TotalBrokerage

Forms Library 7

• Basic and Advanced Searching for a Form
• Uploading (in bulk) forms to your Forms Library
• Transactions Forms Library - editing your forms
• Form Serial Number
• Field Templates

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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

Creating Transactions 1

• How to create a transaction

Working within a Transaction 8

• Documents: Creating a Signing Certificate
• Property: Custom MLS Addendum
• General: Locking a Transaction Type
• Documents: Editing a Document
• Transaction tabs

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Documents 8

• Signing a Signature Request
• Documents: Signature Requests
• Documents: Using Clauses Within your Documents
• Separating Documents, Removing and Rotating Pages (Page Tools)
• Documents: Downloading Multiple Documents

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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