TotalBrokerage

Agent Tutorial Videos 1

• Create a Transaction and send for e-Signature

Getting Started 6

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

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Introduction 4

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

TotalBrokerage Resources 1

• TotalBrokerage Feature Request Form

Dashboard Views and Options 1

• Dashboard

CRM 1

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

Transactions 4

• Fixing Document Issues in TotalBrokerage
• I can't find my transaction!
• My customer says they are not receiving the signature request/email, etc
• My transaction has the wrong Checklist

Reports 0

Widgets 5

• Adding and Editing Dashboard Widgets
• Creating a Brokerage-Wide Widget
• Compliance Widget
• Quick Access for Reports
• Create and Apply a Widget Template

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 1

• My Profile

Forms Library 8

• 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

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View Transactions 3

• Exporting your Transactions' Activities to a CSV
• Bulk Reassigning Transactions to Another Agent
• Basic and Filtered Searching for a Transaction

Working within a Transaction 22

• Documents: Downloading Multiple Documents
• Documents: Signature Requests
• Documents: Creating a Signing Certificate
• Documents: Create Transaction Summary PDF
• Property: Custom MLS Addendum

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Signing Documents 1

• Signing a Signature Request

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 14

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

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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 5

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

Working within a Contact 16

• General
• Address
• Details
• Preferences
• Activity

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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 Photo
• 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 (Brokerage Manager use only)
• 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 2

• Transaction Reports
• Transaction Summary (Agent Guide)

Administrative 1

• Reports > Administrative (Brokerage & Office Managers Only)

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 8

• Adding or Editing an Account
• Adding Agents in Bulk
• Exporting Agents into CSV
• Synchronizing Agents to QuickBooks
• Bulk Limitations

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API 4

• Creating an API Key
• Creating a Webhook (API Event Subscription)
• Logging for API keys and Webhooks
• TotalBrokerage API & Zapier Integration Overview

Brokerage 13

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

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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 3

• Creating & Removing Teams
• Team Commission Plans
• Team Activity Tab

Transactions 2

• Setup > Transactions: General
• Uploading Forms and Creating Wizard Questions

User Fields 6

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

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