TotalBrokerage

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 3

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

Working within a Transaction 38

• Documents: Downloading Multiple Documents
• Documents: Signature Requests
• Documents: Requesting Signatures (New UI)
• Documents: Resending or Canceling Signature Requests
• Documents: Creating a Signing Certificate

View all 38

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