33 results found
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Easier sorting options for documents in Lone Wolf Transactions
There needs to be an easier way to sort documents in Lone Wolf Transactions than having to drag and drop everything. There should be options like A-Z, newest to oldest, status...
4 votes -
Sync the Legal Name in the Contact into the Transact
This feature request involves having the Legal Name from the Contact Card sync over as the client name in the Lone Wolf Transact, instead of just the contact name.
7 votes -
Transact Command Edition - Forms & Signature Mapping* URGENT**
Signature mapping is frequently incorrect.
Signature fields and text boxes are often assigned to the wrong signer.
Text boxes are frequently the wrong size or improperly positioned.
Users have no ability to correct these issues themselves and must instead submit requests through multiple people before corrections can be made, delaying transactions.
With DocuSign, we were able to manage our own signature mapping, update forms, create templates, and save reusable verbiage without relying on multiple people to make simple corrections or updates.
We also have custom forms that cannot be efficiently incorporated into templates because signature mapping cannot be created, requiring…2 votes -
Transact Command Edition - Templates & Team Collaboration
There is no true team template functionality.
Shared templates can only be managed through the Market Center Administrator account, requiring us to log into an entirely separate account to create and update templates.
Templates cannot be shared with selected users. Instead, they are either visible to the entire Market Center or to no one.
As an expansion team operating across multiple Market Centers, we must recreate and maintain templates in multiple MCA accounts.
Layouts cannot be shared between users.
Every team member must maintain their own layouts, meaning every form update must be recreated individually across multiple accounts.
Layouts cannot…3 votes -
Transact Command Edition - Mobile Accessibility *URGENT*
THIS IS AN URGENT REQUEST FOR TRANSACT COMMAND***
There is no dedicated mobile application.
The platform is also not accessible through Safari or Chrome on a mobile device.
This makes it extremely difficult to resend documents or assist clients while away from the office.3 votes -
Transact Command Edition - Document Viewing & Editing
Once documents have been sent for signature, there is no way to view the actual signing package. If a client has questions, we cannot open the exact version they are viewing to guide them through the process.
If a correction is needed after documents have been sent, the process is extremely inefficient. Users must:
Re-select every document.
Return to the editing stage.
Rebuild the entire signing package.The only item that can be edited after sending is the recipient's email address.
3 votes -
Transact Command Edition -Client Experience
We frequently have sellers who experience issues receiving signing emails or accessing their documents.
Many clients tell us the platform is not user-friendly, particularly when completing lengthy forms such as Property Disclosures. Many of our clients were previously accustomed to DocuSign and have expressed frustration with the increased complexity of this platform.
When a signer misses a required field, the platform simply indicates that something remains outstanding but does not direct the signer to the missing field or document. There is no prompt guiding them to what still requires attention.
There is no option to save progress during a signing.…3 votes -
Disclosures Signature
Feature Request: Integrated Disclosure Packet Portal in Lone Wolf Transact
OverviewSince Keller Williams already uses Lone Wolf Transact as its transaction platform, I believe there is an opportunity to streamline one of the most time-consuming parts of the offer process by building an integrated disclosure packet system.
The Problem
Today, listing agents typically upload disclosures to third-party services such as Disclosure.io or Dropbox. Buyer agents then:
Download the disclosure packet.
Read through the documents.
Create signature and initial fields manually (or have the listing side do it).
Send the packet to buyers for signatures.
Repeat the process for every…4 votes -
Sort all signings in Lone Wolf by status or progress
It would be great to be able to sort all signings by status or progress so I can see what needs to be resent or what has been completed. This is especially helpful if I am trying to get a quick glance on my phone.
5 votes -
Transact Command Edition
When sending documents, users can select reminder intervals (daily or every X number of days), but this feature is inconsistent. Documents frequently are not automatically resent or reminded as expected, requiring our team to manually review every outstanding signing and resend documents each day.
3 votes -
Command Transact Edition - Signing Section
There is no way to sort signings by Drafts, Pending Signatures, or Completed, making it difficult to locate and resend outstanding documents without opening each individual transaction.
Within the Signings section, documents cannot be sorted by property address or date. In the transaction list, the only available sorting options are list date, closing date, and modified date, which is not sufficient for managing a high volume of transactions.
3 votes -
Option to share some not all of the MC vendors
Now the toggle is all or nothing. Allow agent to select the MC vendors they want to add one by one not.
10 votes -
Accept Other File Types Like JPG and PNG or Integrate Converter
Currently Command only allows PDF file types in Opportunities. Would be nice if it would accept other file types like JPG and PNG. Often listing clients will send me a photo of their survey not in PDF format. So when they do that I have to first go to a separate file converter app to change it to PDF to be upload to upload to Command. Another workaround would be to integrate a JPG to PDF converter function in the Opportunity.
3 votes -
Move Multiple Docs at once in LoneWolf Transact
Clicking and dragging individual files between folders one at a time is pretty cumbersome. Please add an option to select multiple docs and then select a folder within the Transact to move them to.
2 votes -
Bulk-Upload Documents to Custom Folder
We really need a bulk-upload feature for at least custom folders. Currently, uploading large filesets—like HOA packages that contain around 20 individual files—requires clicking 'add document,' selecting the type, and uploading each file one by one. This manual process is incredibly time-consuming.
2 votes -
DNC compliance integration
DNC at the federal and state level are not optional but I have not found any compliance for an office or agent to connect to a DNC list or provider to make sure the office is in compliance and the fines for those are massive if its discovered that a brokerage is not maintaining oversight and compliance when will Command integrate some type of compliance for its market center office to ensure they are keeping the required oversight of their agents for compliance with the DNC at a federal and state level.
2 votes -
2 votes
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Can a cash button be added?
Can a cash button be added in the offer details set-up for cash buyers (it has pre-approval/pre-qualified buttons)
1 vote -
Bulk add one-off compliance documents instead of one at a time.
This is regarding the ability to bulk add one-off compliance documents instead of just one document at a time.
2 votes -
Remine Docs integration
I would like to see a Remine Docs integration that serves the same functions as the DocuSign Rooms integration. Our primary MLS includes Remine in our subscription, and it has been more reliable than DocuSign. It also loads in property details and opposing agent/seller information on each of the forms which saves loads of time.
Linking an opportunity to a Remine Docs transaction would be sensational.
2 votes
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