LoneWolf Sync With NexOne Agent

Workflow: Managing Deals in NexOne Agent and Syncing to LoneWolf

1️⃣ Activity Creation

• The administrator creates activities in NexOne Agent for each transaction type (e.g., listing, sale, lease).

2️⃣ Assigning Reviewers

• Reviewers (e.g., compliance officers, admin staff) are assigned to these activities to oversee document review and approval.

3️⃣ Agent Submits to Office

• The agent selects the activities and uploads the required documents into the appropriate activities.

• The agent clicks Submit.

• ⚠ Note: If the brokerage requires property information before submission:

  • The agent will be blocked from submitting.

  • The system will prompt the agent to fill in the missing property details.

  • Once completed, the agent can submit the selected documents.

4️⃣ Admin Review in File Viewer

• All submitted documents appear in the File Viewer.

• Admins and assigned reviewers:

  • Review the documents.

  • Approve or Reject as needed based on compliance checks.

5️⃣ Using Labels

• Admins can apply labels (for internal tracking) in the trade records such as:

  • ✅ Ready to process

  • ⏳ Do not sync to LoneWolf

  • 📌 Requires revision

6️⃣ Sync to LoneWolf

• Once the deal is ready:

  • The admin clicks Sync at the top of the trade record.

  • If there are errors during sync, they will display as a pop-up.
    
    

     

    

7️⃣ Locking the Trade

• After successful sync:

  • The admin can lock the trade to prevent the agent from making further changes in NexOne Agent.

8️⃣ Confirming Sync

• A successfully synced trade will display the LoneWolf trade number at the top of the trade record (under Property Information).

Initial Setup

• NexOne will configure LoneWolf as the back-office system.

• The brokerage provides the integration number to link the systems.

Integration Settings (NexOne Agent > My Brokerage > Integration):

1️⃣ Link agents to sync with LoneWolf.

 

2️⃣ Map values:

• Link NexOne values to LoneWolf (brokerWOLF) values using the dropdowns.

• Example:

  • NexOne value = Listing

  • BrokerWOLF value = Listing Side