Lone Wolf Transact transition

KW Transact Resource Hub

A practical start point for Keller Williams agents moving from DocuSign to Lone Wolf Transact. Use the official workflow first, then use the videos and support tools when you need to see the process step by step.

DocuSign transition date: July 14, 2026. Agents should prepare their Lone Wolf access, learn the Command workflow, and confirm their document/signature process before the cutover.

Choose the help you need

These resources are grouped by purpose: official KW documentation, visual training, self-study, and product-level support.

Official KW support

KW Answers: Lone Wolf Transact and Command Workflow

The main support page for the KW workflow. Use this for the correct sequence: connect Lone Wolf, work from the Opportunity, prepare forms, send for signature, and return signed documents for compliance.

Open KW Answers

Create / connect Lone Wolf in CommandOpen Create a Lone Wolf transaction from an OpportunityOpen Access the transaction linked to an OpportunityOpen Sync updated Opportunity / listing informationOpen

Ask questions

Lone Wolf GPT

Use Peter’s custom GPT for quick, plain-English help with the Lone Wolf Transact transition. It is best for “what do I do next?” questions and step-by-step reminders.

Open Lone Wolf GPT

Video series

KW South Florida Region / Ryan Yarbrough

Regional video training for the KW version of Lone Wolf Transact. Use this when you want to watch the workflow demonstrated in order.

Open Playlist

1. Transitioning to Lone Wolf Transact in KW CommandOpen 2. Intro, setup and creating an OpportunityOpen 3. Adding property and general informationOpen 6. Getting signed documents back into CommandOpen 7. Apply layouts for signature templatesOpen

Self-study videos

Scott Le Roy Marketing

Scott Le Roy Marketing has recent KW-focused videos on preparing for Lone Wolf and using Lone Wolf Transact. Use these for extra walkthroughs and repeat viewing.

Open Scott Le Roy Videos

Prepping For Lone Wolf — 7/1/26Open Lone Wolf Transact 101 — 6/5/2026Open Prepping For Lone Wolf Transact — 6/2Open Lone Wolf Transact 101 — 5/15/26Open Preparing For Lone Wolf — 5/12/2026Open Preparing For Lone Wolf — 5/5/26Open

Product help

Lone Wolf Official Training Resources

Lone Wolf’s own training resources are useful for product-level learning, including Transact, forms, Authentisign, templates, transaction setup, and advanced signing tools.

Open Lone Wolf Training

Leadership context

KW + Lone Wolf Transact Partnership FAQs

Useful background for leaders and staff. This page explains the KW and Lone Wolf relationship, support model, transition context, and integration points.

Open Partnership FAQs

Suggested agent path

If you are not sure where to begin, follow this order.

1. ConnectSet up or connect your Lone Wolf Transact account from Command.

2. Start in CommandCreate or open the Opportunity first, then create the Lone Wolf transaction.

3. Prepare and signPrepare forms in Lone Wolf and send them for signature through the correct signing workflow.

4. Return to CommandUpload signed documents back to the Opportunity and submit for compliance as required by your Market Center.

Need a quick answer?

Open the Lone Wolf GPT and ask your question in plain English. For official workflow confirmation, check KW Answers.

Ask the Lone Wolf GPT