Lone Wolf Transact | REMAX UNIVERSAL

The #1 reason commission checks are late: everything was uploaded, but the agent never pressed Submit. Before you upload, scroll every page of each signed PDF — every signature, initial, and date must be there for every signer.

Quick-Start Checklist — 10 steps, every file

1
Start the file early.
Open a transaction as soon as you sign a listing agreement or buyer representation agreement. Don’t wait for a contract.
Section 3
2
Sign in at remax.workspace.lwolf.com and open Transact.
Use the Transact tab at the top of Workspace.
Section 2
3
Add a transaction and pick the right type.
Listing side = “Sell Listing.” Buyer side = “Sell.” Leases have their own two types.
Section 3
4
Add your client(s) with phone and email.
Add every person who will sign (for example, both spouses).
Section 3
5
Set the property address and fill in the details.
Dates, built before 1978?, HOA, MUD/water district, flood zone.
Section 4
6
Prepare your TREC / Texas REALTORS® forms and get them e-signed.
Make sure every signature, initial, and date is filled in.
Section 5
7
Upload each signed PDF to its matching checklist item.
One document per item. Check “Required” items first.
Section 6
8
Explain anything you can’t get.
Missing a form? Upload a short note or the emails that show you asked for it.
Section 6
9
Press SUBMIT.
Uploading is not submitting. The office can’t review it until you press Submit.
Section 7
10
Watch for feedback, fix it, and resubmit.
Check your file and email for notes. Submit the closing file at least 3 days before closing.
Sections 8–9

1. Before You Start

What is Lone Wolf Transact?

Your digital file folder for every deal. Instead of handing the office a paper folder, you put your signed paperwork into Transact. The office checks it to make sure nothing is missing. That check is called a compliance review.
The brokerage reaches Transact through RE/MAX Workspace (formerly called BackAgent), the office’s online home base for training, announcements, and transactions.

Why it matters

No file, no check: the office only knows about your deal if it’s in Transact, and commission paperwork goes out only after your file is reviewed.
It protects you: a complete file shows you gave your clients every required notice. In Texas that includes the Information About Brokerage Services (IABS) form.
It saves time at closing: add documents as you go so there is no last-minute scramble.

Have these ready

Your Workspace login (ask the office if you don’t have one or forgot it).
Client names, phone numbers, and emails.
Property address.
Signed documents saved as PDF files (PDFs upload cleanly and can’t be accidentally changed).
Key dates: listing start/end, contract, closing.
Tip: name PDFs clearly, e.g. “123 Main St - Listing Agreement - signed.pdf”.

2. Sign In

Steps

Open Chrome, Edge, or Safari and go to remax.workspace.lwolf.com (bookmark it).
Sign in with the username and password the office set up for you.
Click the Transact tab at the top of Workspace. Transactions are listed as active (in progress) and filed (finished and stored).
Not seeing Transact or your login doesn’t work? Use the Help page in Workspace to send a support request, or call the office contact.
Workspace works on your phone too — handy for uploading a document right after a signing.

3. Start a New Transaction

One transaction = one client file

A transaction is the file for one deal: one client, one property, and all its paperwork. Start one as soon as you have a signed listing agreement or buyer representation agreement, even before there’s a contract.
In Transact, open the Actions menu and choose Add Transaction.
Pick the category: Residential (most home sales and leases), Apartment (paid by a property manager or apartment complex), Commercial, or Referral only (you referred the client and get a referral fee).
Pick the type of transaction (see table below), then click Start. You can finish setup later.
Choose which party you represent (seller or buyer).
Add your client: search first; if not in the system, add a new contact with name, email, and phone. If the client truly has no email, check “no email address available.” Married couple or co-owners: add each person who will sign.
Click to create the transaction; you land on the transaction summary page.

Which type do I pick?

Seller → “Sell Listing” (your listing, listing side).
Buyer → “Sell” (you’re helping someone buy, buyer side).
Landlord → “Lease Listing” (you listed a rental).
Tenant → “Lease” (you’re helping someone rent).
Wrong type = wrong checklist of required documents. If you chose wrong, ask the office whether to fix it or start over. Don’t just create a second file.

4. Add the Property, People & Details

A. Set the property

Find the option to set the property and enter the full address.
For a listing, the transaction name changes from your client’s name to the property address. That’s normal.

B. Add the people (parties)

Your clients (already added in Section 3).
The other side once you have a contract: the other agent and their client.
Helpers and vendors: title company or escrow officer, lender, transaction coordinator or licensed assistant, inspector, photographer, stager.
A complete People list lets the broker know who to call if you’re on vacation or out sick.

C. Fill in the details

Listing agreement start and end dates — the office checks the listing is current.
Built before 1978? If yes, you need the lead-based paint addendum and the buyer must get the lead pamphlet. Missing it can mean federal fines.
Homeowners association (HOA)? Triggers the HOA addendum and documents.
In a water district or MUD? Texas requires a MUD/water district notice.
In a flood hazard area? Triggers flood disclosure items.
These answers decide which documents show up as required on your checklist. Answer honestly and update them if anything changes.

5. Prepare Your Forms & Get Signatures

A. Add and fill out forms

Most Texas forms (TREC contracts and addenda, Texas REALTORS® listing and buyer agreements, IABS) are filled out in Lone Wolf Transact forms or zipForm, then signed electronically with Authentisign.
In Lone Wolf Transact, use Add Paperwork to pull in a form from the Texas REALTORS® or TREC library, or to upload your own PDF. Search by form name, like “Information About Brokerage Services” or “Wire Fraud Warning.”
Use the current version of each form. If a very old form appears automatically, delete it and add the current one.
Click a form to fill in the blanks (names and address often auto-fill). Double-check names, prices, and dates before sending for signature.

B. Send for e-signature

Create a signing (Lone Wolf’s name for an e-signature package).
Pick the documents and add recipients: people who need to sign, plus anyone who only needs a copy.
Place the signature, initial, and date boxes for each signer, then send. Clients get an email with a link to sign.
When everyone has signed, download or save the completed, signed PDF.
BEFORE YOU UPLOAD: open the signed PDF and scroll every page. Every signature, initial, and date must be there, for every signer. Missing initials are a top reason files get sent back.

6. Upload Documents to Your Checklist

How the checklist is labeled

Required — must be in the file now. Upload before you submit.
Recommended — not mandatory but the office wants it (e.g., CMA or tax record). Upload if you have it.
Required later — needed at a later stage like contract or closing. Upload when that stage happens.

Steps

Open your transaction and go to the Documents area.
Find the checklist item that matches your document (e.g., “Information About Brokerage Services” or “Listing Agreement”).
Use that item’s attach/upload option and pick the PDF from your computer or phone. If your forms tool is linked to Workspace, you may be able to bring in signed documents directly.
Repeat for every item you have. Upload the fully signed version only.
A document that doesn’t match any item? Look for the option to add an extra or optional document so it’s still in the file.

Can’t get a required document?

Don’t leave the slot empty (e.g., the buyer’s walk-through form the other side never sends).
Save the emails that show you asked for it (with dates) as a PDF, or write a short note: what you asked for, when, and what happened.
Upload that PDF to the matching checklist item so the file can still pass review.
Upload as you go: listing signed → upload that day; under contract → upload the contract that day.

7. Submit for Review

The step most people forget

Uploading is not submitting. Uploading puts documents in your file. Submitting tells the office “Please review my file now.”
Make sure every Required item for your current stage has a document.
When everything required is in place, the Submit button becomes active (“lights up”). If it’s grayed out, something required is still missing — go back to Documents and look for empty Required slots.
Click Submit. Your file goes to the office’s compliance reviewer.
Confirm it worked: look for a status or confirmation showing the file was submitted.
If the closing date is close or something changed at the last minute, submit AND call the office. Don’t rely on the system alone.

8. Read Feedback, Fix & Resubmit

When the office sends something back

After review, each document is either approved or sent back (returned or rejected) with a note saying what’s wrong. This is normal — fix it quickly.
Open the transaction, go to Documents, find items that aren’t approved, and read the reviewer’s comment. Also check your email, including spam.
Common fixes: get the missing initial, signature, or date and re-sign; upload the correct or current version of a form; add a missing addendum (e.g., lead-based paint).
Upload the corrected PDF to the SAME checklist item. Lone Wolf keeps earlier versions so the reviewer can see what changed.
Submit again. Fixing a document doesn’t automatically send it back to the reviewer.
Not sure what the note means? Reply or call the reviewer before redoing a whole signing — it can save your client an extra round of signatures.

9. Closing, Getting Paid & Filing

Before closing: the commission paperwork (CDA)

A CDA (Commission Disbursement Authorization) tells the title company how to pay the commission. It is created from the transaction after the required documents are in.
Upload your “required later” items: the executed contract, addenda, amendments, and other documents your office lists.
Fill in the commission/CDA section with the amounts and who gets paid, following office instructions.
Submit at least 3 days before closing (or by your office’s deadline) so the CDA can reach the title company and you can be paid at closing.

After closing

Upload the final items, such as the closing disclosure / settlement statement and the buyer’s walk-through acceptance (or your note explaining why it’s missing).
Submit one last time for final review.
Once approved, the office closes out the file and it moves to your filed transactions, where you can always look it up.

Deal fell through?

Don’t delete anything. Tell the office and upload the termination or release paperwork they require. They’ll tell you how to close out the file.

10. Common Mistakes

Uploading everything but never pressing Submit

Always finish with Submit, and check that the status changed.

Waiting until closing week to start the file

Start the transaction the day you sign the listing or buyer agreement.

Picking the wrong transaction type

Seller = Sell Listing. Buyer = Sell. Landlord = Lease Listing. Tenant = Lease.

Missing initials, signatures, or dates

Scroll every page of the signed PDF before uploading.

Using an old version of a form

Pull forms fresh from the library, and delete outdated ones that appear automatically.

Putting a document in the wrong slot

Match the document name to the checklist item.

Uploading photos or Word files instead of PDFs

Save or scan to PDF first.

Forgetting the lead-based paint addendum on pre-1978 homes

Answer the “built before 1978” question in Details.

Leaving a required slot empty because the other side won’t send the form

Upload your emails or a short note explaining it.

Fixing a rejected document but not resubmitting

After every fix, press Submit again.

Client added with no phone or email

Add full contact info for everyone who signs.

Making a second transaction for the same deal

Use one file per deal. Ask the office if you need to change something.

11. Glossary

Workspace: RE/MAX’s online office hub (by Lone Wolf) where you sign in and find the Transact tab. Formerly called BackAgent.
Transact: The part of Workspace where your deal files live.
Transaction: The file for one deal: client, property, people, and paperwork.
Compliance / compliance review: The office checking your file to make sure every required document is there, correct, and signed.
Checklist: The list of documents the office needs for your type of deal. Each item is a slot for one document.
Required / Recommended / Required later: Must have now / nice to have / needed at a later stage.
Parties / People: Everyone involved in the deal: clients, other agent, title, lender, and so on.
Forms library: A built-in collection of official forms (TREC, Texas REALTORS®) you can add to a file.
Add Paperwork: The Lone Wolf Transact button for adding a form or uploading a document.
E-signature: A legal electronic signature. Clients sign on a screen instead of on paper.
Authentisign: Lone Wolf’s e-signature tool.
Signing: An e-signature package: the documents plus the people who need to sign them.
Submit: The button that sends your file to the office for review. Uploading alone does not do this.
Approved / Returned / Rejected: The reviewer’s decision on each document. Returned or rejected means fix it and resubmit.
CDA: Commission Disbursement Authorization: tells the title company how to pay commissions.
IABS: Information About Brokerage Services, a TREC notice you must give clients at first substantive contact.
TREC: Texas Real Estate Commission, the state agency that publishes many required forms.
MUD: Municipal Utility District, a Texas water/utility district that requires a special notice.
Filed transaction: A finished file that’s been closed out and stored.

12. Other Help

Workspace tech support: use the Help page in Workspace (remax.workspace.lwolf.com/help) to send a support request.
Lone Wolf training: free Transact webinars and videos at lwolf.com/training-resources/transact (creating a transaction, navigation, e-signatures with Authentisign).
Lone Wolf phone: 1-888-349-0628.
Screens and button names can change when Lone Wolf updates the software, and office settings may differ. If something looks different, look for the closest matching option or ask the office contact.
For office-specific rules (compliance contact, closing-file deadline, review turnaround, CDA instructions), see the Office Information page or ask your office.