TotalBrokerage

Agent Tutorial Videos 4

• Transactions
• E-signature Overview
• Working within Your CRM
• Transaction Tabs Overview

Getting Started 7

• Getting Started with TotalBrokerage - Agents
• Getting Started with TotalBrokerage - Brokerage Managers
• First Time Logging In
• Logging into TotalBrokerage
• Best Practices: Brokerage Managers

View all 7

Introduction 4

• Resetting your Password
• Adding TotalBrokerage to iPhone
• How to Add TotalBrokerage to your Android Home Screen
• Tour Guide

TotalBrokerage Resources 4

• Webinar Recordings
• TotalBrokerage Feature Request Form
• TotalBrokerage Customer Success Overview
• TotalBrokerage New User Interface Overview for Transactions

CRM 1

• ��� Question Marks Appear Next to a CSV Field In Import or "Unable to process. Your CSV is malformed"

Widgets 9

• Adding and Editing Dashboard Widgets
• To-Do Widget
• Embedded Website and External Link Widgets
• Creating a Brokerage-Wide Widget
• Custom HTML Widget

View all 9

Calendar 5

• Creating a Calendar Event
• Editing a Calendar Event
• Deleting a Calendar Event
• Subscribing your Personal Devices to the TotalBrokerage Calendar
• Viewing Calendar for other Agents, Office or Brokerage

My Profile 13

• Change Password
• Email Signature
• Notifications
• Commission Plans
• Fee Plans

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Forms Library 7

• Basic and Advanced Searching for a Form
• Uploading (in bulk) forms to your Forms Library
• Editing Information for a Form
• Working within a Form
• Form Serial Number

View all 7

View Transactions 6

• Basic and Advanced Searching for a Transaction (Original UI)
• Creating a Transaction (Original UI)
• Exporting your Transactions' Activities to a CSV
• Bulk Reassigning Transactions to Another Agent
• Create Transaction Without Existing Contact (Original UI)

View all 6

Working within a Transaction 40

• General
• Documents: Editing a Document (Original UI)
• Documents: Split Docs, Deleting, Sorting, and Rotating Pages (Original UI)
• Documents: Organizing Documents Order and Putting into Folders (Original UI)
• Documents: Archiving and Marking

View all 40

Signing Documents 3

• Signing a Signature Request
• Document Field Signing Options
• Inperson Signing

Compliance 4

• Using the Compliance Queue
• Sorting Compliance Queue
• Lightning Queue
• Overriding a Transaction's Checklist Item Requirement

Transaction Action Plans 1

• Creating a Transaction Action Plan

Contacts 15

• Basic and Advanced Searching in CRM
• Adding a single contact
• Reassigning all of your Contacts to another Agent
• Sending a Bulk Email to Contacts
• Exporting Contacts, Contact Addresses, and Contact Activities to a CSV

View all 15

CRM Action Plans 3

• Adding a CRM Action Plan
• Editing a CRM Action Plan
• CRM Action Plan Suggestions

Import 3

• Importing multiple Contacts from a CSV
• Importing multiple Vendors from a CSV
• Copying a Contact or Vendor to a New Contact or Vendor

Vendors 10

• Vendors Basic and Advanced Searching
• Adding a Single Vendor
• Editing a Vendor
• Removing a Vendor
• Sending an SMS Message to a Selected Group of Vendors

View all 10

Working within a Contact 16

• General
• Address
• Details
• Preferences
• Activity

View all 16

Integration with 3rd Party Software 2

• CRM Integration with Zillow
• CRM Integration with iHomeFinder

Templates 4

• Adding and Editing Marketing Templates
• Basic and Advanced Searching for a Template
• Embedding a BombBomb Video Inside a Template
• Using the Enhanced Email Editor

Automations 3

• Creating an Automation
• Copying an Automation
• Template & Automation - Suggestions

File Browser 4

• Uploading a File to Use for Automations and Templates
• Basic and Advanced Searching for an Uploaded File
• Downloading a File
• Deleting an Uploaded File

Routes 4

• Basic and Advanced Searching Lead Routes
• Adding a Lead Routing (Enhanced Routing Only)
• Editing Lead Routes (Enhanced Routing)
• Editing Lead Routes (Basic Routing)

Account Pools 2

• Adding an Account Pool
• Editing and Adding Agents to an Account Pool

Leads 1

• Lead Source Integrations

Message Board 4

• Creating and Editing Message Board Topics
• Creating a New Post
• Commenting, Reacting, and Managing Posts
• Moderation Queue

Agent Roster 2

• Basic and Advanced Searching Agent Roster
• Viewing an Account's Bio

CRM 1

• Using CRM Reports

Transactions 12

• Transaction Summary
• Transaction Summary by Agent
• Transaction Count
• Volume
• Pipeline

View all 12

Administrative 4

• Agent Usage Report (Brokerage & Office Managers Only)
• Agent Commission Contribution Report (Brokerage & Office Managers Only)
• Onboarding Reports (Brokerage & Office Managers Only)
• Agent Production Reports

Onboarding 4

• Basic and Advanced Searching for Onboarding Questionnaires
• Adding or Editing a New Questionnaire
• Filling out a Questionnaire
• Onboarding Queue

HR Forms Library 2

• Basic and Advanced Searching for HR Forms
• Uploading new HR Forms

Accounts 21

• Adding an Agent
• Adding Agents in Bulk
• Details Tab
• Files Tab
• Activity Tab

View all 21

API 4

• Creating an API Key
• Creating a Webhook (API Event Subscription)
• Logging for API keys and Webhooks
• API Documentation

Brokerage 13

• General
• Changing the Color Theme on your Account
• Forms: Font Defaults
• Brokerage Branding
• Quickbooks Online Integration Setup

View all 13

Commissions 2

• Creating a Shared Brokerage Commission Plan
• Creating a Shared Brokerage Fee Plan

Facebook 1

• Adding a Facebook Connection

Licenses 2

• View License Usage
• Export Agent License Usage

Offices 1

• Adding and Editing Offices

Regions 1

• Regions and Subregions Overview (Enhanced Enterprise Plan ONLY)

Teams 2

• Creating & Removing Teams
• Team Commission Plans

Transactions 8

• Setup > Transactions: General
• Configuring Transaction Statuses
• Adding a Checklist
• Archiving a Checklist within Setup
• Default Vendors

View all 8

User Fields 6

• Adding and Editing User Fields
• Adding Vendor Details
• Vendor Files
• Transaction Dates
• Adding Account Details

View all 6