How to share documents to my loadingDOCS account?
In order to share documents and agreements to loadingDOCS, you are first required to integrate/sync your DealTap account with LoadingDOCS. To do this, follow steps below.
- From the left panel, Go to “My Profile”
- Under the tab “Integrations” agents can add their LoneWolf username which will sync loadingDocs with DealTap
- Click “Save” to confirm
- Once successfully synced, the sharing agreements to LoadingDOCS option will be enabled
- To share only selected pages from the deal to loadingDOCS, simply choose the 3 stacked bars in the window and choose which pages to send
- Click “Share” when done
Deal Tip: Users have the ability to share deals with similar names to loadingDocs as well.