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 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 51

• General (Original UI)
• 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 (Original UI)

View all 51

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