Connecting Your Board Forms in Lone Wolf Transact

Overview

What You Need to Know Before You Start

ℹ️

This guide is for active KW associates only. You must be activated in Lone Wolf Transact: Command Edition (LWTCE) before you can complete these steps. If you are not yet active, contact your Market Centre.

Your local board forms are available in LWTCE — they just need to be linked once using your CREA Realtor.ca credentials. After that, your board’s full form library will be accessible from within every transaction and template going forward.

LWTCE is accessed exclusively through KW Command. Transactions are created from your Command Opportunities, keeping your client data, listing information, and paperwork connected in one place.

⏱ Time required: Less than 5 minutes. You will need your KW Command login and your CREA Realtor.ca SSO credentials.

Step-by-Step

Connect Your CREA WEBForms® Library

Follow these steps to complete the one-time CREA library connection. Start from a Transaction — once linked, your board forms will also be available in Templates.

1

Open a Transaction from a Command Opportunity

LWTCE is launched from within a KW Command Opportunity. Log into Command at agent.kw.com and follow these steps:

1

Click the Opportunities icon in the left sidebar.

2

Find your Opportunity in the pipeline and click the Opportunity Title to open it.

3

Click the Documents tab at the top of the Opportunity details page.

4

Click Go to Transact at the top right. You will be taken into the LWTCE transaction linked to this Opportunity.

💡 If you are on a team, make sure the correct account (team or personal) is selected at the top right of Command before opening your Opportunity. Team and personal pipelines are separate.

2

Select a Document and Open the Editor

Inside the transaction, click the Paperwork tab. You will see a list of documents already available from the KW library. Select any one of them by clicking its checkbox.

An action bar will appear at the bottom of the screen. Click Editor to open the document editor.

The Paperwork tab in a Lone Wolf Transact transaction showing a document selected and the Editor button visible in the action bar at the bottom of the screen.

📸 Select any document from the KW library and click Editor in the action bar. This option is only available to active associates.

3

Click “+ Add Paperwork” and Unlock More Libraries

Inside the editor, click “+ Add Paperwork”. The Add Form or Document panel will open.

Scroll to the bottom of the panel and click “Unlock More Libraries”.

The Add Form or Document panel in Lone Wolf Transact showing the Unlock More Libraries link at the bottom of the panel.

📸 Click “Unlock More Libraries” at the bottom of the Add Form or Document panel.

4

Select “Link CREA WEBForms® Libraries (Canada)”

An Unlock Libraries modal will appear with several options. Click “Link CREA WEBForms® Libraries (Canada)”.

The Unlock Libraries modal in Lone Wolf Transact showing the Link CREA WEBForms Libraries Canada option.

📸 Select “Link CREA WEBForms® Libraries (Canada)” from the Unlock Libraries modal.

5

Sign In with Your CREA Realtor.ca Credentials

You will be directed to the CREA Realtor.ca sign-in page. Log in using your CREA Single Sign-On (SSO) / Realtor.ca login credentials.

Once signed in, your board’s form library will be connected. Return to the Add Form or Document panel, use the library dropdown to select your local board, and your forms will appear in the list.

🔑 Don’t know your CREA Realtor.ca login? Contact CREA Support at 1-888-237-7945 and ask for help with your Realtor.ca SSO login.

After Linking

Using Your Board Forms in a Transaction

Once your CREA WEBForms® library is connected, here’s how to access your forms going forward.

A

Select Your Board Library

Inside any LWTCE transaction, select a document and click Editor. Then click “+ Add Paperwork” and use the library dropdown at the top of the panel to select your local board. Your forms will appear in the list.

Available libraries include:

Ontario Forms Toronto Forms PropTx Forms RECO Forms And more

🔍 Search by form number, not form name. For example, searching “271” will bring up the corresponding Toronto form faster than searching by its full name.

B

Add Forms and Get to Work

Click Add next to any form to include it in your transaction’s paperwork. You can add multiple forms in one session.

💡 Once added, forms can be filled in directly, updated with party and property details, and sent for e-signature through Authentisign — the same as any other document in LWTCE.

C

Accessing Board Forms in Templates

Once you have linked your CREA library through a Transaction, your board forms will also be available when adding paperwork through Templates.

⚠️ If your forms don’t appear in Templates: Go through a Transaction first (Steps 1–5 above), sign in to CREA there, then return to Templates. Forms should then be available. If you continue to have trouble, contact your Market Centre.

Need Help?

If Your Forms Still Don’t Appear

If you have completed the steps above and your board forms are still not showing, contact your Market Centre first. They are your point of contact for form issues, including outdated or missing forms.

Not yet active in LWTCE? Contact your Market Centre to get set up before attempting these steps.

CREA login issues? Call CREA Support at 1-888-237-7945 and ask for help with your Realtor.ca SSO login.

Lone Wolf technical support: 📞 1-866-279-9653 · 🌐 lwolf.com/support · ✉️ support@lwolf.com

Other Guides

More Resources

For the full Lone Wolf Transact: Command Edition setup and workflow, see these guides.

Associate Guide

Your Guide to Lone Wolf Transact

Account setup, daily workflow, how-to steps, key dates, and FAQ for KW Canada associates.

View Associate Guide →

Why LWTCE

Everything Connected in One Place

LWTCE ties your KW Command Opportunities directly to your paperwork. Client details, listing info, and documents stay in sync — no re-entering data, no switching platforms.

✓ Board forms ✓ e-Signatures ✓ Command-connected

Lone Wolf Support

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