As a certified LoneWolf partner, DealTap integrates with LoneWolf’s loadingDOCS to allow users to send deals from DealTap directly to their loadingDOCS clipboard. To setup, your loadingDOCS account, follow these steps:
- Go to My Profile
- Scroll down to the “Account Integrations” section and enter your loadingDOCS username
- Once complete, click “Connect” and can begin sharing deals from DealTap directly to your loadingDOCS account.