Ready to Get Started?
Access comprehensive training resources, register for LW101 sessions, and find answers to all your questions on the KW Answers portal.