Connect Your Dotloop Account to Command
Keller Williams now has a partnership with Dotloop that enables you to connect your existing Dotloop account with Command. This connection allows you to create Loops through your Opportunities and to seamlessly pull your completed forms from Dotloop into the corresponding Opportunity, so you can submit for compliance approval. To learn how to connect your Dotloop account with Command, follow the steps below:
- This connection is for Command users who already have a paid Dotloop account.
- If you haven't created your Dotloop account yet, contact Dotloop directly to get this set up. Dotloop will create your account and ensure that it can be connected to Command.
1. Log in to http://agent.kw.com with your Keller Williams login credentials.
2. Click the MarketPlace icon, , at the top of the screen.
3. Log in to the KW Marketplace with your KW login credentials.
4. Once you are in the KW MarketPlace, click Transaction Management, in the Categories section.
5. Choose Dotloop.
6. At the top right of the page, click the Activate button.
7. A pop-up will appear. Click Go to MyApps.
8. Click the Dotloop button. This will take you to Command Settings where you can connect your account.
9. On the Connected Apps page, in Command Settings, find Dotloop. Click Connect.
- Click here to learn how to access the Connected Apps page in Command.
10. Enter your Dotloop credentials into the pop-up window.
11. Now Command needs authorization to access your Dotloop profiles. Click Approve.
This will enable to connection between Command and Dotloop and you can start creating Loops through your Opportunities.