TotalBrokerage

Accounts 8

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

View all 8

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

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 1

• Creating & Removing Teams

Transactions 3

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

User Fields 6

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

View all 6