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Office how-to

Opportunity & Lone Wolf workflow

The full flow from a new client to submitted compliance documents, using Lone Wolf Transactions — Command Edition for e-signature. Every step links to the official KW guide, which stays current when KW updates the product.

  1. Create the contact in Command. Every deal starts with a contact record.
  2. Create the Opportunity from the contact. Guide: Get Started with Opportunities.
  3. Work the compliance checklist for your side of the deal. Guide: Compliance & Commissions in Command.
  4. One-time setup: connect your Lone Wolf account to Command. Guide: Create/Connect Your Lone Wolf Account.
  5. Create the Lone Wolf transaction inside the Opportunity. Guide: Create a Lone Wolf Transaction in an Opportunity.
  6. Prepare your documents and send for e-signature in Lone Wolf. Guide: Lone Wolf + Command workflow. To get back to a transaction later: access the linked transaction · sync updated info.
  7. Upload the signed documents to the Opportunity checklist. One-off extras: attach a one-off compliance document.
  8. Submit for review. Guide: Submit Compliance Documents to Your Market Center. Once approved, you're clear to close — next stop: how to get paid.
Which documents at which stage? The transaction paperwork checklist lists exactly what the brokerage requires at listing, pending, and closed.

Last reviewed: August 2026. DocuSign has been retired from the KW toolkit — this office uses Lone Wolf Transactions, Command Edition.