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KELLER WILLIAMS REALTY
KW Technology for Agents 101 myTransactions: Setup eEdge myTransactions, powered by dotloop, provides a contract-to-close solution exclusive to our Keller Williams agents. Featuring online forms, electronic signatures, and transaction management, myTransactions puts best-in-class technology at your fingertips.
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myTransactions To access myTransactions, start on and select Start eTransactions.
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myTransactions Now it’s time to create your myTransactions account.
(Click) Click the orange Join Now button to begin.
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myTransactions Complete all Agent Registration fields.
IMPORTANT NOTE: The password you use here will be your eSignature password. Be sure to set a secure password that only you will know.
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myTransactions Within the myTransactions system, we refer to each transaction as a “loop”. There are several ways to start a loop and get to the myTransactions homepage. In this example, we will start on and click on the myTransactions icon, then choose Transaction home. (Click)
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myTransactions This will take you to the myTransactions dashboard. In the toolbar on the right-hand, select the Profile icon. (Click) Scroll down and select the My Account link.
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myTransactions Select the Add Photo button to search for an image you’d like to add to your profile. (Click) Add your association or brokerage by clicking on the Add association link. Choose the association or MLS that you use in your market.
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myTransactions Start entering the full name of your association and if it’s entered in the system, you should see the type ahead feature populate the field for you. (Click) Please note that most markets won’t receive this message, but contact your Market Center’s leadership for the code if you do.
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myTransactions As you make your way down the page, you’ll need to fill out the address information of your office. Don’t forget to save your work! (Click)
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myTransactions Select the Contact Info tab on the left-hand navigation menu and fill out as much of it as possible to ensure that the information populates all of your future documents. (Click) (Arrow flies in) (Click) (Password page zooms in) If you wish, you can change your password here, by clicking the link at the bottom of the page. (Click) (To the next page)
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myTransactions By clicking on the Notifications tab on the left-hand navigation, you’ll be able to select whether or not you’d like to send an after any of these tasks are performed. Just uncheck the radio button next to the task to turn it off. Don’t forget to save your changes! (Click) (Next page)
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You’re done! Finished! Have questions? http://answers.kw.com
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